Creatio and Wipfli form partnership to support business process automation across industries

Collaboration brings together advisory services and a no-code, AI-enabled platform to support workflow and CRM initiatives

Alex Donchuk, Senior Vice President of Global Channels at Creatio

Creatio, a provider of an AI-enabled CRM and workflow automation platform, has announced a partnership with Wipfli, an advisory and accounting firm. The collaboration is aimed at supporting organizations in sectors such as financial services and manufacturing in the design, deployment, and management of digital business processes.

Under the partnership, Wipfli will provide advisory and implementation services, while Creatio will supply its no-code platform for workflow automation and customer relationship management. The companies stated that the joint offering is intended to reduce reliance on custom software development and enable business teams to configure and adjust processes through a graphical, no-code interface.

Kyle Aulerich, Partner at Wipfli, said the partnership is intended to expand the firm’s ability to support clients in implementing technology aligned with operational and business requirements.

Alex Donchuk, Senior Vice President of Global Channels at Creatio, said the collaboration is focused on working with advisory partners to support organizations in applying automation and CRM technologies within their existing business strategies.

Creatio provides a platform that combines workflow automation, customer relationship management, and AI-based features through a no-code development environment. The company offers its solutions to organizations seeking to manage and adapt business processes across sales, marketing, customer service, and internal operations.