Company Website
Company Website

Ratings and Reviews 588 Ratings

Total
ease
features
design
support

Ratings and Reviews 523 Ratings

What is Pipefy?

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

What is Creatio?

Creatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.

Media

Media

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
ABBYY Vantage
Airtable
Docusign
HubSpot Operations Hub
Microsoft Outlook
Microsoft Teams
Microsoft Word
Mobile2CRM
Studio Creatio
TCS CHROMA
TCS MasterCraft TransformPlus
Tableau
UiPath
Workato
Wrike
Zoho Invoice

Integrations Supported

Google Calendar
HubSpot CRM
HubSpot Customer Platform
Mailchimp
ABBYY Vantage
Airtable
Docusign
HubSpot Operations Hub
Microsoft Outlook
Microsoft Teams
Microsoft Word
Mobile2CRM
Studio Creatio
TCS CHROMA
TCS MasterCraft TransformPlus
Tableau
UiPath
Workato
Wrike
Zoho Invoice

API Availability

Has API

API Availability

Has API

Pricing Information

$20 (per-user billing)
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipefy

Date Founded

2014

Company Location

United States

Company Website

www.pipefy.com

Company Facts

Organization Name

Creatio

Date Founded

2014

Company Location

United States

Company Website

www.creatio.com/

Categories and Features

Business Process Automation

Pipefy is a cutting-edge business process automation platform enhanced with AI capabilities, designed to optimize IT resources while enabling business teams to independently create and implement up to 85% of their workflows across various departments such as HR, IT, Finance, Marketing, Sales, and more. With Pipefy, you can effortlessly construct, monitor, automate, and manage any custom workflow, regardless of its complexity, without needing any technical expertise. This no-code business process automation software offers a comprehensive solution that boosts team efficiency, oversight, and transparency throughout the entire process, from initial input to final output. Accelerate implementation, reduce costs, and simplify processes while avoiding the pitfalls of an overcomplicated tech stack. Pipefy comes equipped with a robust security suite, seamless integrations with over 300 applications and systems right from the start, and HTTP/HTTPS compatibility for easy connections with additional tools.

Business Process Management

Pipefy is a cutting-edge business process management platform that leverages artificial intelligence to optimize IT resources while enabling business teams to create and implement up to 85% of their own workflows across various departments such as HR, IT, Finance, Marketing, and Sales. With Pipefy, you can effortlessly design, monitor, automate, and oversee any custom workflow—regardless of its complexity—without the need for technical expertise. This no-code BPM solution provides a seamless end-to-end operation, enhancing team efficiency, oversight, and control from the initial stage to final delivery. Accelerate your deployment process, reduce implementation costs, and simplify workflows while avoiding costly technology stacks. Pipefy comes equipped with a built-in security suite, immediate connectivity to over 300 applications and systems, and supports HTTP/HTTPS for easy integration with your existing tools.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Customer Service

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Human Resources

Unlock the full potential of your organization with Pipefy, the AI-powered platform for process management that effortlessly integrates the essential elements of HR: personnel, systems, and strategic initiatives. Streamline incoming requests and enhance response times as Pipefy manages all your HR processes in one centralized location, eliminating the need for coding expertise or reliance on specialized third-party service providers. Create personalized employee portals to gather key information, implement standardized HR forms to speed up the handling of requests, and utilize automated email templates for timely service updates. Noteworthy features include an integrated security suite designed to protect sensitive information and a versatile no-code framework that allows for quick setup and reduced implementation costs.

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

IT Service

Pipefy is an intuitive no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of workflows and technology stacks throughout the enterprise. This user-friendly and secure tool enables any team to effortlessly create and automate various IT processes, workflows, or service portals. With Pipefy, organizations can accelerate adoption, effectively manage changes with complete transparency, and adapt swiftly to evolving business requirements—all while staying on schedule and within budget. IT teams utilizing Pipefy can monitor each step of the workflow and every component of the tech stack, minimizing risks associated with inadequate governance and unauthorized IT practices. Notable features include over 300 pre-built connectors, seamless HTTPS integrations, a comprehensive security suite, artificial intelligence capabilities, customizable process templates, adaptable forms, conditional rules, and some of the quickest implementation times available in the industry.

