Creatio: AI CRM & Workflow Platform

Creatio: AI CRM & Workflow Platform
  • 280 Summer St 6th floor
  • Boston MA 02210
  • United States
  • Year Founded: 2014
  • Ownership: Private
  • Number of Employees: 500 - 999
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Profile

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. The company helps midsize and large organizations run customer workflows in the AI era. Founded in 2014 and headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA.

Product Description

 

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, or scale. The company helps midsize and large organizations manage customer relationships, automate business processes, and transform enterprise operations in the AI era.

Creatio brings together best-in-class CRM, AI agents, and no-code development on one AI-native platform. Its portfolio includes CRM solutions for marketing, sales, and service, Business Studio for application and workflow development, and AI Studio for end-to-end AI agent lifecycle management. By uniting human-led and autonomous workflows, Creatio enables organizations to move beyond rigid applications and disconnected systems.

With an open, composable architecture, Creatio gives businesses the freedom to build applications, integrate existing systems, and deploy AI agents across workflows. Its Unlimited Enterprise model supports unlimited users, custom AI agents, applications, and workflows, backed by enterprise-grade governance and control.

Creatio was founded in 2014 and is headquartered in Boston, Massachusetts. Today, the company serves thousands of customers in more than 100 countries, automating tens of millions of workflows daily. Recognized by leading industry analysts, including Gartner and Forrester, and supported by a global partner ecosystem, Creatio is committed to delivering measurable business value through innovation and genuine care for its customers and partners.


Creatio Business Studio

Creatio Business Studio is an AI-native platform for building business applications, AI agents, and workflows using AI coding agents and advanced no-code visual designers — with no limits on agents, workflows, or scale. As the technological foundation of Creatio's product ecosystem, Business Studio helps organizations accelerate application development, automate enterprise processes, and continuously adapt their digital operations.

The platform brings together visual application development, workflow automation, agent-assisted coding, and enterprise application lifecycle management. Business users can create applications and automate processes using intuitive no-code designers, while professional developers can extend functionality and accelerate development with AI coding agents and natural-language prompts. Its open, composable architecture supports reusable components, integration with enterprise systems, and the orchestration of workflows involving both people and AI agents.

Creatio Business Studio combines development flexibility with enterprise-grade security, governance, and application management capabilities. By enabling business and IT teams to collaborate within one environment, it helps organizations reduce development complexity, accelerate innovation, and build applications that evolve alongside their business requirements.


Creatio AI Studio

Creatio AI Studio is an AI-native platform for managing the end-to-end lifecycle of enterprise AI agents, from development and testing to deployment, monitoring, and optimization. As part of Creatio's AI-native platform ecosystem, it enables organizations to bring AI agents into everyday business operations while maintaining centralized governance, security, and control.

Creatio AI Studio provides a unified environment for creating and managing AI agents that can collaborate with employees, interact with customers, and execute business workflows. The platform supports agent development through natural-language prompts, visual tools, and coding capabilities, allowing organizations to define agent roles, skills, knowledge, integrations, and operational guardrails. AI Studio Twin extends agent creation to individual employees, enabling them to build personal AI agents within an IT-governed environment.

With an open architecture that supports different large language models, enterprise integrations, and multichannel deployment, Creatio AI Studio helps organizations scale agentic AI across business functions. Built-in observability, access controls, approval workflows, and the Creatio AI Trust Framework provide the foundation for managing AI agents responsibly at enterprise scale.

 

Creatio CRM

Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service — with no limits on AI agents, workflows, or scale. Part of Creatio's AI-native platform ecosystem, it helps midsize and large organizations bring customer-facing operations together, enabling employees and AI agents to collaborate throughout the customer lifecycle.

Creatio CRM combines best-in-class marketing, sales, and service applications with agentic, generative, and predictive AI capabilities. Its unified approach connects customer data, interactions, and workflows across departments, helping organizations deliver consistent customer experiences while improving operational efficiency. AI agents support activities ranging from lead scoring and opportunity management to customer service and case resolution, while autonomous agents can execute workflows around the clock.

Built on an open, composable architecture with advanced no-code capabilities, Creatio CRM allows businesses to customize applications and processes without the constraints of traditional CRM systems. Organizations can deploy Marketing, Sales, and Service as a unified suite or standalone products, with enterprise-grade governance and the flexibility to evolve as business needs change.


Creatio Sales

Creatio Sales is an agentic sales platform designed to manage the end-to-end sales cycle — with no limits on AI agents, workflows, or scale. Built on Creatio's AI-native platform, it helps organizations connect sales processes, customer intelligence, and AI-powered automation in one environment, enabling sales professionals and AI agents to work together to drive revenue growth.

