Company Website

Ratings and Reviews 97 Ratings

Total
ease
features
design
support

Ratings and Reviews 524 Ratings

What is monday AI work platform?

monday AI work platform is an enterprise work management, automation, and AI orchestration platform built to help organizations manage projects, teams, operations, and workflows in a flexible and highly customizable digital workspace. The platform enables businesses to centralize project tracking, operational management, CRM processes, IT service workflows, software development coordination, HR operations, and cross-functional collaboration while leveraging AI-powered agents and automations to reduce manual work and accelerate execution. Features include customizable dashboards, workflow automations, document collaboration, Kanban boards, reporting systems, AI-powered assistants, integration frameworks, permissions management, AI governance controls, real-time activity tracking, and enterprise-grade security and compliance capabilities. monday AI work platform supports both human-driven and AI-assisted work by allowing organizations to create custom AI agents tailored to unique workflows, monitor agent activity, manage AI permissions, control AI-related costs, and maintain data privacy through secure enterprise infrastructure. The platform also includes products such as monday CRM, monday dev, monday service, WorkCanvas, and WorkForms to support specialized business functions across customer relationship management, development workflows, service operations, collaborative planning, and data collection. By combining workflow management, automation, AI integration, collaboration tools, and enterprise governance into a unified platform, monday AI work platform helps organizations scale operations, coordinate teams, and improve execution efficiency across complex business environments.

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

Facebook
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Kleene
Mailchimp
Microsoft Excel
Microsoft Outlook
Sales Robots
SurveyMonkey Enterprise
Atarim
BI Book
GPTBots.ai
Luo
Ow.ly
Rumi.ai
Samey

Integrations Supported

Facebook
Gmail
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
Kixie PowerCall & SMS
Kleene
Mailchimp
Microsoft Excel
Microsoft Outlook
Sales Robots
SurveyMonkey Enterprise
Atarim
BI Book
GPTBots.ai
Luo
Ow.ly
Rumi.ai
Samey

API Availability

Has API

API Availability

Has API

Pricing Information

$39/month for 5 users
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

monday.com

Date Founded

2012

Company Location

Israel

Company Website

monday.com

Company Facts

Organization Name

Creatio

Date Founded

2014

Company Location

United States

Company Website

www.creatio.com/

Categories and Features

Agile Project Management Tools

Backlog Management
Feedback Management
Gantt/Timeline View
Kanban Board
Prioritization
Request Management
Resource Management
Retrospectives Management
Status Tracking
Supports Scrum
Team Management
Template Management
Workflow Management

AI Service Management (AISM)

monday service is an intelligent service management platform that leverages AI technology to enhance and optimize business service operations. By automating everyday tasks, categorizing and directing support tickets, and offering real-time analytics, it aims to elevate service delivery standards. The platform integrates machine learning, natural language processing, and predictive analytics to enhance operational efficiency and facilitate proactive oversight. Additionally, monday service connects with a variety of tools, such as CRM systems, HR platforms, and IT service management applications, to create a seamless workflow automation experience. Users enjoy quicker ticket resolution, greater scalability, and improved operational performance. This innovative solution equips teams to operate more effectively, deliver superior service experiences, and maintain a high level of control and transparency.

Applicant Tracking

Assessments
Background Screening
Candidate Management
Collaboration Tools
Internal HR
Interview Management
Interview Scheduling
Job Board Posting
Job Requisition
Onboarding
Recruiting Firms
Reference Checking
Resume Parsing
Resume Search
Self Service Portal
Workflow Management

Automotive CRM

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

Bug Tracking

Backlog Management
Filtering
Issue Tracking
Release Management
Task Management
Ticket Management
Workflow Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Construction CRM

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Construction Scheduling

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Creative Management

Billing & Invoicing
Client Management
Collaboration
File Sharing
Project Management
Task Management
Time Tracking

CRM

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

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Digital Workplace

Activity / News Feed
Calendar Management
Chat / Messaging
Content Management
Document Management
Employee Directory
File Sharing
Knowledge Management
Surveys & Feedback
Task Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Employee Communication Tools

Activity / News Feed
Audio / Video Conferencing
Blogs
Chat / Messaging
Employee Directory
Event Calendar
File Sharing
Knowledge Management
Newsletter Management
Surveys & Feedback