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Pipefy is a no-code platform designed for automating processes and workflows, allowing organizations to optimize their IT resources while enhancing oversight and management of all internal operations. With Pipefy, IT teams can efficiently deliver projects and resolve tickets promptly and within budget constraints. The platform supports adherence to security and compliance protocols through features such as audit trails, business rules, and role-based access control (RBAC). Automated notifications help avert delays and guarantee quick escalations when necessary, while flexible asset management and tracking workflows are also available. This user-friendly and secure tool is accessible to any team seeking to design and automate various IT processes, workflows, or self-service portals. Notable features include over 300 pre-built connectors, HTTPS integrations, an integrated security suite, artificial intelligence capabilities, customizable forms, rules and conditions, and some of the quickest implementation times in the industry.

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Procure to Pay

Elevate your procurement department from a mere purchasing hub to a key strategic ally in your business. Establish a well-organized, consistent, automated, and foolproof procurement process to accelerate purchase order cycles and enhance collaboration among all stakeholders. Ensure seamless integration of your procurement software or existing legacy systems to expand your operations, while promoting transparency and responsibility throughout every phase. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gain insights into your processes, enabling you to make informed decisions with confidence. Design workflows that are based on industry best practices and specifically adapted to your team's distinct requirements.

Billing & Invoicing
Budgeting / Forecasting
Compliance Management
Contract Lifecycle Management
Financial Reporting
Integration Management
Inventory Management
Order Management
Vendor Management

Purchasing

Develop a streamlined, consistent, automated, and foolproof purchasing workflow to accelerate the purchase cycle and enhance collaboration among all stakeholders. Utilize Pipefy’s AI-powered business process automation and management platform to swiftly gather process insights, enabling you to make informed purchasing choices with confidence. Evaluate supplier effectiveness and establish workflows based on industry best practices, customized to fit your team's specific requirements. Seamlessly connect your accounting software or existing legacy systems to facilitate growth.

Catalog Management
Compliance Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Workflow Automation

Pipefy is an advanced workflow automation solution powered by AI, designed to optimize IT resources while enabling business teams to create and implement as much as 85% of their own workflows. Unify, automate, and enhance your workflows to provide superior experiences for end-users, achieve quicker business outcomes, and improve overall efficiency. Accelerate the rollout process, reduce implementation expenses, and simplify complex procedures while avoiding costly technology overload. Benefit from an integrated security system, seamless connections to over 300 applications and systems right from the start, and HTTP/HTTPS support to link Pipefy with all other tools.

Workflow Management

Pipefy is a cutting-edge workflow management platform augmented by artificial intelligence, designed to optimize IT resources while enabling business teams to create and implement up to 85% of their workflows independently. Unify, automate, and refine your workflows to enhance user experiences, accelerate business outcomes, and improve overall efficiency. Accelerate the deployment process, reduce implementation expenses, and simplify workflows with an integrated security suite. Connect effortlessly to over 300 applications and systems right off the bat, and utilize HTTP/HTTPS protocols to seamlessly integrate Pipefy with your existing tools.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

AI Agents

Creatio offers AI-driven agents as part of its no-code platform designed for automation, allowing businesses to streamline decision-making and task execution throughout various workflows. These intelligent agents are capable of interpreting context, assessing data, and taking action within CRM and operational frameworks. These AI agents are versatile in their applications, supporting functions such as lead qualification, suggesting the next best actions, enhancing customer interactions, and automating services. Their integration across marketing, sales, and customer service enhances overall efficiency and uniformity. Developed within the Creatio Studio, these AI agents can be constructed using simple natural language and visual interfaces, eliminating the need for programming skills. By accessing real-time data, they empower organizations to minimize manual workload, hasten decision-making processes, and provide personalized, data-informed experiences on a larger scale.

