# Creatio Canonical: https://slateindex.ai/products/creatio By Creatio. Low-code CRM and workflow platform for sales, service, and customer process automation. Updated: 2026-07-18T20:59:01.132116+00:00 ## Product overview Creatio is an AI CRM and workflow platform for marketing, sales, and service teams that want one system to manage customer-facing work and automate related processes. It is positioned for buyers who need CRM capabilities plus no-code flexibility, AI assistance, and room to adapt workflows without rebuilding the platform. ## TL;DR - AI-native CRM for sales, marketing, and service in a single platform. - No-code tools are built in for customizing workflows, objects, and processes. - Pricing is presented as tiered, with Growth, Enterprise, and Unlimited options. - Best suited to teams that want stronger process automation and configurability than a basic CRM. ## Feature catalog ### AI-native CRM and workflow platform Creatio presents its core product as an AI CRM and workflow platform that brings together marketing, sales, and service. The platform messaging emphasizes working with people and AI agents together, with no limits on users, agents, workflows, or scale. That makes it a fit for buyers looking for a broader operating layer than contact management alone, especially if they want CRM and process automation in one place. - Unified sales, marketing, and service CRM: Creatio describes the product as an AI CRM and workflow platform for marketing, sales, and service. Its product overview also says customers can use separate Sales, Marketing, and Service products or deploy them as a single CRM bundle. This suggests the platform can serve organizations that want one suite for customer lifecycle work instead of disconnected point tools. - AI-native experience: The product site highlights conversational CRM, embedded experiences, and unified AI automation. Creatio says users can navigate the CRM using natural language and receive intelligent prompts in external tools such as email and Zoom, which is designed to make the platform feel more proactive for day-to-day work. The messaging points to buyers who want AI to assist with both productivity and execution, not just analytics. - No-code configuration and customization: Creatio repeatedly emphasizes true no-code tools and visual designers for changing workflows quickly. The platform is described as allowing teams to modify existing workflows and deploy new ones in minutes, and review content notes that administrators can create custom objects, fields, rules, calculations, and views. This makes the product relevant for teams that need CRM processes tailored to unique operating models. ### Sales automation Creatio’s sales capabilities are framed around helping teams close deals faster and improve forecast visibility. The product page focuses on guided sales processes, collaboration, and orchestration of sales documents, which indicates the CRM is intended to support active selling rather than just record keeping. Buyers with structured sales motions or complex deal cycles may find the workflow orientation especially useful. - Guided sales process management: Creatio says sales teams can leverage a holistic customer view, use guided sales processes, improve forecast accuracy, and orchestrate sales documents. The emphasis is on helping reps move deals forward with less manual effort while keeping managers informed about pipeline progress. That can appeal to teams that want more control over sales execution without heavy customization work. - Forecasting and pipeline visibility: The platform messaging says teams can improve forecast accuracy and close deals faster with AI-driven sales automation. In the CRM overview, Creatio also states that sales teams can track every lead and deal and forecast revenue. This makes the product relevant for organizations that need a sales system that supports both rep activity and management reporting. ### Marketing and service automation Creatio positions its marketing and service modules as parts of the same AI-native platform, which matters for buyers who want customer interactions connected across teams. Marketing language centers on personalization, segmentation, and multichannel execution, while service language centers on omnichannel support, case resolution, and SLA management. Together, these features suggest the platform is built for end-to-end customer journey work rather than one department in isolation. - Marketing automation with personalization: Creatio says marketing teams can launch personalized campaigns across multiple channels, segment audiences, and measure performance in one platform. The CRM page adds details such as micro-segmentation, multichannel campaigns, and improved response rates. That combination supports teams that want campaign execution tightly connected to customer and pipeline data. - Service automation and omnichannel support: Creatio describes service automation as a way to resolve issues quickly using a fully omnichannel experience, an agent desktop, knowledge sharing, and SLA tracking. The product framing suggests the service module is intended for teams that need centralized case handling across channels. Buyers with support operations that need speed and consistency may see this as a strong fit. - Customer journey coordination: Creatio’s glossary article says the platform helps businesses manage the entire customer