Creatio vs Insight Business Management in July 2026

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Creatio

CRM Software

2.5 22 user ratings

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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Insight Business Management

CRM Software

5 2 user ratings

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Overview

Description	Creatio is an AI-native CRM and no-code workflow automation platform that helps organizations streamline sales, marketing, customer service, and business operations from a single unified workspace. The platform enables businesses to design, automate, and optimize complex workflows using visual no-code tools, embedded AI, and customizable applications without extensive development effort. Creatio combines customer relationship management with process automation, AI-powered assistants, and enterprise-grade scalability, allowing organizations to accelerate digital transformation, improve productivity, and deliver personalized customer experiences across the entire customer lifecycle. It integrates with a wide range of third-party business applications and supports organizations across industries with flexible deployment and extensive customization capabilities. Read more	Insight Business Management is a platform used to automate business workflows. The software offers a scheduling system to manage company activities like job information, staff leave, staff activities via calendar. Manage stock and inventory with invoices to maintain total control and a full audit trail. Collaborate with teams to gain Insights with customer databases like transactions and related information to measure the performance of business. Read more
Pricing Options	Free Trial Not Available Starts at $40.00.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more	79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 79% Reviews 60% Momentum 61% Popularity 62%
SaaSworthy Awards	# 3 Highly Rated # 1 Fastest Growing	Not Available

Features

Total Features	25 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 17 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 5 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	2.5/5 22 user ratings	5/5 2 user ratings
Rating Distribution	Excellent 36.4% Very Good 0% Average 0% Poor 0% Terrible 63.6%	Excellent 100% Very Good 0% Average 0% Poor 0% Terrible 0%
User Sentiments	Easy to Use Interface, Extensive Customization Capabilities, Robust Business Process Automation, Excellent Customer Support Mobile App Functionality, Slow Processing Times, Limited Reporting Functionality, Steep Learning Curve	Not Available
Review Summary	Overall, users praise Creatio for its user-friendly interface, customization options, and comprehensive features. Many reviewers highlight its ease of use, with some noting that even non-technical users can quickly learn and navigate the platform. Additionally, users appreciate the ability to tailor Creatio to their specific business needs, citing the wide range of customization options and integrations available. The platform's comprehensive functionality is also a key selling point, with reviewers highlighting its capabilities in areas such as sales, marketing, customer service, and project management.	Not Available
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Pricing

Pricing Options	Free Trial Not Available Starts at $40.00.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Growth $40.00 $40.00 per user / month Enterprise $75.00 $75.00 per user / month Unlimited Custom	Insight Business Management Custom
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