Creatio’s new 8.3 Twin CRM replace hits Salesforce the place it hurts: ‘we don’t consider AI as an add-on…it is simply a part of our app expertise’

Creatio, the Boston-headquartered buyer relationship administration (CRM) firm centered on no-code and low-code CRM app deployment, has formally launched its newest platform replace, the 8.3 “Twin” Launch, introducing a set of AI-native capabilities designed to streamline CRM and workflow automation.

With this replace, Creatio continues its mission to construct enterprise software program the place people and AI brokers collaborate throughout capabilities akin to gross sales, advertising, service, and utility growth.

“This launch for us is kind of that pivot level the place we transfer past the standard SaaS CRM,” stated Burley Kawasaki, Chief Product Officer at Creatio, in an interview with VentureBeat. “The way in which we work with SaaS has basically modified—it’s now about fluid motion between purposes and AI brokers.”

AI-native all through Creatio with conversational and basic interface entry

The brand new launch facilities round embedding AI into the core of the Creatio platform, relatively than treating it as an add-on.

Creatio 8.3 features a conversational person expertise, prebuilt role-based AI brokers, and a no-code agent builder that permits companies to customise how automation capabilities of their particular setting.

These options at the moment are accessible to all prospects and trial customers with no added price or licensing necessities.

“You gained’t see us ever launch a Creatio Power, proper?” Kawaski stated, a twinkle in his eye as he subtley known as out rival CRM supplier Salesforce’s Agentforce AI agent creation platform, which requires a separate further subscription or paid credit to entry agent constructing capabilities.

Creatio’s platform begins at $25 per person per thirty days.

As a result of we don’t consider it as an add-on or one thing separate you must use along with your current apps,” stated Kawasaki. “That is simply a part of our app expertise.”

Multi-conversation assist throughout platform

The platform now gives a pure language interface that spans Creatio’s internet and cellular apps, in addition to integrations with instruments akin to Microsoft Outlook and Groups.

Customers can change between channels and gadgets with out shedding context, permitting for ongoing, persistent interactions with AI brokers throughout workflows.

“We’ve enabled multi-conversation assist with persistent context throughout gadgets and platforms—whether or not you’re in Outlook, Groups, or on cellular,” Kawasaki defined. “Our adaptive person expertise lets customers stay in a prompt-driven CRM, accessing performance by way of pure language. You’ll be able to toggle between basic and conversational modes as wanted.”

Zoom and Gmail integration are anticipated later within the yr.

Prebuilt and customizable AI brokers for various sectors and capabilities

On this launch, Creatio debuts a number of prebuilt brokers that assist high-frequency duties throughout core enterprise areas:

• Gross sales brokers deal with duties akin to researching accounts, making ready conferences, and producing quotes.
• Advertising brokers help with creating marketing campaign messaging, emails, and different focused content material.
• Service brokers deal with quicker case decision by drawing from inner information bases and suggesting new content material the place gaps exist.
• No-code brokers, beginning with the Dashboards Agent, assist non-technical customers generate and refine analytics utilizing pure language prompts.

“In gross sales, brokers deal with knowledge entry, follow-ups, and paperwork, liberating up reps to deal with relationships and technique,” stated Kawasaki. “In advertising, brokers tackle content material creation and marketing campaign analytics, letting entrepreneurs focus extra on storytelling.”

“Whereas others are nonetheless providing fragmented AI merchandise and sophisticated pricing fashions, we’ve taken a distinct path,” stated Kawasaki. “This launch gives one platform, one expertise, and one clear path to accelerated AI adoption and realizing actual enterprise worth.”

The conversational assistant in Creatio 8.3 additionally introduces superior options like file uploads for grounding responses in organization-specific paperwork, and assist for retrieval-augmented technology (RAG) to make sure accuracy based mostly on proprietary information.

“Brokers can now be grounded in uploaded paperwork and Creatio’s metadata, guaranteeing responses are correct and personalised, not generic,” Kawasaki famous.

Construct and deploy customized AI brokers with no code

The no-code growth setting has additionally been overhauled with embedded AI that assists in constructing dashboards, apps, and even new AI brokers. Customers can design and deploy brokers by combining reusable abilities, workflows, prompts, and information sources—providing full flexibility to tailor automation without having engineering assets.

“We’re launching a no-code agent builder the place you outline abilities, prompts, actions, and workflows,” stated Kawasaki. “It’s visible and accessible however nonetheless requires considerate coaching and knowledge enter.”

Below the hood, Creatio helps a number of foundational fashions together with OpenAI, Anthropic, and Gemini. A bring-your-own-model functionality is deliberate for later in 2025, enabling prospects to host their very own fashions, akin to Llama or DeepSeek, and pair them with particular duties or brokers.

“We determined early on to not construct our personal LLM,” Kawasaki defined. “As an alternative, we assist OpenAI, Anthropic, and Gemini—and shortly, prospects will have the ability to carry their very own mannequin.”

Safety, knowledge governance, and grounding stay priorities

Safety and governance had been additionally a precedence on this launch. Paperwork used to coach or inform AI brokers are saved in every buyer’s safe, devoted occasion, and aren’t shared with exterior massive language fashions.

Prospects can management which paperwork are persistent for agent grounding and handle entry to make sure regulatory compliance, particularly in delicate industries.

The discharge follows in depth hands-on testing and suggestions from Creatio’s buyer base. Early customers highlighted the necessity for brand new steering on designing processes in AI-assisted environments, which Creatio plans to deal with with further best-practice assets later this yr.

The corporate additionally expects to observe this summer time launch with a second wave of characteristic enhancements and new brokers within the fall.

“We see the actual alternative not in brokers changing people, however in brokers complementing groups—human and digital working collectively in hybrid organizations,” stated Kawasaki.

Creatio positions the 8.3 launch as a shift away from different CRM bolt-on AI methods. As an alternative, it goals to unify AI and human contributions right into a single, fluid expertise. For patrons, this implies the liberty to work how they select—whether or not by way of basic CRM interfaces or by way of conversational, AI-supported flows.