Creatio Powers Griswold’s Digital Transformation in Lead Management

Creatio , a global provider of an AI-native platform for automating workflows and CRM with no-code, has announced that Griswold is utilizing Creatio to modernize client acquisition and boost organizational efficiency. Founded in 1982, Griswold operates through five company-owned offices and a franchise network spanning 32 U.S. states. The organization provides essential in-home care, including companionship, mobility assistance, and home support, making a profound impact on the lives of older adults and their families. Recognizing the inefficiencies of manual lead tracking and management, Griswold adopted Creatio’s no-code platform to automate its processes. With the help of Creatio’s partner, Qnovate, Griswold transitioned from spreadsheets and disconnected tools to a centralized and integrated no-code solution. The implementation enabled the company to automate lead management, streamline marketing campaigns, and integrate with its electronic medical record software. By centralizing all leads from its website and marketing campaigns into Creatio, Griswold gained clear visibility over its customer journey and enhanced decision-making processes. “Creatio has been a game-changer for us,” said Greg Morgan , Senior Director and Financial Systems & Analytics at Griswold “We’ve automated our entire digital lead process, improved tracking and reporting, and created a better experience for our prospective clients. Our marketing […]

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