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Event Management

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Financial CRM

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

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Healthcare CRM

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

Hospitality Property Management

Built-in Accounting
CRM
Catering
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Guest Experience (GEM)
Housekeeping Management
Loyalty Program
Maintenance Management
Marketing Automation
Marketing Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Vacation Rental

Human Resources

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

Idea Management

Activity Dashboard
Brainstorming
Collaboration
Creator Tracking
Idea Ranking
Project Tracking
Status Tracking

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Supports Agile
Supports Scrum
Task Management
Testing / QA Management
Time & Expense Tracking

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Knowledge Management

Artificial Intelligence (AI)
Cataloging / Categorization
Collaboration
Content Management
Decision Tree
Discussion Boards
Full Text Search
Knowledge Base Management
Self Service Portal

Lead Management

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

Legal Case Management

Billing Management
Calendar Management
Case Notes
Client Management
Communication Tracking
Conflict Management
Corporations
Court Management
Discovery Management
Docket Management
Document Management
Expense Tracking
Government
Law Firms
Records Management
Task Management
Time Tracking
Trust Accounting

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

MRM

Activity Planning
Analytics / ROI Tracking
Approval Workflow
Brand Management
Budgeting & Forecasting
Content Management
Digital Asset Management
Expense Management
Marketing Calendar
Strategic Planning

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

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Online Form Builders

Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Org Chart

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Performance Management

360 Degree Feedback
Compensation Management
Custom Rating Scales
Customizable Templates
Individual Development Plans
On-going Performance Tracking
Peer Appraisals
Review Cycle Tracking
Self Service Portal
Self-Appraisals
Skills Assessments
Weighted Performance Measures

Product Lifecycle Management

Change Management
Compliance Management
Cost Tracking
Design Management
Document Management
Product Data Management
Project Management
Requirements Management
Supplier Management

Product Management

Collaboration
Feedback Collection
Idea Management
Milestone Tracking
Prioritization
Product Roadmapping
Release Management
Requirements Management
Resource Management
Workflow Management

Product Roadmap

Collaboration
Content Import / Export
Diagramming
Drag & Drop
Feature Management
Milestone Tracking
Prioritization
Requirements Management
Workflow Management

Production Scheduling

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Kanban Board
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Punch List

Collaboration
Commenting / Notes
Document Management
Drag & Drop
Drawings Integration
Include Photos In Reports
Issue Tracking
Quality Control Checklist
Task Management

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

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

Real Estate Property Management

Billing & Invoicing
Commercial Properties
Contact Management
Credit Check
Expense Management
Insurance Management
Landlord Database
Late Fee Calculation
Lease Management
Maintenance Management
Owner Portal
Payment Processing
Portfolio Management
Rent Tracking
Residential Properties
Tax Management
Tenant Database
Tenant Portal
Vacancy Tracking
Website Management

Remote Work

Collaboration
Credential Management
Electronic Signature
Employee Monitoring
Live Chat
Meeting Management
Project Management
Remote Access
Remote Support
Screen Sharing
Softphone
Task Management
Time Zone Tracking
Video Chat
Web Conferencing

Requirements Management

Automated Functional Sizing
Automated Requirements QA
Automated Test Generation
Automated Use Case Modeling
Change Management
Collaboration
History Tracking
Prioritization
Reporting
Status Reporting
Status Tracking
Summary Reports
Task Management
To-Do List
Traceability
User Defined Attributes

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Scrum

Backlog Management
Collaboration Board
Daily Reports
Iteration Management
KPI Monitoring
Milestone Tracking
Prioritization
Progress Tracking
Release Planning
Roadmapping
Sprint Planning
Task Management

Social CRM

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

Spreadsheet

Analytics
Audit Trail
Calculators
Charting
Multi-User Collaboration
Templates

Strategic Planning

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Team Management

Assignment Management
Commenting / Notes
Goal Setting / Tracking
Messaging
Productivity Analysis
Progress Tracking
Project Planning
Resource Management
Task Management
Third Party Integration
Time Tracking

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Timeline

Bulk Editing
Collaboration Tools
Connections / Dependencies
Customize Look and Layout
Drag and Drop
For Business Processes
For Creative Writing
For Education
For Historical Data
For Legal Practitioners
For Project Management
For Sales
Layers
Milestones
Percent Complete Tracking
Privacy Controls

Work Management

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management

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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