Creatio

What Is Creatio?

Creatio is an AI-native CRM and workflow platform that combines customer relationship management with tools for automating business processes. Its CRM applications cover sales, marketing, and service, while its no-code platform lets organizations create applications, workflows, and custom business processes through visual configuration. Creatio also supports AI agents that can work across CRM processes and business workflows alongside employees.

What Is Creatio Best For?

One key feature of Creatio is its ability to create personal AI agents through its AI twin functionality. Employees can describe what they want an agent to do in natural language, refine its requirements, and test it through a conversation. It understands Creatio’s data, objects, and workflows, allowing the resulting agent to use existing platform capabilities. This gives business users a way to create task-specific AI agents without technical development skills.

How Much Does Creatio Cost?

Creatio pricing starts at $40/user/month for the Growth plan, offering features like no-code user interface designer, customization via scripts, and more. It offers two more plans:

• Enterprise: $75/user/month
• Unlimited: Custom pricing

Creatio also offers individual CRM products, including:

• Creatio Sales: $15/user/month
• Creatio Marketing: $15/user/month
• Creatio Service: $15/user/month

Its AI package includes the following:

• Start: $5,000/year
• Grow: $25,000/year
• Accelerate: $75,000/year
• Scale: $150,000/year
• Freedom: Custom pricing

User feedback on Creatio’s pricing is generally favorable, with most users praising its value and relatively low cost. At the same time, some users say the plans may be difficult to justify for smaller businesses with limited budgets.

Disclaimer: The pricing is subject to change.

Creatio Integrations

Creatio integrates with the following applications:

• Cyclr
• Mapsly
• Velvetel Pulse
• SalesUp

How Does Creatio Work?

Here's how you can access Creatio and move from initial setup to managing CRM and automated workflows:

• Log in to your Creatio account using your credentials and access the platform workspace
• Select the CRM or business area you want to manage, such as sales, marketing, service, or workflow automation
• Create or access records, applications, and business objects that contain the information used in your processes
• Configure the required workflows and business processes using Creatio's visual no-code tools
• Manage customer activities and process tasks through the relevant CRM workspace, with AI support across related CRM tasks
• Build AI agents or personal assistants when a task requires automation, using natural-language instructions
• Test configured processes or AI agents and refine their behavior before putting them into regular use

Who Is Creatio For?

Creatio is ideal for professionals working in the following industries:

• Transportation
• Manufacturing
• Banking
• Insurance
• Retail
• Technology

Creatio Use Cases

Based on our analysis of user feedback and Creatio features, we identified the following scenarios where the platform fits:

Insurance Companies Managing Multiple Policy And Claims Workflows

Insurance organizations handling multiple policy and claims processes can struggle to coordinate activities across different teams. Creatio addresses this by bringing activities such as underwriting, verification, policy administration, and claims investigation into a shared operational environment. This helps insurers keep customer information connected across the processes handled by agents, underwriters, and claims teams.

Transportation Companies Coordinating Loads And Carriers

Logistics and transportation companies often manage changing loads, carrier rates, routes, and delivery statuses across different teams. Creatio supports this type of operation by bringing carrier management, load planning, tendering, routing, and tracking into connected workflows. This can be ideal for transportation businesses that need to coordinate customer orders with carrier and delivery activities.

Mortgage Lenders Managing The Borrower Journey

Mortgage lenders dealing with multiple borrower interactions can use Creatio to manage the process from initial sales activity through lending and verification. Throughout the lending process, the platform combines borrower information with partner referrals, consultations, onboarding, underwriting, and compliance workflows. This makes it relevant for lenders that need a consistent browsing journey across loan officers, front-office teams, underwriters, and compliance staff.

Pharmaceutical Organizations Coordinating Marketing And Compliance Workflows

Pharmaceutical organizations running campaigns across multiple products and audiences can use Creatio to manage marketing activities alongside approval and compliance processes. Its pharma workflows cover segmentation, campaign management, lead handling, event management, product information, and approvals. This is relevant when marketing teams need to coordinate promotional activities with the operational and regulatory processes surrounding pharmaceutical products.

Is Creatio Right For You?

If you are a growing organization that needs CRM and workflow automation across multiple teams, Creatio can be a good choice. Creatio has received recognition from independent industry research firms, including a 2025 Forrester Wave recognition for low-code platforms for citizen developers.

For organizations with strict data and compliance requirements, Creatio provides role-based access controls, audit logging, encryption, and separate customer databases. Its cloud infrastructure is aligned with standards including ISO 27001 and SOC 2. The platform is GDPR, and HIPAA compliant. Additionally, Creatio states that customers can choose the region where their content is stored and control access to their data.

Still unsure whether Creatio fits your requirements? Reach out to our experts at (661) 384-7070 to discuss your organization’s specific needs.