Creatio Sales supports a wide range of sales models, from transactional sales to complex enterprise B2B relationships. Its capabilities span account and territory management, lead and opportunity management, sales engagement, guided selling, forecasting, and revenue intelligence. AI agents work alongside sales teams to enrich customer data, identify buying signals, prepare meetings, assess deal risks, recommend next-best actions, and automate routine activities.

By combining comprehensive sales CRM functionality with autonomous AI agents and no-code workflow automation, Creatio Sales helps organizations streamline sales execution while maintaining the flexibility to adapt to changing business requirements. The product can be deployed as a standalone sales platform or as part of the broader Creatio CRM suite, connecting sales with marketing and customer service operations.


Creatio Marketing

Creatio Marketing is an agentic marketing platform designed to accelerate the lead-to-revenue cycle — with no limits on AI agents, workflows, or scale. As part of Creatio's AI-native CRM offering, it helps organizations bring customer intelligence, marketing automation, and AI-powered execution together to create more connected and personalized customer journeys.

The platform supports the entire marketing lifecycle, from customer segmentation and lead generation to multichannel campaign orchestration, nurturing, and performance analysis. By combining traditional marketing capabilities with generative, predictive, and agentic AI, Creatio Marketing enables marketing professionals and AI agents to work together across campaigns and customer interactions. AI agents assist with audience segmentation, data enrichment, campaign creation, content generation, and conversion analysis, helping teams streamline execution and focus on strategic initiatives.

With advanced no-code capabilities, extensive integration options, and an open, composable architecture, Creatio Marketing gives organizations the flexibility to adapt marketing processes as their strategies evolve. The product can be deployed independently or alongside Creatio Sales and Service to support a unified customer lifecycle.


Creatio Service

Creatio Service is an agentic service platform designed to help organizations deliver exceptional customer experiences and drive service excellence — with no limits on AI agents, workflows, or scale. Built on Creatio's AI-native platform, it brings customer service operations, intelligent automation, and AI agents together in one environment, enabling service professionals and autonomous agents to collaborate across the service lifecycle.

The platform combines omnichannel case management, Customer 360, knowledge management, service-level management, and service analytics to help organizations manage customer interactions and coordinate service delivery. AI agents support service teams by understanding and classifying requests, recommending resolutions, retrieving relevant knowledge, generating responses, and automating routine inquiries. Autonomous agents can also handle selected customer service processes, allowing employees to focus on more complex interactions.

With no-code workflow automation, open integration capabilities, and enterprise-grade governance, Creatio Service enables organizations to adapt service processes to evolving customer expectations and operational needs. It can be deployed independently or as part of the Creatio CRM suite, connecting service operations with sales and marketing on a unified platform.


Creatio Bank.AI

Creatio Bank.AI is a banking AI CRM and workflow platform where people and AI agents work together — with no limits on workflows, agents, or scale. Designed for financial institutions, it brings customer relationship management, intelligent automation, and agentic AI together on one platform to support the evolving needs of the banking industry.

Built on Creatio's AI-native architecture, Bank.AI enables banks to connect customer-facing operations with business workflows while providing employees and AI agents with a shared environment for collaboration. Its combination of CRM capabilities, no-code development, and AI-powered automation allows financial institutions to adapt processes, streamline operations, and support more connected customer experiences.

With an open, composable architecture and enterprise-grade governance, Creatio Bank.AI provides the flexibility needed to integrate with existing banking technology environments and evolve applications as business requirements change. The platform reflects Creatio's broader vision of bringing people, AI agents, and workflows together to help organizations operate and grow without traditional technology constraints.



 

 

 

 

Whitepapers, Archived Webcasts and Sponsored Content

  • Creatio Bank AI: Agentic Banking Blueprint
    [eBook] A dedicated guide for banking leaders on where AI agents can deliver measurable impact, how to evaluate use cases, and how to scale adoption securely.
  • The State of Enterprise AI Adoption
    [Research Report] 70% of enterprises have moved beyond AI experimentation. Based on a survey of 600+ global IT and business leaders, this report explores seven trends shaping how organizations scale AI. You’ll learn how AI agents are changing the workforce, why governance makes scaling easier, and what the AI Adoption Leaders do differently.
  • Creatio No-Code Playbook: The Age of AI
    [eBook] No-code Playbook: The Age of AI, a vendor-agnostic 200-page guide that empowers teams to deliver business applications of any complexity with no-code
  • Nucleus Research Finds Creatio Outpacing Legacy CRM Systems
    [PDF] Nucleus research explores how organizations moving from Salesforce and Microsoft to Creatio experience dramatic gains in efficiency, agility, and value
  • The State of Enterprise AI Adoption: Financial Services Edition
    [Research Report] 80% of financial institutions have moved beyond AI experimentation. Explore the interactive edition of Creatio’s study of 192 financial services IT and business decision-makers.

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