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AI-Native, No-Code Creatio CRM & Workflow Automation for Australian Businesses

Embedded AI, not an Add-On
No‑/Low‑Code First

Why Creatio: AI + No-Code Freedom

  • No-Code Power for Every Department. Empower sales, service, marketing, and operations teams to design and deploy their own apps and automations in hours with intuitive drag-and-drop builders—no dev queue required.
  • Supercharged by AI, Ready for the Future. Embedded generative and predictive AI drafts emails, surfaces next-best actions, and continuously learns from your data, keeping your processes a step ahead of market change.
  • Built to Integrate, Not Replace. Open REST/OData APIs, 300 + pre-built connectors, and an event-driven architecture let Creatio slot into your existing stack, orchestrating data flows without costly rip-and-replace projects.
  • Security, Governance & Compliance. Australian-hosted options, role-based access controls, ISO-aligned frameworks, and full audit trails ensure every automation meets enterprise-grade security and regulatory standards.
  • One Platform, Unlimited Use Cases. From lead management to field service—or any industry workflow—the same low-code canvas lets you spin up new solutions endlessly, eliminating siloed point tools and licence sprawl.
  • Why Enterprises Choose Creatio. Launch apps in weeks, not months; lower total cost of ownership by avoiding custom code and costly upgrades; and gain operational agility to adapt without developer bottlenecks.
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Why Partner with CRM Strategy?

  • Local Experts, Global Insight. Our Melbourne-based consultants pair deep knowledge of Australian regulatory and market nuances with three decades of international CRM delivery experience.
  • End-to-End CRM Specialists. From data strategy and process design to integrations and user training, we cover the entire stack so you never juggle multiple vendors.
  • Agile, Sprint-Based Delivery. Agreed sprints with clear success metrics get your first live workflow up in weeks, not months, accelerating time-to-value.
  • No-Code & AI Enablement.  We coach your teams to use Creatio’s no-code tools and Copilot AI so business users can build, iterate and innovate without developer bottlenecks.
  • Managed Success & Support. An on-shore help desk, proactive release management and quarterly optimisation reviews keep your platform secure, current and continuously improving.
  • ROI-Focused Approach. Every project starts with a KPI roadmap and ends with measurable gains and productivity improvements within the first year.
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Popular AI-Driven Use-Cases

  • Sales AI. Your AI twin summarises pipeline health, forecasts and drafts follow-up emails.
  • Marketing AI. Natural language segment creation and automatic campaign flow generation.
  • Service AI. Real-time sentiment analysis and resolution playbooks.
  • Industry Accelerators. Banking & Fintech, NFP, Insurance, Automotive, Local Government & more.

Our End-to-End Creatio Services

  • Solution Design & ROI modelling. We translate your commercial KPIs into concrete workflow blueprints, delivering a quantified business case that shows time saved, revenue uplift, and payback periods before any build begins.
  • Licensing & Procurement. Our experts benchmark AU-specific pricing, right-size your licence mix, and guide you on SaaS versus on-prem deployment so you avoid surprise costs and choose the model that best fits your compliance profile.
  • Implementation & Integration. Certified engineers connect Creatio to your ERP, telephony stack, and generative-AI services through pre-built connectors and event APIs, ensuring seamless end-to-end data flow from day one.
  • Training & Change Management. We blend role-based workshops, interactive e-learning, and a proven ADKAR-style change framework to build user confidence, drive rapid adoption, and lock in long-term platform success.
  • Post-Deployment Check-Ins & Operational Reviews. We run structured 90-day health checks, tracking adoption, KPIs, and system performance, then host quarterly business reviews to fine-tune workflows, surface new automation opportunities, and keep your platform aligned with evolving business goals.

Creatio for Government & Local Government

Whether you’re a regional council digitising permits or a state agency overhauling citizen services, we deliver no-code CRM solutions that align with IRAP controls, keep data on-shore, automate routine tasks and bridge legacy systems, without costly rip-and-replace projects.

Creatio for Government - Learn More

CRM Strategy – Your Australian CRM expert

CRM Strategy is an Australian CRM consultant and technology agency.

With over 30 years’ experience solely developing CRM solutions in Australia across many industry verticals, we’ve delivered hundreds of successful projects.

We offer CRM consultation services and bespoke CRM system design, including web applications.

We partner with industry leading technologies including Sugar CRM, Zoho and Amazon and have a full time Australian-based staff comprising Analysts, Data Scientists and custom CRM developers, all supported by a friendly and dedicated Customer Success Team.

We offer CRM solutions for small business, large enterprise and businesses in-between.

Read more about us here.
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