Creatio

What Creatio does

Creatio is a privately held, Boston-headquartered enterprise software company that builds an AI-native, no-code platform combining CRM, BPM-native workflow automation, and agentic AI. Founded in 2014 by Katherine Kostereva, the company operates Creatio Studio (no-code AI coding and visual designers), Creatio Business Studio (workflow automation), and Creatio AI Studio (agent lifecycle management, governance, and auditability), delivered through three CRM modules — Sales, Marketing, and Service — and a portfolio of pre-built Autonomous AI Agents (notably for Financial Services). The underlying architecture is BPM-native and composable, model-agnostic across LLMs, and recognized by Forrester as the only Leader in Low-Code Platforms for Citizen Developers and by Gartner as a five-consecutive-year Leader in B2B Marketing Automation.

Creatio serves midsize and large organizations across more than 100 countries, with primary verticals including banking, credit unions, insurance, manufacturing, retail, public sector, energy, and telecommunications. Marquee customers include CEC Bank (4,000+ users), Howdens (7,000 users across 800 depots), BSN Sports, Lake City Bank, Coca-Cola, Colgate, MetLife, AMD, Nasdaq, Société Générale, Raiffeisen, and OTP Bank. The company employs approximately 1,000 people globally and reports roughly 40% year-over-year growth after a decade of bootstrapped operations.

Revenue is generated primarily through subscription licensing (transitioning from per-seat pricing of $25-$70/user/month to an Unlimited Enterprise organization-scale model effective May 1, 2026), supplemented by partner-led implementation services through an 8-partner Premier tier (Net at Work, Wipfli, CODE81, Tahaluf, FCamara, and others), regional implementation partners, and the Creatio Marketplace. Go-to-market combines direct enterprise field sales, a curated global partner channel, flagship events (No-Code Days Florida), community/Academy programs, and self-serve free trial. Creatio reached unicorn status in 2024 after raising $200 million at a $1.2 billion valuation, with Sapphire Ventures, Horizon Capital, StepStone Group, and Volition Capital among investors; a prior $68M round was completed in 2021.

Name

Creatio

Legal name

CREATIO EMEA LTD

Website

https://creatio.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Creatio is an AI-native, no-code CRM and workflow automation platform serving midsize and large enterprises across banking, insurance, manufacturing, and public sector in 100+ countries, combining BPM-native architecture with agentic AI agents, priced via subscription under a new Unlimited Enterprise model.

Ownership category

akta.pro rank

Product category

CRM and Workflow Automation Software

NAICS

Software Publishers (513210), Software Publishers (5132)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Marketing Automation & Campaign Management CRM (HDAEAFAB)

akta.pro secondary industries

Sales Force Automation (SFA) CRM (HDAEAFAA), Customer Service, Support & Contact Center CRM (HDAEAFAC), CRM Implementation & Systems Integration (BPAFAFAB)

Keywords

• No-code CRM platform
• Agentic AI software
• Workflow automation
• BPM low-code
• Enterprise CRM solutions

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription (Per-Seat): Traditional SaaS subscription priced per user/month with tiered plans; reported pricing from $25/user/month (basic) up to $70/user/month Enterprise with CRM, and a $10,000/year minimum commitment. AI is included in base license at no extra cost.
2. Unlimited Enterprise Subscription: New Unlimited pricing effective May 1, 2026 — organization-scale-based subscription providing unlimited users, custom AI agents, applications, workflows, custom objects, and API calls, replacing traditional per-user licensing.
3. Free Basic Support (Freemium Support Tier): Free AI-powered basic support package with always-on AI assistance that learns from new cases, included as a freemium-style customer success layer to drive retention.
4. Implementation and Partner Services: Revenue from partner-led implementation, consulting, and customization services delivered through Premier Partners (e.g., Net at Work, Wipfli, CODE81, FCamara, Tahaluf).

Pricing tiers

Go-to-market motion5 records

Distribution channels8 records

Marketing channels14 records

Core offering

Creatio provides an AI-native, no-code agentic CRM and workflow automation platform combining Creatio Studio (visual designer), Creatio AI Studio (AI agent lifecycle management), and Creatio Copilot. It sells modular CRM products for sales, marketing, and service, along with pre-built Autonomous AI Agents for Financial Services, marketed to midsize and large organizations across 100+ countries.

Product overview

Creatio's offering is a unified AI-native no-code platform with a platform-plus-modules architecture. At its core is Creatio Studio (the AI-native platform with AI coding agents and no-code visual designers for building agents and applications) and Creatio Business Studio (the no-code workflow automation environment, formerly part of the Studio line). The Agentic CRM is the unified CRM and workflow platform delivered through three CRM product modules (Sales, Marketing, Service) that share the same data model, AI capabilities, and governance layer. Creatio AI Studio, introduced in May 2026 and a required default in the Unlimited enterprise plan, enables organizations to build and manage the lifecycle of custom AI agents. The Unlimited Enterprise operating model (effective May 1, 2026) governs how all of these products are licensed, eliminating per-user limits in favor of organization-scale-based pricing. Additional offerings include Creatio.ai (the AI product line), Creatio Copilot (an AI-powered no-code assistant), pre-built Autonomous AI Agents for Financial Services, and the Agentic Banking Blueprint framework.

