Creatio CRM

Module 1: Introduction to Creatio

• Creatio overview: no-code platform for CRM and process automation
• Creatio products: Sales, Marketing, Service, and Studio
• Creatio architecture: low-code composer, process engine, and AI
• Navigating Creatio: sections, dashboards, and Freedom UI

Module 2: Contact and Account Management

• Contacts and Accounts sections: record creation and management
• Relationships: linking contacts to accounts and opportunities
• Communication panel: emails, calls, and messages from Creatio
• Activity and history tracking on CRM records

Module 3: Opportunity Management

• Opportunity stages: configuring sales pipeline and probability
• Products in opportunities: catalogue and pricing configuration
• Sales playbooks: guided selling steps aligned to opportunity stage
• Forecasting: revenue forecasting by period and sales team

Module 4: Marketing Automation

• Campaigns: multi-channel campaign planning and execution
• Bulk emails: creating and sending personalised email campaigns
• Marketing lead management: capture, scoring, and routing
• Campaign analytics: response tracking and ROI measurement

Module 5: Service Management

• Cases: customer issue management and resolution tracking
• Knowledge base: article creation and agent search tools
• Service queues: routing cases to service teams
• SLA policies: response and resolution time configuration

Module 6: Low-Code Process Automation

• Business Process Management (BPM): designing process flows in Studio
• Process elements: tasks, gateways, and sub-processes
• Signal events: triggering processes from record changes
• Business rules: declarative logic for UI and field behaviour

Module 7: No-Code App Development

• Freedom UI designer: building custom application pages
• Section wizard: creating new CRM sections without code
• Dashboards: configuring analytical panels and KPI widgets
• Creatio Marketplace: installing add-ons and industry solutions

Module 8: Capstone Project and Assessment

• Creatio CRM setup: sales pipeline, products, and account management
• BPM process design: automated case routing and escalation workflow
• Custom section build using Freedom UI designer
• Final assessment and course certification

Experience in the Industry Gain expertise from Creatio-certified developers and CRM consultants who have built and deployed Creatio CRM and process automation solutions for financial services, telecom, and professional services organisations.

Backgrounds at the Top Our Creatio trainers have worked at Creatio partner organisations delivering no-code CRM and BPM implementations for customers seeking rapid time-to-value without heavy custom development.

Clear & Effective Teaching Creatio CRM modules, opportunity management, marketing automation, service management, BPM process design, no-code app development, and Freedom UI are explained with practical low-code CRM examples.

Hands-On Learning Focus Students configure Creatio pipelines, design BPM processes, build email campaigns, manage cases, create custom sections with Freedom UI, and deploy dashboards through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Creatio releases, Creatio AI features, Freedom UI enhancements, and evolving no-code CRM and process automation best practices.