Audit and preparation
We study your processes, sales funnel, document workflow, and interdepartmental interaction specifics.
Creatio CRM implementation is a strategic step
A CRM system structures company operations: from customer inquiries and tasks to document workflow, reporting, and analytics.
We analyze the company's processes, tailor solutions to them, and train the team
It's not just about installing software — it's about full integration that takes people, tasks, and real-world business into account.
CRM system integration stages
System logic design
We create structure, roles, tasks, and automation tailored to your business.
Phased implementation
The goal is for the team to adapt without feeling overwhelmed. Basic features first, then advanced ones.
Integration setup
We analyze the business ecosystem. Website, email, messengers, IP telephony, document workflow — we connect everything to CRM.
Team training
We conduct hands-on training in small groups (10–15 people), with tasks from simple to complex.
Pilot launch and support
We support the launch, help with adaptation, and make adjustments when needed.
CRM system implementation stages
Our goal:
Implement CRM not just for the sake of it, but to achieve results.
Tailor the system to your processes.
Improve oversight and transparency without adding unnecessary burdens.
Reduce resistance to the team by involving them in the process.
Build a clear and effective management system.
Provide support at every stage of the change process.
Expected result:
A CRM system actually works in business; it doesn't just “run in the background.”
All clients, tasks, and documents—all in one place.
Команда знає, як працювати із системою і для чого вона потрібна.
The owner can view the sales funnel, activity, and sales forecasts.
The chaos in tasks and duplication of work are disappearing.
Questions and answers
Customer reviews
The CRM Genesis team has delivered over 500 projects
Tasks were handled professionally and quickly
We launched everything, and the system works. What was most valuable was that Oleksii didn't just execute tasks — he also analyzed and showed how to achieve results more efficiently. Oleksii dove deep into the project and thought about how to simplify the process and deliver not just as an executor, but as an analyst. That had tremendous value. When we started, there was no process at all — he built a working model and the company started operating.
As I noted, it's important to look from the client's perspective and analyze, not just do what the client asks. CRM Genesis works exactly that way, which is why I would recommend them to other companies.
Yehor Lisnychyi
Commercial Director, TVOYE KOLO
Thanks to their experience, CRM Genesis protects you from overpaying
We configured business processes in logistics, lead generation, fixed errors in financial reporting, reworked sales funnel settings, and much more. The level of expertise and client focus is outstanding. We recommend CRM Genesis to companies that want to automate and systematize their operations, refine their CRM system, or set it up from scratch. Thanks to CRM Genesis's experience, you avoid overpaying through rework of inefficient or unnecessary projects, and they help you work through project scaling via CRM.
Oleg Martynenko
Head of Logistics, SIDD TRANS
The quality of service fully meets my expectations.
Contacting CRM Genesis support for the first time was very easy — everything went great, no difficulties at the start. For us, the most important thing in technical support is fast response to issues and prompt task resolution. The quality of service fully meets my expectations.
Victoria Vasyuk
Head of E-commerce, Andre Tan
No negative situations arose — overall, we are fully satisfied
I rate the CRM Genesis support team's response speed 10 out of 10 — and this applies to both sales and marketing. Your manager, Pavlo, deserves a lot of credit for this. We are in constant contact with him; he helps with any questions — whether it's fine-tuning something or understanding why a feature works the way it does. No negative situations arose; overall, we are fully satisfied, so I don't even have improvement suggestions — everything is good.
Yevgeniya
Head of Commercial Department, Konstruktyv
All requests are resolved quickly — I give it 10 out of 10
All requests we submit to the CRM Genesis support team are resolved quickly — I give it 10 out of 10. Technical support is currently being updated and transitioning us to an official request system — my team is still getting used to these changes, but we receive responses promptly, so the service improvement is really noticeable.
Polina
Financial Director, Silver Studio
We will help you scale your business
Start with a consultation — then we will plan implementation tailored to your processes