CRM is a customer relations management software. CRM systems usually address three key aspects of customer relations – service, sales and marketing. The software enables documenting extensive and varied information about the company’s customers. From general details about the customer to the smallest detail such as: who was the first company representative to make a transaction with the customer, what did the customer buy and when, when was their last interaction with a company employee, is the customer satisfied with your service and more. This significant database can help improve customer relationships, better understand the customer’s needs, increase customer satisfaction and identify additional products that may be of interest to the customer, thus increasing sales. The system may also serve to create a customer profile that can help reach more customers.


A CRM system is essential in working with customers in order to improve relationships with customers, retain customers, gain new customers and increase sales.


BPM, or Business Process Management, is a software that enables automating various business processes.


Most companies have different business processes that require order, organizing, monitoring and control. A business process may start with a customer asking to perform a particular transaction, which then requires the customer to perform additional actions. Each company has its own complex business processes that could benefit from automation.


These processes usually involve several people inside and outside the organization. In order for such a process to be successful, the company must define it and automate actions that will allow proper and efficient management of the process. Using BPM can improve business processes and diagnose problems. BPM also enables the digitization of business processes and supports organizational efficiency.


Proceed serves as the exclusive integrator of the global Creatio company. Creatio is a unique low-code-based CRM system that integrates BPM and automated processes.


Creatio is a unique system that stands out as a combined BPM system and CRM system. Creatio’s primary advantage is in connecting the two worlds, and making customer relations an integral part of the organization’s business processes. The system is based on Low Code / No Code technology that enables defining business processes very quickly, without the need for advanced technological knowledge, giving end users the ability to develop business solutions by themselves and for themselves.


This technology enables fast, safe and cheap development resulting in lower TCO (Total Cost of Ownership) and enabling a quick response to the organization’s business needs.


Additional system benefits:

  • Allows for the involvement of multiple persons in the process while continuously coordinating between them;
  • Breaks the project down into several stages and several required elements;
  • Converts complex business processes into simple processes in the system;
  • Digitally coordinates within the organization and outside, between different companies;
  • Provides transparency at all stages of development for the benefit of the involved parties;
  • Enables transparency, control and monitoring of several projects at the same time – enables identifying bottlenecks in processes and ensuring optimal efficiency;
  • Implemented as a cloud system or cloud on primes.

Other solutions proceed can offer you

Setting up and
guiding PMO Planning &
Control entities

The challenge: The setting up of Planning & Control entities (PMO bodies) is a complex field of expertise. Such entities must be suited to the organization’s level of readiness, its management style and to the organization’s supporting infrastructures.

Let’s talk

77 Ben Gurion St., Tel Aviv
Zip Code 6451406
Phone: + 972-3-7622958

WhatsApp: + 972-52-6335554

Request Live demo

Your message has been recieved

Thank you!

a Proceed representive will follow up with you as soon as possible.