Your CRM Predates AI.
Your Bill Doesn’t.

Rising Costs That Never Show Up on the Original Quote

Subscription costs increase every renewal. Customization projects add up. Every new AI feature comes with its own line item. What started as a reasonable annual cost becomes a number Finance keeps asking about.

AI That Watches, But Doesn’t Act

Your CRM’s AI can score a deal and flag it as at-risk — but it won’t pull the prospect’s latest activity, draft the follow-up, or update the record itself. It observes. It doesn’t do the work.

Real AI Automation Still Needs a Developer

Automating a workflow shouldn’t need a developer, a ticket, and a two-week queue — but on most legacy CRMs, it does, because the platform was built for IT to configure, not the business users who actually know the process.

A System So Cumbersome, It Doesn’t Move With Your Business

Years of custom code and one-off configurations made it fit perfectly once. Now every update risks breaking something nobody remembers building.

Teams That Stopped Using It the Way It Was Designed

When the interface gets in the way, reps build workarounds instead of using the system as intended — and the data you are supposed to trust gets thinner every quarter.

New Leadership, New Priorities

A new IT leader, a recent merger, or a push to modernize — each one is a natural moment to ask if your CRM is still the right fit, instead of renewing it out of habit.

AI CRM — Sales, Marketing, and Service in One View

A single view of every customer across Sales, Marketing, and Service, with omnichannel engagement built into the platform — web chat, text, messaging apps, and voice and video avatars — instead of stitched together from separate tools.

AI Twin — Every Team Member Builds Their Own Agents

Describe what you need in plain language and AI Twin builds the agent. The Prompt Agent Designer handles the conversational build; the Workflow Agent Designer maps multi-step logic visually. No developer, no AI skills, no two-week queue.

AI Studio — Manage Every Agent Across Its Full Lifecycle

Agents do not stop needing oversight once they are live. AI Studio covers the full lifecycle — policy enforcement, approvals, end-to-end execution visibility, and AI spend monitoring — so IT can see and control every automated decision rather than trusting it.

Business Studio — Build the Applications Around It

Where CRM ends, Business Studio begins. AI coding agents and no-code visual designers let your team build the applications and processes the business actually runs on — on the same platform, against the same data, without a second vendor.

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 growth across the group.

Read the Full Success Story →

260+

Legacy CRM Year 1 $322K. Creatio Year 1 $151K.

Real Results

The CRM Migration Playbook for Growing Teams

A step-by-step guide to planning and executing a CRM switch without disrupting your business.

Why Speed Matters More Than Features in CRM Selection

How the fastest-growing teams evaluate CRM platforms — and what they prioritize over feature lists.

AI in CRM: What’s Real and What’s Just Marketing

A plain-language breakdown of what AI features actually deliver value versus what’s still theoretical.

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We typically complete a full migration in 12–16 weeks depending on data complexity and integrations. We scope a firm timeline upfront and manage the full cutover so your team keeps working without disruption.

Creatio ships generative and predictive AI inside the platform at no per-seat upcharge. What legacy CRM vendors sell as premium add-ons is simply included in what you already pay.

User adoption fails when a CRM ships as IT’s project instead of the business’s tool — a system nobody configured for how teams actually work. Because Creatio’s no-code designer lets business users adjust workflows, forms, and rules themselves after go-live, the system keeps fitting how your team operates instead of freezing on day one like a typical rollout.

You get a dedicated B-TRNSFRMD team for ongoing support — not a shared ticket queue — with defined SLAs, proactive check-ins, and hands-on help whenever you need it.

Cost depends on data volume, integration count, and how many custom objects and workflows carry over from your current CRM. Rather than a vague range, we scope a fixed, transparent quote after an initial assessment — so you know the real number before you commit, not a placeholder you have to negotiate down later.

Yes. Creatio offers open APIs and prebuilt connectors for the systems most teams already run — ERP, email, telephony, and data warehouses among them. If you rely on a less common tool, we scope a custom integration during the assessment phase, not after go-live.

A legacy CRM migration partner plans and executes your full switch — data migration, workflow rebuild, integrations, and go-live — so your team isn’t learning a new platform and untangling old data at the same time. B-TRNSFRMD manages the entire transition, from your current CRM’s data structure through to a fully configured Creatio environment.

Yes. We run structured Creatio migrations from Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Pipedrive, and other platforms — mapping your core objects (accounts, contacts, deals, tickets) to Creatio’s data model with zero data loss and a defined cutover date, not an open-ended project.

CRM total cost of ownership goes beyond the sticker price — it includes implementation, admin overhead, integrations, training, and the hidden add-ons legacy CRMs charge for AI and automation separately. Once all of that is factored in, Creatio’s per-user cost runs meaningfully below the vendors compared in the chart above, because AI, workflow automation, and no-code tooling are built into the platform, not sold back to you as extras.

No — data integrity is the first thing we validate, not the last. Every migration starts with a full data audit and field-mapping document, moves through a full-volume test migration before cutover, and keeps your legacy CRM in read-only mode after go-live as a safety net. Nothing goes live until it’s been verified twice.