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Creatio
14 articles
Creatio 10.1: Pivot Tables, WhatsApp and Live Sales Forecasts
Creatio 10.1 Unlimited is the October 2026 release. We picked the changes that sales, customer service and marketing teams will notice in their daily work: pivot tables in Freedom UI, a native WhatsApp channel, live-updating sales forecasts and a new email template designer. Plus a checklist of things to keep in mind before you upgrade.
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Creatio 10X: AI Studio, Web Chat and AI Agents in Customer Service
Creatio 10X Unlimited (July 2026) is a release where AI is the main theme, but not the only one. Besides Creatio AI Studio, it brings AI in customer service emails and chats, Web Chat, a MEDDPICC tab, Sales Engagement sequences, segments in marketing and Kubernetes deployment. Here is what matters for B2B companies and which licensing requirements to check.
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Creatio 8.3.4: A Campaign-Building Agent and Microsoft Graph Instead of EWS
Creatio 8.3.4 Twin (May 2026) brings an agent that builds marketing campaigns from a description, a new mail integration through the Microsoft Graph API, custom metric formulas and surveys in the Field Sales app. Plus a naming change in Creatio.ai. Here is what matters for B2B companies and what to plan before upgrading.
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Creatio 8.3.3: Contact Center, Sales Forecasting and AI with Access Control
Creatio 8.3.3 Twin (March 2026) brings the Contact Center app with an Agent Inbox, change history for sales opportunities with stage-to-forecast mapping, AI that draws on company knowledge while respecting permissions, and summaries of Teams meetings. Here is what matters for B2B companies and what to keep in mind when upgrading.
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Creatio 8.3.2: The End of the Classic UI Shell and AI Billed in Actions
Creatio 8.3.2 Twin (December 2025) retires the Classic UI shell, changes Creatio.ai billing from tokens to actions, lets you connect your own LLMs, and adds the Territory Management app and a visual Mobile Designer. Here is what changes when you upgrade and what is worth testing in advance.
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Creatio 8.3.1: Choosing the AI Model, Dashboards from a Description and Creatio.ai in Teams
Creatio 8.3.1 Twin (October 2025) lets you choose the LLM for each agent, generate dashboards from a natural-language description, use Creatio.ai in Microsoft Teams and run the AI microservice in your own infrastructure. Plus a Google Analytics integration and changes to authentication. Here is what matters for B2B companies.
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Creatio 8.3: The First AI Agents, an Outlook Add-in and Dashboards for Everyone
Creatio 8.3 Twin (June 2025) introduced AI agents in Creatio.ai, an Outlook add-in, general availability of dashboards, a rebuilt list in Freedom UI and the OAuth authorization code grant. Here is what changed in this release and what to watch out for if you have custom pages and customizations.
Read →Cost of CRM implementation — Cloud vs. On Premise
CRM in the cloud or on-premises — this is a decision that comes down to the balance between costs and control. Before choosing a deployment model, it is worth counting not only the monthly subscription, but also the costs of infrastructure, human resources and operational risks. Find out what the real advantages and disadvantages of both approaches are and which one is better suited to the specifics of your organization.
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Evolution of No-Code: From Prototyping to MVP
From prototype to off-the-shelf MVP in a no-code environment, it's a journey that requires discipline in scope management, clever integrations, and end-user focused testing. Learn how to build functional apps without writing code, step by step: from interface and business logic, to analytics and Kanban, to effective change management.
Read →How to choose a cloud CRM system?
Choosing a cloud CRM system is a decision that affects the day-to-day work of the entire organization — and it's easy to make a costly mistake. Before you sign a contract, check out 5 key factors: matching functionality to your processes, openness to integrations, industry experience, ease of use, and actual scaling costs.
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No-Code Application Development Process
Before you start building a no-code app, you need a plan — without it, it's easy to get lost in the details and create something that doesn't meet your business goals. Explore the four key stages of the design phase: from defining the use case and analyzing technology options, through prototyping, to breaking down the vision into specific components and MVP ready to deploy.
Read →No-Code Days 2023 conference in Warsaw
On September 14, Optingo co-organized the first No-Code Conference in Poland at the Nobu Hotel in Warsaw. Experts from Creatio, Writer, Digital Data Consulting and other companies talked about the future of technology without coding — and our Partners, Michał Krzycki and Wojciech Wojnar, shared practical experiences from no-code implementations. Event Report.
Read →What benefits do individual departments of the company get from the implementation of a CRM system?
CRM is not only a tool for sales and marketing — its implementation brings real benefits to almost every department of the company. Learn how CRM is used by customer service, HR, purchasing, and partner management teams — and why a single, shared source of data is changing the way your entire organization works.
Read →Key features of a CRM system dedicated to manufacturing companies
Manufacturing companies have specific needs that standard CRM often fails to meet. Find out what industry capabilities Creatio offers for manufacturing: from distribution and product catalog management, to bidding and costing automation, to multi-channel customer service and simplified document flow.
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