Cross-Sector / Enterprise Fintech › Customer & Sales › crm-financial-services

Creatio

Agentic CRM and workflow platform with no-code and AI capabilities for customer engagement and sales automation.

Overview

Creatio is a CRM and workflow automation platform that combines no-code development tools with embedded AI to enable businesses to design, deploy, and manage customer-facing applications and AI agents without technical skills.

The platform supports marketing, sales, and service automation, aiming to improve team productivity and customer engagement through AI-enabled workflows and agentic applications.

Creatio is recognized in multiple Gartner and Forrester reports as a leader and visionary in low-code platforms, sales force automation, and marketing automation, reflecting its focus on innovation and enterprise-grade CRM solutions.

Key Features

+ No-code visual designers for application and AI agent development
+ Embedded AI agents for workflow automation
+ Unified platform for marketing, sales, and service automation
+ Lead qualification and meeting preparation workflows
+ Integration of CRM with low-code application development
+ Agentic platform combining AI and CRM capabilities
+ Support for rapid deployment and reduced total cost of ownership

Integrations

Gartner recognized platformsForrester Wave validated technologiesStandard CRM and marketing automation tools

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