What Format14 does

Format14CRM Limited is a UK-based CRM implementation and consulting partner, registered in England and Wales (Company No. 09651230) and headquartered in Maidenhead, Berkshire. The company specializes in deploying, customizing, and supporting third-party CRM platforms — primarily the SugarCRM Sugar CX Platform and the Creatio no-code platform — alongside Infor marketing solutions (MRM, OCCM, Interaction Advisor), Commercient ERP integration, and Sales-i sales intelligence.

The company's product portfolio spans sector-agnostic CRM capabilities (sales force automation, marketing automation, customer service, case management) and two proprietary vertical solutions: TrailBlaze CRM for the travel and tourism industry (built on Creatio, with Qwilr and Airwallex integrations) and CivicSuite for UK local government (built on Creatio with Directus, Tableau, Power BI, and Google Data Studio integrations). Underlying technical work is supported by C#, PHP, Linux, Apache, MySQL, JavaScript, Docker, and Kubernetes for custom development and integration engagements. Delivery is structured around three no-code models (DIY, Center of Excellence, Fusion Team).

Format14CRM generates revenue primarily through professional services — CRM implementation, custom development, business process automation, integration, business analysis, solution design, technical architecture, project management, training, HyperCare post-go-live support, and ongoing application support — complemented by subscription-based platform facilitation through its SugarCRM and Creatio partnerships. Pricing is quote-based and not publicly disclosed, with annual billing common. The company serves mid-to-large UK organizations across multiple segments (enterprise businesses, local government/councils, travel and tourism, marketing teams) through direct field sales and channel partnerships. The company underwent a corporate relaunch on 30 May 2024 with a new website, enhanced services, and revised pricing structures.

Name

Format14

Legal name

Format14CRM Limited

Website

https://format14crm.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Format14CRM is a UK-based CRM implementation partner that deploys and customizes SugarCRM and Creatio no-code platforms for mid-to-large UK enterprises, with vertical solutions for travel (TrailBlaze) and local government (CivicSuite).

Ownership category

akta.pro rank

Product category

CRM Implementation and No-Code Solutions Services

NAICS

Computer Systems Design and Related Services (54151), Custom Computer Programming Services (541511)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

CRM Implementation & Customization Services (BPAEAGAC)

akta.pro secondary industries

CRM Managed Services & Support (BPAEAGAD), CRM Implementation & Systems Integration (BPAFAFAB), CRM Strategy & Consulting (BPAFAFAA), Sales Force Automation (SFA) CRM (HDAEAFAA), Marketing Automation & Campaign Management CRM (HDAEAFAB)

Keywords

• CRM implementation services
• No-code platform solutions
• Salesforce CRM consulting
• Marketing automation services
• CRM integration consulting

Headquarters

HQ city

Oakley

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Services - CRM Implementation: Format14CRM generates revenue through consulting and implementation services for CRM platforms including SugarCRM, Creatio, and Infor. Services include custom development, business process automation, integration, business analysis, solution design, technical architecture, project management, and application support.
2. Training Services: Expert-led training sessions for SugarCRM and Creatio users covering sales, service, marketing, and administrative functions. Training is offered for various user roles including service professionals, sales professionals, marketing professionals, and administrators.
3. Subscription-based Software Platforms: As a partner of SugarCRM and Creatio, Format14CRM facilitates access to subscription-based CRM platforms. Creatio offers subscription models for their no-code platform.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

Format14CRM is a UK-based CRM implementation and no-code solutions partner that implements, configures, and supports SugarCRM, Creatio, and Infor platforms for mid-to-large organizations. Its portfolio spans professional services (custom development, business process automation, integration, consultancy, training, HyperCare support) and two proprietary vertical solutions built on Creatio: TrailBlaze for the travel industry and CivicSuite for UK local government. The firm also resells the SugarCRM CX Platform, Creatio No-Code Platform, Infor Marketing Suite, Commercient SYNC ERP integration, and Sales-i revenue intelligence.

Product overview

Format14CRM is a CRM solutions provider offering implementation, customization, and consulting services built around two primary third-party platforms: SugarCRM (Sugar CX Platform) and Creatio (No-Code Platform). The company provides comprehensive CRM solutions spanning sales force automation, marketing automation, customer and client services, and case management. Sector-specific solutions include CivicSuite for UK local government and TrailBlaze for travel businesses. Marketing and intelligence tools include Sugar Market, Creatio Marketing, Infor Marketing Suite (MRM, OCCM, Interaction Advisor), and Sales-i. ERP integration is delivered through Commercient SYNC. The service portfolio encompasses custom development, business process automation, integration services, consultancy, training, and support across the platform ecosystem.

