Creatio

Creatio is an AI CRM and no-code workflow platform for midsize and large organizations, sold per user with Sales, Marketing and Service as modules.

Creatio gives sales, marketing and service teams one place to run customer workflows, with AI agents taking on part of the work beside people. The Boston company of the same name built it and traded as bpm'online until the rename to Creatio on 30 October 2019. The platform pairs CRM modules with no-code tools, so business users can reshape their own processes without writing code. Its composable architecture supplies ready-made blocks and components that teams assemble into workflows of their own. The CRM comes as three modules, Creatio Sales, Creatio Marketing and Creatio Service, running on a no-code platform called Creatio Business & AI Studio. In the studio, admins add or hide fields with the Freedom UI page designer, build record pages for custom objects and set operation, column and record permissions by role. Landing pages and web forms connect to the platform, so every submission creates a new record. Creatio Marketing's role-based AI agents help automate campaign workflows, create personalized content and analyze campaign performance, while Creatio.ai adds agentic, predictive and generative AI, including email generation. Duplicate search groups similar contacts for merging, and the Mobile Creatio app on iOS and Android keeps recent records editable offline. The platform is built for midsize and large organizations whose customer processes cross sales, marketing and service. Business users without coding skills can change page layouts and workflows themselves, while administrators keep control of who sees which fields and records. Banks and other financial services firms are a particular focus, served by industry workflows and the company's Bank.AI investment. Field teams who work away from a desk use the mobile app for the records they need. A common job is lead qualification: a form on the company's website or a landing page creates the lead, and an AI-enabled workflow qualifies it. Marketing teams run B2B campaigns with the AI agents and draft customer emails with Creatio.ai. Connectors from the Creatio Marketplace link the platform to ERP systems, financial management software and industry-specific tools. Creatio suits organizations that want sales, marketing and service on one platform that their own business teams can reshape without code.