DigiTeam Labs
CREATIO PARTNER · AI

You run Creatio. Your team still does the work by hand.

We are an AI-first integrator and Creatio CRM implementation partner for companies in the US, the UK and Europe. We turn Creatio into working support, HR, IT and customer-success processes — using Creatio's own agents, the best apps on the Creatio Marketplace, and the integrations we build — and run them in production.

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Document intake · 70%+ better CRM data quality
Creatio record page with the Creatio.ai panel open
Screenshot: Creatio
WHY NOW

Creatio gave you the agents. Someone still has to make them work.

Creatio AI Studio — and, for banks, Bank.ai — ship agents and the tools to build more. But an agent is only as good as what it's connected to: your data, your rules, your approvals and the systems around your CRM.

How we make Creatio AI agents work →

81%

of financial institutions are scaling AI agents across departments or will within 12 months. Those with AI governance are more than 3× as likely to feel very confident scaling it.

— Creatio, The State of Enterprise AI Adoption: Financial Services Edition, 2026
RECIPES

Recipes ready to run in your business.

HOW IT FITS TOGETHER

Build once. Use it in every process.

Answers from approved knowledge, document intake, SLA watch, one view across systems — each module is built once and reused. Your second process costs less than your first.

ModuleCustomer SupportHR portalIT service deskCustomer SuccessInsuranceBanking
Request intake and routing Available Customer SupportHR portalIT service deskInsurance
Chat on approved knowledge Available Customer SupportHR portalIT service deskBanking
SLA watch and escalation Available Customer SupportHR portalIT service deskInsuranceBanking
Document intake Available HR portalInsuranceBanking
Back-office automation Available Customer SupportHR portalIT service deskCustomer SuccessBanking
Conversation recap Available Customer SupportCustomer SuccessInsuranceBanking
Health score and alerts Available Customer SuccessInsuranceBanking
Renewal desk Available Customer SuccessInsuranceBanking
Client 360 for risk review Available Customer SuccessInsuranceBanking
Offers from client events Available Customer SuccessBanking
Missed-call callback In development Customer SupportInsurance
System connector Available Customer SupportHR portalIT service deskCustomer SuccessInsuranceBanking
CRM data quality Available Customer SupportHR portalCustomer Success
Cross-team checklist In development HR portalIT service deskInsuranceBanking
Consent and disclosures In development InsuranceBanking
Compliant content drafting Available InsuranceBanking
Research and meeting prep Available Customer SuccessBanking
WHAT GOES IN

We don't rebuild what Creatio and its partners already do well.

Creatio, out of the box

Cases, queues, knowledge base, portal, surveys — configured, not rebuilt.

Creatio agents

The agents Creatio ships, set up on your data and rules.

Apps from the Creatio Marketplace

Telephony, service catalog, surveys and more — we connect the ones you need.

What we add

Integrations with your other systems, the missing automations, and the whole process put together.

We are the integrator: we pick the best of what exists and make it work as one process.

How we connect Creatio to your other systems →

HOW IT WORKS

The same three roles, built from Creatio's own parts.

The model

In your Creatio

Creatio.ai and AI Studio agents — or the model you connect

What it does

Reads, drafts and scores

Code

In your Creatio

Business processes, rules and integrations

What it does

Holds thresholds, consent, approvals and the write-back

A practitioner

In your Creatio

Tasks and approvals in Creatio

What it does

One of your people: signs off what matters

Your team keeps working in Creatio. Nothing new to log into.

HOW WE WORK

One process first. Then the next.

  1. Step 1

    A 30-minute call

    We look at how you use Creatio today and pick the first process with you.

  2. Step 2

    A 3-week pilot

    Two or three modules of one process, live in your Creatio, with a fixed scope.

  3. Step 3

    Scale

    Then the rest of the process, and the next process, on the same modules.

See which process pays first in your Creatio.

Book a meeting
FINANCIAL SERVICES

Built where the bar is highest.

We've delivered agents for a bank, lenders, an FCA-regulated investment manager and an estate-planning firm. In financial services, a step that runs unattended elsewhere gets a named approver.

  • Rules, thresholds and approvals live in code — not in the prompt.
  • Every decision that matters has a person's name on it.
  • Under NDA, always. Your data stays in your Creatio and is never used to train shared models.

Not on Creatio yet? Start with AI from day one.

Talk to us about Creatio
FAQ

Questions about Creatio CRM implementation

  • What does a Creatio CRM implementation partner do?

    It sets Creatio CRM up for how your company works: processes, data, integrations, users and training. As an AI-first integrator, we also build the AI agents that work inside Creatio, connect it to the systems around it and run them in production.

  • How long does a Creatio implementation take?

    A first process goes live as a 3-week pilot with two or three modules. The rest follows module by module; how long depends on your systems and how many teams the process touches.

  • We're not on Creatio yet. Can you implement it from scratch?

    Yes. We help you choose the Creatio products and plan, implement Creatio and put the first process live as part of the rollout — with AI from day one, not added later.

  • Can you take over a Creatio project another partner started?

    Yes. We review what is built, which data and integrations are in place and where it is stuck, then propose a plan to finish it — with AI where it helps.

  • How much does a Creatio implementation cost?

    Creatio is licensed per user, by plan and by product (Sales, Service, Marketing); its prices are public on creatio.com. The cost of the work depends on the processes, the systems to connect and the data to move. We fix the scope of a 3-week pilot before we start, so you know what you pay for.

  • What happens after go-live?

    We run what we build in production: we watch the agents, fix what breaks, change the rules as your business changes and add the next module when you're ready.