Differentiator

Problem solved

Functional benefit

Brands

• TrailBlaze: An end-to-end relationship management platform for the travel industry, built on the Creatio No-Code platform.
• CivicSuite

Products and services

• CivicSuite No-code platform built on Creatio and Directus enabling UK local government organizations to create, integrate, and innovate community experience. Provides a unified system for managing service operations, web interfaces, case management, surveys, and data-driven insights using Tableau, Power BI, and Google Data Studio.
• TrailBlaze CRM End-to-end relationship management platform built on Creatio specifically for travel businesses. Provides all-in-one operations, cost management, and CRM for coordinating itineraries, generating quotes via Qwilr, processing payments via Airwallex, and managing customer relationships to improve margins and repeat bookings.
• Sugar CX Platform CRM platform enabling marketing, sales, and service teams to get a clear picture of each customer's journey. Includes Sugar Market (marketing automation), Sugar Serve (customer service), Sugar Sell (sales force automation), and Private Cloud / On-Premise deployment options, resold and implemented by Format14CRM as an official SugarCRM UK partner.
• Creatio No-Code Platform No-code platform for automating workflows and CRM processes built on Quantum architecture. Offers maximum flexibility with composable elements allowing business technologists to create enterprise-ready solutions without coding expertise, resold and implemented by Format14CRM as an official Creatio partner.
• Infor Marketing Suite Infor marketing automation portfolio including Infor Marketing Resource Management (marketing plans, budget control, digital asset management), Infor Omni-Channel Campaign Management (permission-based omnichannel campaigns), and Infor Interaction Advisor (predictive analytics identifying next best campaign/offer at each touchpoint), resold and implemented by Format14CRM as a long-standing Infor partner.
• Commercient ERP Integration Cloud-based integration solution synchronizing ERP and CRM systems in real-time or on scheduled intervals via Commercient SYNC. Removes manual data entry, provides single source of truth across financial and revenue data, and supports various ERP systems through Format14CRM's Commercient partnership.
• Sales-i Revenue Intelligence Sales intelligence software providing AI-powered revenue intelligence by analyzing both hard and soft data from back-office systems. Enables cross-selling recommendations, guided selling, and product-level insights using machine learning and is part of the SugarCRM ecosystem; implemented by Format14CRM for customers such as FSIoffice.
• SugarCRM Training Expert-led training programs for SugarCRM covering sales, service, marketing, and administrative functionality. Tailored modules for customer-facing professionals focused on enhancing proficiency across Sugar Sell and Sugar Serve.
• Creatio Training Role-focused training for the Creatio platform empowering sales, service, marketing, admin, and no-code users. Approachable courses including No-Code Enablement training for customizing and optimizing without coding.
• Custom Development Custom CRM development transforming off-the-shelf SugarCRM, Creatio, and Infor software into bespoke solutions seamlessly integrated into business operations with support and automation.
• Business Process Automation Automation services for identifying and automating repetitive, rule-based tasks to reduce costs, streamline processes, and improve service quality through real-time data utilization.
• Integration Services Expert integration services ensuring seamless interoperability between disparate systems including CRM, ERP, marketing, accounting, and business intelligence tools, using Docker and Kubernetes for containerization.
• Marketing Automation Consulting Marketing automation implementation and optimization services for streamlining email campaigns, lead nurturing, customer segmentation, and data-driven personalization across Sugar Market, Creatio Marketing, and Infor Marketing Suite.
• Business Analysis & System Design Strategic consulting covering needs assessment, data analysis, process mapping, requirements gathering, and use case development for CRM implementations.
• Solution Design Application blueprint development creating comprehensive plans for robust software solutions through requirement analysis, architecture design, detailed design, and prototyping.
• Technical Architecture Technical architecture services for integrated IT systems providing the foundation for a 360-degree customer view through data consolidation from multiple sources and touchpoints.
• Project Management Agile project management using continuous delivery approach with incremental releases, scrum methodology, JIRA tracking, and GitHub-hosted implementation codebase.
• HyperCare Post-implementation support service for the immediate post-live period enabling swift adjustments, defect rectification, and minor workflow or UI modifications without formal change procedures.
• Application Support Ongoing application support for CRM, sales, service, and marketing applications ensuring business continuity with proactive issue management and swift resolution.
• No-Code Services Expert no-code services including citizen development practice establishment, testing group formation, managed migrations, and no-code quarterback coordination for Creatio deployments.

