Case Study: Callpop achieves rapid, scalable process automation and dramatic time savings with Creatio

How Callpop Ran a Race While Putting Their Shoes on

Callpop, a Utah-based startup that integrates phone systems with medical practice management solutions, needed a CRM to build its business fast while preparing to roll out 3,000+ locations. The company required lead flows, account management, process automation, easy customization and Web APIs for external integrations, and selected Creatio’s low-code, single-platform CRM for its robustness and user-friendly interface.

Creatio supplied out-of-the-box processes (about 40% of Callpop’s workflows), a citizen-developer-friendly open API and low/no-code customization so Callpop could add 50+ custom fields, centralize data entry and automate integrations in short agile sprints—being up and running within a week. The implementation cut a formerly 30-minute manual task down to 3 seconds, reduced configuration time from hours to minutes, enabled cloud-based remote operations, and materially accelerated Callpop’s scalability and operational efficiency.

Callpop

Brian Morgan

COO