App Design

Creatio offers a cutting-edge, AI-driven no-code application design platform that empowers businesses to develop enterprise-level applications and AI agents through natural language queries and visual design tools. Its user-friendly interface designer, along with a library of pre-existing components, allows teams to craft responsive interfaces and enhance user experiences without requiring any programming skills. This versatile platform facilitates the creation of data models, streamlines workflow automation, and integrates seamlessly with third-party systems, guaranteeing scalable and interconnected applications. Users benefit from built-in analytics and real-time dashboards that offer valuable insights, while the composable architecture promotes swift development via reusable components and marketplace add-ons. With its AI capabilities, Creatio can autonomously generate applications, processes, and user interface elements based on simple text prompts. Additionally, its integrated AI agents help automate workflows and improve decision-making, resulting in expedited development, increased adaptability, and ongoing innovation throughout the organization.

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Automotive CRM

Creatio offers a cutting-edge automotive CRM platform designed on a no-code architecture powered by AI, allowing automotive businesses to effectively oversee customer relationships and streamline operations across sales, service, and dealer networks. This comprehensive platform manages every step of the customer journey, from capturing leads and facilitating vehicle sales to providing after-sales support and enhancing customer loyalty. With Creatio, businesses can automate a variety of workflows including lead tracking, scheduling test drives, coordinating with dealers, handling service requests, and managing customer communications, all while keeping a complete overview of customer interactions and vehicle information. The platform's integration features allow seamless connectivity with dealer management systems (DMS), marketing applications, and other external data sources. At the heart of Creatio are intelligent agents that evaluate customer and vehicle information, suggest optimal next steps, prioritize leads, and automate follow-ups and service communications. Equipped with real-time analytics and no-code functionalities, teams can swiftly modify workflows and boost both sales and service efficiency.

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Business Process Automation

Creatio offers a comprehensive platform for business process automation, featuring Creatio Studio, an intuitive no-code environment designed for the creation and automation of workflows. Utilizing visual design tools, businesses can effortlessly model, implement, and refine their processes without the need for programming expertise. The platform empowers teams to create workflows, handle data management, and connect with external applications in a seamless manner. Integrated analytics and dashboards provide immediate insights into performance metrics and operational efficiency. Central to the platform are AI-driven agents capable of converting natural language into workflows, evaluating data, suggesting optimal actions, and carrying out tasks throughout various processes. This functionality allows organizations to minimize manual labor, quickly adapt to changes, and enhance overall efficiency, all while speeding up the realization of value.

Business Process Management

Creatio offers a robust platform for business process management, featuring Creatio Studio, an AI-driven no-code space designed for workflow creation and automation. Utilizing intuitive visual tools, organizations can effortlessly design, implement, and enhance comprehensive processes without any programming knowledge. The platform supports teams in constructing workflows, overseeing data management, and connecting with external systems all within a cohesive environment. Integrated analytics and dashboards deliver instant insights into operational performance and effectiveness. Central to the platform are AI agents capable of generating workflows based on natural language input, conducting data analyses, suggesting optimal next steps, and performing tasks across various processes. This functionality empowers organizations to minimize manual tasks, respond swiftly to changes, and boost efficiency, ultimately speeding up their time-to-value.

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Construction CRM

Creatio offers a CRM platform specifically designed for the construction industry, leveraging an AI-driven, no-code framework that allows construction and engineering firms to oversee their projects, client relationships, and sales workflows all in one place. This platform encompasses the entire project lifecycle, from lead acquisition and bidding to project execution and after-service support, facilitating smooth collaboration among teams and various stakeholders. Central to the platform are AI agents that evaluate project and customer information, highlight key opportunities, suggest optimal next steps, and streamline standard processes such as bid management, document processing, and stakeholder communications. These intelligent agents empower teams to enhance their decision-making, minimize manual tasks, and speed up project timelines. Creatio allows organizations to refine their operations, including pipeline oversight, contract and document management, partner interactions, and service request handling, all while providing comprehensive visibility through real-time dashboards and data analytics.

