Services.

Koncept provides a full range of project services and support for CRM, Custom Applications and Business Frameworks built on the Creatio Platform.

Creatio Implementations

CRM Starter Packs

Starter Packs to get your Creatio CRM up and running quickly:

• Quick Start - Base CRM (Customer 360)
• Starter Plus - Sales, Service, Marketing
• Add-Ons - tailored automation

Business Platform Projects

Implement and scale end-to-end process automation, integrations and custom apps:

• Business Architecture & Roadmap
• MVP Delivery (minimal viable product)
• Multi-Stage Projects & Integrations

Ongoing Support

Support and mentoring for issues/tweaks, improvements and enhancements:

• Support Bucket - pre-paid hours
• Ad Hoc - pay as you go
• Managed Service - continuous delivery

Koncept Business Frameworks

Financial Services

Asset Management - Investments & Registry
Banking/Credit Unions - Customer 360
Loan Management - Origination & Servicing
Mortgage Brokers - Applications & Lenders

Education & Non-Profit

Education - Onboarding, Delivery, Alumni
Non-Profit - Income, Programs, Volunteers

CRM Modules

Sales - Lead/Opps, Prod/Pricing, Orders/Inv
Service - Cases, Call Centers, ITIL 
Marketing - Campaigns, Emails, Forms, Social
​Client Portal - B2B & B2C

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