CRM built on AI agents
Creatio combines CRM, process automation and AI agents in one platform. Users can build applications, automations and AI agents using natural language and visual builders, without writing code.
Creatio
AI Agent in CRM
They automate actions, recommend next steps, and support sales, marketing and customer service.
Creatio
Natural Language
A business user asks about data, triggers tasks and builds automations using commands they already understand.
Creatio
AI Command Center
Teams design, deploy and manage AI applications across the organization.
AI Agents in Sales
Put capable agents to work and outpace the competition
Creatio supports salespeople with AI agents that analyze accounts, prepare meetings, help with quoting, and suggest the next best action.
Account Research Agent
Organizes customer context and highlights the most important sales signals.
Quote Generation Agent
Helps prepare a proposal and pricing based on CRM data.
Meeting Prep Agent
Gathers information before a call and suggests a plan of action.
Agent MS Teams
Supports sales outside the CRM, without pulling the team away from their everyday tools.
Agent MS Outlook
Helps manage correspondence and priorities in the inbox.
Forecasting Agent
Analyzes sales opportunities and supports more accurate forecasts.
AI agents work in the background so your team can work faster
They combine CRM data, sales activity and customer context to take routine work off the team's plate and move sales opportunities to a decision faster.
What does AI in Creatio actually deliver?
- automates routine tasks and helps teams focus on higher-value work,
- connects CRM data with predictive, generative and autonomous AI,
- supports lead qualification, meeting preparation, task prioritization and case handling,
- integrates with everyday tools, including Outlook, Teams, Zoom and calendars,
- lets you build AI Skills and processes without involving developers at every step.
Safe automation
A human-in-the-loop approach matches the level of control, approval and AI autonomy to your organization's rules.
Creatio includes governance, audit trails, access control, data privacy, and the ability to use your own LLM models.
Want to talk? Get in touch.
