What Techosystems does

Techosystems is a privately-held U.S. CRM consulting and implementation firm headquartered in Rocklin, California, with additional regional offices in Sacramento, Phoenix, and Houston. The company specializes in the Creatio platform (formerly bpm'online), a cloud-based CRM solution that combines customer relationship management with business process management capabilities, including sales force automation, marketing automation, service management, document management, and analytics, deployable as SaaS or on-premise. Techosystems delivers three service offerings: CRM Analysis (consulting on system selection and needs planning), CRM Implementations (full-service deployment including discovery, design, data migration, and post go-live support), and CRM Integrations (process automation and system integration services leveraging Creatio's BPM engine).

The firm operates as a Creatio certified implementation partner and earns revenue through professional services fees plus affiliate-style referrals from Creatio's free trial program, which uses partner tracking URLs hosted on Techosystems' website. Techosystems targets two primary customer segments: distribution companies (its stated vertical specialty, addressing e-commerce transition, aging workforce knowledge retention, sales forecasting, and quote management challenges) and midsize and large enterprises more broadly. Go-to-market combines direct sales outreach with content marketing via a company blog covering digital transformation and CRM best practices, supported by thought leadership pieces positioning the firm as a CRM expert.

Techosystems is a small operation with 1–10 employees and claims 20+ years of CRM experience, 25+ years of integration and automation experience, and 150+ cumulative system implementations. No revenue, funding, or growth metrics are publicly disclosed, and the firm has no known external investors, parent company, or M&A activity. The company appears to operate as an independent, founder-led professional services practice focused on a single platform partnership.

Name

Techosystems

Legal name

Techosystems

Website

https://techosystems.com

Company type

Private

Founded year

1997

Operating status

Operating

Headcount range

1–10 employees

Short description

Techosystems is a privately-held U.S. CRM consultancy specializing in Creatio (formerly bpm'online) implementation, integration, and analysis services for distribution companies and midsize/large enterprises. The firm operates from Rocklin, California with regional offices in Sacramento, Phoenix, and Houston.

Ownership category

akta.pro rank

Product category

CRM Implementation and Consulting Services

NAICS

Computer Systems Design and Related Services (5415)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

CRM Implementation & Systems Integration (BPAFAFAB)

akta.pro secondary industries

CRM Managed Services & Support (BPAEAGAD), CRM Strategy & Consulting (BPAFAFAA)

Keywords

• CRM consulting services
• CRM implementation services
• Business process automation
• CRM integration services
• Creatio platform partner

Headquarters

HQ city

Rocklin

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. CRM Implementation Services: Professional services revenue generated from implementing, configuring, and customizing Creatio CRM for clients. Services include CRM analysis, system selection assistance, implementation, data migration, and post-go-live support.
2. Creatio Platform Resale/Referral: Revenue from referring clients to Creatio platform, including free trial referrals with partner tracking (e.g., https://www.creatio.com/trial/creatio?partner=techosystems).
3. Process Automation and Integration Services: Consulting and implementation services focused on integrating business systems and automating processes using Creatio's BPM capabilities to help organizations improve productivity and reduce operational costs.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Techosystems is a CRM consulting and implementation firm that helps midsize and large enterprises analyze, select, implement, and integrate the Creatio (formerly bpm'online) cloud CRM and business process management platform. Its service portfolio spans CRM analysis, full-lifecycle CRM implementation, and CRM integration/automation services, with a vertical specialization in distribution companies.

Product overview

Techosystems is a CRM consulting and implementation company that resells and implements Creatio (formerly bpm'online), a cloud-based CRM platform combining customer relationship management with business process management. Techosystems's own offerings are service-based: CRM Analysis (consulting to help businesses select and plan CRM implementations), CRM Implementations (full-service deployment including discovery, design, implementation, and support), and CRM Integrations (process automation and system integration services). The company specializes in serving midsize and large enterprises, particularly distributors, and offers no-code/low-code customization capabilities through the Creatio platform.

