Artificial intelligence isn’t just changing the functionality of modern business software; it’s also challenging traditional licensing and pricing models. Many CRM and workflow solutions continue to be billed based on the number of human users. However, as AI agents increasingly take on tasks and support entire process steps, a pure “price-per-user” model no longer accurately reflects actual usage.

With its new Unlimited Plan, Creatio is responding to this trend. Companies should be able to scale users, applications, workflows, and custom-developed AI agents across the entire organization without having to account for every expansion through additional user licenses.

Even prospective customers searching online for “studio creatio” or “creatio software” will thus encounter an important innovation: Creatio is increasingly evolving from a traditional CRM and workflow solution into a comprehensive platform for AI-powered business processes.

At the heart of this are so-called AI agents. They can analyze information, summarize content, update data records, and execute defined tasks within a business process.
For B2B companies, this opens up new opportunities to bring together CRM, artificial intelligence, and automation on a single platform.

The terminology within Creatio.ai has also been updated. The previous “Skills” are now called “Sub-Agents,” while “AI Actions” are now referred to as “AI Tools.” Creatio is thus aligning more closely with the standard terminology for AI agents and their functions.

The main goal: Creatio 8.3.4 is designed to help companies implement campaigns, customer communications, and digital workflows more quickly and consistently.

Creatio 10x does not, therefore, replace the tried-and-true core functions of a CRM system. The platform expands on these by enabling the direct integration of AI agents into sales, marketing, service, and business processes.

For a CRM marketing agency in particular, this changes the scope of tasks. In addition to campaign management and lead management, agent design, data quality, governance, and process automation are becoming significantly more important.

However, companies looking to use AI agents should understand this feature’s limitations. The agent creates a structured campaign draft but does not replace the full technical configuration.

The biggest advantage, therefore, is faster preparation. Marketing teams no longer have to start from scratch with every campaign; instead, they receive an initial structured proposal.

Creatio Marketing Automation has been enhanced in several areas with the release of version 8.3.4.
Marketing teams can select pre-built campaign templates from a new library. Custom campaigns can also be saved as templates and reused later. This allows proven workflows to be applied more quickly to other products, target groups, or markets.

Lead capture has also been improved. When a prospect submits a form via a Creatio landing page, they can be added directly to a campaign process. In many cases, this eliminates the need for additional exports or manual transfers.

The expanded integration of Google Ads and Meta Ads is also particularly relevant. At a specific point in the customer journey, contacts can be transferred directly to an advertising target group. Creatio then displays the match rate reported by the respective advertising platform.

This allows for a closer integration of CRM data and digital advertising campaigns.

Select a service area for detailed information.

Faster Campaign Creation

The Campaign Generation Agent creates an initial campaign workflow based on a natural-language description.
This saves time during preparation. However, expert review remains necessary, as target audiences, content, conditions, and data transfers must still align with the respective marketing strategy.

Closer integration between CRM and advertising

Direct transfer of target audiences to Google Ads and Meta Ads reduces the need for manual exports. Contacts can be activated within a customer journey, and the results can then be analyzed in Creatio.

Area:
- Lead Generation - Faster processing of new form submissions
- Email Marketing - More realistic open and click-through rates
- Digital Advertising - Direct use of CRM target groups
- Campaign Planning - Reusable templates and AI support
- Reporting - Greater transparency into campaign performance

Improved digital customer communication

Service representatives can initiate new conversations via supported communication channels directly from within Creatio. Depending on the integrated solution, these include, for example, SMS, WhatsApp, Telegram, or Facebook Messenger. The respective delivery status can be displayed directly within the conversation. This includes status messages such as “sent,” “delivered,” “read,” or “failed.” In addition, incoming inquiries can initially be processed by Creatio.ai.

If a human agent needs to take over, the existing conversation history can be reused within the system.
Advanced No-Code Features

With the new “Send chat message” process element, messages can be sent via supported chat channels directly from a business process.

Possible use cases include:
• Appointment confirmations,
• Reminders,
• Status updates,
• Automatic service information.

