Unify sales, service, and marketing.

An AI-native, no-code CRM that turns customer data into revenue. Agentic CRM with workflow automation at its core, deployed by a Platinum-tier implementation team.

Level 5

Platinum-tier CRM partner — top tier in the region

SOURCE . CREATIO
No-Code

Configure CRM workflows without writing code

SOURCE . CREATIO PLATFORM
360°

Customer view across sales, service, and marketing

UNIFIED DATA MODEL
Agentic

AI agents embedded in every workflow we deliver

AI-NATIVE BY DESIGN
01 / THE PROBLEM

Most enterprises do not have a CRM problem.
They have a fragmentation problem.

Sales runs on one tool. Service runs on another. Marketing has a third. The customer experience is whatever survives the gaps between them — and the data that should drive growth is locked inside silos.

Three reasons enterprise CRM programmes underdeliver.

— 01

The 360° view is a slide, not a system.

Sales sees the deal pipeline. Service sees the case history. Marketing sees the campaign engagement. Nobody sees the whole relationship — and the customer feels every handoff.

— 02

Configuration depends on a vendor backlog.

Every business change becomes a six-month change request. Sales teams build shadow systems in spreadsheets. The CRM stops reflecting how the business actually works.

— 03

Lifecycle analytics live in a separate tool — if at all.

Cross-sell opportunities, attrition signals, activation gaps — they exist in the data, but not in the CRM where action could be taken. The model and the workflow never meet.

02 / WHAT WE BUILD

Four capability areas.
One unified platform.

You can engage CODE81 on a single capability or across the full CRM stack. Each area runs on a unified agentic CRM platform and ships with the same delivery model.

— 01 / Sales

Sales & Pipeline CRM

Account, opportunity, and pipeline management with AI-driven forecasting and next-best-action recommendations. Configurable sales processes that match how your teams actually sell — not a generic template forced onto the business.

Pipeline ManagementForecastingNext-Best-ActionSales Process Design
— 02 / Service

Service & Case Management

Omnichannel case management with SLA tracking, escalation workflows, and role-based access for agents, team leads, and back-office. Integrated chat and WhatsApp engagement, automated case creation from live conversations, and AI-assisted resolution.

Omnichannel SupportSLA & EscalationKnowledge BaseCSAT Surveys
— 03 / Marketing

Marketing Automation

Campaign orchestration, segmentation, and lifecycle marketing on a unified customer record. Personalisation driven by behavioural signals and predictive models — not list uploads and quarterly blasts.

Campaign OrchestrationSegmentationPersonalisationJourney Design
— 04 / Featured
LIFECYCLE AI

Customer Lifecycle Analytics

Predictive models for cross-sell, activation, usage, and attrition — embedded into the CRM where action can be taken. Lifecycle insights that drive automated campaigns and outbound team prioritisation, not just dashboards nobody reads.

Cross-Sell ModelsAttrition PredictionActivation AnalyticsLifecycle Segmentation
03 / CUSTOMER LIFECYCLE MODEL

A CRM that captures, unifies, decides, and engages across the full lifecycle.

Most CRM deployments stop at the unified record. CODE81 ships the full operational loop — from first capture to lifetime engagement, with agentic decisioning built into every step.

→ 01

Capture

Omnichannel data capture from web, chat, WhatsApp, voice, and partner systems. Every interaction creates structured data on the customer record — automatically, with no agent rekeying.

→ 02

Unify

One customer record across sales, service, and marketing. Identity resolution, golden record management, and consent tracking enforce a true 360° view — not a stitched dashboard.

→ 03

Decide

Predictive models and AI agents recommend the next best action — cross-sell offer, retention play, escalation route. Decisions sit inside the workflow, where they translate to action.

→ 04

Engage

Personalised engagement across channels — automated campaigns, agent-assisted outreach, self-service portals. Outcomes feed back into the model, closing the loop on lifetime value.

CAPTUREUNIFYDECIDEENGAGE

POWERED BY AGENTIC CRMAI-NATIVE BY DESIGN

04 / THE BUSINESS CASE

Why CROs and CCOs fund agentic CRM programmes in 2026.

