Creatio artifacts overview

Creatio provides hundreds of ready-to-use artifacts for Sales, Marketing, and Service. Creatio artifacts are the standard business objects, business processes, and dynamic case management (DCM) cases that ship with the product, so you can run standard CRM scenarios from day one instead of building them from scratch.

The standard artifacts cover the everyday work of sales, marketing, and service teams: capturing leads, moving opportunities through a pipeline, running campaigns, and resolving cases. Every artifact is a starting point that you tailor to your business with the no-code tools of the underlying Creatio platform. You can extend a standard object with new fields and relationships, adjust a ready-made process, or add entirely new artifacts alongside the standard ones.

Standard artifacts are delivered as composable apps. You can adopt a full product or pick individual apps such as Customer 360, Lead and Opportunity Management, Email Marketing, or Case Management, and combine them to fit your business model.

Creatio Sales

Creatio Sales covers the full revenue cycle, from the first touch with a prospect to a signed contract and a fulfilled order. The reference pipeline guides sales representatives from a qualified lead through opportunity stages to a closed deal.

Business capability	Approx. objects	Approx. workflows	Standard objects	Ready-to-use processes and automation
Lead management	12-18	10-15	Lead	Lead processing Lead distribution and qualification Lead scoring based on a machine learning model
Opportunity management	18-25	15-20	Opportunity	Converting the lead into an opportunity Pipeline stages: Qualification, Presentation, Proposal, Contracting Opportunity closing Opportunity scoring and product recommendations based on machine learning models
Accounts and contacts	20-30	10-15	Account Contact	360° customer profile with the full interaction history Duplicate detection and merging
Products and prices	15-20	8-12	Product	Structured product catalog with multiple price lists
Orders, contracts, and invoices	10-15	8-10	Order Contract Invoice Document	Create new order from the opportunity Order, contract, and invoice approval
Activities	15-20	10-15	Activity	Shared calendar and tasks for meetings, calls, and follow-ups

Learn more: Creatio Sales overview.

Creatio Marketing

Creatio Marketing lets you attract and nurture customers across channels, from capturing a lead on a landing page to running a multi-step campaign and measuring its results.

Business capability	Approx. objects	Approx. workflows	Standard objects	Ready-to-use processes and automation
Campaign management	20-30	15-20	Campaign	Multi-step campaign automation built in the Campaign Designer
Email marketing	15-20	10-15	Bulk email	Scheduled and trigger emails Reusable email templates with dynamic content
Omnichannel messaging	10-15	8-10	SMS and WhatsApp bulk messages	Scheduled and trigger messaging across channels
Audience segmentation	10-15	8-10	Dynamic and static folders	Audience targeting based on complex conditions
Lead generation	8-12	5-8	Lead	Lead capture from landing pages and web forms Website tracking and lead source attribution
Event management	15-20	8-12	Event	Event registration and attendee management
Digital ads	8-12	5-8	Ad campaigns	Facebook Ads and Google Ads data import for campaign analysis

Learn more: Creatio Marketing overview.

Creatio Service

Creatio Service runs a single service center for internal and external customers, from registering a case to resolving it within an agreed service level.

Business capability	Approx. objects	Approx. workflows	Standard objects	Ready-to-use processes and automation
Case management	20-30	20-30	Case	Case lifecycle managed in the Case Designer Automatic case registration from email Case field prediction based on a machine learning model
Service level management	12-18	10-12	Service agreement Service	Service catalog Service-level timers and escalation
Knowledge management	10-15	6-10	Knowledge base	Article publishing and reuse Similar case suggestions for faster resolution
Omnichannel service	15-20	10-15	Case	Agent desktop with case queues Self-service and case registration through sections available for external users
Activities	15-20	10-15	Activity	Shared calendar and tasks for agents and supervisors

Learn more: Creatio Service overview.

Extend standard artifacts

Standard artifacts give you a proven foundation that you adapt without writing code. Using the visual designers of the Creatio platform, you can:

• Modify any standard object, page, or process.
• Extend a standard app with additional fields, relationships, and business rules.
• Add new artifacts and apps alongside the standard ones.
• Build new processes, approvals, and AI-powered workflows.
• Integrate external systems, data sources, and AI services.
• Adopt new Creatio functionality while keeping your customizations.

Learn more: Creatio Studio overview.