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Average Ratings 522 Ratings

Average Ratings 8 Ratings

Total
ease
features
design
support

Description

Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes. Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem. Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.

Description

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Microsoft Outlook
StarfishETL
X (Twitter)
Asterisk
Dreamdata.io
Dundas BI
Fivetran
PiSrc Formation
Qualified
Quark Publishing Platform
Robly
Zoom
ZoomInfo Chat
stensul

Integrations

Facebook
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Microsoft Outlook
StarfishETL
X (Twitter)
Asterisk
Dreamdata.io
Dundas BI
Fivetran
PiSrc Formation
Qualified
Quark Publishing Platform
Robly
Zoom
ZoomInfo Chat
stensul

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

$1000.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Creatio

Founded

2014

Country

United States

Website

www.creatio.com/

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/marketing/b2b-automation/

Product Features

AI Agents

Creatio offers AI agents as part of its no-code platform designed for artificial intelligence, allowing businesses to streamline decision-making and carry out tasks across various workflows. These agents are capable of comprehending context, analyzing data, and executing actions within CRM and operational frameworks. The AI agents can be utilized for a variety of purposes, including lead qualification, recommending the next best actions, enhancing customer interactions, and automating services. They operate across marketing, sales, and customer service sectors to boost efficiency and uniformity. AI agents can be developed in Creatio Studio using straightforward language and visual interfaces, eliminating the need for programming skills. With access to real-time data, they empower organizations to minimize manual workloads, speed up decision-making processes, and provide tailored, data-informed experiences on a larger scale.

App Design

Creatio offers a no-code app design platform powered by artificial intelligence, allowing organizations to create enterprise applications and AI-driven agents through natural language and visual design tools. Its user-friendly interface designer and a variety of pre-existing components enable teams to craft responsive user interfaces and experiences without needing to write code. The platform empowers users to construct data models, streamline workflows, and connect with external systems, ensuring that applications are both scalable and integrated. It features built-in analytics and dashboards that deliver real-time insights, while its modular architecture facilitates quick development with reusable components and marketplace extensions. With AI capabilities, Creatio can automatically generate applications, processes, and UI elements based on natural language instructions, while integrated AI agents handle workflow automation and decision-making. This fosters rapid development, adaptability, and ongoing innovation within the organization.

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Automotive CRM

Creatio offers a comprehensive automotive CRM platform built on a no-code, AI-driven framework, empowering automotive businesses to enhance customer relationship management and streamline operations throughout sales, service, and dealer networks. This platform encompasses the entire customer journey, from capturing leads and facilitating vehicle sales to providing after-sales support and ensuring customer loyalty. With Creatio, organizations can automate a variety of workflows, including lead tracking, coordinating test drives, managing dealer interactions, handling service requests, and engaging with customers, all while gaining a holistic view of both their clientele and inventory. The platform seamlessly integrates with dealer management systems (DMS), marketing solutions, and other external data sources. At the heart of Creatio are intelligent AI agents that assess customer and vehicle information, suggest optimal next steps, prioritize leads, and automate follow-up communications and service engagements. Equipped with real-time data analytics and user-friendly no-code tools, teams can swiftly adjust their processes to enhance efficiency in sales and service operations.

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Business Process Automation

Creatio offers a comprehensive platform for automating business processes, leveraging Creatio Studio—a no-code environment infused with AI capabilities for creating and streamlining workflows. Utilizing intuitive visual tools, businesses can design, implement, and enhance their end-to-end processes without the need for programming skills. The platform empowers teams to create workflows, oversee data management, and seamlessly connect with external systems within a single interface. Integrated analytics and dashboards deliver immediate insights into performance metrics and operational efficiency. At the foundation of the platform are AI-driven agents capable of transforming natural language into actionable workflows, analyzing data, suggesting optimal next steps, and executing tasks across various processes. This functionality allows organizations to minimize manual labor, respond swiftly to changes, and boost overall efficiency while hastening the realization of value.