Differentiator

Problem solved

Functional benefit

Brands

• Creatio Studio: No-code AI-native platform to build agents and applications with AI coding agents and no-code visual designers.
• Creatio.ai
• Creatio AI Studio
• Creatio Business Studio

Products and services

• Creatio Studio AI-native no-code platform for building agents, applications, and workflows using AI coding agents and no-code visual designers, designed for enterprise customers across industries.
• Creatio Agentic CRM Unified AI CRM and workflow platform for managing customer and operational workflows where people and AI agents collaborate, spanning marketing, sales, and service modules.
• Creatio Sales CRM module managing the end-to-end sales cycle for enterprise sales teams, with AI agents, pipeline management, and capabilities designed to double sales productivity without headcount additions.
• Creatio Marketing CRM module accelerating the lead-to-revenue cycle through AI-driven automation, personalized campaigns, and marketing workflows designed to double impact with the same team and budget.
• Creatio Service CRM module for customer service teams to resolve cases faster using AI agents and automated case management, designed to double case resolution without additional staff.
• Creatio.ai AI product line focused on AI-native automation, AI trust and governance, and an AI engine with coding agents and a modern AI stack for 10x faster development, sold to enterprises.
• Creatio Copilot AI-powered no-code assistant enabling users to design workflows, automate processes, and build applications without coding skills, sold to enterprise customers using the Creatio platform.
• Autonomous AI Agents for Banking Pre-built portfolio of autonomous AI agents for financial institutions covering revenue generation (referral, renewal, retention) and operational excellence (customer onboarding, loan preparation, loan servicing), deployable in 10-12 weeks with built-in governance and auditability.
• Creatio AI Studio AI development environment for building and managing the lifecycle of custom enterprise-ready AI agents, introduced as a required default in the Unlimited pricing plan alongside Creatio Business Studio.
• Creatio Business Studio No-code workflow automation platform with advanced visual designers for streamlined configuration, paired with Creatio AI Studio as a default in the Unlimited Enterprise plan.
• Unlimited Enterprise Operating and pricing model that eliminates per-user, per-agent, and per-workflow limits, offering unlimited users, custom agents, applications, workflows, custom objects, and API calls with organization-scale-based pricing.

Quantifiable outcome

• 88% acceleration in government project delivery (Nucleus Research case)
• +9 more outcomes

Named customers39 records

Segments16 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability13 records

Feature7 records

Partnerships

19 partnerships are on record, tiered flagship, minor and core.