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Creatio offers an innovative AI-powered CRM solution that leverages its no-code and agentic AI framework, allowing businesses to effectively oversee customer relationships and streamline workflows in marketing, sales, and service sectors. This platform provides a comprehensive, 360-degree perspective on customers, their interactions, and relevant data all within one cohesive system. The platform facilitates management through the entire customer journey, encompassing lead generation, sales pipeline oversight, service delivery, and customer retention, while fostering smooth engagement across various channels. With its no-code capabilities, teams can effortlessly tailor processes, create applications, and modify workflows with minimal reliance on IT resources. At the heart of Creatio are intelligent AI agents that scrutinize customer information, suggest optimal next steps, and automate tasks throughout the customer experience. Coupled with real-time analytical tools and dashboards, Creatio empowers organizations to boost operational efficiency, elevate customer satisfaction, and promote scalable, data-driven growth.

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Debt Collection

Creatio offers an innovative AI-driven solution for debt collection and recovery, seamlessly integrated into its no-code CRM and workflow automation platform. This empowers financial institutions and collection agencies to streamline and enhance every aspect of the debt recovery process. The system facilitates comprehensive lifecycle management, encompassing everything from debtor information and segmentation to communication, negotiation, and resolution, all within a cohesive framework. With Creatio, organizations can automate essential collection tasks such as sending payment reminders, escalating cases, and managing documents, while keeping a centralized repository of debtor profiles, payment histories, and communication records. The platform features multi-channel communication capabilities—utilizing phone, email, messaging apps, and social media channels—to ensure effective and consistent interactions with debtors. Additionally, the platform integrates collections within a wider spectrum of financial services automation, including the management of delinquency and risk, along with various other functionalities.

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Demand Generation

Creatio Marketing is an innovative marketing automation solution designed with AI at its foundation, leveraging Creatio's no-code and intelligent AI framework. It empowers businesses to effectively plan, implement, and refine comprehensive marketing initiatives while overseeing the entire customer journey within a single platform. Central to its functionality are AI-driven agents that scrutinize customer insights, categorize target audiences, tailor content, and propose optimal actions across various channels. These agents facilitate the automation of campaign management, lead development, and engagement tactics, enabling teams to enhance conversion rates and boost marketing return on investment. The platform accommodates multi-channel marketing efforts, including email outreach, digital advertising, and event coordination, all while providing real-time analytics and performance monitoring. With user-friendly, no-code tools, teams can swiftly create workflows, initiate campaigns, and adjust strategies, ensuring the delivery of personalized, data-informed experiences on a large scale.

Financial CRM

Creatio delivers a comprehensive CRM solution tailored specifically for the financial services sector, leveraging its AI-driven, no-code framework. This innovative platform is crafted to enhance both customer interactions and internal operations for banks, insurance firms, and various financial entities. By consolidating customer information alongside sales, marketing, and service processes into one cohesive system, it allows organizations to oversee the complete customer journey—from initial onboarding and KYC procedures to ongoing relationship management and service execution. With the capabilities offered by Creatio, financial institutions can optimize numerous operations, such as managing leads and opportunities, onboarding new clients, overseeing loans and policies, and addressing case resolutions while maintaining adherence to regulatory standards. The platform provides real-time insights into customer engagements, performance metrics, and tailored interactions across multiple channels.