Business Process Management

Creatio offers a comprehensive business process management solution that utilizes Creatio Studio, an AI-driven no-code platform for creating and automating workflows. With its intuitive visual interface, organizations can design, execute, and enhance complete processes without the need for programming expertise. The platform allows teams to create workflows, handle data, and connect with third-party systems within a cohesive environment. Integrated analytics and dashboards deliver immediate insights into operational performance and effectiveness. At the heart of the platform are AI-driven agents capable of transforming natural language into workflows, analyzing data, suggesting optimal actions, and carrying out tasks across various processes. This functionality enables businesses to minimize manual workloads, swiftly adapt to changes, and enhance operational efficiency, all while speeding up their path to value realization.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Construction CRM

Creatio offers a construction Customer Relationship Management (CRM) solution built on a no-code, AI-driven framework, specifically designed for construction and engineering firms. This platform allows users to oversee all aspects of their operations—from project initiation and bidding to execution and post-project support—within one integrated system. It promotes effective collaboration among various teams and involved parties throughout the project's lifecycle. Central to this platform are AI-powered agents that examine both project and client data to identify key opportunities, suggest optimal next steps, and streamline routine tasks like bid management, document processing, and communication with stakeholders. These intelligent agents facilitate enhanced decision-making, minimize the need for manual tasks, and expedite project timelines. Creatio empowers businesses to optimize workflows in areas such as pipeline tracking, contract and document oversight, partner engagement, and service management, all while providing comprehensive insights through real-time dashboards and analytical tools.

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Creatio offers an AI-driven CRM platform that leverages its no-code and agentic AI framework, allowing businesses to efficiently oversee customer interactions and streamline workflows in marketing, sales, and service sectors. This platform provides a comprehensive, 360-degree overview of customers, their interactions, and associated data all within a single interface. Creators of this platform have designed it to support every phase of the customer journey, from generating leads and managing the sales pipeline to ensuring service excellence and customer retention. The solution facilitates smooth engagement across various channels. With its no-code capabilities, teams can easily tailor processes, develop applications, and modify workflows without needing extensive IT support. At the heart of Creatio are AI agents that process customer information, suggest optimal next steps, and automate tasks throughout the customer experience. Coupled with real-time analytics and insightful dashboards, Creatio empowers organizations to boost operational efficiency, elevate customer satisfaction, and foster scalable, data-driven growth.

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Debt Collection

Creatio offers an AI-driven solution for debt collection and recovery, leveraging its no-code CRM and workflow automation framework. This enables financial organizations and collection teams to streamline and enhance their debt recovery processes from start to finish. The platform encompasses comprehensive management of the entire debt lifecycle—covering debtor information and segmentation, along with communication, negotiation, and resolution—within a cohesive system. With Creatio, businesses can automate essential collection tasks like sending payment reminders, escalating cases, and managing documents, all while keeping a unified repository of debtor information, payment records, and communication histories. The platform also features multi-channel communication options (including phone, email, messaging apps, and social media), ensuring effective and consistent interactions with debtors. In addition, the platform facilitates debt collection as part of a larger suite of financial services automation, encompassing areas like delinquency management and risk assessment, among others.

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Demand Generation

Creatio Marketing is an innovative marketing automation platform that leverages AI technology, designed on Creatio's unique no-code and intelligent AI framework. This platform empowers businesses to strategize, implement, and refine comprehensive marketing campaigns while overseeing the entire customer journey within a single cohesive system. Central to the platform are AI-powered agents that scrutinize customer information, categorize target audiences, tailor content, and suggest optimal actions across various channels. These intelligent agents can streamline campaign implementation, lead nurturing, and engagement efforts, enabling teams to boost conversion rates and enhance marketing return on investment. Creatio Marketing facilitates multi-channel marketing efforts, including email outreach, digital initiatives, and event organization, all while providing real-time analytics and performance insights. With its no-code capabilities, teams can swiftly create workflows, launch campaigns, and adjust strategies, ensuring the delivery of personalized, data-informed experiences on a large scale.

Financial CRM

Creatio offers a CRM solution tailored for the financial services sector, leveraging an AI-driven, no-code framework to enhance automation in both customer interactions and internal operations for banks, insurance firms, and similar institutions. This platform integrates various elements such as customer data, sales strategies, marketing initiatives, and service procedures into a cohesive system, empowering organizations to oversee the complete customer journey—from initial onboarding and Know Your Customer (KYC) processes to relationship management and service execution. By utilizing Creatio, financial entities can optimize workflows related to lead generation, opportunity tracking, customer onboarding, management of loans and insurance policies, as well as case resolution, all while adhering to necessary regulatory standards. The platform provides immediate insights into customer engagement, performance metrics, and tailored interactions across multiple communication channels.

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Health Insurance

Creatio offers an insurance CRM platform designed with an AI-driven, no-code framework, empowering insurance companies to effectively handle customer relationships and streamline essential processes throughout the policy lifecycle. This comprehensive platform facilitates seamless workflows that encompass everything from lead acquisition and underwriting to policy management, claims processing, and customer support, all within a single integrated solution. The platform enables organizations to automate vital functions such as onboarding, policy creation, renewals, and claims processing, while also providing a holistic view of customers, policies, and interactions. It adheres to regulatory standards and can connect with both core insurance systems and external data sources to enhance functionality. At the heart of Creatio are AI agents that evaluate customer and policy data, identify risk indicators, suggest optimal next steps, and take care of repetitive tasks. With real-time analytics and no-code capabilities, insurers can swiftly modify workflows, boost operational efficiency, and deliver tailored, data-informed insurance solutions.

Healthcare CRM

Creatio offers a healthcare CRM solution that leverages an AI-native no-code framework, empowering healthcare organizations to efficiently manage patient relationships and streamline clinical and operational workflows within one cohesive platform. This system consolidates patient information, interactions, and care procedures, enhancing coordination and fostering personalized engagement throughout the patient experience. With Creatio, essential healthcare workflows such as patient onboarding, appointment scheduling, communication, and care coordination can be easily automated, all while providing a comprehensive view of patient data and interactions. The platform seamlessly integrates with vital systems such as electronic health records (EHRs), billing solutions, and patient portals, facilitating smooth data transfer and adherence to industry standards, including HIPAA compliance. Central to the platform's capabilities are AI agents that examine both patient and operational data, offering predictive insights, suggesting optimal next steps, and automating routine tasks.

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Creatio Sales is an AI-powered CRM platform designed for automating sales processes, leveraging Creatio’s innovative no-code and intelligent AI framework. This tool allows businesses to oversee the entire sales journey, from managing leads and opportunities to forecasting and closing deals, all within a seamless interface. Central to the platform are AI-driven agents that assess customer information, prioritize leads, suggest optimal next steps, and streamline repetitive tasks throughout the sales pipeline. This functionality enables teams to boost their efficiency, shorten sales cycles, and enhance their success rates by providing real-time insights and guided selling strategies. The platform facilitates comprehensive workflows, encompassing account and contact management, pipeline monitoring, quotations, and collaborative efforts. With integrated analytics and user-friendly no-code features, teams can swiftly modify processes and expand operations, resulting in effective, data-informed, and customer-focused sales interactions.

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance Claims Management

Creatio offers an innovative CRM platform specifically designed for the insurance industry, built on a cutting-edge no-code framework powered by artificial intelligence. This solution empowers insurers to efficiently oversee customer relationships and streamline essential processes throughout the entire policy lifecycle. From managing leads and underwriting to administering policies, processing claims, and enhancing customer service, the platform delivers comprehensive workflows within a single cohesive system. With Creatio, companies can automate critical functions, including onboarding, policy issuance, renewals, and claims management, all while retaining a holistic view of their customers, policies, and interactions. The platform also ensures compliance with industry regulations and seamlessly integrates with fundamental insurance systems as well as external data sources. At its heart are AI-driven agents that evaluate customer and policy information, identify risk indicators, suggest optimal next steps, and handle repetitive tasks automatically. Thanks to real-time analytics and no-code functionalities, insurers can swiftly modify workflows, boost operational effectiveness, and provide personalized, data-informed insurance services.

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Lead Management

Creatio Sales is an advanced AI-driven CRM solution designed specifically for automating sales processes, leveraging Creatio’s innovative no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales journey—from managing leads and opportunities to forecasting and closing deals—within a cohesive environment. At its foundation are AI-powered agents that sift through customer information, rank leads based on priority, suggest optimal next steps, and handle repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, speeds up deal progression, and boosts success rates by providing real-time insights and facilitating guided selling strategies. Creatio Sales encompasses comprehensive workflows, such as managing accounts and contacts, tracking pipelines, generating quotes, and fostering collaboration among team members. With integrated analytics and no-code customization options, organizations can swiftly modify their processes and scale their operations, resulting in streamlined, data-informed, and customer-focused sales interactions.

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Scoring

Creatio Sales is a cutting-edge AI-driven CRM solution designed specifically for sales automation, leveraging Creatio's innovative no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and finalizing deals, all within an integrated environment. At its foundation are intelligent AI agents that sift through customer data, highlight priority leads, suggest optimal next steps, and streamline routine tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal timelines, and boosts success rates by providing immediate insights and promoting strategic selling. Creatio Sales facilitates comprehensive workflows, covering aspects such as account and contact management, pipeline oversight, quoting, and team collaboration. Equipped with advanced analytics and no-code features, teams can swiftly modify workflows and expand their operations, ensuring a streamlined, data-informed, and customer-focused sales process.

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Real Estate CRM

Creatio offers a comprehensive real estate CRM solution that leverages its AI-driven no-code framework, allowing businesses to oversee property listings, manage client relations, and facilitate transactions seamlessly within a single platform. It encompasses the entire process from generating leads and matching properties to closing deals and providing after-sale support. The platform streamlines various functions including lead acquisition, communication, appointment scheduling, and contract administration, all while ensuring a holistic view of client interactions. It integrates with MLS and other external applications to create a cohesive workflow. Central to its functionality are AI-driven agents that evaluate customer data, suggest properties, rank leads in order of priority, and automate follow-up communications. With advanced analytics and no-code capabilities, teams can swiftly modify workflows, enhance conversion rates, and create personalized, data-informed real estate experiences on a large scale.

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Lead Generation

Creatio offers a real estate CRM solution that is built on a no-code framework powered by artificial intelligence. This platform allows businesses to efficiently oversee property listings, client interactions, and transaction processes all within a single system. It encompasses the entire journey from generating leads and matching properties to closing deals and providing after-sale support. The platform streamlines various tasks, including capturing leads, managing communications, scheduling appointments, and handling contracts, all while providing a comprehensive view of client interactions. By integrating with MLS and other external systems, it ensures a seamless operational flow. Central to the platform are AI-driven agents that evaluate customer information, suggest properties, prioritize leads, and automate follow-up tasks. With its analytics capabilities and no-code features, teams can swiftly modify workflows, enhance conversion rates, and create tailored, data-informed real estate experiences on a large scale.

Retail Distributed Order Management (DOM) Systems

Creatio offers a retail CRM solution that leverages its AI-driven, no-code framework, empowering retailers to efficiently handle customer interactions and streamline processes in marketing, sales, and customer service. This comprehensive platform encompasses the entire customer journey, from attracting and engaging clients to facilitating purchases and fostering loyalty, all within a single cohesive system. With Creatio, retailers can create seamless omnichannel experiences, execute targeted campaigns, monitor customer activity, and tailor offers based on up-to-the-minute insights. The platform seamlessly connects with eCommerce platforms, point-of-sale systems, and various external data sources, providing a holistic view of customer interactions across different channels. Central to the platform are AI-powered agents that delve into customer information to forecast preferences, suggest optimal next steps, and enhance engagement across multiple platforms. Featuring integrated analytics and user-friendly no-code tools, retailers can swiftly modify workflows, boost conversion and retention rates, and deliver personalized, data-centric shopping experiences on a large scale.

Sales

Creatio Sales is an innovative AI-driven CRM solution designed to streamline sales automation through its no-code and agentic AI framework. This platform empowers businesses to oversee the entire sales process, encompassing lead generation, opportunity tracking, forecasting, and closing deals, all within a cohesive system. At its foundation are AI agents that leverage customer insights to assess data, prioritize prospects, suggest optimal actions, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal timelines, and boosts success rates by providing real-time analytics and guided selling strategies. Creatio Sales facilitates comprehensive workflows that include managing accounts and contacts, monitoring the sales pipeline, generating quotes, and fostering collaboration. With integrated analytics and customizable no-code features, teams can swiftly modify workflows and expand their operations, ensuring efficient, data-informed, and customer-focused sales interactions.

