Creatio

About Creatio

Deep Dive with Clara AI

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.

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Pricing

Free Trial Not Available
Starts at $40.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.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

99%
Reviews

60%
Momentum

64%
Popularity

67%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

Large Enterprises
Medium Business

API Support

Available

Modes of Support

24/7 (Live rep), Business Hours, Online

Creatio Awards

# 3 Highly Rated Software CRM Software
Q3 2022

# 1 Fastest Growing Software CRM Software
Q3 2022

# 6 Most Popular Software CRM Software
Q3 2022

Creatio Features

Show Feature Explanation

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

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.

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.

Customization

Helps to customize the system for use in industry-specific use cases

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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.

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Marketing Automation Features

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.

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Help Desk 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.

Live Chat

Allows you to instantly communicate with your customers and/or exchange chat messages online

Multi-brand Help desk

Allows to manage multiple support portals on a single platform by offering product differentiation and branding features

IT Asset Management

Helps to automate the full IT lifecycle of software and hardware assets on a single platform

Incident Management

Helps in identifying, analyzing and rectifying a bad incident or issues to ensure it does not reoccur in future

Social Media Integration

Enables integrating the software with social media for better reach and coverage

Multi-Channel Communication

Helps in receiving queries and offering help through multiple channels

Macros (Templated Responses)

It helps to store, create, and send pre-written responses to maintain the flow of the conversation.

Document Storage

Helps in storing the documents electronically and in a systematic way

Customizable Branding

This feature enables the customization of brand marketing to meet specific requirements and preferences.

Ticket Management

Facilitates in recording and organizing customer complaints into tickets and systematically track their progress until they are resolved

Surveys and Feedback

Helps to disclose the relationship of customer satisfaction rate with sales trends and also helps to get direct accurate feedback

Known Issue Management

Helps to tackle and to manage familiar issues or routine challenges

Knowledge Base

Helps to compile repetitive customer queries and structures them into retrievable how-to articles or FAQs.

Contract (SLA Management)

Helps to manage, automating and organizing important aspects concerning a service-level agreement

Community Forums

Provides an online discussion site that includes a panel of experts who give expert advice and satisfy queries of any kind relevant to the company

Automated Routing

It helps in automatically directing queries and data to the appropriate agent.

Alerts (Escalation)

Helps to route critical tickets to the boss or in-house experts and alerting against them when such come

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Multi-language Support

Available in multiple languages to support global customers

Sales Engagement Features

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Recording

Facility to record calls with a set of conditions and compliance

Email/Call Sequencing

Arranges email and call lists into different segments or sequences that maintain data in a systematic manner.

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Call List Management

Maintains a systematic order of all the important phone numbers of clients.

Inbox Integration

Integrates with your email inbox and assembles all the sales activities into one unified place.

Sales Activity Automation

Allows sales executives to set up and send follow up messages to the customers automatically.

Team Management

Ensures all the members of the sales teams satisfy clients by upgrading activities and answering questions in real-time.

Performance Analytics (Sales)

Sales managers can track and monitor the performance of sales teams to eliminate errors or enhance performance.

Email Automation

Automates the emailing process by sending out targeted messages to clients based on time and specific actions.

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Call Monitoring

Allows you listen to all inbound and outbound calls.

Content Management

Helps you to create and customize your contents to make user and SEO friendly

Sales Intelligence Features

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Technographics

Detailed insights into the tools and software a company relies on.

Intent Data Tracking

Signals of buying intent from online behavior

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Lead Enrichment

Append missing data in real-time to increase the lead quality

Lead Database

A database that includes the contact details for prospects and businesses

Organizational Charting

Helps in designing a chart that visually represents the internal structure of an organization

Financial Services CRM Features

Document Management

Ability to store and manage various information and documents in electronic format.

Integration with Financial Systems

Sales Pipeline & Opportunity Management

Contact & Account Management

Client Relationship Management

Compliance & Regulatory Tracking

Reporting & Analytics

Workflow Automation

Automatically execute mundane and repetitive processes or workflow so that employees can focus on productive work

Creatio Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Growth $40.00 $40.00 per user / month

Start with Creatio - built for SMBs to automate and grow with ease.

