Creatio CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Creatio CRM

4.7

(133)

Pricing

Starting at $25.00 per month

About Creatio CRM

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.

Creatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.

Creatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.

And Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.

Creatio CRM Screenshots

Creatio CRM Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Growth

$25.00

per user, per month

Plan includes:

360° Customer View
Business Process Management
Collaboration Tools
Contract Management
Document Flow Automation
Field Sales Management
Knowledge Management
Lead Management

Enterprise

$55.00

per user, per month

Plan includes:

Lead Management
Mobile Sales
Opportunity Management
Orders and Invoices
Product Management
Project Management
Sales Forecasting
Synchronization and Integration
System Designer

Unlimited

$85.00

per user, per month

Plan includes:

Creatio.ai 300K per user tokens
50+ users
Basic dedicated cloud instance included
Unlimited change logs

Creatio CRM Features

Popular features found in Sales Force Automation
Campaign Management
Customer Database
Email Marketing
Forecasting
Lead Capture
Lead Management
Opportunity Management
Pipeline Management
Task Management
Territory Management
More features of Creatio CRM
A/B Testing
Access Controls/Permissions
Accounting
Activity Dashboard
Activity/News Feed
Activity Tracking
AI/Machine Learning
Alerts/Notifications
API
Appointment Management
Appointment Scheduling
Approval Process Control
Assignment Management
Audit Management
Automated Scheduling
Billing & Invoicing
Bills of Material
Borrower Management
Business Loans
Calendar Management
Calendar/Reminder System
Calendar Sync
Call Logging
Call Recording
Campaign Analytics
Campaign Planning
Campaign Segmentation
Catalog Management
Channel Management
Client Database
Client Management
Client Tracking
Collaboration Tools
Collateral Tracking
Commercial
Commercial Mortgages
Commission Management
Communication Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contact Database
Contact Management
Content Management
Contract/License Management
Conversion Tracking
Core Banking
Corporate Banking
Credit Card Management
Credit Card Processing
Credit Reporting
Credit Union
CRM
Customer Accounts
Customer Engagement
Customer Experience Management
Customer History
Customer Journey Mapping
Customer Segmentation
Customizable Branding
Customizable CTAs
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Data Security
Data Visualization
Deal Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Content
Email Management
Email Sequences
Email Templates
Email Tracking
Engagement Tracking
Event Marketing
Event Triggered Actions
Expense Tracking
Field Sales Management
Financial Analysis
Financial Management
Financial Reporting
For AEC Industry
For Borrowers
For Brokers
For Financial Institutions
For Healthcare
For Insurance Industry
For Sales Teams/Organizations
Generative AI
Goal Setting/Tracking
HIPAA Compliant
Inbox Management
Interaction Tracking
Internal Chat Integration
Inventory Control
Inventory Management
Investment Management
Investor Management
Knowledge Base Management
Knowledge Management
Landing Pages/Web Forms
Lead Assignment
Lead Distribution
Lead Engagement
Lead Generation
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
Lending Management
List Management
Live Chat
Loan Management
Loan Origination
Loan Portfolio Management
Loan Processing
Loan Servicing
Marketing Automation
Marketing Calendar
MES
Mobile Access
Mobile App
Monitoring
Mortgages
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Negative Feedback Management
Omnichannel Communications
Patient Communications
Patient Management
Payment Collection
Payment Reminders
Payment Tracking
Performance Metrics
Personalization
Pipeline Reports
Policy Management
Portfolio Management
Predictive Analytics
Pre-Qualification
Price Optimization
Pricing Management
Prioritization
Process/Workflow Automation
Product Catalog
Production Management
Projections
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Recommendations
Records Management
Referral Tracking
Relationship Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Retail Banking
Revenue Management
Revenue Tracking
Risk Management
ROI Tracking
Role-Based Permissions
Sales Activity Management
Sales Analytics
Sales Automation
Sales Forecasting
Sales Onboarding & Training
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Scheduling
Search
Search/Filter
Segmentation
Single Sign On
Social Marketing
Social Media Integration
Social Promotion

Creatio CRM Integrations

Microsoft Word

Microsoft Excel

Google Contacts

Gmail

Meta for Business

Twitter/X

See all 18 integrations

Creatio CRM User Reviews

Overall Rating

4.7

Ratings Breakdown

80%

17%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.7

Functionality

4.7

Tapani H.

Verified reviewer

Computer Software

201-500 employees

Used daily for less than 2 years

Review source

Reviewed May 2018

Awesome marketing and reporting abilities

Data segmentation, functionality limitations, better understanding of customer behavior, reporting for SEO and other digital marketing purposes

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus. Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpmonline with other tracking solutions so it drastically helps us to identify traffic sources, chanlles and link this data to leads or accounts.

Cons:

Offer more design features in the marketing campaigns. Overall I liked the reporting but dashboard export is a minus

Anna L.

Verified reviewer

Staffing and Recruiting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2024

Creatio CRM for Powerful Customer Support

Creatio CRM has dynamic measure for managing every customer concern.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Creatio CRM is executive and reliable in controlling all the procurement processes.

Cons:

Creatio CRM is practical and offers decency in service delivery.

Reasons for switching to Creatio CRM

The efficiency in supporting all customer relations from this tool is something enticing.

Nicole R.

Verified reviewer

Human Resources

51-200 employees

Used daily for less than 2 years

Review source

Reviewed June 2025

A decent CRM software

My overall experience is okay. For the price, Creatio does get the job done, however, my team relies on other programs to supplement features that Creatio does not offer.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The new email marketing design section is a great improvement. The ease of design and ability to customize marketing emails has greatly increased. The tagging system also helps create email lists and follow clients in their specific pipelines.

Cons:

There is no undo in the email design section. This is one of my primary uses and I have wasted a lot of time after accidentally deleting a section and having no way to retrieve it. I also dislike that you cannot create landing pages to include in emails through Creatio.

octavio g.

Verified reviewer

Automotive

201-500 employees

Used daily for less than 12 months

Reviewed November 2025

A winning solution of CRM + BPM + AI

Very good tool with a modern and friendly interface. The key factor is to become proficient in is use and development early in the implementatin cycle.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The combination of modern CRM with BPM and visual workflow programing with no-code (minimal code) is very good. It also incorporates AI agents for end user assistance but also for workflow development which simplifies its use. We compared Creatio with traditional top tier CRMs and foud that in that area it is very price competitive because it has tools and functionality built in in other CRMS which have a fixed monthly fee with a variable component according to use. ON lte long run the other solutions would become more expensive to own.

Cons:

It is a very new product (to us) and we are still learning to use it and develop on it as we are used to traditional coding tools, however this will improve with use.

Vendor Response

Hello Octavio, We’re delighted to hear that the combination of CRM, BPM, visual no-code tools, and AI assistance stands out for you, especially in comparison with traditional CRMs. We completely understand the learning curve when moving from traditional coding to no-code, and we’re confident it will get easier as you continue working with the platform. Our team is always here to support you through that journey.

Replied November 2025

Alexander B.

Verified reviewer

Oil & Energy

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed April 2023

Cutting-edge agile software solution, designed to optimize your conversion rates and drive business

We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.

Cons:

While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.

Reasons for choosing Creatio CRM

The availability of no-code tools and a wide array of pre-built workflow solutions were pivotal factors in our decision-making process. These resources offered by Creatio have provided our team with the agility and flexibility to design and implement customized workflows without the need for extensive coding expertise. This comprehensive suite of no-code tools and workflow solutions has been instrumental in driving our decision to choose Creatio CRM as our preferred platform comparing to alternatives.

Mitch K.

Verified reviewer

Computer Software

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2020

Completely satisfied and loyal to Creatio solutions

We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Cons:

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Reasons for choosing Creatio CRM

Best value for the capabilities and price.

Reasons for switching to Creatio CRM

Creatio was significantly more affordable and added more features.

Heather M.

Verified reviewer

Hospital & Health Care

201-500 employees

Used daily for more than 2 years

Review source

Reviewed August 2020

An intuitive CRM tool

I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Cons:

The email integration has been tricky with outlook.

Reasons for choosing Creatio CRM

Easier to customize and better UI

Reasons for switching to Creatio CRM

Low usage, difficult to customize, and poor functionality.

Justin S.

Verified reviewer

Transportation/ Trucking/ Railroad

11-50 employees

Used daily for less than 12 months

Review source

Reviewed June 2020

CRM Software Done Right

We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Ease of customization and management even for non-developers. - Clean intuitive interfaces that eliminate a great deal of hassle from end-user education. - Robust out of the box solutions for many standard business needs. - Excellent pricing and incredibly simple license management.

Cons:

- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software. - No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

Reasons for switching to Creatio CRM

I needed a product that would allow my team and I, non of whom are developers, to implement and develop the various business processes needed to make the transition to a CRM as painless and beneficial as possible. Creatio has delivered on that in spades all the while saving my company a great deal of money.

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Reviewed May 2025

Flexible CRM, dev-friendly and fast to build on

I had positive experience as a developer. Creatio is flexible and modern, and I had good control over customizations. Projects went faster than with many other systems I worked with before.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The platform is very open and easy to work with. I liked how smooth it was to set up integrations and automate processes. The no-code tools also made it easier for business teams to build stuff without always calling us.

Cons:

Nothing big to mention. Some dev docs could be bit more detailed in some parts, but overall the support was helpful. I honestly enjoyed working with the system.

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Reviewed May 2025

Marketing user experience with Creatio

Overall, Creatio CRM provided a robust solution for managing marketing campaigns and customer relationships in one place. Once set up, it made it much easier to automate routine tasks and nurture leads effectively across channels.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The marketing automation capabilities are intuitive and flexible, making it easy to build and manage multichannel campaigns. I also appreciated how well the platform integrates customer data across touchpoints to create more targeted and personalized communications.

Cons:

Overall, a good solution, but perhaps they can work on more advanced reporting and analytics features.

Showing 1 - 10 of 133 Reviews

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