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Sales force automation CRM with no-code, providing a maximum degree of freedom.

Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales and service), back and front office workflows for banks and financial service providers. We help our customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. 

Creatio users enjoy the freedom to own their automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code and a universe of ready-to-use templates and connectors. 

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Use cases

  • Loan management

    Comprehensive loan management solution that utilizes customer 360 data and automates loan origination, verification, and servicing workflows to provide personalized loan terms for each client, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.
  • Front-office engagement

    All-in-one front-office solution that gives you a 360-degree view of your clients, helps provide a personalized onboarding experience for each client, automates processes related to account opening and card servicing, streamlines screening and verification routines, speeds up approvals, and digitizes document management to eliminate errors and maximize customer satisfaction.
  • Know your customer

    CRM-enabled KYC solution that ensures the most complete and accurate customer profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered customer intelligence tools

Benefits

  • Unlimited customization
  • Universe of ready-to-use apps
  • No special skills needed to automate enterprise workflows
  • Building apps without a line of code
  • Absence of vendor lock-ins and hidden costs