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Agentic CRM & Workflows

Creatio Platform with NO-CODE and AI at Its Core

All applications
One Platform.
Genuine Care.
Maximum of freedom
700 partners in 100 countries

Benefits of Creatio

Highest ROI on the market

Creatio delivers rapid time-to-value and lower TCO through its agentic no-code platform that combines enterprise CRM applications with ready-to-use AI agents. According to Nucleus Research, customers reduce technology costs by 37%, implement solutions 70% faster, and improve revenue team engagement by 61% compared to legacy platforms

Faster time to value

Business users build and deploy applications and AI agents using natural language and visual no-code tools — no technical skills required. Creatio delivers fast time-to-value even for complex workflows.

Increased productivity with AI agents

Ready-to-use AI agents automate CRM and workflows, increasing team productivity from day one

Scalability and enterprise-grade security

A unified no-code platform with AI at the core is designed to scale across the enterprise, with built-in governance, security, and centralized control

marketing
connectors
service
supplement
sales
industry solutions

CRM Automation with Creatio

Creatio Studio

A no-code agentic platform for building business applications, AI agents, and automated workflows using natural language and visual designers. Enables agent orchestration, process automation, and rapid customization without technical skills

No-code application and workflow builder interface in Creatio Studio

Creatio CRM

A unified CRM platform to manage customer and operational workflows with no-code configuration and AI at the core. Supports end-to-end process automation, data-driven decision-making, and scalable workflow orchestration across the organization

Creatio CRM dashboard with no-code workflow automation and AI-powered customer management

Creatio Sales

A no-code sales platform with AI agents that support and automate the entire sales cycle. Sales agents assist with lead management, opportunity progression, forecasting, and execution, while agentic workflows coordinate activities across teams

Creatio Sales dashboard showing AI-assisted sales management, pipeline metrics, and forecasting

Creatio Marketing

A marketing automation platform powered by AI agents that drive campaign execution, personalization, and performance optimization. Agent-based workflows orchestrate the lead-to-revenue process and adapt marketing actions in real time

AI-driven marketing automation workflow in Creatio Marketing

Creatio Service

A service management platform with AI agents that automate case handling, service routing, and customer interactions. Agentic automation and workflow orchestration help teams deliver consistent, efficient, and scalable service experiences

AI-powered service management dashboard in Creatio Service

Creatio Financial Services CRM

An industry-focused CRM and workflow platform for financial services organizations. Combines no-code configuration, AI-driven automation, and orchestrated workflows to support complex, compliance-aware financial processes

AI-powered financial services CRM dashboard in Creatio

Synergy with Creatio NO-CODE platform

Creatio
Global System Integrator 5th level since 2018
Creatio Practice Partner of 2022
Creatio Marketplace Logo Top-provider for Creatio Marketplace

Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)

Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)

About Creatio

Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)

Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q3 (2023)

About Creatio

Customer success and genuine care

“Impressed with the ease and flexibility of customization along with integration with our main system and customer base. The chatbot allows us to provide a personalized service to different audiences, providing a wide range of services and answering questions quickly and efficiently. On Telegram, for example, you can chat with support, and on WhatsApp you can receive news and event invitations.

Astana Motors – has chatbot needs, both for external customers and internally. And these tasks are dynamically changing, that’s why no-code chatbot is an ideal solution for us, which gives us the opportunity to make changes without involving extra staff in the process. At the same time we are training the AI and it will take care of some of the common questions, isn’t it cool? Astana Motors has jumped on the train of digital transformation and is no longer able to get off. But such a train is comfortable to ride only when a reliable company is driving it, and for us it is Banza.”

Timur Takabaev, Director of Digital Development, Astana Motors

“No one expected results this quickly. Similar projects previously took us at least a year to implement. We are also continuing work on the next phase of implementation.”

Roman Onyshchenko, IT Director, Kredobank

“We were looking for a provider specializing in no-code platforms. As our company is actively growing and constantly evolving, a universal solution was not an option for us. Banza’s chatbot designer and its no-code capabilities enabled our small team to handle nearly all the tasks independently”

Natalia Nozhenko, Analyst, Mamin Dim

“We were looking for a system that not only enables the launch of a wide range of diverse campaigns but also evolves in line with user expectations. With Banza Loyalty for Creatio, we are unlocking new opportunities for our business.”

