New Era CRM Built for Customer & Operational Workflows
Creatio is an AI-native CRM platform with no-code process design at its core. It unifies Sales, Marketing, and Service on a single data model — so your teams share context, not spreadsheets.
Gartner Peer Insights
G2
TrustRadius
Capterra
Unified Customer Data Model
Every customer interaction — sales, marketing, and service — lives in one record. Your teams share context from first touch through renewal without manual reconciliation.
No-Code Process Design
Business users build and modify workflows with a visual designer. Adapt your CRM to process changes in hours — without waiting for a development sprint.
AI Native, Not AI Added
Creatio.ai is embedded throughout — conversational interface, autonomous agents, predictive scoring, and AI-guided next steps — not a bolt-on chatbot.
Recognized by Every Major Analyst
Consistently rated top-tier on Gartner Peer Insights, G2, TrustRadius, and Capterra across CRM, BPM, and low-code platform categories.
Three Products. One Unified Customer Platform.
Creatio‘s three core modules share a single data model and a single no-code platform — so implementations stay lean and teams stay aligned.
01 — Sales
Creatio Sales
Manage leads, opportunities, accounts, and contacts in a unified workspace. AI-guided next steps, pipeline forecasting, and automated outreach let your team focus on selling — not data entry. Double your team’s output without adding headcount.
2×
sales productivity — same team, same budget
02 — Marketing
Creatio Marketing
Orchestrate omnichannel campaigns, nurture leads with behavioral triggers, and score prospects automatically. Marketing and sales share one data model — no duplicate records, no disconnected handoffs, no missed follow-ups.
2×
marketing impact — same team, same spend
03 — Service
Creatio Service
AI-powered case routing, SLA management, and self-service portals. Agents get the full customer picture — sales history, open opportunities, prior interactions — before they respond to a single ticket.
2×
cases resolved — no additional staff required
ai.
A CRM That Thinks Ahead, Helps You Act Faster.
01
Conversational Interface
Navigate your CRM in natural language. Ask Creatio.ai for a pipeline summary, draft a follow-up email, or surface at-risk deals — without opening a single menu.
02
Autonomous AI Agents
Deploy agents that work alongside your team — researching prospects, updating records, sending alerts, and escalating exceptions without waiting for a human trigger.
03
Predictive Analytics
Win probability, churn signals, and opportunity health surfaced in context — not buried in a BI report your team won’t open until after the deal closes.
04
AI Trust & Governance
Full visibility into what your agents are doing, why, and with what confidence. Audit trails and human-in-the-loop controls built for regulated industries.
Four Disciplines. One Integrated Practice.
01
Full-Cycle CRM Implementation
Creatio and Infor CRM SLX implementations built for how your teams actually work — minimal custom code, maximum native capability, phased rollout, and hands-on adoption support from day one.
02
Low-Code Process Design
Business process architecture using Creatio Studio’s visual BPMN designer. We map your workflows, translate them into Creatio, and train your team to own ongoing changes — no developer required.
03
AI & Agentic Solutions
Production multi-agent systems on AWS ECS Fargate — lead qualification inside Creatio, pre-call research delivered to Slack, and contract review in under 60 seconds. Built and deployed, not just designed.
04
Integration & Data Migration
Connect Creatio to your ERP, EHR, marketing stack, and data warehouse. Migrate legacy CRM data with full audit trails and zero loss of relationship history.
No-Code Power. Zero Developer Dependency.
Visual Process Designer
Build and deploy business processes with a drag-and-drop BPMN designer. Adapt workflows in hours — no development sprint required.
Dynamic Case Management
Handle unstructured, judgment-driven work alongside your defined processes — CRM adapts to real complexity without custom code.
Integration Studio
Connect Creatio to your stack via REST APIs, OData, and Marketplace connectors. We design and implement every integration.
Portal & Mobile Builder
Branded customer portals and mobile-ready field apps using the same no-code toolset — extending CRM beyond the office.
AI Agent Systems Built & Deployed
These aren’t demos or proofs-of-concept. These are multi-agent systems running in production on AWS ECS Fargate, integrated with Creatio CRM, processing real work for real clients — today.
Numbers That Actually Matter
90%
Reduction in fraudulent leads
AI-powered lead qualification deployed inside Creatio CRM for a large manufacturing company — fully automated, confidence-gated, and running in production.
<60s
Contract analysis, start to finish
A 6-agent pipeline reviews NDAs, SOWs, and MSAs — extracting key terms, obligations, risk flags, and missing provisions — in under 60 seconds.
6→1
Agents replacing manual review
Contract analysis that previously required a specialist now runs autonomously. Same quality, a fraction of the time, at a fraction of the cost.
Built for Industries That Run on Relationships.
Manufacturing
Complex sales cycles, dealer networks, and quote-to-cash automation
Pharma & Life Sciences
Compliance-aware CRM for regulated sales environments
Financial Services
Banking, insurance, and mortgage — relationship management at scale
Business Services
Professional services, staffing, and consulting firm CRM
High Tech / SaaS
Product-led growth and enterprise sales motion support
From Strategy to Continuous Success.
Practitioners, Not Theorists
Built in production, not on slides
Every system we recommend, we have deployed ourselves on real infrastructure with real clients. Our AI agent systems are running in production today.
CRM-native AI integration
We don’t bolt AI onto Creatio as an afterthought — we architect systems where Creatio.ai and our custom agent layer are designed together from day one.
Mid-market focus
Enterprise-grade capability at a scale and price point that works for growing companies — not just Fortune 500 budgets.
Intentional, not experimental
We identify the friction points where AI creates measurable ROI — and we don’t chase novelty for its own sake.
90%
Reduction in fraudulent leads — AI qualification inside Creatio CRM
<60s
Contract analysis start-to-finish — NDAs, SOWs & MSAs
6→1
Agents replacing manual contract review — hours to seconds
3
Multi-agent systems live on AWS ECS Fargate — Research, Scout, Contracts
Full-cycle implementation expertise across Sales, Marketing, Service, and Studio — with AI augmentation that extends beyond what Creatio delivers out of the box.