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Health Insurance

Creatio offers an innovative insurance CRM solution built on a no-code architecture driven by artificial intelligence, empowering insurance companies to effectively oversee customer relationships and streamline essential processes throughout the various stages of the policy lifecycle. This comprehensive platform facilitates seamless workflows, encompassing everything from lead management and underwriting to policy administration, claims processing, and customer support, all within a single cohesive system. With Creatio, businesses can automate critical functions including onboarding, policy generation, renewals, and claims management, while ensuring a holistic view of their customers, policies, and interactions. The platform adheres to compliance standards and integrates seamlessly with both central insurance systems and external data sources. At its foundation, Creatio harnesses AI agents that evaluate customer and policy information, identify risk indicators, suggest optimal next steps, and automate everyday tasks. Featuring real-time analytics and user-friendly no-code tools, insurers can swiftly modify workflows, enhance operational efficiency, and provide tailored, data-driven insurance services.

Healthcare CRM

Creatio offers a healthcare CRM solution that leverages its AI-driven no-code framework, empowering healthcare organizations to streamline patient relationship management and enhance both clinical and operational workflows within one cohesive system. By centralizing patient information, interactions, and care procedures, the platform fosters better coordination and tailored engagement throughout the patient's journey. With Creatio, healthcare providers can automate essential workflows such as onboarding new patients, scheduling appointments, facilitating communication, and coordinating care, all while maintaining a comprehensive view of patient data and interactions. The platform also integrates with essential systems like electronic health records (EHRs), billing solutions, and patient portals, ensuring smooth data sharing and adherence to industry standards, including HIPAA regulations. Central to the platform's functionality are AI agents that evaluate both patient and operational data, offering predictive insights, suggesting optimal next steps, and automating repetitive tasks.

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Creatio Sales is an advanced AI-driven CRM solution designed to streamline sales processes, leveraging Creatio’s no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales cycle, covering everything from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. At the heart of Creatio Sales are AI agents that evaluate customer information, identify priority leads, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal timelines, and boosts success rates by providing real-time insights and facilitating guided selling. The platform accommodates comprehensive workflows, including management of accounts and contacts, tracking of sales pipelines, generating quotes, and fostering collaboration among teams. With integrated analytics and no-code capabilities, organizations can swiftly modify processes and scale their operations, ensuring efficient, data-driven, and customer-focused sales interactions.

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance Claims Management

Creatio offers a comprehensive CRM solution tailored for the insurance sector, leveraging a no-code framework powered by artificial intelligence. This platform enables insurance companies to effectively oversee client relations and streamline essential processes throughout the various stages of the policy lifecycle. It facilitates seamless operations encompassing lead generation, underwriting, policy management, claims processing, and customer support, all within a single, cohesive system. The platform empowers businesses to automate crucial tasks, including client onboarding, policy creation, renewals, and claims processing, while ensuring a holistic view of customers, policies, and their interactions. It adheres to regulatory standards and can seamlessly connect with primary insurance systems as well as external data providers. At the heart of Creatio are AI-driven agents that evaluate customer and policy information, identify risk indicators, suggest optimal actions, and automate everyday activities. With instant analytics and user-friendly no-code tools, insurance providers can swiftly modify workflows, enhance operational performance, and offer tailored, data-informed insurance solutions.

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Lead Management

Creatio Sales is an innovative CRM solution powered by AI, designed specifically for sales automation within Creatio’s no-code and agentic AI framework. This platform empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. At its foundation, the platform features AI agents that scrutinize customer data, help prioritize leads, suggest optimal next steps, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates by providing real-time insights and guided selling strategies. Creatio Sales encompasses comprehensive workflows that include account and contact management, pipeline oversight, quoting, and team collaboration. With integrated analytics and no-code capabilities, organizations can swiftly modify their processes and scale their operations, resulting in efficient, data-informed, and customer-focused sales interactions.