Tetiana Malii, CRM Department Head, Tavria V
Read about project

“I can say that I am very happy with our partnership. I find you and your team to be extremely knowledgeable in terms of how we can best solve issues and challenges and make improvements. You are also very responsive to any requests and very quick to deliver and changes. We have seen a significant improvement in user satisfaction with Creatio since you have been our partner, and I look forward to continuing the partnership.”

Katherine Mearman, VP, Customer Experience, Alpari

“We use the CRM solution on the Creatio platform together with Webitel telephony in our customer service operations, and we are very satisfied with the system’s functionality and stability. This solution helps us manage inquiries efficiently and enhance the quality of our customer support.”

Ramin Ismayilov, Head of Customer and Partner Support Department, Umico

“On behalf of the IT Analytics Department, I would like to thank Banza Academy for the “Business and Systems Analysis” training. Our employees participated in the course and were highly satisfied with both the curriculum and the quality of instruction. They noted the strong practical value, clear explanations, and a robust methodological foundation. The training helped us systematize our knowledge, expand our competencies, and provided new tools for day-to-day work—an important step in our team’s development. Thank you for your professionalism and attention to detail. We look forward to continued collaboration.”

Parviz Karimov, Head of IT Analytics Department

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Creatio 700 employees
25 countries with local presence

Chatbot Integration with Creatio CRM

Communication with customers should not be complicated. When questions remain unanswered, sales stall. This can be solved by connecting creatio crm with a smart chatbot. Together, they help to streamline the process: quickly, without chaos, without unnecessary expenses.

With the help of sales creatio and marketing creatio, companies launch campaigns, manage the funnel, segment customers. And the bot from Banza complements this system – it responds instantly, prompts, offers and records everything in the database.

Here’s what makes the bot useful:

  1. Reminds about deadlines, orders and meetings.
  2. Sends offers to target groups.
  3. Answers popular questions.
  4. Collects feedback through questionnaires.
  5. Shares documents, files, links.

For marketers, this is a quick way to reach the client. For the sales department, it is a way to unload managers. And for businesses, it is the confidence that not a single request will be lost.

How Creatio No-Code Platform Works with Chatbot Constructor

You don’t have to be a developer to set up communication with customers. Creatio no code is exactly what you need for such cases. Thanks to it, Banza creates chatbots without lines of code — everything through a visual interface, simple and flexible.

Here are the available tools:

  • adding buttons, pictures, forms;
  • connecting WhatsApp, Telegram, Viber, Messenger;
  • setting up messages by time or events;
  • scenarios for different customer segments;
  • storing communication history.

Banza uses studio creatio for setup, and all management remains on one platform. No gaps. Businesses see the whole picture: who wrote, about what, when, how they reacted. This helps not only to respond, but also to build relationships.

For teams, this means one thing – no need to wait. You can change dialogs and add scenarios in a couple of clicks. This means you move forward faster than competitors.

Enhance Customer Service with Chatbot and Creatio

Customers appreciate attention. Even if the question is simple, they want to get an answer right away. That’s why the Banza chatbot, connected to service creatio, becomes an indispensable assistant in support.

It can do a lot:

Meet clients in messengers.

  1. Helps find the necessary information.
  2. Creates requests in the creatio service system.
  3. Relieves operators.
  4. Monitors the timing and quality of the response.

If managers used to spend hours on repetitive questions, now the bot takes care of it. It works seven days a week and is always ready to help. Everything is synchronized with bpmonline creatio inside – this means that nothing gets lost and everything is under control.

Analytics are also in place – you know what clients come to you with more often, where you sag, and where you cope perfectly. Such a combination helps to take care of clients for real – without rushing, without losses, at a high level.

Why Choose BanzaIT Chatbot for Creatio Users

Choosing a contractor is always about trust. In the case of Banza, you can rest assured: they have 8 years of experience, 1,700+ projects, and the status of a global Creatio integrator of the fifth level. They are known and appreciated.

The company knows how to listen and is always looking for how to make things simpler, faster, and more reliable. They work with creatio development, set up creatio studio, and create solutions that really work.

Why it’s easy with them:

  • they respond to requests without delay;
  • they don’t think about the code, but about the benefits for the client;
  • they create chatbots that fit into the business, and don’t interfere with it;
  • they support at all stages, even after launch.

The list of clients includes retail, banks, education, and industry. The approach is one – only clear solutions based on creatio software.

If you need to establish contact with clients, reduce the workload on the team, and grow, Banza knows how to do it. Their chatbot designer and creatio sales work as a single organism. And most importantly, everything is convenient and under control.