Industry benchmarks across pipeline productivity, forecast accuracy, configuration speed, churn reduction, and lifecycle ROI. Sourced from analyst firms and platform vendors — not internal estimates.

29%

Increase in sales productivity with unified CRM platforms

Source . Salesforce Research
42%

Improvement in forecast accuracy with AI-driven CRM analytics

Source . Gartner
3x

Faster CRM configuration with no-code versus traditional development

Source . Creatio
25%

Reduction in customer churn with predictive attrition modelling

Source . McKinsey
35%

Uplift in cross-sell revenue with lifecycle analytics integrated into CRM

Source . Industry Benchmark
8x

Return on every dollar invested in modern CRM platforms over five years

Source . Nucleus Research
05 / PARTNER

One platform.
Top-tier credentials.

CODE81 is a Platinum-tier CRM partner at the highest level available in the region. Every CRM engagement we deliver is built on a unified agentic CRM and workflow platform.

/ FEATURED PARTNER
Creatio
Platinum PartnerLevel 5Implementation Lead

Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries.

CODE81's Platinum Level 5 status reflects deep delivery experience across enterprise CRM implementations in the region — sales, service, marketing, and lifecycle automation, deployed in production for organisations operating at significant scale.

100+
Countries with Creatio in production
No-Code
Configuration model
Agentic
AI at the platform core
Level 5
CODE81 partner tier
06 / CASE STUDIES

Production CRM work
across transportation, public sector,
and banking.

Three live engagements built on agentic CRM and lifecycle analytics platforms. Client identities withheld pending consent — sectors, technologies, and outcomes are real.

→ Transportation & Mobility

Service CRM

FOR MILLIONS OF RIDERS
[ MOBILITY OPERATOR · UAE ]

Service CRM for millions of riders — Transportation & Mobility.

Deployed an AI-native Service CRM unifying case management across customers and drivers — bookings, complaints, enquiries, refunds, employee requests, and salary cases. Omnichannel engagement through chat and WhatsApp, automated case creation from conversations, SLA tracking, real-time dashboards, and CSAT surveys triggered on resolution. Role-based access for agents, team leaders, and administrators.

→ Public Sector Foundation

Unified CRM + BPM

FOR BENEFICIARY MANAGEMENT
[ NON-PROFIT FOUNDATION · KSA ]

Unified CRM + BPM for beneficiary management — Public Sector Foundation.

Replaced fragmented systems and manual processes with a unified, agile platform consolidating beneficiary management, marketing, and operations into a single ecosystem. No-code and BPM-driven configuration supports rapidly evolving programmes, partnerships, and growth — giving leadership a future-proof CRM foundation aligned with digital transformation priorities.

→ Banking & Financial Services

Lifecycle Analytics

10 USE CASES IN PRODUCTION
[ BANKING SECTOR · UAE ]

Lifecycle Analytics with 10 use cases in production — Banking & Financial Services.

Delivered 10 lifecycle analytics use cases spanning acquisition to retention — cross-sell, activation, usage, and attrition predictive models productionised for automated campaigns and outbound teams. Personalised, data-driven segmentation lifted customer engagement, boosted share of wallet, and lowered churn through proactive retention. Lifecycle ROI improved through targeting precision.

07 / DELIVERY MODEL

From discovery to managed services. Same team.
End-to-end.

We don't hand off. The team that maps the customer journey is the team that configures the CRM is the team that runs it after go-live.

→ 01

Discovery

Customer journey mapping, sales/service/marketing process audit, CRM use case prioritisation.

→ 02

Architecture

Data model design, integration blueprint, role-based access framework, governance controls.

→ 03

Configure

No-code configuration on the chosen CRM platform. Workflow automation, process design, and AI agents built in from sprint one.

→ 04

Deploy

Phased rollout, user enablement across sales/service/marketing, data migration, production cutover.

→ 05

Managed Services

SLA-backed run, continuous CRM evolution, lifecycle model retraining, expansion into new use cases.

GET IN TOUCH

Ready to turn customer data into revenue?

Send us the use case. We'll respond with the CRM shape, an integration blueprint, and a 30-minute scoping call — usually within the same business day.

Talk to a CRM Specialist