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Lead Scoring

Creatio Sales is a cutting-edge CRM solution powered by AI, designed specifically for sales automation and built on Creatio’s innovative no-code and agentic AI framework. This platform allows businesses to oversee the entire sales journey, from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At the heart of Creatio Sales are AI-driven agents that evaluate customer data, prioritize leads, suggest optimal next steps, and automate repetitive tasks throughout the sales funnel. This functionality boosts team productivity, shortens deal cycles, and enhances win rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows that include managing accounts and contacts, tracking pipelines, generating quotes, and fostering collaboration. With integrated analytics and user-friendly no-code tools, teams can swiftly modify processes and expand their operations, ensuring effective, data-informed, and customer-focused sales interactions.

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Real Estate CRM

Creatio offers a comprehensive CRM solution specifically designed for the real estate sector, built on an innovative no-code framework powered by artificial intelligence. This platform empowers businesses to efficiently oversee property listings, manage client relationships, and handle transactions all within a single interface. It encompasses the entire real estate process, from generating leads and matching them with properties to finalizing deals and providing after-sales support. The platform streamlines various tasks, including lead acquisition, client communications, appointment scheduling, and contract oversight, all while providing a complete view of customer interactions. It also facilitates seamless integration with Multiple Listing Services (MLS) and other external applications to create a cohesive workflow. Central to the platform are AI-driven agents that evaluate customer data, suggest properties, prioritize leads, and automate follow-up communications. With built-in analytics and no-code customization options, teams can swiftly modify processes, enhance conversion rates, and offer tailored, data-informed real estate experiences on a larger scale.

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Lead Generation

Creatio offers a comprehensive CRM solution specifically designed for the real estate sector, built on an AI-driven, no-code framework. This platform empowers businesses to oversee property listings, manage client interactions, and facilitate transactions seamlessly within a single interface. It encompasses every stage of the real estate process, from generating leads and matching properties to finalizing deals and providing after-sale support. The system streamlines various tasks, such as capturing leads, managing communications, scheduling appointments, and overseeing contract processes, all while offering a holistic view of client relationships and interactions. Its capability to integrate with MLS and other external applications ensures a streamlined operational flow. At the heart of this platform are intelligent AI agents that sift through customer data, suggesting properties, ranking leads by priority, and automating follow-up tasks. Equipped with robust analytics and user-friendly no-code tools, teams can swiftly modify their workflows, enhance conversion rates, and create customized, data-driven real estate experiences at scale.

Retail Distributed Order Management (DOM) Systems

Creatio offers a retail customer relationship management (CRM) solution that leverages its AI-driven, no-code framework, empowering retailers to effectively oversee customer interactions and streamline processes in marketing, sales, and service. The platform encompasses the entire customer journey, from attracting and engaging clients to facilitating purchases and fostering loyalty, all within a cohesive system. With Creatio, retailers can create seamless omnichannel experiences, execute marketing campaigns, monitor consumer behavior, and tailor offers using real-time insights. The platform seamlessly integrates with eCommerce solutions, point-of-sale systems, and various external data sources, providing a comprehensive view of customers across all engagement points. At the heart of Creatio are AI-driven agents that evaluate customer information, forecast preferences, suggest optimal actions, and automate interactions across various channels. Featuring integrated analytics and user-friendly no-code functionalities, retailers can swiftly modify workflows, enhance conversion and retention metrics, and deliver personalized, data-informed shopping experiences at scale.

Sales

Creatio Sales is an advanced AI-driven Customer Relationship Management platform designed for sales automation, leveraging Creatio's no-code framework and intelligent AI capabilities. This platform empowers businesses to oversee the entire sales process, encompassing lead generation, opportunity tracking, forecasting, and finalizing deals, all within a cohesive system. At its foundation, AI agents are employed to evaluate customer data, rank leads by importance, suggest optimal actions, and automate repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens sales cycles, and boosts success rates by providing real-time insights and facilitating guided selling. The platform encompasses comprehensive workflows, including managing accounts and contacts, monitoring the sales pipeline, generating quotes, and fostering collaboration. Equipped with integrated analytics and no-code features, teams can swiftly adjust processes and scale their operations, ensuring a streamlined, data-informed, and client-focused sales experience.

