Agentic CRM & workflows, with no-code and AI at its core.
As a trusted Creatio partner, Solutions Metrix designs, automates, and optimizes your customer and operational workflows — combining CRM applications and AI agents on a single platform for the fastest time-to-value and the highest ROI.
We help organizations build, automate, and scale on Creatio.
Our team specializes in agentic CRM and workflow implementation powered by no-code and AI. We help you design, automate, and optimize customer and operational workflows using Creatio's AI agents and visual no-code tools — natively combining CRM applications and intelligent automation on a single platform.
CRM Consulting
We start by understanding your workflows, objectives, and challenges — focusing on agentic workflow strategy, AI agent design, and no-code governance aligned to your priorities.
Read moreCRM Implementation
Centered on user adoption, we embed AI agents from day one and enable business users to visually customize workflows without code — delivering scalable, production-ready solutions.
Read moreCRM Optimization
We continuously evolve your Creatio environment through workflow optimization and AI agent refinement — improving performance and ROI over time, with no code changes required.
Read moreCRM Support
Flexible support through a bank of hours that goes beyond issue resolution — AI-enhanced support, continuous workflow improvements, and expert guidance on automations and integrations.
Read moreOne platform for Sales, Service & Marketing.
Unify every customer-facing team on a single agentic CRM & workflow platform — each application enhanced with AI agents that automate work and support decisions.
End-to-end agentic sales workflows.
Unlock maximum flexibility across your sales operations with Creatio Sales — orchestrating the entire funnel through agentic sales workflows powered by AI agents, rather than rigid lead-to-opportunity conversions.
- AI Forecast Agent & pipeline guidance
- Quota attainment & conversion dashboards
- Lead scoring, nurturing & opportunity automation
Adaptable service workflows of any complexity.
Experience advanced adaptability in customer service with Creatio Service — a modern platform designed for AI-driven, agentic service workflows that resolve cases faster and keep agents focused.
- Agent desktop with real-time queues
- Service Playbook Agent for guided resolution
- SLA tracking, omnichannel & knowledge base
AI-powered lead-to-revenue orchestration.
Innovate your marketing operations with Creatio Marketing — enabling intelligent campaign and journey automation. Fully embedded in the platform, marketing workflows run seamlessly alongside sales and service.
- Visual campaign & journey designer
- Campaign Agent for optimization suggestions
- AI email generation & personalization
AI agents embedded into every workflow.
With Creatio, AI isn't an add-on module. Customer and prospect interactions are natively integrated and AI-driven, connecting every touchpoint directly to workflows and outcomes — a unified, agentic view across the business.
- Agents that act, not just answerForecast, nurture, resolve and recommend — agents take real next steps inside your workflows.
- Build with no-code & natural languagePowered by Creatio Studio — business and IT teams compose complex automations together.
- The fastest time-to-valueDeploy quickly and adapt faster than legacy CRM — without heavy development cycles.
Top 5 things we like about Creatio.
Customize rapidly, without traditional development.
The Creatio platform is configured using visual, no-code designers and natural language. Every step of sales, marketing, and service is modelled as a workflow and enhanced with AI agents — built and adapted by both business and IT teams through Creatio Studio.
Recognized leader in CRM & workflow automation.
Creatio's agentic platform lets organizations deploy solutions quickly and achieve the fastest time-to-value compared to legacy CRM — without the overhead of heavy development cycles.
An intuitive, orchestrated sales funnel.
Creatio manages the funnel through agentic sales workflows powered by AI agents, rather than relying on rigid lead-to-opportunity conversions.
Every interaction connected to outcomes.
Digital engagement isn't an external module. Traditional and digital interactions are natively integrated and AI-driven, giving a unified, agentic view that ties every interaction to a workflow.
Marketing on one unified platform.
Creatio Marketing is fully embedded in the agentic CRM & workflow platform. With AI agents embedded by default, teams automate campaigns, manage leads, and collaborate in a single interface.
Extend Creatio with our marketplace add-ons.
Beyond implementation, our team builds and maintains 19+ certified apps and connectors on the Creatio Marketplace — spanning core banking, telephony and SMS, e-commerce, data quality, and no-code productivity tools for credit unions, banks, and beyond.
An award-winning platform, recognized worldwide.
Creatio is consistently acknowledged by analysts and industry awards for innovation in agentic CRM, AI development, and partner excellence.
G2 Best Software 2025
Top 50 Financial Services Products
CRM Market Leader 2024
Customer Relationship Management Software
CRN 5-Star Award 2025
Partner Program Guide Winner
Stevie Gold Winner 2025
International Business Awards
Business Awards UK 2025
Best for AI Development
Top 100 Software 2024
The Software Report
Creatio CRM — frequently asked questions.
What is Creatio CRM, and how does it differ from traditional CRMs?
How easy is it to implement Creatio CRM in my organization?
Are Creatio CRM solutions scalable for growing businesses?
Can Creatio CRM integrate with other business systems?
Looking to upgrade your CRM or switch to a better system?
Get your own Creatio consulting partner. Book a free demo and we'll show you how agentic, no-code workflows can transform your sales, service, and marketing.