Creatio

No-code CRM and workflow automation platform for sales, marketing, service

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with: SAPMicrosoft Dynamics 365NetSuiteOracle
Deployment: Cloud, On-premise
Company size: Mid-market, Enterprise
Pricing: Subscription
Founded: 2002
Headquarters: Boston, Massachusetts, USA

Overview

Creatio is a no-code platform combining CRM and business process automation, formerly known as bpm'online before rebranding in 2019. It pairs a CRM suite (Sales, Marketing, and Service Creatio) with a no-code studio and embedded AI agents, positioning business users to build applications and automations without writing code.

The platform's defining strength is its workflow engine and Freedom UI no-code designer, which let business analysts model complex processes such as lead routing, approval chains, and SLA escalations using visual tools and a large library of prebuilt process templates. AI agents are embedded across the CRM applications.

Because Creatio is process-centric and highly extensible, it is often used to orchestrate workflows that span CRM and ERP systems. Integration is achieved through its open APIs, marketplace connectors, and integration tooling to synchronize customer, order, and financial data with back-office platforms.

Screenshots & demo

Demo video from the vendor's YouTube channel. Screenshots sourced from Creatio.

Modules & capabilities

Creatio covers 23 of 51 capabilities we track in this category (+3 partial)

45%

Account and contact management
Supported
Lead capture and managementLead management with routing
Core strength
Deal and opportunity tracking
Core strength
Visual pipeline managementSales pipeline
Supported
Custom objects and fieldsFreedom UI no-code designer and custom apps without code
Core strength
Duplicate detection and data management
Not evidenced

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

Building custom CRM apps without developers
Automating complex, multi-step business processes
Orchestrating workflows that span CRM and ERP
Managing sales, marketing, and service on one platform
Modeling approval chains and SLA escalations visually
Deploying embedded AI agents across the CRM
Adapting the CRM rapidly to changing processes
Standardizing lead routing and case management

Strengths & considerations

Strengths

No-code studio widely regarded as best-in-class
Unified CRM and BPM/workflow engine in one platform
Large library of prebuilt process templates
Agentic AI embedded across the suite

Considerations

Process-centric approach has a learning curve for pure CRM users
Smaller ecosystem than the largest CRM vendors
ERP integration relies on APIs and connectors rather than native modules

ERP integrations

SAPCreatio + SAP (APIs and marketplace connectors)

Open API

Bi-directionalAccountsContactsOrders

No certified SAP Store listing or Creatio-built SAP connector evidenced; connectivity via open REST/OData APIs and marketplace connectors.

Microsoft Dynamics 365Creatio + Dynamics 365 (iPaaS)

Open API

Bi-directionalAccountsContacts

No native certified connector evidenced; via APIs and third-party iPaaS.

NetSuiteCreatio + NetSuite (iPaaS)

Open API

Bi-directionalAccountsContacts

No Creatio-built listing found on suiteapp.com; via APIs and third-party iPaaS.

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Model

Subscription

Starting price

$40/user/month (Growth, 2026 model)

Free trial

Yes

Tiered Growth, Enterprise, and Unlimited plans plus composable products; platform and AI studio components affect cost Get an independent shortlist with pricing guidance below.

Technical & security

Hosting: SaaS (multi-tenant) or self-managed
Data residency: US, EU
Compliance: SOC 2, ISO 27001, GDPR
Mobile app: Yes
Languages: English, Spanish, German, French, Portuguese, and more

About the vendor

Founded: 2002
Headquarters: Boston, Massachusetts, USA
Employees: ~850
Ownership: Private

Alternatives to Creatio in CRM Integration

BoomiCloud-native iPaaS connecting ERP, CRM and applications at scale BreadwinnerSalesforce-native two-way sync to NetSuite, QuickBooks, and Xero CeligoiPaaS connecting NetSuite, Salesforce, HubSpot and 100+ business apps Commercient SYNCPre-built apps syncing 110+ ERPs with CRMs like Salesforce DBSync Cloud WorkflowNo-code integration syncing Salesforce with QuickBooks and accounting systems HubSpot CRMAll-in-one CRM with free tier spanning sales, marketing, service

Creatio — frequently asked questions

Was Creatio previously called something else?

Yes, Creatio was known as bpm'online before rebranding to Creatio in 2019, reflecting its shift toward a no-code platform.

What is Creatio best known for?

Its no-code studio and powerful workflow/BPM engine, which let business users build apps and automate complex processes without coding.

Can Creatio integrate with ERP?

Yes, through open REST and OData APIs, marketplace connectors, and its integration tooling to sync data with ERP back-office systems.

Can Creatio be deployed on-premise?

Creatio offers both cloud and self-managed deployment options.

Evaluating CRM Integration?

Tell us your ERP and requirements and we'll send an independent shortlist — including Creatio and the best-fit alternatives — with honest pros and cons.