Creatio

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Agentic CRM & Workflow Platform with No-Code and AI at Its Core

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Creatio

"Businesses that need to manage both customer relationships and internal processes in one place often find Creatio a practical choice. It works well for sales, marketing, and service teams that want better visibility into their workflows without relying on multiple disconnected tools. The no-code process management approach also makes it easier for non-technical users to adjust workflows over time. That said, smaller teams with simpler needs may find the platform more than they actually require."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Creatio Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$25 / month
Free TrialNot specified
Free VersionNo
APIAvailable
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
✎
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Product Overview

Creatio Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Creatio

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for clients and partners is at the heart of their DNA.   

Its offerings include Creatio Studio, a no-code, agentic platform for building applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and a Strong Performer in Gartner and Forrester reports, and has earned outstanding peer-to-peer reviews. 

Creatio customers enjoy the freedom to own their automation. Business users without technical skills can build and deploy applications and AI agents using natural-language and visual no-code designers. Creatio’s no-code approach delivers unprecedented time-to-value even for highly complex workflows. Creatio delivers the fastest time-to-value, reduced TCO, and immediate business impact through its agentic no-code platform, combining best-in-class CRM applications with ready-to-use AI agents.  

Creatio is headquartered in Boston, MA, with 850 employees across 10 offices in 25 countries. It has long-lasting relationships with thousands of customers, including Colgate-Palmolive, City of Boston, Purple Bricks, BNP Paribas Group, Howdens, and over 500 partners worldwide. 
Company Creatio
Founded 2014
Headquarters United States
Employees 501-1000

Support

24x7 Support Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based iPhone Android Windows Mac Linux

Typical Customers

Midsize-Business Large-Enterprise-Business
Languages Supported 33 languages available
Albanian Arabic Armenian Croatian Czech Danish Dutch English Finnish French Georgian German Hebrew Hungarian Indonesian Italian Japanese Kazakh Korean Latvian Lithuanian Norwegian Polish Portuguese Romanian Russian Serbian Slovak Spanish Thai Turkish Ukrainian Vietnamese
Industries Served 7 industries available
Banking Electrical & Electronic Manufacturing Financial & Payments Government Administration Insurance Manufacturing Telecommunications

Why Choose Creatio

Pros

  • Pros No-code workflow builder lets non-technical teams automate processes independently
  • Pros CRM and BPM tools live inside one unified platform
  • Pros AI-driven lead scoring helps sales teams prioritize outreach effectively
  • Pros Studio Free allows process design without touching a single line of code
  • Pros Handles complex enterprise workflows without requiring constant IT involvement
  • Pros Deep customization options adapt the platform to niche industry needs
  • Pros Marketing, sales and service modules share data without awkward integrations
  • Pros Solid partner ecosystem means implementation support is genuinely accessible

Cons

  • Cons Workflow automation setup demands significant technical knowledge to configure properly
  • Cons No-code promises break down quickly with complex enterprise logic
  • Cons Pricing climbs steeply as teams grow and unlock advanced modules
  • Cons Reporting customization feels rigid compared to dedicated analytics platforms
Strengths and Limitations

Creatio Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • No-code workflow builder lets non-technical teams automate processes independently
  • CRM and BPM tools live inside one unified platform
  • AI-driven lead scoring helps sales teams prioritize outreach effectively
  • Studio Free allows process design without touching a single line of code
  • Handles complex enterprise workflows without requiring constant IT involvement
  • Deep customization options adapt the platform to niche industry needs
  • Marketing, sales and service modules share data without awkward integrations
  • Solid partner ecosystem means implementation support is genuinely accessible
!

Cons

  • Workflow automation setup demands significant technical knowledge to configure properly
  • No-code promises break down quickly with complex enterprise logic
  • Pricing climbs steeply as teams grow and unlock advanced modules
  • Reporting customization feels rigid compared to dedicated analytics platforms
Category-Based Capabilities

Creatio Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Capture Software 32 selected features Open category ↗ ⌄

Creatio’s lead capture software uses AI agents to automatically collect, enrich, and route leads from multiple channels, including websites, landing pages, email campaigns, and social media. Built on a no-code platform, it allows teams to design and continuously optimize lead qualification and routing workflows without IT involvement. AI agents help prioritize high-value prospects, trigger personalized follow-ups, and ensure no lead is missed. With real-time insights and seamless integration into sales processes, organizations can significantly improve response speed, increase conversion rates, and maximize the value of their marketing efforts.

Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database Artificial Intelligence
Workflow Management Software 30 selected features Open category ↗ ⌄

Creatio provides a powerful workflow management solution, powered by AI agents, that automates, orchestrates, and optimizes complex business processes across departments. Its no-code platform enables teams to design, modify, and scale workflows quickly without relying on developers. AI agents continuously monitor processes, recommend improvements, and guide users with next-best actions. Organizations gain full visibility into operations, reduce manual work, and ensure consistency across workflows. This results in faster execution, improved productivity, and the ability to adapt processes in real time as business needs evolve.

Approval Process Control Reporting/Analytics Activity Dashboard Activity Tracking Role-Based Permissions Calendar Management Compliance Tracking Alerts/Notifications No-Code Email Management Real Time Notifications Collaboration Tools Document Storage Real Time Reporting Rules-Based Workflow Graphical Workflow Editor Task Management Search/Filter Monitoring Progress Tracking Document Management Drag & Drop Template Management Workflow Configuration Business Process Automation Commenting/Notes Access Controls/Permissions Forms Management Project Workflow Artificial Intelligence
Help Desk Software 27 selected features Open category ↗ ⌄

Creatio’s help desk software leverages AI agents to automate case management, intelligently route service requests, and assist support teams with contextual recommendations and next-best actions. Built on a flexible no-code platform, it allows organizations to quickly adapt service workflows, SLAs, and escalation rules without technical complexity. AI-driven automation improves response times, reduces manual workload, and ensures consistent service quality across channels such as email, chat, and phone. Teams can deliver faster, more personalized support while maintaining full visibility into service performance and customer satisfaction.

Automated Routing Call Center Management Real-Time Chat Performance Metrics Customer Database Self Service Portal SLA Management CRM Real Time Notifications Multi-Channel Communication Support Ticket Management Surveys & Feedback Document Storage Social Media Integration Alerts/Escalation Prioritization Workflow Configuration Ticket Management Reporting/Analytics Access Controls/Permissions IT Asset Management Email Management Customer History Interaction Tracking Knowledge Base Management Remote Access/Control Artificial Intelligence
Construction CRM Software 25 selected features Open category ↗ ⌄

Creatio provides construction companies with a flexible CRM powered by AI agents and no-code tools to manage leads, bids, projects, contractors, and partner relationships. It supports complex project lifecycles by automating workflows for opportunity tracking, contract management, and project coordination. AI agents help prioritize deals, track progress, and ensure timely follow-ups. With full visibility into pipelines and operations, teams can improve collaboration across stakeholders, reduce delays, and adapt processes to evolving project requirements without heavy IT involvement.

Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management Artificial Intelligence
Healthcare CRM Software 31 selected features Open category ↗ ⌄

Creatio’s healthcare CRM uses AI agents to automate patient engagement, streamline care coordination, and support personalized communication across the patient journey. Its no-code platform allows organizations to quickly adapt workflows to regulatory requirements and operational changes without relying on IT. AI-driven automation improves appointment management, follow-ups, and service delivery. Healthcare providers can enhance patient experiences, improve operational efficiency, and maintain compliance while gaining full visibility into interactions and performance across departments.

Patient Communications Alerts/Notifications Self Service Portal Records Management Social Media Integration Patient Management Document Management Predictive Analytics Lead Management Live Chat Forms Management Physician Management Contact Management Client Portal Forecasting Chat/Messaging Appointment Management Task Management Referral Tracking Medical History Records Campaign Management Marketing Automation Calendar Management Automated Scheduling Audience Targeting Email Management HIPAA Compliant Multi-Location Pipeline Management Billing & Invoicing Artificial Intelligence
Online CRM Software 34 selected features Open category ↗ ⌄

Creatio is a CRM platform powered by AI agents that enables organizations to manage customer relationships anytime and from any location. Its no-code architecture allows for rapid deployment, easy customization, and continuous optimization of workflows. AI agents automate tasks, guide users, and provide insights that improve decision-making. Businesses can enhance collaboration, increase efficiency, and scale operations while maintaining flexibility and control.

Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions Artificial Intelligence
Inside Sales Software 24 selected features Open category ↗ ⌄

Creatio supports inside sales teams with AI agents that help prioritize leads, recommend next-best actions, automate follow-ups, and streamline pipeline management. Its no-code platform allows organizations to tailor sales workflows, cadences, and qualification processes to their specific go-to-market approach. Reps can spend less time on repetitive administrative work and more time on productive customer conversations. As a result, teams improve responsiveness, increase efficiency, and create a more consistent and scalable inside sales motion.

Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management Artificial Intelligence
Lead Management Software 29 selected features Open category ↗ ⌄

Creatio’s lead management software helps organizations capture, qualify, score, route, and nurture leads through AI-powered automation and no-code workflows. AI agents can identify high-priority opportunities, trigger follow-up actions, and ensure leads move efficiently through the funnel. Teams gain real-time visibility into lead status, source performance, and conversion progress. By reducing manual handling and improving alignment between marketing and sales, Creatio helps businesses accelerate response times, improve conversion rates, and maximize the impact of demand generation efforts.

Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management Artificial Intelligence
Real Estate CRM Software 31 selected features Open category ↗ ⌄

Creatio helps real estate businesses manage leads, listings, buyer and seller relationships, transactions, and communications in one flexible platform powered by AI agents and no-code automation. Teams can automate inquiry handling, follow-ups, approvals, and task coordination while maintaining full visibility into deal progress. AI agents support faster responses and better prioritization of opportunities. This helps agencies and brokers improve client service, streamline operations, and manage more transactions efficiently in a highly competitive market.

Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications Artificial Intelligence
Social CRM Software 30 selected features Open category ↗ ⌄

Creatio enables organizations to bring social interactions into their broader CRM strategy with AI-powered automation and no-code workflows. Teams can track engagement across channels, manage conversations more effectively, and connect social touchpoints with sales, marketing, and service processes. AI agents help identify response priorities, recommend actions, and support more personalized engagement. By centralizing social interactions within the customer journey, businesses can improve responsiveness, strengthen relationships, and create a more connected omnichannel experience.

Lead Capture Customer Support Lead Nurturing Activity Dashboard Data Visualization Brand Tracking Contact Management Customer Engagement Social Media Monitoring Social Promotion Sales Pipeline Management Email Marketing Reporting/Analytics Tagging Communication Management Audience Targeting Marketing Automation Calendar Management Content Management Sentiment Analysis Task Management Customer Database Social Media Integration Live Chat Email Tracking CRM Customer Social Profiles Collaboration Tools Engagement Tracking Artificial Intelligence
Financial CRM Software 29 selected features Open category ↗ ⌄

Creatio empowers financial services organizations to manage customer relationships, streamline workflows, and deliver more personalized service with AI agents and no-code automation. It supports complex operational needs, improves responsiveness, and helps teams adapt quickly to changing compliance and customer expectations. AI agents can guide next-best actions, automate routine tasks, and surface insights across customer journeys. Organizations such as First United Bank and Ent Credit Union use Creatio to modernize engagement, improve process efficiency, and enhance service delivery.

Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management Artificial Intelligence
Retail Management Systems Software 29 selected features Open category ↗ ⌄

Creatio supports retail management with AI-powered automation and no-code workflows that connect customer engagement, service processes, operational coordination, and performance visibility. Retail organizations can automate internal handoffs, manage recurring tasks more efficiently, and respond faster to changing customer and business needs. AI agents help guide actions and reduce manual effort across day-to-day operations. This makes it easier for retailers to improve consistency, strengthen customer experience, and run more agile, connected retail operations.

Order Management Accounting Integration Barcode/Ticket Scanning Discount Management Multi-Currency Merchandise Management Promotions Management Receipt Management Multi-Location Customer Database Offline Access CRM Inventory Management Forecasting Purchase Order Management For Retail Shipping Management Sales Orders Mail Order Returns Management Stock Management Inventory Optimization eCommerce Management Warehouse Management Employee Management Email Marketing Loyalty Program Gift Card Management Artificial Intelligence
Contact Center Software 12 selected features Open category ↗ ⌄

Creatio delivers contact center software powered by AI agents that help manage interactions, guide agents, automate workflows, and improve service quality across channels. Its no-code platform allows organizations to tailor routing, escalation, and response processes to fit their service model. AI agents support real-time recommendations and next-best actions, helping agents resolve issues more efficiently and consistently. With better automation and visibility, organizations can improve productivity, enhance customer satisfaction, and create a more responsive contact center environment.

Automated Routing Quality Management Queue Management IVR/Voice Recognition Computer Telephony Integration Collaboration Tools Agent Interface Chatbot Auto-Dialer Reporting/Analytics Workforce Management Artificial Intelligence
No Code Platform Software 10 selected features Open category ↗ ⌄

Creatio is a no-code platform powered by AI agents that enables organizations to build applications, automate workflows, and optimize customer-facing and operational processes without extensive programming. Business and IT teams can rapidly design, test, and adapt solutions using visual tools instead of heavy custom development. AI agents help streamline execution, recommend actions, and improve productivity across workflows. This allows organizations to move faster, reduce complexity, and continuously evolve their processes as business requirements change.

