Project Management for Creatio Plan Projects Better Execute Work Faster Deliver Results with Confidence
Experience a unified project management solution designed to bring clarity and visibility across every project execution.
Plan Projects Better Execute Work Faster Deliver Results with Confidence
Discover an integrated solution for managing the complete field service lifecycle within Creatio.
Why Choose Project Management for Creatio?
When customers and operations are managed in Creatio, project execution requires the same level of structure and visibility.
Projects often involve multiple tasks, timelines, and contributors that must remain aligned throughout execution. When this work is managed through spreadsheets or disconnected tools, visibility into progress, costs, and ownership becomes challenging. Project Management for Creatio is built specifically for Creatio users to manage project planning, task tracking, time management, and dashboards together ensuring projects are executed with consistency, control and transparency within a single platform.
One Workspace for Project Execution
Projects, tasks, and time tracking are managed in a single system.
Native Creatio Experience
Fully aligned with Creatio’s interface, search, and document management capabilities.
No-Code Project Configuration
Streamline project execution and accelerate delivery using Creatio’s no-code tools.
Clear Responsibilities Across Teams
Clearly defined ownership and progress tracking for every task.
Designed for Practical Delivery
Focused on real project workflows.
Core Features
Purpose-built capabilities for effective project execution
Project Management
Create and manage projects with complete visibility into objectives, timelines, budgets, resources and progress.
Task Tracking
Break projects into actionable tasks, assign team members, set priorities, and track status in real time across teams.
Timesheet Management
Log time against tasks and projects to track effort, utilization, productivity, and billable hours accurately.
Dashboards & Analytics
Get real-time insights into job progress, engineer performance, pending tasks, and overall service efficiency through visual dashboards.
Project Management in Action
From Planning to Delivery—All Within Creatio
Create Project
Define scope, objectives, timelines, and budgets to establish a structured project plan.
Assign Tasks
Distribute work with clear ownership, priorities, and accountability across teams.
Track Progress
Monitor task status and logged hours as project work progresses.
Review Insights
Use dashboards to keep projects aligned with timelines, budgets, and delivery goals.
Built to Integrate Beyond Creatio
Project Management for Creatio can be extended to connect with ERP systems and third-party communication tools, allowing project information to move beyond the Creatio platform when required. Project data, time entries, and status updates can flow across connected applications supporting better coordination, consistent data sharing, and improved visibility across operations, finance, and project stakeholders without duplicating work.
Project Management for Diverse Business Environments
Construction Companies
Manage multiple construction projects by tracking milestones, coordinating labor and equipment, and maintaining visibility into schedules and deadlines across ongoing and parallel project timelines.
IT Services & Software Development
Organize development initiatives by structuring work into tasks, managing delivery timelines, and tracking developer time to support accurate billing and transparent project progress.
Manufacturing & Production Units
Track production-related projects by monitoring task execution, managing timelines, and ensuring key milestones such as prototypes, approvals, and delivery dates are achieved.
Professional Services Firms
Handle client engagements by assigning tasks, tracking billable hours, supporting invoicing processes, and reviewing performance across multiple projects and service engagements.
All Project Insights in One Dashboard
Get a centralized view of your project status, task progress, priorities, and key metrics—enabling faster tracking and more informed decision-making.
About Greytrix
Greytrix is a trusted provider of CRM and ERP solutions, helping businesses streamline operations and build connected digital ecosystems for over 25+ years. We deliver end-to-end services across consulting, implementation, custom development, integration, and migration for leading ERP platforms, including Sage Intacct, Sage X3, Sage 100, and Sage 300, along with CRM systems such as Creatio, Salesforce and Sage CRM.
With 5,000+ customers and 1,000+ successful projects globally, Greytrix combines deep technical expertise with a strong understanding of real-world business operations. From robust ERP and CRM integrations powered by GUMU™ to industry-focused solutions like Field Service Manager for Creatio, we help organizations bring structure, visibility, and automation to critical processes—enabling teams to operate efficiently, respond faster, and scale with confidence.
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FAQs
What is Project Management for Creatio?
Project Management for Creatio is a native add-on that extends the Creatio platform with structured project, task, time, and dashboard capabilities—enabling projects to be planned, tracked, and managed within a single system.
Why is project management needed within Creatio?
When projects involve multiple tasks, timelines, and dependencies, managing them outside Creatio reduces visibility and control. Project Management for Creatio keeps project execution connected with CRM data, workflows, and reporting.
Can it be customized to match my project workflows?
Yes. Project structures, task flows, fields, and approval stages can be configured to align with specific project processes using Creatio’s native customization capabilities.
Will Project Management for Creatio affect my current configuration?
No. Project Management for Creatio can be added without changing existing configurations. It works alongside current workflows and data, allowing project management capabilities to be introduced without disrupting ongoing operations.
How much does Project Management for Creatio cost?
Pricing depends on usage requirements and configuration scope. Reach out to us to receive a tailored quote based on your specific business needs.
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Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
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