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Creatio Sales is an innovative AI-driven CRM solution designed for sales automation, leveraging Creatio's no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from lead generation and opportunity management to forecasting and closing deals, all within a cohesive system. At its foundation are AI-powered agents that scrutinize customer information, prioritize leads, suggest optimal next steps, and streamline routine tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates through actionable insights and guided selling techniques. The platform facilitates comprehensive workflows, encompassing account and contact management, pipeline monitoring, quoting, and collaboration. With integrated analytics and no-code capabilities, teams can swiftly modify processes and expand operations, ensuring efficient, data-informed, and customer-focused sales interactions.

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Creatio Sales is a cutting-edge AI-driven CRM solution designed for sales automation, utilizing Creatio's unique no-code and intelligent AI framework. This platform empowers businesses to oversee the entire sales process, from lead generation and opportunity management to forecasting and closing deals, all within a cohesive system. Central to Creatio Sales are AI agents that examine customer data, rank leads, suggest optimal actions, and streamline routine tasks throughout the sales pipeline. This functionality enhances team productivity, shortens deal cycles, and boosts win rates through immediate insights and guided selling techniques. The system facilitates comprehensive workflows, encompassing account and contact management, pipeline oversight, quotations, and team collaboration. Equipped with integrated analytics and no-code capabilities, teams can swiftly modify processes and scale their operations, providing efficient, data-informed, and customer-focused sales interactions.

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Creatio Sales is an innovative CRM solution that leverages artificial intelligence for sales automation, built upon Creatio's no-code and intelligent AI framework. It empowers businesses to oversee the entire sales process, from managing leads and opportunities to forecasting and finalizing deals, all within a cohesive system. The foundation of this platform consists of AI-driven agents that evaluate customer information, prioritize opportunities, offer recommendations for optimal next steps, and streamline repetitive tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal cycles, and boosts success rates by providing immediate insights and facilitating guided selling. Creatio Sales supports comprehensive workflows, including account and contact management, pipeline visualization, quote generation, and team collaboration. Equipped with advanced analytics and user-friendly no-code features, teams can swiftly modify processes and scale their operations, thereby creating effective, data-informed, and customer-focused sales experiences.

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Creatio Sales is an innovative CRM solution powered by artificial intelligence, specifically designed for sales automation and built upon Creatio's unique no-code and agentic AI framework. This platform empowers businesses to oversee the entire sales process, ranging from managing leads and opportunities to forecasting and closing deals, all within a cohesive system. At the heart of Creatio Sales are intelligent AI agents that scrutinize customer data, prioritize potential leads, suggest optimal next steps, and automate routine tasks throughout the sales pipeline. This functionality enhances team efficiency, shortens deal cycles, and boosts win rates by providing real-time insights and promoting guided selling strategies. The platform facilitates comprehensive workflows, encompassing account and contact oversight, pipeline management, quote generation, and team collaboration. With integrated analytics and no-code features, businesses can swiftly modify workflows and expand their operations, ensuring a streamlined, data-driven, and customer-oriented sales approach.

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Creatio offers an AI-driven CRM platform that leverages a no-code and intelligent AI framework, allowing businesses to effectively manage customer relationships and streamline workflows in marketing, sales, and customer service. This platform provides a comprehensive 360-degree perspective of customers, their interactions, and relevant data all within one cohesive system. Covering the entire customer journey, Creatio facilitates everything from lead acquisition and management of sales pipelines to service delivery and customer retention, all while promoting smooth engagement across multiple channels. Its no-code capabilities empower teams to easily tailor processes, create applications, and modify workflows independently of extensive IT support. Central to the platform are AI agents that scrutinize customer information, suggest optimal next steps, and automate various tasks throughout the customer experience. Coupled with real-time analytics and visual dashboards, Creatio empowers organizations to boost operational efficiency, elevate customer satisfaction, and foster growth through data-driven strategies.

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

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