Creatio
by Creatio · CRM Integration
No-code CRM and workflow automation platform for sales, marketing, service
- Works with
- SAP, Microsoft Dynamics 365, NetSuite, Oracle
- Deployment
- Cloud, On-premise
- Company size
- Mid-market, Enterprise
- Pricing
- Subscription
- Founded
- 2002
- Headquarters
- Boston, Massachusetts, USA
Overview
Creatio is a no-code platform combining CRM and business process automation, formerly known as bpm'online before rebranding in 2019. It pairs a CRM suite (Sales, Marketing, and Service Creatio) with a no-code studio and embedded AI agents, positioning business users to build applications and automations without writing code.
The platform's defining strength is its workflow engine and Freedom UI no-code designer, which let business analysts model complex processes such as lead routing, approval chains, and SLA escalations using visual tools and a large library of prebuilt process templates. AI agents are embedded across the CRM applications.
Because Creatio is process-centric and highly extensible, it is often used to orchestrate workflows that span CRM and ERP systems. Integration is achieved through its open APIs, marketplace connectors, and integration tooling to synchronize customer, order, and financial data with back-office platforms.
Screenshots & demo
Demo video from the vendor's YouTube channel. Screenshots sourced from Creatio.
Features & capabilities
Sales Creatio
Sales automation suite
- Lead and opportunity management
- Sales pipeline and forecasting
- Order and contract management
- Field sales support
- Sales process automation
No-code studio
Visual application building
- Freedom UI no-code designer
- Custom apps without code
- 700+ prebuilt process templates
- Page and view builders
- Business rules
Workflow automation
Process orchestration engine
- BPM process designer
- Approval and escalation chains
- SLA management
- Dynamic case management
- Lead routing
AI agents
Embedded agentic AI
- AI agents across sales, marketing, and service
- Predictive scoring
- Next-best-action recommendations
- Natural-language app building
Marketing and service
Additional CRM applications
- Multichannel marketing campaigns
- Lead nurturing
- Case and service management
- Customer portals
Platform and integrations
Connectivity and extensibility
- Open REST and OData APIs
- Marketplace connectors
- ERP and back-office integration
- Composable architecture
Common use cases
- Building custom CRM apps without developers
- Automating complex, multi-step business processes
- Orchestrating workflows that span CRM and ERP
- Managing sales, marketing, and service on one platform
- Modeling approval chains and SLA escalations visually
- Deploying embedded AI agents across the CRM
- Adapting the CRM rapidly to changing processes
- Standardizing lead routing and case management
Strengths & considerations
Strengths
- No-code studio widely regarded as best-in-class
- Unified CRM and BPM/workflow engine in one platform
- Large library of prebuilt process templates
- Agentic AI embedded across the suite
Considerations
- Process-centric approach has a learning curve for pure CRM users
- Smaller ecosystem than the largest CRM vendors
- ERP integration relies on APIs and connectors rather than native modules
ERP integrations
Pricing
Tiered Growth, Enterprise, and Unlimited plans plus composable products; platform and AI studio components affect cost Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS (multi-tenant) or self-managed
- Data residency
- US, EU
- Compliance
- SOC 2, ISO 27001, GDPR
- Mobile app
- Yes
- Languages
- English, Spanish, German, French, Portuguese, and more
About the vendor
- Founded
- 2002
- Headquarters
- Boston, Massachusetts, USA
- Employees
- ~850
- Ownership
- Private
Alternatives to Creatio in CRM Integration
Creatio — frequently asked questions
Was Creatio previously called something else?
Yes, Creatio was known as bpm'online before rebranding to Creatio in 2019, reflecting its shift toward a no-code platform.
What is Creatio best known for?
Its no-code studio and powerful workflow/BPM engine, which let business users build apps and automate complex processes without coding.
Can Creatio integrate with ERP?
Yes, through open REST and OData APIs, marketplace connectors, and its integration tooling to sync data with ERP back-office systems.
Can Creatio be deployed on-premise?
Creatio offers both cloud and self-managed deployment options.
Evaluating CRM Integration?
Tell us your ERP and requirements and we'll send an independent shortlist — including Creatio and the best-fit alternatives — with honest pros and cons.