From sales to back-office workflows, we unify your customer data and automate the work behind it. One AI-native system built to cut manual effort, streamline operations, and accelerate revenue growth.
Scattered systems don’t just slow one team down. They fragment the customer journey, bury your people in manual work, and leave leadership without a clear view. For most businesses, the strain shows up in a few familiar places.
Reps spend more time on data entry and admin than on selling. Every manual update is time not spent with a customer, and the busywork quietly caps how much the team can actually close.
The work that AI could handle still falls on people — logging calls, summarizing conversations, drafting next steps, prepping for meetings. Teams are doing manually what an AI assistant could take off their plate entirely.
With teams spread across different systems, pulling a clear report is slow and manual. By the time the numbers come together, the moment to act has often passed, and decisions get made on stale data.
Every customer interaction lives in a single source of truth, so sales, marketing, and service all work from the same complete picture. Your teams see the full journey from first touch through renewal, act on context instead of hunting for it, and deliver a consistent experience at every stage.
The routine work that connects sales, service, and operations runs automatically — the data entry, handoffs, and updates that eat your team’s day. Work moves forward on its own, nothing stalls in an inbox, and your people spend their time on customers and decisions instead of administrative busywork.
AI lives where the work happens, from automating the simplest task to powering custom applications and full business processes built around how you operate. AI agents handle routine work and support your teams in the flow of their day, so technology does more of the heavy lifting and your people do more of what matters.
We meet you where you are in your CRM journey and help you deliver the results your teams can rely on and your leadership can measure.
Whether you're choosing a CRM, replacing one that no longer fits, or rethinking the processes and customer journey behind it, we help you start from a clear plan. We assess your current environment, map your workflows across teams, and define the Creatio architecture and process design that fit how your business actually runs.
We implement Creatio and configure it around your processes, not a generic template. We design your data model, no-code automation, and AI agents, integrate with your existing systems, and migrate your data where needed — so you go live quickly, configured for adoption from day one.
If your Creatio CRM isn't delivering its full value, or you're ready to do more with it, we help you optimize what you already have. We audit your current setup, pinpoint what's holding adoption, pipeline visibility, and results back, and rebuild the workflows and AI agents so it performs the way it should.
We provide ongoing managed support that keeps your Creatio CRM evolving with your business. As your needs change, we refine workflows and expand agentic automation into new processes, so your CRM stays an enabler of your objectives, not a hurdle, and keeps delivering as you grow.
From kickoff to go-live
Regional banking group post-implementation
Across sales, service, and operations
A leading financial services group operated with siloed Sales, Marketing, and Service functions across 5 business units and 17 countries. B-TRNSFRMD delivered a phased Creatio CRM transformation to unify customer data and unlock cross-sell, upsell, and enterprise-wide growth.
A nationwide behavioral health provider operating across 70+ franchise centers was constrained by fragmented legacy CRM systems and non-standardized operations. B-TRNSFRMD architected a unified Creatio CRM platform to standardize processes, deliver end-to-end lifecycle visibility, and support a pivotal shift toward an insurance-eligible clinical model.
From shaping strategy to optimizing performance, we bring the expertise, method, and accountability that turn a CRM into measurable business results
Every workflow we design starts with how your team actually operates — we don’t blindly apply a vendor’s template. We map your processes, recommend what to improve, and build workflows that are scalable and built on industry best practices.
Unlock Your Platform’s Full Potential From AI-powered workflows and automation down to the underlying configuration, we make every part of your platform work toward one goal: faster resolutions for your customers, stronger support for your agents, and measurable results for your business.
Our focus is your outcome, not just the implementation. We partner with you toward your goals and track every milestone along the way — so each step moves you measurably closer to the results you set out to achieve.
Pipeline management, client onboarding automation, and compliance-aligned workflows configured for financial services organizations. Every client interaction tracked. Every approval documented. AI-powered relationship scoring surfaces at-risk accounts and expansion opportunities before they become a manual review cycle. Change management workflows built for regulatory scrutiny from the start.
HIPAA-aligned data architecture, referral workflow automation, and patient relationship management configured for healthcare organizations. AI-assisted prioritization surfaces high-value referral sources and at-risk patient relationships before they become lost revenue. Every interaction tracked, every handoff automated, and every access control configured before go-live.
Customer lifecycle management, loyalty workflow automation, eCommerce and support integration, and unified customer view across channels — configured for retail organizations that need CRM to connect the customer relationship from acquisition through retention. AI-powered segmentation and next-best-action recommendations give your marketing and sales teams a measurable edge.
A standard CRM implementation gives your team a system to store and manage customer data. CRM process automation goes further — it builds the workflows that move work forward automatically, from sales handoffs and lead routing to approvals and data updates. The result is fewer manual steps and more time on actual selling.
B-TRNSFRMD is a certified implementation and optimization partner for Creatio — an AI-native, no-code CRM built for sales, marketing, and service — and Zendesk for service-focused CRM environments. Platform selection depends on your team size, current tech stack, and the business outcomes you are trying to achieve.
B-TRNSFRMD's average time to full CRM deployment is 13 weeks from kickoff to go-live. Scope, data migration complexity, and integration requirements affect timeline. Every implementation is configured around your actual processes — not a generic template — so adoption is built in from day one.
CRM adoption measures how consistently your team uses the system as part of their daily work. A CRM that sits unused delivers no value. B-TRNSFRMD designs implementations around how teams actually work — not how a vendor assumes they work — achieving a 92% CRM adoption rate within 60 days across deployments.
Agentic AI in a CRM handles routine work autonomously — logging calls, summarizing conversations, drafting follow-ups, routing leads, and prepping for meetings — without waiting for a rep to trigger it. Unlike basic AI assistants, agentic AI acts on its own within defined rules, reducing manual work across the full sales cycle.
Common automations include lead assignment and routing, sales stage updates, follow-up reminders, onboarding sequences, contract approvals, and cross-team handoffs between sales, service, and operations. B-TRNSFRMD has automated 120+ business workflows across client engagements — eliminating 52% of manual work on average.
CRM consulting covers platform selection, process design, and architecture planning. CRM implementation is the execution — configuring the system, building automation, migrating data, and integrating with existing tools. B-TRNSFRMD delivers both: an advisory phase to design the right approach, then a structured implementation that goes live in 13 weeks on average.
CRM migration starts with a full audit of your existing data, records, and workflows before anything moves. B-TRNSFRMD cleans, maps, and migrates your data into the new environment — running parallel validation before cutover. For teams migrating from Salesforce or legacy CRMs, the process is structured to protect data integrity and minimize downtime.
