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Creatio

The platform to automate workflows and CRM with no-code and a maximum degree of freedom.

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Overview

Creatio is a unified platform that combines CRM functionalities with a no-code workflow automation engine. It provides solutions for sales, marketing, and service, all built on a flexible and customizable platform. The company emphasizes empowering businesses to automate their unique workflows and processes without extensive coding.

✨ Key Features

  • No-code Platform
  • Sales CRM
  • Marketing Automation
  • Service Management
  • Business Process Management (BPM)
  • App Marketplace

🎯 Key Differentiators

  • Unified platform for CRM and process automation
  • Strong focus on a no-code experience for business users
  • Freedom to deploy on-premises or in the cloud of choice

Unique Value: Provides a single, unified platform to automate both customer-facing (CRM) and operational workflows with no-code, enabling businesses to create seamless, end-to-end customer journeys.

🎯 Use Cases (4)

CRM and sales force automation Business process automation Marketing campaign management Customer service and support

✅ Best For

  • Mid-market and enterprise companies that need a highly customizable CRM and workflow automation platform.
  • Businesses in industries with unique and complex processes.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Small businesses that need a simple, out-of-the-box CRM.

🏆 Alternatives

Salesforce Pega Appian

Offers a more integrated solution for CRM and process automation compared to using separate platforms for each, and a more accessible no-code experience than some complex low-code platforms.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Microsoft Exchange Google Workspace Zapier Various telephony providers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Available tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

$25.00/mo
Free Tier Available

✓ 14-day free trial

Free tier: Includes basic CRM and workflow automation features.

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