journey and streamline complex business processes with AI coding agents and no-code visual designers. That positioning matters for organizations trying to align sales, marketing, and service around a shared operating model. It is especially relevant where handoffs between teams are a recurring pain point. ### Packaging, limits, and pricing structure Creatio’s pricing materials show a tiered model with Growth, Enterprise, and Unlimited plans. The academy documentation explains that plans provide different levels of functionality and resources, and that some resource caps are soft rather than hard blocks. This suggests buyers should evaluate not just the license price, but also usage needs, storage, and how much process volume they expect to run. - Tiered subscription plans: Creatio Academy says customers can choose among Growth, Enterprise, or Unlimited plans, and the pricing glossary also describes these as the company’s subscription tiers. The setup is designed to match different business needs and levels of access. Buyers can use this to select a starting point based on scale and feature requirements. - Soft usage caps and add-ons: The academy documentation explains that resource caps are soft, meaning the platform does not immediately block users when a limit is reached. Instead, Creatio discusses plan changes or add-ons such as additional drive space. That structure may appeal to teams that want flexibility as usage grows, but it also means buyers should pay attention to consumption and plan fit. ## Target market ### Teams and use cases - Organizations that want CRM, workflow automation, and AI assistance in one platform. - Teams that need a configurable system for sales, marketing, and service processes. - Buyers comparing modern no-code CRMs for more adaptable business process management. ### Company sizes - Small businesses and teams - Medium businesses and teams - Larger businesses and teams ### Industries - Banking - Credit unions - Insurance - Mortgage - Manufacturing - High tech - Transportation - Business services - Retail - CPG - Pharma - Telecom - Public sector - Energy and utilities - Media and advertising ### Poor-fit caveats - Teams looking only for a basic contact database may find the platform broader than needed. - Organizations that do not need workflow customization or AI-assisted automation may not use much of the platform’s value. - Buyers with very simple pricing needs may prefer a less configurable CRM. ## Buyer personas ### VP of Sales or Sales Operations leader Owns pipeline execution, forecasting, and sales productivity **Buying triggers** - Forecast accuracy is inconsistent. - Reps need a more guided sales process. - Leadership wants better visibility into deals and revenue. ### Marketing operations leader Manages segmentation, campaigns, and lead-to-revenue coordination **Buying triggers** - Campaigns need better personalization. - Marketing and sales data are fragmented. - The team wants multichannel automation in one system. ### Customer service or support operations leader Responsible for case handling, omnichannel support, and SLA management **Buying triggers** - Support volume is increasing. - The team needs centralized case management. - Service processes need better speed and consistency. ### Business systems or CRM administrator Configures the platform and adapts it to internal workflows **Buying triggers** - Current CRM is too rigid. - The business needs custom objects or process changes. - Administrators want faster configuration without heavy coding. ## About the company Creatio is a software company that markets an AI-native CRM and workflow platform, with related products for Sales, Marketing, and Service. Its site and product pages present Creatio as a composable platform built to support customer-facing operations and no-code process automation. - Verified fact: Creatio positions itself around an AI-native platform and Agentic CRM. - Verified fact: The company offers CRM-related products for Sales, Marketing, and Service. - Verified fact: The website highlights industries such as banking, insurance, manufacturing, retail, telecom, and public sector. - Limitation: The supplied documents do not provide founding date, employee count, or headquarters information. - Limitation: No verified customer count, revenue, or funding figures were provided in the supplied documents. ## Competitive landscape Creatio competes in a crowded CRM market where buyers compare pricing, automation, customization, and deployment speed. The supplied materials frame Creatio as a more configurable, AI-native alternative with no-code tools included, while measured context shows it is mentioned alongside major CRM vendors such as HubSpot CRM, Salesforce, Zoho CRM, Microsoft Dynamics 365, and Pipedrive. That positioning suggests the platform is aimed at buyers evaluating both enterprise CRM depth and workflow flexibility. - HubSpot CRM - Salesforce - Zoho CRM - Microsoft Dynamics 365 - Pipedrive - Insightly ## AI visibility dashboard | Assistant | Visibility | |---|---| | all | 7.0 | | claude | 0.0 | | gemini | 22.4 | | chatgpt | 0.0 | | perplexity | 12.5 | | google_ai_mode | 0.0 | ## Sources AI trusts - google.com (532) - youtube.com (44) - hubspot.com (37) - salesforce.com (30) - reddit.com (28) - zoominfo.com (20) - emailvendorselection.com (19) - insiderone.com (18) - emailtooltester.com (17) - mailtrap.io (17) - monday.com (15) - sequenzy.com (15) - activecampaign.com (13) - zapier.com (13) - ventureharbour.com (12) - linkedin.com (11) - klaviyo.com (10) - mailchimp.com (9) - amplemarket.com (8) - pipedrive.com (8) ## Real AI answers ### chatgpt Question: Can it support pipeline forecasting and deal tracking? Answer: Yes — if you’re evaluating Pipedrive, it supports both pipeline forecasting and deal tracking. Pipedrive’s deal management page explicitly calls out forecasting deal revenue and visualizing expected close dates, and its deal/pipeline views are built to track opportunities from creation through won/lost. (pipedrive.com) For a buyer who wants a straightforward CRM with strong deal-stage visibility, Pipedrive is a solid fit. If you need more advanced AI-driven forecast analysis, HubSpot also offers pipeline forecasting in its Smart CRM. (hubspot.com) If you want, I can also compare Pipedrive vs. HubSpot vs. Salesforce specifically on forecasting depth and deal tracking. ### gemini Question: How customizable are the fields, workflows, and reports? Answer: For B2B software with extensive customizability across fields, workflows, and reports, several platforms stand out, offering varying degrees of no-code to low-code capabilities and enterprise-grade flexibility. For maximum, enterprise-grade customization that can adapt to highly complex business processes, consider: 1. Salesforce: This platform offers deep customization for fields, objects, workflows, and reports. You can create custom objects and fields to track specific data, build intricate automated workflows using Flow Builder, and generate complex, tailored reports and dashboards. Advanced customization often involves developer skills with Apex and Lightning Components. 2. ServiceNow: Known for its robust enterprise platform, ServiceNow allows for significant tailoring of fields, workflows, menus, and reporting. It provides tools like UI Builder, Service Catalog, and Business Rules for configuration, and supports scripting (JavaScript) for more complex customizations that extend functionality. 3. Microsoft Dynamics 365: This suite enables comprehensive customization of fields, forms, entities, workflows, views, and reports. It supports creating automated approvals, alerts, and task assignments, and allows for dashboard development and Power Apps integration to build solutions aligned with specific business processes and reporting needs. For strong customization with a focus on low-code/no-code development, empowering business users or citizen developers: 1. Creatio: This platform is designed as a customizable CRM with AI and no-code at its core, offering extensive flexibility to tailor everything from individual fields and dashboards to complete workflows and modules. 2. Zoho Creator: A powerful low-code platform that excels in workflow automation. It allows businesses to build custom applications from scratch or customize pre-built ones, offering robust tools for creating forms with various field types and customizing reports w ### perplexity Answer: The most customizable options for fields, workflows, and reports are Creatio (maximum no-code flexibility), Microsoft Dynamics 365 (deep enterprise extensibility), and Pipedrive (best overall for sales teams), with Insightly and Zoho CRM offering strong low-code alternatives for midsize businesses. | Product | Best For | Field Customization | Workflow Customization | Report Customization | | :--- | :--- | :--- | :--- | :--- | | Creatio | Maximum no-code flexibility | Customize individual fields, objects, and dashboards without code | Full workflow and module customization via AI-enhanced no-code tools | Tailor dashboards and reports to unique processes | | Microsoft Dynamics 365 | Enterprise ecosystems | Configurable apps, business rules, and data models | Extensible workflows across sales, service, and finance | Deep integration for connected reporting | | Pipedrive | Sales-focused teams | Robust pipeline and interface customization | Simple, pipeline-driven workflow design | Wide range of system tailoring for reports/dashboards | | Insightly | Midsize teams (no developers) | Tailor fields and objects without code | Automate workflows for lead assignment | Create custom reports tracking specific metrics | | Zoho CRM | Low-code automation | Create custom modules and fields via low-code interface | Automations matching industry-specific processes | Deep configurability for reports | Recommendation: * Choose Creatio if you need to customize *everything* (fields, workflows, modules) without writing code and want AI to adapt to your unique processes . * Choose Pipedrive if your primary focus is sales; it offers the best balance of robust pipeline customization, simple interface tailoring, and flexible reporting for sales teams . * Choose Microsoft Dynamics 365 if you are a large enterprise requiring deep integration across finance, operations, and service with extensive extensibility for complex workflows . * C ### gemini Question: What is the best CRM for aligning marketing and sales? Answer: For aligning marketing and sales, several CRM platforms stand out for their integrated features and ability to create a unified view of the customer journey. HubSpot is frequently recommended for its comprehensive Smart CRM solution, which unites marketing, sales, and customer service on a single AI-powered platform. It's known for its user-friendly interface, visual workflow