Collaboration Tools Drag & Drop Integrations Management Performance Metrics Pre-Built Modules Workflow Management Deployment Management Visual Modeling Web/Mobile App Development Artificial Intelligence
Sales Force Automation Software 18 selected features Open category ↗ ⌄

Creatio’s sales force automation software helps organizations streamline pipeline management, automate routine sales tasks, and improve rep productivity with AI agents and no-code workflows. AI agents support lead prioritization, follow-up recommendations, and next-best actions, while no-code tools let teams tailor sales processes without relying on developers. Sales leaders gain greater visibility into execution and performance, and reps spend less time on administrative tasks. This helps businesses create more efficient sales operations and accelerate revenue generation.

Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields Artificial Intelligence
Customer Support Software 12 selected features Open category ↗ ⌄

Creatio enables organizations to deliver more efficient, personalized customer support using AI agents and no-code workflow automation. Teams can streamline case handling, automate routing and follow-ups, and adapt service processes quickly as needs evolve. AI agents help support professionals prioritize actions, reduce manual effort, and maintain consistency across channels. With stronger visibility into service operations and more flexible process management, organizations can improve response times, raise service quality, and deliver a more connected support experience.

Queue Management Email Management Service Level Agreement (SLA) Management CRM Live Chat Knowledge Base Management Customer Database Reporting/Analytics Multi-Channel Communication Inventory Management Chatbot Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄

Creatio is a unified CRM platform powered by AI agents and no-code technology that helps organizations automate workflows, manage customer relationships, and continuously adapt processes across sales, marketing, and service. Its flexible architecture allows businesses to tailor the platform to their needs without heavy custom development, while AI agents support productivity, guidance, and execution across the customer lifecycle. This enables organizations to improve efficiency, strengthen customer engagement, and scale operations on a more agile and connected foundation.

Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning Artificial Intelligence
Connected Applications

Creatio Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 13 integrations
Pricing Information

Creatio Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Quote Based
Pricing Page ↗ Request Demo ↗
Frequently Asked Questions

Creatio FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for clients and partners is at the heart of their DNA.   

Its offerings include Creatio Studio, a no-code, agentic platform for building applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and a Strong Performer in Gartner and Forrester reports, and has earned outstanding peer-to-peer reviews. 

Creatio customers enjoy the freedom to own their automation. Business users without technical skills can build and deploy applications and AI agents using natural-language and visual no-code designers. Creatio’s no-code approach delivers unprecedented time-to-value even for highly complex workflows. Creatio delivers the fastest time-to-value, reduced TCO, and immediate business impact through its agentic no-code platform, combining best-in-class CRM applications with ready-to-use AI agents.  

Creatio is headquartered in Boston, MA, with 850 employees across 10 offices in 25 countries. It has long-lasting relationships with thousands of customers, including Colgate-Palmolive, City of Boston, Purple Bricks, BNP Paribas Group, Howdens, and over 500 partners worldwide. 

  • No, Creatio does not offer a free version.

  • No, Creatio does not offer any free trial.

  • Creatio supports the following payment frequencies:

    • Quote Based

  • Yes, Creatio offers an API.

  • Creatio can be integrated with the following applications:

    • Salesforce Sales Cloud , QuickBooks Online , Mailchimp , Google Workspace , Slack , Zoom Meetings , Twilio , DocuSign , Microsoft Outlook , LinkedIn Sales Navigator , Microsoft Teams , Zapier , Dynamics 365

  • Creatio offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Creatio offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Creatio supports the following languages:
    • Albanian , Arabic , Armenian , Croatian , Czech , Danish , Dutch , English , Finnish , French , Georgian , German , Hebrew , Hungarian , Indonesian , Italian , Japanese , Kazakh , Korean , Latvian , Lithuanian , Norwegian , Polish , Portuguese , Romanian , Russian , Serbian , Slovak , Spanish , Thai , Turkish , Ukrainian , Vietnamese

  • Following are the typical users of the Creatio:
    • Midsize-Business , Large-Enterprise-Business

  • Creatio supports the following deployment:
    • Cloud Hosted , On-Premise

  • Creatio supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Mac , Linux
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