Marketing Maturity Roadmap - : https://roadmap.marketingviatechnology.com/ - Roadmap Explorer: https://roadmap.marketingviatechnology.com/roadmap/ - 2026 09 02: https://roadmap.marketingviatechnology.com/newsletter/2026-09-02/ - 2026 09 07: https://roadmap.marketingviatechnology.com/newsletter/2026-09-07/ - 2026 09 14: https://roadmap.marketingviatechnology.com/newsletter/2026-09-14/ - Abm: https://roadmap.marketingviatechnology.com/capabilities/ABM/ - 11x: https://roadmap.marketingviatechnology.com/technologies/11x/ - 1 Mind: https://roadmap.marketingviatechnology.com/technologies/1Mind/ - Adobe Journey Optimiser B2 B Edition: https://roadmap.marketingviatechnology.com/technologies/Adobe-Journey-Optimiser-B2B-Edition/ - Bright Talk: https://roadmap.marketingviatechnology.com/technologies/BrightTalk/ - Campaign Launchpad: https://roadmap.marketingviatechnology.com/technologies/Campaign-Launchpad/ - Clearbit: https://roadmap.marketingviatechnology.com/technologies/Clearbit/ - Common Room: https://roadmap.marketingviatechnology.com/technologies/Common-Room/ - Copy Ai: https://roadmap.marketingviatechnology.com/technologies/Copy-AI/ - Creatio: https://roadmap.marketingviatechnology.com/technologies/Creatio/ - Customer.io: https://roadmap.marketingviatechnology.com/technologies/Customer.io/ - Delphi: https://roadmap.marketingviatechnology.com/technologies/Delphi/ - Demand Tools: https://roadmap.marketingviatechnology.com/technologies/DemandTools/ - Dojo Ai: https://roadmap.marketingviatechnology.com/technologies/Dojo-AI/ - Dream Data: https://roadmap.marketingviatechnology.com/technologies/DreamData/ - Eloqua: https://roadmap.marketingviatechnology.com/technologies/Eloqua/ - Factors.ai: https://roadmap.marketingviatechnology.com/technologies/Factors.ai/ - Goldcast: https://roadmap.marketingviatechnology.com/technologies/Goldcast/ - I Capture: https://roadmap.marketingviatechnology.com/technologies/iCapture/ - Inflection: https://roadmap.marketingviatechnology.com/technologies/Inflection/ - Integrate: https://roadmap.marketingviatechnology.com/technologies/Integrate/ - Kernel Ai: https://roadmap.marketingviatechnology.com/technologies/Kernel-AI/ - Knak: https://roadmap.marketingviatechnology.com/technologies/Knak/ - Mad Kudu: https://roadmap.marketingviatechnology.com/technologies/MadKudu/ - Paminga: https://roadmap.marketingviatechnology.com/technologies/Paminga/ - Plauti: https://roadmap.marketingviatechnology.com/technologies/Plauti/ - Popl: https://roadmap.marketingviatechnology.com/technologies/Popl/ - Power Apps: https://roadmap.marketingviatechnology.com/technologies/Power-Apps/ - Power Automate: https://roadmap.marketingviatechnology.com/technologies/Power-Automate/ - Power Bi: https://roadmap.marketingviatechnology.com/technologies/Power-BI/ - Qualified: https://roadmap.marketingviatechnology.com/technologies/Qualified/ - Segment: https://roadmap.marketingviatechnology.com/technologies/Segment/ - Supersonik: https://roadmap.marketingviatechnology.com/technologies/Supersonik/ - Tableau: https://roadmap.marketingviatechnology.com/technologies/Tableau/ - Terminus: https://roadmap.marketingviatechnology.com/technologies/Terminus/ - Traction Complete: https://roadmap.marketingviatechnology.com/technologies/Traction-Complete/ - Twenty Three: https://roadmap.marketingviatechnology.com/technologies/TwentyThree/ - Warmly: https://roadmap.marketingviatechnology.com/technologies/Warmly/ Was marked as Leader in Gartner Magic Quadrant 2025 Creatio is an AI-native, no-code CRM and business process automation platform that lets organizations orchestrate end-to-end customer and operational workflows — not just store contacts and track pipeline. The pitch to a prospect is essentially: _get Salesforce/Dynamics-level CRM breadth, but shape the platform to your process instead of bending your process to the platform — with a materially faster time-to-value and lower total cost of ownership._ #### Core Capabilities Creatio positions itself as a challenger to Salesforce and Microsoft Dynamics 365, differentiating primarily on flexibility and speed of customization. Its "Freedom" philosophy puts process design in the hands of business users rather than developers: teams can build, modify, and continuously adapt sales, marketing, and service workflows through visual and natural-language tools, deploy AI agents alongside them, and unify all three CRM pillars on a single shared data model. - **Unified CRM suite** — Sales, Marketing, and Service modules covering lead management, opportunity tracking, multichannel marketing campaigns, and customer support ticketing in one environment with a shared data model, avoiding the integration overhead of combining separate point solutions. - **No-code/low-code Studio** — a visual, BPMN-based process designer plus a "Freedom" data platform that lets business users design custom objects, fields, forms, and automated workflows going significantly beyond standard CRM configuration, and build new applications without developer involvement. - **Embedded AI agents** — AI is built into Marketing, Sales, and Service for intelligent recommendations, predictive insights, and autonomous execution across workflows, plus natural-language tools in Creatio Studio for building agents and processes conversationally. - **Service/contact center tooling** — contact center automation with an agent desktop and dynamic queue management, omnichannel communications (telephony, email, chat), AI-powered case management, and a self-service customer portal. - **360° customer view** — detailed customer profiles with communication history, associated deals, and relevant documents across every touchpoint. - **Industry accelerators** — out-of-the-box workflows for verticals including financial services, banking, manufacturing, healthcare, public sector, and telecommunications. - **Ecosystem/marketplace** — extensions and integrations on top of the core platform, with governance controls for scaling no-code development safely across an enterprise. ### Positioning Creatio competes with Salesforce and Microsoft Dynamics in the enterprise CRM space, positioning on lower total cost of ownership and faster customisation cycles. Its core wedge is the "process-first" argument — an AI-native CRM and no-code workflow platform for mid-market and enterprise teams that goes beyond contact/pipeline management into full operational workflow automation. Target sectors include financial services/banking, manufacturing, healthcare, public sector, and telecom. Well-suited for mid-size to small enterprise with non-standard or complex B2B sales models that need with non-standard pipeline structures, approval workflows, or multi-entity data models.