Start Free Trial

Enterprise $75.00 $75.00 per user / month

Scale with Creatio - built for enterprises to run automation at scale across teams and workflows

Start Free Trial

Unlimited Custom

Go unlimited with Creatio - access the full platform, all CRM products, and AI - with no per-user limits

Start Free Trial

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Disclaimer: The pricing details were last updated on 13/10/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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Creatio Reviews

User Rating

4.7/5 (Based on 378 Ratings)

Rating Distribution

Excellent
81%
Very Good
14%
Average
0.8%
Poor
0.3%
Terrible
4%

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

Do You Use Creatio?

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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.

Pros

Comprehensive suite of CRM and BPM tools for businesses of all sizes.
Scalable and customizable to meet specific business needs and industry requirements.
Highly configurable workflow automation and business process management capabilities.
Intuitive user interface and easytouse draganddrop functionality for nontechnical users.

Cons

Steep learning curve for some users, especially those new to CRM and BPM systems.
Limited reporting and analytics capabilities compared to more specialized CRM solutions.
Occasional performance issues and slow response times reported by some users.
Limited integration options with certain thirdparty applications and systems.

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Creatio FAQs

Who are Creatio's main competitors?

Creatio's main competitors are Salesforce, Microsoft Dynamics 365, and HubSpot.

vs. Salesforce (Agentforce): Salesforce requires stitching together multiple clouds and add-ons to scale AI agents across sales, service, and marketing, and its Agentforce pricing scales with usage. Creatio runs people and AI agents together on one platform with an Unlimited plan, so growth in users, agents, or workflows doesn't mean renegotiating cost. Companies like BSN SPORTS and Purplebricks switched from Salesforce to Creatio and saw faster deployment and lower total cost of ownership.
vs. Microsoft Dynamics 365: Dynamics pairs CRM with ERP but often needs heavy customization and Microsoft-stack dependencies to support complex, industry-specific workflows. Creatio ships with ready-to-use workflows across 20+ verticals and a no-code designer, so implementation is faster and less dependent on developer resources, proven in BFSI and public sector deployments (e.g., City of Boston's 311 rollout in 4 months).
vs. HubSpot: HubSpot covers mid-market marketing and sales well but isn't built for complex, multi-department workflows or enterprise governance needs. Creatio delivers the same ease of use with enterprise-grade scale, governance, and compliance controls so companies don't hit a ceiling as they grow.

What is Creatio best for?

Creatio is best for midsize and large organizations that need CRM and workflow automation without being boxed in by user limits, rigid licensing, or slow implementation timelines.

Industries:

Financial services — banking, credit unions, insurance, mortgage
Public sector — government agencies, municipalities (311/citizen request systems)
Industrial & services — manufacturing, transportation, energy & utilities
Tech & media — high tech, telecom, media & advertising
Consumer & regulated — retail, CPG, pharma

Segments:

Enterprise — large organizations modernizing legacy systems and scaling AI-powered execution across departments and regions
Mid-market — growing companies that need CRM and automation without enterprise complexity or heavy dev dependency
Regulated industries — organizations facing strict compliance and governance requirements (financial services, public sector, healthcare, pharma)

Use cases:

Unifying sales, marketing, and service on one CRM platform (Customer 360 across all three)
Deploying AI agents across CRM touchpoints — from agent assistants to autonomous 24/7 agents
Citizen request and 311 systems for government agencies
Financial advisor and BFSI workflow automation, including Bank.AI for banks and credit unions
AI / no-code application building for citizen and professional developers

What is Creatio's Bank.ai

Bank.AI is an industry-specific solution for banks, credit unions, and financial institutions. Revenue-focused agents (referrals, renewals, customer relationships) + operational excellence agents (onboarding, loan origination, servicing, compliance, account management). Supports AI agents operating within existing workflows and productivity tools.

Learn more about bank.ai.

What is Unlimited Enterprise?

Unlimited Enterprise is Creatio's key differentiator: an AI CRM and workflow platform with no limits on users, agents, workflows, or scale.

In practice, it means organizations get:

Unlimited users
Unlimited custom agents
Unlimited applications
Unlimited workflows
Unlimited custom objects and API calls

This is a direct contrast to per-seat or usage-based pricing models common among competitors, where costs climb as a company adds users, deploys more AI agents, or scales workflows. With Unlimited Enterprise, growth doesn't trigger a pricing conversation — it's built into the platform from the start.

What is Creatio used for?

Creatio is CRM Software. Creatio offers the following functionalities: