Sales Creatio Overview

Sales-creatio automates sales processes with no-code tools. Revenue growth is enhanced by the platform's flexibility and comprehensive features.

Use Cases

Customers recommend Campaign Management, Engagement Management, Lead Management, as the business use cases that they have been most satisfied with while using Sales Creatio.

Other use cases:

  • Communication Management
  • Forecasting
  • Workflow Management
  • Contact List Management
  • Generation Of New Leads
  • Opportunity Management
  • Lead Tracking
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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Sales Creatio.

Other priorities:

  • Scale Best Practices
  • Improve Internal Communications
  • Acquire Customers
  • Improve Efficiency
  • Improve ROI
See all business priorities See less business priorities

Sales Creatio Use-Cases and Business Priorities: Customer Satisfaction Data

Sales Creatio works with different mediums / channels such as E-Mail. and Phone Calls.

Sales Creatio's features include Dashboard, Personalization, and Recording. and Sales Creatio support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Sales Creatio analytics capabilities include Analytics, and Custom Reports.

Reviews

"...If you need to integrate with your in-house Invoicing and Accounting system (or other systems) there is a set of published calls using the OData protocol to perform operations on all objects BPMonline platform (select, change, delete) using an HTTP-request command, and get responses in Atom, JSON or XML, including opportunities by page, sort and filter data...." Peer review by Tommie M. .

Peer review evidence (same sources as the product rating summary)

"...Campaigns Lead management Opportunity management Orders & invoices Customer service Out-of-the-box processes...." Sales CRM software
"...I know many cases when the deal was not closed successfully just because a sales rep did not provide necessary information on time or forgot to follow-up...." Peer review by Valentive H., CMO, Manufacturing
"...Thanks to bpm online, we got all our marketing and lead management tools on one platform...." Peer review by Cassandra D., Marketing and Advertising

Sales Creatio, Adobe Marketo Engage, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Sales Creatio

Top Industries

  • Computer Software
  • Information Technology and Services
  • Professional Training & Coaching

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Sales Creatio is popular in Computer Software, Information Technology And Services, and Professional Training & Coaching and is widely used by Small Business, Mid Market, and Enterprise.

Sales Creatio Customer wins, Customer success stories, Case studies

What benefits does Sales Creatio offer for Campaign Management?

How can Sales Creatio optimize your Engagement Management Workflow?

How can Sales Creatio optimize your Lead Management Workflow?

What makes Sales Creatio ideal for Communication Management?

What Are the key features of Sales Creatio for Forecasting?

11 buyers and buying teams have used Cuspera to assess how well Sales Creatio solved their CRM needs. Cuspera uses 448 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

Lake City Bank Selects Creatio's Agentic Platform as the Foundation for ...

Lake City Bank has chosen Creatio's agentic CRM platform to modernize its customer relationship management system. The bank aims to replace its fragmented legacy systems with a unified platform to en...hance sales execution, data quality, and scalability. Creatio's no-code architecture and AI capabilities were key factors in the decision, supporting future use cases like AI-assisted workflows and predictive insights.

 

Case Study Finds Creatio Agentic Platform Helps ...

Creatio's agentic no-code platform enables financial institutions to deploy workflows 70% faster and cut costs by 30%, according to a Nucleus Research case study. The platform's no-code design and in...tegration flexibility allow institutions to modernize operations and reduce reliance on fragmented legacy systems, achieving rapid ROI and streamlined workflow management.

 

Southern Illinois' Egyptian Health Department Adopts Creatio's Agentic ...

The Egyptian Health Department in Southern Illinois has adopted Creatio's agentic CRM and workflow platform to modernize its operations. This deployment, supported by Velvetech LLC, aims to unify cli...ent care and streamline compliance reporting, resulting in a 50% reduction in manual work and anticipated cost savings. The platform's AI-native architecture supports predictive analytics and automation, enhancing public health service delivery.

 

Purplebricks - Real Estate - Real Estate

Purplebricks replaced its legacy CRM with Creatio’s AI-native, no-code platform. The company saved $2.6M in total cost of ownership and cut lead response time from 3 days to under 20 minutes. Lead vo...lume increased by 35% and conversions doubled within six months. Creatio automated lead triage, integrated with key property sites, and enabled rapid platform changes. Purplebricks now delivers faster, smarter service and supports business growth with real-time dashboards and automation.

 

Guided Care (a business unit of Focal Point Care) - Hospital & Health Care - Hospital & Health Care

Guided Care replaced legacy systems with Creatio’s AI-native, no-code CRM in just 4.5 months. The new platform delivered over 300 extra features and gave teams a 360-degree view of every customer. Se...rvice delivery improved, compliance and governance were strengthened, and innovation accelerated. AI-powered tools now automate data extraction from unstructured documents, reducing manual work and boosting accuracy. Guided Care’s teams can now engage clients with full insight and offer seamless self-service.

 

Howdens - Manufacturing - Manufacturing

Howdens used Creatio’s no-code platform to unify customer management and streamline operations across 20+ depots. The company deployed the solution in just 12 weeks, 6x faster than traditional projec...ts. Sales strike rates improved from 32% to 38%, driving thousands of extra conversions. Teams gained real-time analytics and a single source of truth for customer data. The platform enabled proactive relationship management and better team communication.

lightning

Peers used Sales Creatio for campaign management and engagement management

Sales Creatio Competitors

Sales Creatio Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.66/5 ★

Read Reviews (24)
Custom Reports

4.60/5 ★

Read Reviews (53)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.66/5 ★

Read Reviews (24)
Custom Reports

4.60/5 ★

Read Reviews (53)

Software Failure Risk Guidance

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for Sales Creatio

Overall Risk Meter

Low Medium High

Top Failure Risks for Sales Creatio

Creatio News

Product

Creatio Maps the Next Phase of Enterprise Automation for 2026 with Trends Report

Creatio released its 2026 Enterprise Automation Trends report, providing insights into 12 key trends shaping enterprise transformation. The report emphasizes the shift towards autonomous AI systems, agentic systems over static applications, and the evolving role of CRM as a central hub. It aims to guide leaders in strategic planning for enterprise automation.

Product

Creatio Releases Agentic Banking Blueprint to Help Financial ...

Creatio has launched the Agentic Banking Blueprint, a strategic framework to help financial institutions scale AI adoption using autonomous agents. The blueprint provides guidance on selecting high-impact use cases, designing operating models, and ensuring governance. It aims to transform AI from a productivity tool to an execution layer, enabling banks to achieve measurable business outcomes.

Product

AI Agents & No-Code Banking: How Creatio is Reshaping Customer-Centric ...

Creatio has introduced six pre-built autonomous AI agents specifically designed for the banking sector. These agents, launched in February 2026, aim to enhance revenue generation and operational excellence by executing end-to-end workflows. They can be deployed without upgrading core systems, offering banks a rapid implementation timeline of 10-12 weeks. Creatio's no-code platform further empowers business users to modify workflows independently, facilitating a more customer-centric banking experience.

Awards

Creatio Recognized in Customer Service Solutions, Q1 2026 Report by ...

Creatio has been named a Strong Performer in The Forrester Wave: Customer Service Solutions, Q1 2026. The report highlights Creatio's AI-native, no-code platform, which enhances customer service operations with intelligent automation. Creatio received above-average customer feedback, emphasizing its ability to deliver value through agentic engagement and process adaptability.

Creatio Profile

Company Name

Creatio

Company Website

https://www.creatio.com/

Year Founded

2002

HQ Location

280 Summer St., 6th Floor, Boston, MA 02210

Employees

501-1000

Social

Financials

PRIVATE