Creatio CRM

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. Built on a single AI-native platform, Creatio helps midsize and large organizations run their customer-facing and operational workflows in the AI era, uniting best-in-class CRM, no-code development, and enterprise AI in one system rather than a patchwork of disconnected tools.

Creatio CRM consists of three core applications — Creatio Sales, Creatio Marketing, and Creatio Service — that can be deployed individually or combined into a unified suite. Each comes with its own set of ready-to-use AI agents, and organizations can also build custom agents using natural language and visual no-code tools for their own processes.

Features

• Pre-Built AI Agents: Ready-to-use agents for sales, marketing, and service — like Meeting Preparation, Campaign Optimization, and Case Understanding — deployable without building from scratch. 
• AI Agent Builder: Create and deploy custom AI agents by combining skills, workflows, and knowledge.
• No-Code Workflow Designer: Build and modify apps and processes visually, without developers.
• 360° Customer View: Unify customer data, communication history, and interactions across sales, marketing, and service.
• Case Management: Automatically classify, route, and escalate service cases.
• Sales Forecasting & Pipeline Management: Track deal health and revenue with AI-driven forecasting.
• Marketing Automation: Run multichannel campaigns with AI-powered segmentation and lead scoring.
• Human-in-the-Loop Controls: Set the exact level of autonomy for each AI agent.
• Marketplace Integrations: Connect to 700+ third-party apps, plus native Microsoft Teams and Outlook integration.
• Open, Model-Agnostic AI: Use OpenAI, Anthropic Claude, Google Gemini, or bring your own model.
• Industry-Specific Workflows: Pre-built templates for banking, insurance, manufacturing, and 20+ other verticals.

Who It's For

Creatio serves organizations from fast-growing mid-market companies to global enterprises. Large enterprises use it to orchestrate cross-functional customer journeys across multiple business units and regions. Mid-market organizations use it to unify sales, marketing, and service on one platform without the complexity of legacy enterprise CRM. Organizations in regulated industries — banking, insurance, credit unions — rely on it for compliance-aware workflows and built-in governance.

Analyst Recognition

• Gartner®: Named a Visionary in the Magic Quadrant™ for Sales Force Automation (9th consecutive year) and a Leader in the Magic Quadrant™ for B2B Marketing Automation Platforms.
• Forrester®: The only Leader in The Forrester Wave™: Low-Code Platforms for Citizen Developers; a Strong Performer in The Forrester Wave™: CRM Software and The Forrester Wave™: Customer Service Solutions.

Business Outcomes

According to independent research by Nucleus Research, organizations using Creatio have achieved:

• 70% faster CRM implementation compared to legacy CRM systems
• 37% lower total cost of ownership (TCO)
• 61% faster lead response times

Customer results include Everwise Credit Union connecting 27 departments and cutting request processing from days to minutes, and Astana Motors achieving 70% faster request processing with 34,000 calls analyzed by AI monthly.

Pricing

• Growth: $40/user/month - Core no-code platform for growing teams.
• Enterprise: $75/user/month - Advanced governance and scale for larger organizations.
• Unlimited: Custom pricing - Unlimited users, AI agents, workflows, applications, and API calls.
• CRM products (Sales, Marketing, Service) are $15/user/month each, added on top of the core platform. AI capabilities are included on every plan at no extra cost.

Customer Ratings

• G2: 4.6/5
• Capterra: 4.7/5
• Trustpilot: 3.7/5
• GetApp: 4.7/5

Pros

• Highly Customizable: No-code tools let non-technical users build and change workflows on the fly.
• Unlimited Scaling: No per-seat penalties on users, agents, or workflows as usage grows.
• Open AI Architecture: Works with any leading LLM, avoiding vendor lock-in.
• Unified Data Model: Sales, marketing, and service teams share one customer view.
• Strong Marketplace: 700+ pre-built integrations and industry-specific templates.
• Built-In AI Governance: Human-in-the-loop controls and audit trails come standard.
• Independently Validated ROI: Backed by Nucleus Research data on implementation speed and TCO.

Cons

• Core Platform Required: CRM products aren't sold standalone, raising the entry price.
• Learning Curve: The breadth of customization options can take time for new teams to master.
• Less SMB-Focused: Geared more toward midsize and large organizations.

What an AI CRM System Actually Looks Like | Creatio Unlimited Enterprise Demo & Review