Case Study: Technology Advisors achieves rapid deployments and accelerated growth with Creatio

Working with Creatio is tough but in a good way

Technology Advisors, Inc. (TAI) is a software‑consulting firm that builds CRM processes and technology solutions for clients and has helped more than 2,000 businesses since 1991. Their challenge was helping customers get the most from their software investments quickly—avoiding piecemeal approaches and long build times—while supporting ongoing growth and new feature needs. TAI partnered with Creatio and its pre‑built, complete CRM platform to address that challenge.

Creatio delivered a ready‑made CRM solution with frequent monthly releases and rich out‑of‑the‑box functionality, enabling TAI to deploy customers in weeks rather than months and progressively enable additional features as clients scale. By using Creatio, TAI accelerated time‑to‑value for clients, simplified implementations, and empowered organizations to grow and improve sales, productivity, and profitability with measurable faster deployments (weeks vs months) and ongoing feature rollouts.

Technology Advisors

Sam Biardo

Founder and CEO