1.0B-TRNSFRMDhttps://brandmender.com/btrnsfrmdbrandmenderco@gmail.comhttps://brandmender.com/btrnsfrmd/author/brandmendercogmail-com/rich600338<blockquote class="wp-embedded-content" data-secret="qQmyiKaugd"><a href="https://brandmender.com/btrnsfrmd/crm-process-automation/">CRM & Process Automation</a></blockquote><iframe sandbox="allow-scripts" security="restricted" src="https://brandmender.com/btrnsfrmd/crm-process-automation/embed/#?secret=qQmyiKaugd" width="600" height="338" title="“CRM & Process Automation” — B-TRNSFRMD" data-secret="qQmyiKaugd" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" class="wp-embedded-content"></iframe><script> /*! This file is auto-generated */ !function(d,l){"use strict";l.querySelector&&d.addEventListener&&"undefined"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!/[^a-zA-Z0-9]/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret="'+t.secret+'"]'),o=l.querySelectorAll('blockquote[data-secret="'+t.secret+'"]'),c=new RegExp("^https?:$","i"),i=0;i<o.length;i++)o[i].style.display="none";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute("style"),"height"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):"link"===t.message&&(r=new URL(s.getAttribute("src")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener("message",d.wp.receiveEmbedMessage,!1),l.addEventListener("DOMContentLoaded",function(){for(var e,t,s=l.querySelectorAll("iframe.wp-embedded-content"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute("data-secret"))||(t=Math.random().toString(36).substring(2,12),e.src+="#?secret="+t,e.setAttribute("data-secret",t)),e.contentWindow.postMessage({message:"ready",secret:t},"*")},!1)))}(window,document); //# sourceURL=https://brandmender.com/btrnsfrmd/wp-includes/js/wp-embed.min.js </script> A CRM Built Around How You Work 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. Meet With Us  → Read Success Stories CRM ADOPTION 92% PIPELINE VISIBILITY ↑ 68% MANUAL WORK ELIMINATED ↓ 52% AI AUTOMATION ACTIVE LIVE FORECAST · SCORING · ROUTING Our Technology Partners Why Teams Come to Us When Systems Don’t Connect, The Whole Business Feels It. 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. Disconnected Teams and Data Each team works in its own system, so customer data sits in silos and no one owns the full journey. Without one unified view, teams can’t see the complete customer story or hand off cleanly from one stage to the next. Sales Buried in Manual Work 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. Teams Without AI Support 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. Leadership Flying Blind 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. Systems Too Complex to Use Powerful tools become a burden when they’re too complex for everyday use. Adoption drops, custom builds get abandoned, and the business ends up paying for capability no one actually uses. What We Deliver Connected Systems. AI-Powered Automation. One Customer View. Your CRM, workflows, and AI — unified into one system that works the way your business does. / 01 Unified Customer Data 360 Customer View 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. / 02 Workflow Automation Less Manual Work Across Every Team 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. / 03 Agentic AI & Business Applications AI Embedded Across Your Business 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. / 04 Real-Time Visibility Decisions Backed by Real-Time Insight Leadership gets one live view across marketing, pipeline, and service — no manual exports, no stale reports. The numbers stay current the moment you need them, so you can spot what’s working, catch what isn’t, and make decisions on what’s happening now instead of last month. How We Engage From First Conversation To Long-Term Performance 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. 01 Advisory & Platform Architecture 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. 02 Quick Start 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. 03 OptimizeAI 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. 04 Continuum 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. 13 Wks Average Time to Full CRM Deployment From kickoff to go-live 92% CRM Adoption Rate Within 60 Days Regional banking group post-implementation 120+ Business Workflows Automated Across sales, service, and operations 28% Shorter Sales Cycle Mid-market retail group post-implementation Success Stories Real Implementations. Documented Results. Financial Services · 5 Business Units · 17 Countries Financial Services Group Unifies 5 Business Units to Boost Cross-Sell & Upsell with Creatio’s AI-Native CRM 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. 5 business units unified on a single Creatio instance with BU-level data security. 260+ business processes automated across Sales, Marketing, and Service. 2M+ customer records migrated from on-premise data warehouse into Creatio. Read more → Healthcare · 70+ Nationwide Franchises Standardizing Operations Across 70+ Franchise Centers Through Unified CRM A nationwide behavioral health provider operating across 70+ franchise centers was constrained by fragmented legacy CRMhttps://brandmender.com/btrnsfrmd/wp-content/uploads/2026/06/creatio_4k-3-scaled.png