Sales Acceleration

Creatio Sales is an innovative CRM solution powered by AI, designed specifically for sales automation and built upon Creatio's no-code and intelligent AI framework. This platform empowers businesses to oversee every stage of the sales process, from managing leads and opportunities to forecasting and closing deals, all within a single integrated system. At the heart of Creatio Sales are AI-driven agents that assess customer information, rank leads based on their potential, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens sales cycles, and boosts conversion rates through immediate insights and guided selling strategies. The platform encompasses comprehensive workflows, including management of accounts and contacts, tracking of sales pipelines, generating quotes, and facilitating collaboration among team members. With its built-in analytics features and no-code capabilities, teams can swiftly modify workflows and expand their operations, resulting in streamlined, data-informed, and customer-focused sales interactions.

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Creatio Sales is a cutting-edge CRM platform powered by artificial intelligence, specifically designed for automating sales processes. Leveraging Creatio’s no-code and agentic AI framework, this platform allows businesses to oversee the entire sales journey, from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At the heart of Creatio Sales are intelligent AI agents that sift through customer data, prioritize prospects, suggest optimal next steps, and streamline repetitive tasks throughout the sales pipeline. This functionality empowers teams to enhance their productivity, shorten deal cycles, and boost win rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows that include managing accounts and contacts, tracking pipelines, generating quotes, and fostering collaboration among team members. With its built-in analytics and no-code capabilities, teams can swiftly modify workflows and expand operations, ultimately delivering efficient, data-informed, and customer-focused sales experiences.

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Creatio Sales is a cutting-edge AI-driven CRM solution designed for streamlining sales automation, leveraging Creatio’s innovative no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, encompassing everything from lead generation and opportunity tracking to forecasting and deal finalization, all within a cohesive system. Central to the platform are AI agents that scrutinize customer information, prioritize leads, suggest optimal next steps, and automate mundane tasks throughout the sales pipeline. This functionality enhances team efficiency, accelerates the sales cycle, and boosts win rates through real-time analytics and guided selling strategies. Creatio Sales facilitates comprehensive workflows, including management of accounts and contacts, tracking of sales pipelines, generating quotes, and fostering collaboration among team members. With integrated analytics and no-code capabilities, teams can swiftly adjust their processes and expand their operations, resulting in effective, data-informed, and customer-focused sales interactions.

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Creatio Sales is an innovative AI-driven CRM solution designed for sales automation, leveraging Creatio's unique no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. The foundation of Creatio Sales is its AI agents, which evaluate customer information, rank leads, suggest optimal next steps, and streamline routine tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens sales cycles, and boosts success rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows, including management of accounts and contacts, tracking of sales pipelines, generating quotes, and fostering collaboration. With integrated analytics and no-code capabilities, teams can swiftly modify their processes and expand operations, ensuring that sales efforts are efficient, data-informed, and focused on customer satisfaction.

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Creatio Sales is an innovative AI-powered CRM solution designed for seamless sales automation, leveraging Creatio’s no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At its foundation, AI agents sift through customer data to prioritize leads, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal cycles, and boosts success rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows that include account and contact management, tracking of sales pipelines, generating quotes, and fostering collaboration. With integrated analytics and no-code capabilities, teams can swiftly modify processes and scale their operations, ensuring effective, data-informed, and customer-focused sales interactions.

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Creatio offers an AI-driven CRM platform designed on a no-code and intelligent AI framework, allowing businesses to effectively oversee customer relationships and streamline workflows in marketing, sales, and service. This platform provides a comprehensive 360-degree perspective of customers, their interactions, and data, all integrated into a single system. Creatio encompasses the entire customer journey, from lead generation and managing the sales pipeline to customer service and retention, while facilitating smooth engagement across multiple channels. With its no-code capabilities, teams can effortlessly tailor processes, develop applications, and modify workflows without requiring extensive IT support. At the heart of the platform are AI agents that evaluate customer data, suggest optimal next steps, and automate various tasks throughout the customer experience. In conjunction with real-time analytics and interactive dashboards, Creatio empowers organizations to enhance operational efficiency, improve customer satisfaction, and foster scalable, data-driven growth.

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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