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Creatio CRM
Creatio CRM · Boston, Massachusetts, United States · founded 2014
What it is
Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service, available through web, mobile, API, and self-hosted options. It combines AI coding agents with visual no-code designers for building applications, and offers prebuilt AI agents as well as tools for creating agents for CRM workflows. Sales features include lead and opportunity management, forecasting, guided selling, and order and contract management. Marketing covers segmentation, campaigns, omnichannel and email marketing, and events. Service tools include case management, AI-assisted self-service, omnichannel communications, knowledge management, and field service. The open API supports integrations, with documented connections for Google mail, calendar and contacts, Microsoft 365, and telephony services. Its Marketplace offers apps, connectors, and AI agents, including connectors for Zapier, Zoom, and Microsoft Power BI. Creatio lists a 14-day trial but no free plan. The listed Sales product is $15 per user per month, and the Enterprise platform is $55 per user per month. New customers have a minimum purchase of $8,300 per year and a standard three-year contract term.
For and against
For
- Includes sales, marketing, and service capabilities.
- Offers a 14-day trial.
- Provides no-code visual designers.
- Open API supports integrations.
- Available via web, mobile, API, and self-hosted options.
Against
- No free plan is available.
- New customers have a minimum purchase of $8,300 per year.
- Standard contract term is three years.
The verdict
Creatio CRM combines sales, marketing, and service workflows with no-code design and AI agent tools. The trial is 14 days, while the minimum purchase and three-year standard term are important commitment details.
Who it suits
It suits teams seeking CRM workflows across marketing, sales, and service, including organizations that want no-code application and agent-building tools. Its deployment options include cloud and on-site.
Plans and prices
Growth
Creatio Business & AI Studio · AI-native automation
Read 20 Sep 2026 · creatio.com
Enterprise
Creatio Business & AI Studio · Enterprise-scale automation
Read 20 Sep 2026 · creatio.com
Creatio Sales
Sales automation · Lead and opportunity workflows · Forecasting · Contract and document management
Read 20 Sep 2026 · creatio.com
Creatio Marketing
Marketing automation · Segmentation · Omnichannel campaigns · Lead-cycle orchestration
Read 20 Sep 2026 · creatio.com
Creatio Service
Case management · Omnichannel communications · SLA and queue management · Knowledge management
Read 20 Sep 2026 · creatio.com
Sales product
Sales product; listed with the Enterprise platform plan
Read 3 Oct 2026 · creatio.com
Enterprise platform
Platform plan; minimum purchase for new customers is $8,300 per year; standard contract term is 3 years
Read 3 Oct 2026 · creatio.com
Unlimited
Full platform, all CRM products, and AI; no per-user limits
Read 3 Oct 2026 · creatio.com
On the record
- AI agents
- The CRM offers prebuilt agents and no-code tools to create agents for CRM workflows.creatio.com · read 3 Oct 2026
- AI features
- Yescreatio.com · read 20 Sep 2026
- Deployment
- Creatio Marketplace materials describe both cloud and on-site deployment options.marketplace.creatio.com · read 3 Oct 2026
- Free trial
- Yescreatio.com · read 20 Sep 2026
- Integrations
- Creatio's open API supports integrations, and documented out-of-the-box integrations include Google mail, calendar and contacts, Microsoft 365, and telephony services.academy.creatio.com · read 3 Oct 2026
- Marketing
- Marketing features include segmentation, campaign management, omnichannel marketing, email marketing, and event management.creatio.com · read 3 Oct 2026
- Marketing automation
- Yescreatio.com · read 20 Sep 2026
- Marketplace
- Creatio Marketplace offers apps, connectors, and AI agents, including connectors for Zapier, Zoom, and Microsoft Power BI.marketplace.creatio.com · read 3 Oct 2026
- Minimum purchase
- Creatio states that new customers have a minimum purchase of $8,300 per year and a standard contract term of three years.creatio.com · read 3 Oct 2026
- Mobile
- The pricing page describes a mobile-only user type that accesses Creatio through the mobile application and has no access to the web interface or API.creatio.com · read 3 Oct 2026
- Mobile app
- Yescreatio.com · read 20 Sep 2026
- No-code
- The platform combines AI coding agents with no-code visual designers for building applications.creatio.com · read 3 Oct 2026
- Product
- Creatio describes its CRM as an AI CRM and workflow platform for marketing, sales, and service.creatio.com · read 3 Oct 2026
- Sales
- Sales features include lead and opportunity management, forecasting, guided selling, and order and contract management.creatio.com · read 3 Oct 2026
- Security
- Creatio says its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards.creatio.com · read 3 Oct 2026
- Security controls
- Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs.creatio.com · read 3 Oct 2026
- Service
- Service features include case management, AI-assisted self-service, omnichannel communications, knowledge management, and field service.creatio.com · read 3 Oct 2026
- Support
- The pricing page lists AI Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription.creatio.com · read 3 Oct 2026