In addition, the Freedom UI Designer gains additional features for metrics, formulas, lists, and charts.

This allows for more flexible design of business applications and dashboards.

The search for a CRM agency in Stuttgart, a CRM agency in Munich, or a CRM agency in Frankfurt should therefore not be based solely on regional criteria. When implementing Creatio company-wide, proven platform expertise, experience with B2B processes, and a robust project methodology are more important than geographical proximity.

Company-wide Use

In many companies, only a limited portion of the workforce actively uses the CRM. Other departments continue to use spreadsheets, emails, or additional line-of-business applications.
An unlimited user model can make it easier to integrate additional departments into a central platform. This transforms Creatio not only into a sales tool, but also into a company-wide process platform.

Scaling Successful AI and Automation Projects

Many companies start with individual pilot projects. For example, an AI agent might assist the sales team with lead qualification or help customer service analyze inquiries.
Once a pilot project is successful, it’s often rolled out to other teams or locations. The Unlimited Plan can help integrate additional users, workflows, and agents without having to go through a completely new licensing process for each expansion.

Features - Which new features are relevant to our processes?

Data - Are our target audiences and customer data complete and up to date?

Integrations - Do we need to adjust our email, advertising, or chat channels?

Operations - How are updates, testing, and support organized?

This concise checklist helps ensure a controlled preparation for the update and enables us to roll out the features with the greatest business value first.

No. New features only improve business processes if they are used in a targeted and meaningful way.
For example, an automatically generated
campaign draft saves little time if target audiences, data, and responsibilities are not clearly defined. Direct integration with advertising platforms also requires clear rules regarding consent, data protection, and governance.

Companies should therefore not activate every new feature immediately. Before implementation, the following should be examined:

• Which new feature solves a specific problem?

• Which existing processes need to be adapted?

• What tests are required before going live?

• Which employees need training?

Especially when it comes to CRM for small and medium-sized businesses, the feature set should align with the actual company structure. A phased rollout is often more cost-effective and carries less risk than activating all new features at once.

Creatio 8.3.4 is particularly appealing to companies that want to integrate marketing campaigns, digital advertising, and customer communication more closely with their CRM.
Organizations with many recurring campaigns can benefit from templates and AI-powered drafts. The enhanced messaging features are especially relevant when customers already communicate via WhatsApp, SMS, Telegram, or other digital channels.

The update also offers important technical improvements. These include support for Microsoft Graph for email synchronization.

Companies that have been using Microsoft EWS should carefully plan a potential migration. For technical questions, custom configurations, or difficulties, you can contact official Creatio Support.

From MPowerdHub’s perspective, Creatio 8.3.4 is a practical update. In particular, the combination of AI-powered campaign planning, digital advertising, customer communication, and no-code processes offers companies concrete opportunities for optimization.

It is not the number of new features that determines success, but rather their effective integration into existing CRM and business processes.

As a Creatio Partner in Germany, MPowerdHub supports companies in the implementation, customization, and further development of the platform.
This includes analyzing existing processes, technical implementation, integrating existing systems, and preparing updates. Even after go-live, MPowerdHub provides support with administration, system maintenance, error analysis, and continuous optimization.

This means companies receive more than just technical support. They also benefit from a strategic assessment of the new features and a clear roadmap for the further development of their CRM platform.

With version 8.3.4 Twin, Creatio has further enhanced its platform in several key areas.

The Campaign Generation Agent helps marketing teams create new campaigns. Target audiences can be more closely linked to Google Ads and Meta Ads. More precise email metrics also enable a more realistic measurement of success.

In customer service, Creatio improves cross-channel communication. At the same time, new no-code tools expand the possibilities for designing custom applications and workflows.

The update is therefore particularly relevant for B2B companies that want to gradually digitize and automate their marketing, service, and CRM processes.

MPowerdHub supports you in planning updates, technical implementation, and the long-term development of your Creatio platform.

30 minutes. No sales pitch. Just an open conversation about the challenges you face.