AI CRM for sales, marketing and service on one platform
Creatio is an AI CRM and no-code process platform: AI agents work alongside your team on shared customer data. MVP deployment in 6–8 weeks — without long IT projects.
- AI agents in sales, marketing and service
- One customer database and a full 360° view
- The business adapts processes without IT
- MVP in 6–8 weeks, not 6 months
THEY TRUSTED US
ONE SYSTEM — THREE AREAS
Manage the entire customer lifecycle
Marketing, sales and customer service in one platform. One view, one data flow, zero silos.
Creatio Sales
B2B sales management
- Sales funnel and full 360 view
- Lead scoring and assignment to reps
- AI sales forecasting
- Email and calendar integration
- Real-time reports and dashboards
- Mobile app for sales reps
- AI assistant for sales reps
Creatio Marketing
B2B marketing automation
- Email campaigns and database segmentation
- Lead funnel from identification to qualification
- Lead scoring and nurturing
- Integration with forms and landing pages
- Campaign and ROI reporting
- Automatic notifications for sales
- AI agents: segments, emails, campaigns
Creatio Service
After-sales customer service
- Service tickets and queuing
- SLA, escalations and notifications
- Service history of machines and devices
- Self-service portal for customers
- Response time and satisfaction reports
- Integration with sales and warehouse
- AI agents: resolutions and knowledge base
AI CRM IN PRACTICE
AI agents in every area — with concrete tasks
In a CRM with AI agents, an agent does more than suggest: it carries out tasks in the CRM — preparing, filling in, summarizing. Anything with consequences is approved by a person. Here are examples from the Creatio platform.
Sales
Less manual work, more selling
- A sales assistant combines the sales skills in one agent
- Finds open meeting slots across participants’ calendars
- Enriches opportunity data from meeting transcripts
- Summarizes Microsoft Teams meetings (with the Productivity app)
- The Creatio.ai add-in for Outlook: contacts from the thread, summaries and reply drafts
Marketing
A faster campaign start
- A segmentation agent builds audience filters from a natural-language description
- An email agent prepares branded, mobile-ready messages
- A landing page agent creates a page from a goal, an audience and a style
- A campaign agent proposes a flow from a description and, once approved, creates the campaign (you finish element parameters by hand)
Customer service
Faster, more consistent service
- Summarizes cases and suggests resolutions
- A knowledge agent summarizes information and creates articles for cases
- Detects escalations and shows their full path
- In emails and chats, prepares draft replies or replies automatically when the reply score exceeds a set quality threshold
The scope of features depends on the platform version and license. We will check with you what is available in your instance.
AI UNDER CONTROL
AI in a company needs rules, not just features
For IT and security teams: who sees the agents, what they may do and what it costs.
Access rights for agents
You decide which users see and invoke which agents.
Human approval
Actions with consequences are confirmed by the user in chat before they run. AI Studio adds policies, PII masking and a decision log.
Choice of model
You choose the LLM for the task, and in selected packages you can connect your own, including a locally hosted one.
Predictable cost
AI is billed in actions (one request to a model is one action), and you set monthly budget limits for AI channels.
WHY CREATIO
Built for agile organizations
Four features that set Creatio apart from traditional CRM systems.
No-code / Low-code
The business builds and modifies processes without involving IT. Drag-and-drop designer, zero code for standard changes.
AI agents on the platform
Creatio.ai is not a plug-in but part of the platform. Agents carry out tasks in the CRM: they prepare replies, build segments, enrich data, summarize meetings.
Open API
REST API and webhooks for integration with ERP, logistics and marketing systems. We design integrations around your processes.
Cloud or On-Premise
A flexible deployment model — cloud or your own infrastructure. Your data, full control, no vendor lock-in.
KEY FEATURE
360° customer view — everything in one place
No more switching between systems. One screen shows the full customer history — from first contact through sales to after-sales service.
- History of all interactions — messages, meetings, calls, service tickets in one view
- Relationship status in real time — active opportunities, open tickets, ongoing campaigns
- AI-recommended next step — the system suggests what to do to close the opportunity
- Integrated ERP data — invoices, orders, payments visible to reps without logging into the ERP
A SIMPLE PROCESS
From decision to a working system in 8 weeks
Our proven Creatio deployment process — fast, predictable, no surprises.
01
Plan
Workshops with your team — we discuss processes, define the MVP scope and design the data flows. No guessing.
Week 1
02
Build and configure
Configuring Creatio for your processes, data import, ERP/email integrations. Weekly progress reviews.
Weeks 2–6
03
Launch and grow
Production go-live with team training. 90 days of post-deployment support — then your team develops the system independently.
Weeks 7–8 + support
10+
Years of experience
Certified partner since 2019
Level IV
Creatio Partner
The highest level in the region
6-8
Weeks to MVP
Instead of 6–12 months
95%
Adoption rate
Average based on deployments
WHAT RESEARCH SAYS
Creatio customer results according to Nucleus Research
Nucleus Research spoke with Creatio customers to assess why they choose the platform, and described the outcomes.
−37%
Technology costs
−70%
Implementation time
−61%
Lead response time
−17%
Manual data entry in sales
These are results of Creatio customers worldwide, gathered in interviews by Nucleus Research (April 2025), not results of Optingo projects.
Source: Nucleus Research, “Creatio’s No-Code capabilities reduce TCO by 37 percent” (Research Z51)
FOR WHOM
Creatio works in companies of 50–5000 employees
Three main segments where we deploy Creatio CRM with the best results.
Manufacturing companies
Industrial sector
Managing B2B customer relationships, after-sales service, complaint handling and a customer view in the manufacturing context.
- → CRM–ERP integration (SAP/Dynamics)
- → Service and warranty management
- → Quoting and approval processes
Distribution
B2B distribution sector
CRM for sales networks, contract and price list management, sales funnel visibility across a distributed organization.
- → Multi-branch sales funnel
- → Managing commercial terms
- → Key account management (KAM)
Technology & IT
Technology sector
CRM for service companies — project management, customer onboarding, automation of renewals and upsell.
- → Project management
- → Customer onboarding automation
- → Renewals management and upsell
CASE STUDY
INDUSTRY / DISTRIBUTIONHow a manufacturing company saved €200K a year on sales processes
The sales department managed offers in Excel and email. No sales funnel visibility, duplicate data, no SLA. After deploying Creatio with Optingo — a complete change in how the team works.
Read the case study →“After deploying Creatio with Optingo, our quote preparation time dropped from 3 days to 15 minutes. A change that had a real impact on our competitiveness.”
— Sales Director, Manufacturing Company
€200K
Savings per year
−96%
Quote preparation time
+40%
Increase in closed opportunities
8 wks
MVP deployment time
READY TO DEPLOY FASTER?
Let’s talk about your processes. Demo Creatio live — 30 minutes.
No sales presentation. We’ll show you how Creatio works in the context of your specific challenges.
- No commitment
- Free demo
- We respond in 24h