• Net at WorkflagshipChannel Partner/ Reseller/ Distributor · 22 June 2026Net at Work, a North American technology solutions provider for SMBs, was named a Creatio Premier Partner — one of only eight such designations worldwide. The enhanced partnership recognizes Net at Work's CRM expertise across manufacturing, wholesale distribution, energy and utilities, life sciences, and non-profit sectors, reinforcing its position as a CRM specialist within the ERP ecosystem.
• BrightPulseminorImplementation/ SI/ Consulting Partner · 10 June 2026BrightPulse is the implementation partner that delivered Jersey Shore Federal Credit Union's deployment of Creatio's AI-powered CRM and workflow automation platform.
• SalesforceminorOthers · 30 April 2026Creatio compared head-to-head with Salesforce in a buyer's guide that positioned ZoomInfo as a complementary data layer for both CRMs. Not a formal commercial partnership, but Creatio's primary enterprise CRM competitor.
• VoxFlocoreTechnology or Integration · 22 April 2026Creatio announced a partnership with UK-based SaaS company VoxFlo to deliver seamless integration between 8x8 phone systems and Creatio CRM. The collaboration automatically captures call activity and links it to contact/account records, while providing AI-enabled features such as transcription, sentiment analysis, and follow-up action creation.
• ApryseflagshipTechnology or Integration · 21 April 2026Apryse and Creatio set a new standard for document automation in CRM platforms. Apryse's enterprise-grade document processing SDKs are integrated natively into Creatio's no-code platform, enabling viewing, editing, conversion, redaction, and digital signatures within CRM workflows. The partnership extends Apryse's reach to Creatio's global ecosystem of developers and SIs.
• Tahaluf Al Emarat Technical SolutionscoreChannel Partner/ Reseller/ Distributor · 7 April 2026Creatio partnered with Tahaluf Al Emarat Technical Solutions to advance no-code, agentic platform technology for workflow automation and CRM in public and private sectors across the UAE.
• CibernéticaminorImplementation/ SI/ Consulting Partner · 30 March 2026Cibernética is the technology consulting firm that deployed Creatio's governed discount automation for Toledano-Pronaca in Panama, generating $1.6M incremental gross profit.
• Solutions MetrixminorImplementation/ SI/ Consulting Partner · 25 March 2026Solutions Metrix is leading the implementation of Creatio's agentic CRM platform for Bay Federal Credit Union's organization-wide digital transformation.
• QnovateminorImplementation/ SI/ Consulting Partner · 11 March 2026Qnovate is the implementation partner that delivered Creatio's Agentic CRM platform to Forgotten Harvest, a Michigan-based food rescue organization.
• Velvetech LLCminorImplementation/ SI/ Consulting Partner · 8 February 2026Velvetech LLC is the implementation partner that deployed Creatio's agentic no-code CRM and workflow platform for the Egyptian Health Department in southern Illinois.
• WipfliflagshipImplementation/ SI/ Consulting Partner · 22 January 2026Wipfli, a leading advisory and accounting firm, partnered with Creatio to deliver scalable no-code and AI-powered CRM solutions to middle-market organizations across financial services and manufacturing. Combines Wipfli's industry advisory expertise with Creatio's agentic no-code platform to enable AI-powered solutions without heavy IT dependency.
• QBurstcoreImplementation/ SI/ Consulting Partner · 18 January 2026Creatio announced a strategic partnership with QBurst, a digital solutions company specializing in AI-driven software engineering and data services. The collaboration combines Creatio's no-code ecosystem with QBurst's software engineering expertise to deliver AI-powered end-to-end automation.
• FCamara GroupflagshipChannel Partner/ Reseller/ Distributor · 19 December 2025Creatio announced a partnership with FCamara Group to bring intelligent AI-native automation and drive business innovation across Brazil and Latin America.
• WebrixsminorImplementation/ SI/ Consulting Partner · 19 November 2025Webrixs is the Creatio partner implementing Creatio's no-code, AI-native CRM platform for Fluidmaster's European expansion.
• Technology AdvisorsminorImplementation/ SI/ Consulting Partner · 5 November 2025Technology Advisors is the implementation partner supporting the State Bank of Southern Utah's deployment of Creatio's agentic CRM platform for its first digital customer engagement initiative.
• Champlain CollegeminorGTM or Marketing Partner · 15 October 2025Champlain College announced a partnership with Creatio to create its first co-op program where students can work full-time and earn academic credit, supporting experiential learning and career readiness in AI.
• CODE81flagshipChannel Partner/ Reseller/ Distributor · 7 October 2025Creatio partnered with CODE81 to accelerate AI-driven digital transformation in the Middle East, delivering no-code AI-powered CRM solutions across MEA.
• Swarmer, Inc.minorOthersFormer Creatio leader Mykhailo Nestor joined Swarmer, Inc. as Chief Product Officer; previously held leadership roles at Creatio. Indicates alumni/talent linkage rather than active commercial partnership.
• PipedriveminorOthersPipedrive compared head-to-head with Creatio in a buyer's guide — Pipedrive positioned for SMB simplicity versus Creatio for enterprise workflow complexity. Not a formal commercial partnership.

Scale indicators18 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Salesforce: The dominant CRM and agentic AI platform (Agentforce), directly competing with Creatio across sales, service, and marketing automation — and the primary benchmark Creatio uses in head-to-head comparisons on TCO and AI-included pricing.
• Microsoft Dynamics 365: Microsoft's enterprise CRM and ERP suite with native Copilot AI; competes head-to-head with Creatio for enterprise CRM deals, especially inside Microsoft-shop enterprises bundling Azure, Office, and Teams.
• ServiceNow: Workflow and CRM-adjacent platform with Now Assist AI agents; increasingly competes with Creatio in workflow automation, customer service, and industry-specific agentic AI in banking and public sector.

Direct peers

• HubSpot: Cloud CRM platform with marketing automation, sales hub, and service hub modules; competes with Creatio in the mid-market and is now expanding AI agents (Breeze) overlapping Creatio's agentic CRM roadmap.
• Pegasystems: Low-code BPM and CRM platform with strong workflow/process heritage and Pega GenAI; one of the closest direct competitors to Creatio in BPM-native CRM and a frequent co-vendor or co-target in enterprise sales.
• Appian: Low-code process automation and AI platform with deep BPM roots; competes with Creatio for regulated-industry process automation, especially in banking, insurance, and government, where both emphasize governance and auditability.
• monday.com: Work operating system with CRM, project, and workflow modules plus monday AI; overlaps with Creatio in workflow automation and SMB/ mid-market CRM, with a stronger PLG and self-serve motion.
• Zoho: Long-standing broad CRM and business apps suite with Zoho CRM, Zoho Creator (low-code), and emerging Zia AI agents; competes with Creatio on price-sensitive deals and among SMB/mid-market buyers seeking an all-in-one suite.
• Freshworks: CRM and customer service SaaS (Freshsales, Freshmarketer, Freshservice) with Freddy AI; competes with Creatio in mid-market sales, marketing, and service with a more consumer-grade UX and lower price point.
• Pipedrive: SMB-focused sales CRM; explicitly compared head-to-head with Creatio in third-party buyer's guides as the simpler/lower-end option versus Creatio's enterprise workflow depth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Creatio_Global
• Facebookfacebook.com/creatiocompany
• LinkedInlinkedin.com/company/creatioglobal

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds3 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Creatio