What is Creatio CRM?

Creatio is the only agentic CRM & workflow platform that has no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries.
 
At its core, Creatio enables business and IT teams to design, deploy, and orchestrate applications and AI agents through natural language and intuitive visual tools. The platform’s agentic architecture allows AI agents to operate autonomously across processes, helping organizations accelerate execution and reduce operational overhead.
 
Creatio’s offering includes:
 
Creatio Studio – a no-code agentic platform to build applications and AI agents using natural language prompts and visual designers.
 
Creatio CRM Suite – New era CRM to manage all customer and operational workflows with no-code and AI at its core, that includes:
 
Creatio Marketing – an intelligent platform to automate marketing workflows and accelerate the lead-to-revenue cycle with AI and no-code.
 
Creatio Sales – an end-to-end solution to manage complex sales cycles and drive predictable revenue with embedded AI agents.
 
Creatio Service – an omnichannel platform to deliver service excellence through automated workflows and agentic intelligence.
 
Creatio Financial Services – a dedicated CRM and workflow platform for banks, credit unions and financial institutions, powered by no-code and AI.
 
Industry Workflows & Marketplace – pre-built solutions for 19 industries and a wide range of marketplace add-ons, connectors, and AI components.
 
Each product can be implemented independently or combined as a unified agentic CRM to automate customer-facing and operational workflows.
 
Creatio’s agentic no-code approach empowers non-technical users to build sophisticated business applications and intelligent agents without writing code. By blending no-code with generative and decision-making AI, Creatio delivers the fastest time-to-value, lower total cost of ownership, and immediate business impact even for complex enterprise workflows.
 
The platform’s composable architecture and open integration framework enable seamless connectivity with any digital ecosystem, allowing organizations to extend functionality and scale innovation at will.
 
Headquartered in Boston, MA, Creatio employs more than 850 people across ten offices in 25 countries. Creatio is consistently recognized as a Leader and Strong Performer in Gartner and Forrester reports and has earned exceptional peer-to-peer reviews across major software marketplaces. Its customer base spans global enterprises such as Colgate-Palmolive, City of Boston, BNP Paribas Group, Howdens, and many others, supported by a partner network of over 500 organizations worldwide.
 

Who uses Creatio CRM? 

Creatio is best suited for midsize and large organizations seeking to automate complex customer and operational workflows. Its unified platform of applications and AI agents delivers the fastest time-to-value and highest ROI on the market.

Where can Creatio CRM be deployed? 

  • Cloud-based
  • On-premise

What industry workflows does Creatio cover? 

Manufacturing

Best-in-class CRM and workflow platform for manufacturing, powered by no-code and AI. Creatio helps midsize and large manufacturers automate customer, operational, and production workflows within a single agentic platform. Organizations can digitize complex processes such as partner management, quoting, and order fulfillment while enhancing collaboration across business and production units. Creatio’s native combination of applications and AI agents enables faster deployment, seamless integration, and the highest ROI on the market.
Trusted by global manufacturers including Constantia, OKI, and Haynes International.
 

Healthcare

HIPAA-compliant agentic CRM and workflow platform for healthcare organizations of any type — hospitals, clinics, labs, and medical centers. Creatio unifies patient, provider, and operational data into a 360-degree view, empowering care teams to deliver personalized experiences with AI-driven insights and predictive recommendations. Built on no-code and AI, the platform accelerates digital transformation across patient management, appointment scheduling, billing, and compliance workflows — achieving rapid time-to-value and measurable ROI.
Chosen by leading healthcare providers such as Blue Cross, Bayshore, and Centauri Health Solutions.
 

Insurance

Comprehensive insurance CRM and workflow platform with no-code and AI at its core, designed for midsize and large insurers. Creatio enables end-to-end automation of policy and claims lifecycles, customer onboarding, and underwriting through AI agents and intelligent workflows. Insurers benefit from faster time-to-market for new products, improved customer satisfaction through personalized engagement, and reduced operational costs through automation and decision intelligence.
Trusted by top industry players including Ringler Associates, Heritage Insurance, and MetLife.
 

Retail

Next-generation CRM and workflow platform for retail, powered by no-code and AI agents. Creatio helps retailers automate customer, operational, and supply chain workflows to deliver exceptional omnichannel experiences. AI-driven insights enable personalized offers, loyalty programs, and optimized pricing strategies. The platform ensures streamlined operations across stores and distribution networks while empowering business users to deploy automation rapidly and scale with freedom.
Trusted by global retailers including BSN Sports, Intertop, and Auchan Retail Group.

Features

  • Activity Dashboard 
  • Alerts/Notifications 
  • CRM Software 
  • Calendar Management 
  • Calendar/Reminder System 
  • Call Recording Software 
  • Campaign Analytics 
  • Campaign Management Software 
  • Cataloging/Categorization 
  • Collaboration Tools 
  • Contact Database 
  • Contact Management Software 
  • Customer Database 
  • Customer History 
  • Customizable Branding 
  • Customizable Reports 
  • Customizable Templates 
  • Data Import/Export 
  • Data Visualization Software 
  • Document Management Software 
  • Document Storage 
  • Drip Campaigns 
  • Email Management Software 
  • Email Marketing Software 
  • For Insurance Industry 
  • Interaction Tracking 
  • Knowledge Base Management 
  • Knowledge Management Software 
  • Landing Pages/Web Forms 
  • Lead Capture Software 
  • Lead Distribution 
  • Lead Generation Software 
  • Lead Management Software 
  • Lead Segmentation 
  • Marketing Automation Software 
  • Mobile Access 
  • Multi-Channel Communication 
  • Multi-Channel Marketing 
  • Features of Creatio CRM 
  • Multi-Language 
  • Opportunity Management 
  • Performance Metrics 
  • Pipeline Management 
  • Quotes/Estimates 
  • ROI Tracking 
  • Real Time Data 
  • Reporting & Statistics 
  • Reporting/Analytics 
  • Sales Activity Management 
  • Sales Pipeline Management 
  • Sales Reports 
  • Search/Filter 
  • Segmentation 
  • Social Marketing 
  • Social Media Integration 
  • Task Management Software 
  • Template Management 
  • Territory Management 
  • Third Party Integrations 
  • Website Visitor Tracking 
  • Workflow Management Software 
  • Lead Qualification 
  • Lead Nurturing Software 

Screenshots

 

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Videos

Pricing

Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:

  • Growth starts from $25/user/monthProvide automation to SMB clients
  • Enterprise starts from $55/user/monthEnable full-scale automation for corporate and enterprise needs
  • Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.

All Creatio licenses include basic support plan, product maintenance and free updates. More information: Creatio Pricing.

You also can get a free demo with CRM experts and choose an option.

Support

  • Email
  • Help Desk
  • FAQs
  • Forum
  • Phone Support
  • 24/7 (Live Rep)
  • Chat

FAQs

What products, specifically, does Creatio offer? 

  • No-code platform – Studio Creatio. 
  • CRM applications (marketing, sales and service). 
  • Industry workflows for 20 verticals. 
  • Templates and connectors via Marketplace Creatio.  

What languages are supported by Creatio? 

  • The Creatio platform supports 17 languages, and this number continues to grow.