Creatio

Creatio Marketing manages marketing activities across the lead-to-revenue process. It can build and coordinate campaigns across email, SMS, and digital advertising, while managing audience segments based on customer behavior, intent, and lifecycle stage. The platform also includes AI agents for tasks such as lead scoring, lead distribution, campaign execution, email generation, and marketing content.

This feature manages the sales cycle from lead and opportunity management through quoting, forecasting, and order fulfillment. Its current AI capabilities include agents for account research, meeting preparation, forecasting, territory management, next-best actions, CRM data updates, and lead scoring. The platform also supports AI-assisted quote creation by handling product selection, pricing approvals, and personalized quote generation.

AI Studio provides a centralized environment for creating, testing, deploying, and governing AI agents. Users can configure agents through natural-language prompts and visual tools, while developers can use coding-agent SDKs such as Claude Code, Codex, or Cursor for more complex agent development.

This feature lets users create customizable dashboard tabs and populate them with multiple analytics tiles, such as charts, metrics, lists, and other widgets, using relevant Creatio data sources. Dashboards can be added during application design through the freedom UI designer or created by end users within Creatio sections.

This tools let users create and automate structured and dynamic workflows. The process designer supports complex workflows that include human intervention. Users can also start with pre-built process templates and business-rule configurations or use AI-driven process generation to create workflows. Teams can assemble and reusable no-code components and incorporate them into applications, which is particularly relevant when an organization needs to repeatedly apply the same process logic across different business applications.