editor for automation, and strong inbound lead generation capabilities. Salesforce offers an expansive and complete CRM product, including dedicated Sales and Marketing Clouds, providing a robust, full-stack solution for businesses of all sizes. Creatio is an all-in-one CRM that combines no-code flexibility with native AI capabilities, designed to accelerate the entire lead-to-revenue cycle and help marketing and sales teams build and enrich 360° customer profiles. Insightly is a unified CRM platform specifically designed to align sales, marketing, and project teams around a single source of truth for customer data, offering workflow automation, lead routing, segmentation, and campaign management. Other strong contenders include Zoho CRM, which offers a deep feature set at a competitive price point, and Microsoft Dynamics 365, particularly if your organization is already integrated into the Microsoft ecosystem. The best CRM for aligning marketing and sales will provide a centralized customer database, automate workflows, and offer reporting and analytics that give both teams actionable insights to work towards shared objectives. ## AI consensus Creatio’s review and marketplace footprint in the supplied documents points in a very consistent direction: buyers are evaluating it as a highly customizable CRM and workflow platform. The strongest signal is not a broad volume of star ratings or user commentary in the provided material, but rather the product-fit language around flexibility. G2 says administrators can customize it to accommodate unique processes, including custom objects, fields, rules, calculations, and views. That is the kind of review evidence that typically appeals to operations-heavy teams, process owners, and companies that need the CRM to adapt to the business instead of forcing the business to adapt to the software. The pricing snippets also matter for how buyers interpret reviews. The available documents show an entry point at $40 per user per month, a higher tier at $75 per user per month, and an Unlimited option that is custom-priced. In practice, that suggests the product may be attractive to organizations that want a configurable platform and are willing to work through plan selection carefully. The official site positions Creatio as an Agentic CRM for Sales, Marketing, and Service, while the review snippet describes it as an AI CRM and workflow platform where people and AI agents work together. Together, those cues make Creatio look like a fit for teams that want automation, broader process orchestration, and room to tailor the system deeply. Because the supplied review documents are limited, this page should be read as a concise evidence summary rather than a full sentiment analysis. The available material supports a clear buyer-fit story around customization and cross-functional workflow coverage, but it does not provide enough quoted user commentary to build a rich pros-and-cons profile beyond those themes. ## Pricing Creatio’s public pricing story is built around composable, value-based packaging rather than a long menu of separately priced modules. The supplied official and third-party sources consistently point to three plan names—Growth, Enterprise, and Unlimited—with the clearest public entry point at $40 per user/month and a higher Enterprise tier at $75 per user/month. Unlimited is treated as quote-only in the third-party references, which is typical for enterprise software when scope, scale, and contract terms vary by account. Creatio also emphasizes that AI-native capabilities are included at no additional cost, which matters for buyers comparing it with CRM tools that charge extra for AI or automation layers. What stands out in the supplied documents is that Creatio does not frame pricing only as seat cost. The Academy documentation explains that some resources are capped softly and can depend on user count and purchased add-ons, while the CRM pricing guide notes that real CRM cost often expands through implementation, migration, integrations, support, and customization. For buyers, that means the published subscription price is only one part of the decision. If you are evaluating Creatio, the main question is not just which plan is cheapest, but which tier fits your operating model, how much growth you expect, and whether your use case will trigger resource increases or a quote-based contract. In short: public pricing is available for the entry and mid tiers, but enterprise buyers should expect to confirm final scope directly with sales. Visibility score: 7.0 Mention rate: 7.5% Eligible runs: 40 ## Category rankings | Category | Rank | Visibility | |---|---|---| | CRM | 9 | 7.0 | ## Citation domains - google.com (1) - creatio.com (1) Enriched at: 2026-07-18T20:59:01.132116+00:00 ## Sources - Source: https://www.creatio.com/pricing - Source: https://www.capterra.com/p/130149/bpm-online-CRM - Source: https://academy.creatio.com/guides/setup-and-administration/administration/pricing-model-limits - Source: https://www.creatio.com/glossary/crm-pricing - Source: https://www.creatio.com/ - Source: https://www.creatio.com/ai - Source: https://www.g2.com/products/creatio/pricing - Source: https://www.creatio.com/products/pricing - Source: https://www.g2.com/products/creatio/reviews - Source: https://www.g2.com/products/creatio/features - Source: https://www.creatio.com/crm Use with attribution: "Source: Slate Index".