Differentiator

Problem solved

Functional benefit

Products and services

• CRM Analysis Consulting service that helps businesses explore CRM options, build a needs-based plan, analyze current business processes, and select a CRM system aligned to their requirements. Targeted at organizations evaluating or replacing a CRM platform.
• CRM Implementations End-to-end CRM deployment service spanning discovery, design, implementation, and post go-live support phases, including data migration with cleansing, duplication removal, and ETL tooling. Targeted at enterprises deploying Creatio CRM.
• CRM Integrations Integration and automation service that connects CRM systems with other business tools to improve productivity, reduce operational costs, increase profits, and reduce risk through process automation. Leverages Creatio's BPM engine and open API.
• Creatio Platform (Resale/Referral) Cloud-based CRM platform combining customer relationship management with business process management (BPM), including account/contact management, sales force automation, service management, marketing automation, document management, reporting, analytics, and a BPM engine. Available as SaaS or on-premise. Targeted at midsize and large enterprises.

Quantifiable outcome

• Reduce costs through removal of repetitive manual administration from employee workloads
• +3 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• CreatiocoreTechnology or IntegrationTechosystems is a certified implementation partner for Creatio (formerly bpm'online), a cloud-based CRM platform combining customer relationship management with business process management capabilities. The partnership involves implementing Creatio's no-code automation platform for clients, with Techosystems handling system analysis, design, implementation, and support. They offer free trial referrals through their website and are recognized as CRM experts specializing in the Creatio platform.

Scale indicators4 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Accenture: Global professional services giant with extensive CRM/Salesforce/Microsoft Dynamics implementation practices. Represents the broad incumbent competitive ceiling that Techosystems faces when bidding for larger enterprise CRM transformations.
• Creatio: The vendor of the CRM/BPM platform that Techosystems resells and implements. Functions as the broad incumbent in the Creatio ecosystem: any expansion of Creatio's direct sales force or productized onboarding reduces partner opportunity set.
• Deloitte Digital: Global consulting arm of Deloitte with a large CRM and customer experience practice. Comparable broad incumbent competing for enterprise CRM modernization and integration programs that overlap with Techosystems's distribution-vertical deals at the top of the market.
• Simplus (Infosys): CRM and Quote-to-Cash implementation firm now part of Infosys, focused on Salesforce and adjacent platforms. Broad incumbent that competes for the same enterprise CRM transformation budget that Techosystems targets, particularly in distribution and industrial verticals.

Direct peers

• Slalom Consulting: Large US-based management and technology consulting firm with a dedicated CRM and digital transformation practice. Comparable to Techosystems because it sells CRM strategy, implementation, and integration services to mid-market and enterprise clients, although across multiple platforms rather than Creatio-only.
• ScienceSoft: IT consulting firm offering CRM implementation, integration, and customization services for platforms including Creatio/bpm'online, Salesforce, and Dynamics. Direct competitor to Techosystems in the Creatio partner ecosystem with overlapping mid-market enterprise delivery.
• Itransition: Global software development and CRM implementation company with a dedicated Creatio/bpm'online practice. Direct peer because it competes for the same Creatio implementation, customization, and integration work Techosystems targets.
• Perficient: Mid-sized US digital consultancy with a CRM and customer experience practice spanning Salesforce, Microsoft, and other platforms. Comparable to Techosystems in mid-market CRM implementation and integration, but with broader platform coverage and significantly larger scale.
• Andersen Lab: International software engineering and CRM consulting firm with a published Creatio/bpm'online implementation offering. Direct competitor within the Creatio partner channel for cross-border mid-market engagements.
• Beringer Associates: US-based CRM and marketing automation consultancy specializing in mid-market implementations. Comparable boutique peer with similar customer profile, distribution-channel-led GTM, and project-based engagement model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/techosystems

Revenue estimate

Valuation estimate

Number of profiles

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 Techosystems