Quantifiable outcome

• 40% reduction in manual workloads
• +3 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability9 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and secondary.

• SugarCRMcoreChannel Partner/ Reseller/ DistributorFormat14CRM is an official SugarCRM partner in the UK, offering Sugar CX Platform including Sugar Market (marketing automation), Sugar Serve (customer service), Sugar Sell (sales force automation), and Private Cloud/On-Premise CRM solutions. The partnership includes SugarCRM training services and access to the full SugarCRM ecosystem.
• CreatiocoreChannel Partner/ Reseller/ DistributorOfficial Creatio partner providing the no-code platform including Creatio Studio, Creatio Sales, Creatio Marketing, Creatio Service, and Creatio Training. Creatio is recognized as a Leader in Forrester Wave for low-code development and Nucleus Research SFA Technology Value Matrix, supporting Format14CRM's no-code enablement offerings.
• InforsecondaryChannel Partner/ Reseller/ DistributorLong-standing Infor partner offering Infor Marketing Resource Management (MRM), Infor Omni-Channel Campaign Management (OCCM), and Infor Interaction Advisor solutions. Format14CRM provides implementation and support for these marketing automation platforms.
• CommercientsecondaryTechnology or IntegrationPartnership for Commercient SYNC, a cloud-based ERP integration solution that synchronizes ERP data with CRM systems in real-time. Format14CRM implements Commercient SYNC for customers requiring seamless ERP-CRM integration.
• Sales-isecondaryTechnology or IntegrationSales-i is SugarCRM's sales intelligence software that provides AI-powered revenue intelligence by integrating with existing back-office systems. Format14CRM implements sales-i to help customers identify revenue opportunities and risks through machine learning and artificial intelligence capabilities.
• DirectussecondaryTechnology or IntegrationIntegration partner for CivicSuite solution, using Directus for customer portals, surveys, news and alerts functionality in the local government no-code offering.

Scale indicators2 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• SugarCRM (direct): The platform vendor whose partner program Format14CRM depends on; comparable as both technology enabler and potential competitor if SugarCRM expands direct services or shifts partner economics.
• Brillio: A large digital transformation services firm with significant CRM/CX capabilities across Salesforce, Microsoft, and other platforms — a broader incumbent that competes for mid-market CRM implementation deals.
• Capgemini Engineering (formerly Altran): A global systems integrator with large CRM/digital transformation practices — competes for enterprise CRM implementation work and represents the upper end of the competitive spectrum versus boutique partners like Format14CRM.
• Creatio: The no-code CRM platform vendor and Format14CRM's core strategic partner; represents both a growth tailwind and concentration risk as vendor-direct services could compete with partner-led implementations.

Direct peers

• Damco Solutions: A CRM and digital services provider delivering implementation, integration, and managed services across Salesforce, SugarCRM, and Microsoft Dynamics — comparable in services model and platform breadth.
• Provaro Consulting: A UK-based CRM and ERP consultancy and accredited SugarCRM partner delivering implementation, integration, and managed services to mid-market enterprises — directly comparable in scope, geography, and platform alignment to Format14CRM.
• Absyz Software Solutions: A global CRM implementation partner with SugarCRM and Salesforce practices delivering consulting, customization, and integration services — comparable in CRM-services focus and platform partner model to Format14CRM.
• Girikon: A global Salesforce and CRM implementation consultancy offering integration, customization, and managed services — directly comparable as a CRM services partner operating across multiple platforms.
• Peracto: A UK-based CRM consultancy implementing SugarCRM, Salesforce, and Microsoft Dynamics solutions for SMEs and mid-market firms — overlapping partner platform, vertical coverage, and services portfolio with Format14CRM.

Emerging players

• Directus: An open-source data platform that Format14CRM integrates with for the CivicSuite local-government offering; comparable as an adjacent technology provider whose platform Format14CRM uses to extend CRM functionality.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/format14
• LinkedInlinkedin.com/company/format14-limited

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Format14