01
Idea Generate
Start by brainstorming ideas that align with user needs & business goals.
This step lays the foundation for a meaningful and purpose-driven product.
Implement Creatio the right way—process-first and low-code smart. At NextAge, we design Creatio CRM to mirror how your teams sell, serve, and market, then use no-code tooling to automate the busywork and surface the data that actually drives decisions.
From net-new orgs to cleanup of years of customizations, we deliver a lean data model, governed low-code patterns, and integrations that keep Creatio at the center of your customer operations.
Why Creatio CRM Implementation?
A process-centric, low-code platform that lets business and IT move in lockstep.
01
Process First, Screens Second
Model your real workflows in the process designer, then generate pages and automations that follow the playbook—not the other way around.
02
Low-Code at Enterprise Scale
Business users build safely within guardrails; IT governs packages, environments, and release flow.
03
Unified Sales, Marketing, Service
One platform for journeys, cases, SLAs, campaigns, and analytics—without swivel-chair ops.
04
Integration-Ready
Open APIs, webhooks, and ESB/iPaaS patterns connect ERP, finance, telephony/CTI, and data warehouses.
NextAge Creatio Expertise
Certified consultants and engineers who blend RevOps know-how with Creatio platform depth.
Sales/Marketing/Service setup with process/case design and SLAs
Low-Code Governance: packages, environments, naming standards, review gates
Extensions & UI: section/page configuration, business rules, dashboards
Integrations & Data: REST/OData, iPaaS (MuleSoft/Boomi/Make), ETL & quality rules
Our Creatio CRM Implementation Services
Discovery & Solution Blueprint
Map journeys, KPIs, and roles; define objects, permissions, and process models with a phased roadmap tied to outcomes.
Build & Low-Code Extensions
Configure sections, pages, business rules, queues, and case flows; add targeted code where low-code stops short.
Integration & Data Migration
Connect telephony/CTI, marketing, ERP/CPQ, and support systems; dedupe, transform, and cut over with confidence.
Enablement, DevOps & Adoption
Role-based training, admin playbooks, release management (packages/environments), release notes, and change programs that stick.
Why Partner with NextAge?
01
Outcome-Linked Delivery
Every epic ladders to KPIs—win rate, cycle time, CSAT/SLAs, and forecast accuracy.
02
Process + Platform Craft
We start with operating models, then encode them in Creatio—no random fields or orphaned screens.
03
Clean Data by Default
Validation rules, dedupe logic, picklists, and hygiene checks keep reports truthful.
04
Security & Compliance Built-In
Roles, object-level sharing, field-level security, audit trails, and privacy controls from day one.
05
DevOps for Creatio
Source-backed packages, environment strategy, automated checks, and reversible releases.
06
Future-Ready Architecture
Modular metadata, event-driven patterns, and integration contracts that evolve safely.
07
Transparent Execution
Backlogs, demos, and release notes in the open—clear risks, decisions, and timelines.
08
SLA-Backed Support
Post-go-live admin-as-a-service, enhancement queues, and quarterly health checks.