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.
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ShareCRM is an all-in-one, AI-powered enterprise CRM platform designed to drive growth through connected data and intelligent automation. It brings marketing, sales, and service functions together to manage the entire customer journey from first contact to long-term retention. The platform supports omnichannel marketing automation, allowing businesses to coordinate campaigns across digital and offline channels. Sales teams benefit from centralized lead management, configurable pipelines, CPQ capabilities, and integrated payment and ERP workflows. ShareCRM also delivers robust service automation, enabling efficient handling of customer inquiries, service orders, vendor coordination, and expense settlement. Built-in collaboration tools improve communication through chats, calendars, tasks, and approval workflows. AI capabilities generate insights, predictions, and personalized content to improve conversions and service quality. Advanced business intelligence dashboards provide deep visibility into marketing, sales, service, and partner performance. The low-code PaaS architecture allows organizations to customize data models, processes, and interfaces with minimal technical effort. ShareCRM supports deployment across multiple industries and niche segments, offering proven scalability and flexibility. With a global presence and thousands of enterprise customers, the platform is designed for complex, growing organizations. Overall, ShareCRM helps businesses streamline operations, improve collaboration, and achieve predictable revenue growth.
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ValueWorks
Our executive management system offers outstanding value by utilizing a holistic, data-centric methodology. It consolidates all essential elements into one integrated executive management platform. Users can take advantage of automatic, AI-enhanced recommendations aligned with industry standards to improve their decision-making processes. The planning process can be refined through precise data analysis, making it more efficient. This all-in-one, intelligent executive management suite acts as a cohesive solution for planning, reporting, and execution. It provides extensive, industry-relevant content, established best practices, and a nurturing community for support. With a pertinent semantic data model, vital KPIs and dashboards, comprehensive analyses, benchmarks, and customized recommendations, it proves to be a highly effective resource. This ready-to-use solution is not only cost-effective but also simplifies and accelerates implementation. There is no necessity for an internal IT or Business Intelligence team, facilitating a rapid setup and smooth operations. The user experience is tailored to be simple and flexible for executives, even more user-friendly than Excel, whether you're launching a new product line or setting up a new branch in a different country. Furthermore, it includes root cause analysis, valuable insights, profit and loss forecasting, and advanced integration capabilities driven by industry-specific data frameworks, making it an essential tool in the contemporary business environment. By employing this system, organizations can navigate challenges with greater agility and strategic foresight.
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Mortgage Quest
Mortgage Quest serves as a comprehensive CRM and email marketing platform tailored specifically for the mortgage sector. By offering an extensive array of industry-related content, marketing tactics, and potential leads, it enhances sales opportunities not only with existing and former clients but also through referral partners like real estate agents. The system features a weekly newsletter focused on mortgages and real estate, pre-made mortgage video emails, and customizable e-cards for holidays, birthdays, and loan anniversaries, along with numerous other content choices. Additionally, Mortgage Quest provides social media marketing services, enabling users to automatically share their content across platforms like Facebook and LinkedIn, thus expanding their reach even further. This all-in-one solution simplifies marketing efforts while bolstering engagement and connection with clients.
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