What it does
Creatio combines customer records, lead and opportunity work, sales engagement and configurable workflows. Its sales platform includes AI-assisted product selection, pricing approvals and quote generation. Applications can be combined across sales, marketing and service to support the required process.
Quote preparation in Creatio connects product selection, pricing approval and the customer document. The workflow can distinguish a seller's decisions from the terms that need another person's approval. Customer and opportunity records supply the context for that quotation.
Explore the sales process
The current sales platform also offers agents for account research, meeting preparation, forecasts and record updates. Take a tour provides an overview, while Get a demo starts a discussion about the intended setup.
Creatio's configurable platform can combine the sales process with marketing or service applications. A quote-to-order process, for example, can need different data and approvals from a team using CRM primarily for early-stage prospecting. Those requirements determine the applications and configuration to explore.
Strengths
- Quote preparation connects product choice with pricing approvals
- Customer workflows can extend across several business teams
Best for
- Organizations configuring connected sales and customer workflows
Sources
- Creatio access and product information (Oct 27, 2026)
- Creatio pricing page, plan terms not rendered (Oct 27, 2026)
- AI CRM and Workflow Platform | Creatio (Oct 25, 2026)
- Creatio AI CRM Software Product Overview | Get a demo | Creatio (Oct 25, 2026)