Last Updated
Overview
Creatio software offers a unified platform for process management, CRM, and sales automation. Though pricing can be high for some companies, its intuitive interface and robust capabilities streamline operations and enhance customer engagement. Creatio is an invaluable asset for driving efficiency and fostering growth in businesses of all sizes.
Overall Rating
Based on 46 users reviews
4.6
Rating Distribution
Positive
96%
Neutral
4%
Negative
0%
Starting Price
USD25
seat/month
Creatio Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What is Creatio?
Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of the Creatio DNA.
Creatio's offerings include a no-code agentic platform (Creatio Studio), a CRM suite with embedded AI agents (Marketing, Sales, and Service), a dedicated Financial Services CRM, industry workflows for 19 verticals, and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams.
Their platform empowers business users without technical skills to build and deploy applications and AI agents using natural language and visual designers. By combining CRM applications with ready-to-use AI agents, Creatio helps organizations increase capacity, reduce total cost of ownership (TCO), and accelerate time-to-value for complex workflows.
They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting, and bringing value.
Unsure if Creatio is right for you? Call us at (661) 384-7070 for expert guidance.
Creatio is best suited for mid-size and large organizations with 500+ employees. Headquartered in Boston, MA, they have 850 employees in ten offices across 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations, including Colgate-Palmolive, City of Boston, Purple Bricks, BNP Paribas Group, and Howdens. Creatio partners with over 500 global system integrators and local partners worldwide.
Creatio Features
Use natural language to navigate through your CRM.
Take advantage of a seamless experience of predictive, generative, and agentic automation in one cohesive platform
Creatio Sales AI agents empower enterprises with intelligent automation across the full sales cycle—from lead qualification to forecasting. They deliver real-time insights, next-best-action guidance, and automated workflows, improving pipeline visibility and revenue predictability. With no-code flexibility, organizations can rapidly adapt processes, scale efficiently, and reduce operational costs.
Creatio Marketing AI agents enable campaign automation by leveraging real-time data to segment audiences, generate personalized content, and continuously optimize performance across channels. They autonomously manage and refine campaigns to maximize ROI, improve engagement, and accelerate pipeline growth while reducing manual effort and ensuring faster time-to-value with no-code adaptability.
Creatio Service AI agents deliver intelligent, scalable customer support by automating case resolution, providing instant responses, and proactively identifying at-risk customers. They enhance service speed, consistency, and personalization while reducing operational costs and agent workload, enabling organizations to improve customer satisfaction and achieve service excellence at scale
Creatio AI agents enable financial institutions to automate and orchestrate end-to-end workflows across onboarding, lending, and customer lifecycle management. Acting as digital employees, they deliver measurable impact—accelerating workflow deployment by up to 70%, reducing operational costs by 30%, and cutting routine task time by nearly 50%. This drives faster ROI, improved efficiency, and scalable growth with full compliance and governance
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