Overview

Creatio brings sales, marketing, and service functions into one CRM and pairs them with AI agents and visual no-code designers for building applications. That combination suits businesses with cross-department processes to shape and automate; teams looking for a straightforward sales database may find it broader and more costly than they need.

An open API, documented integrations for Google mail, calendar and contacts, Microsoft 365, and telephony, and a marketplace with connectors such as Zapier, Zoom, and Microsoft Power BI give teams several ways to connect other tools. Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs. Its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards, according to Creatio.

Key features

Sales, marketing, and service

Sales tools cover leads and opportunities, forecasting, guided selling, orders, and contracts. Marketing spans segmentation, campaign management, email and omnichannel marketing, and events. Service includes case management, omnichannel communications, knowledge management, AI-assisted self-service, and field service. This breadth can reduce the need to split related customer workflows across products, but it is most useful when a business intends to adopt more than one of these areas.

AI and no-code building

Prebuilt agents and no-code tools for creating agents are designed for CRM workflows, while AI coding agents and visual designers support building applications. These tools offer room to adapt the platform to business processes without limiting customization to standard CRM features; they also make Creatio a broader platform choice than a narrowly focused CRM.

Connections and deployment

The open API and marketplace complement documented integrations, and marketplace materials describe both cloud and on-site deployment. Mobile access is available, including a mobile-only user type that cannot use the web interface or API. That distinction matters when assigning access: mobile-only users are not a substitute for users who need browser or API access.

Pricing

Creatio offers a 14-day trial and no free plan. New customers have a minimum purchase of $8,300 per year, with a standard contract term of three years, so the listed per-user rates should not be treated as the full commitment.

Sales product: 15.00 USD per month, billed per user/month, and listed with the Enterprise platform plan. It covers sales automation, lead and opportunity workflows, forecasting, and contract and document management.
Enterprise platform: 55.00 USD per month, billed per user/month. The platform plan is subject to the new-customer minimum purchase and standard three-year contract.
Growth, Enterprise, and Unlimited: custom pricing. Growth and Enterprise are positioned for AI-native and enterprise-scale automation respectively; Unlimited is described as covering all CRM products, users, agents, workflows, applications, and scale.
Creatio Sales, Creatio Marketing, and Creatio Service: custom pricing. These product plans focus respectively on sales automation, marketing automation and lead-cycle orchestration, and case management, communications, SLA and queue management, and knowledge management.

For teams that need a particular CRM discipline, the individual product plans offer a narrower starting point than the full platform, but their prices are custom. Support is an additional consideration: AI Support is free, Business Support costs 10% of the subscription, and Premium Support costs 20%.

Platforms

Creatio supports Android, iOS, web, API, and self-hosted environments. The mobile-only user type is restricted to the mobile application, with no web-interface or API access. The range of access and deployment options is useful for organizations with varied requirements, while the mobile restriction makes careful user-type selection important.

Who it's for

Creatio is best suited to organizations seeking to coordinate sales, marketing, and service on a configurable platform, especially when they expect to build workflows or applications and need integration or deployment flexibility. It is a weaker fit for small teams seeking a free CRM, buyers who want a short-term commitment, or companies that only need basic sales tracking.

Pros and cons

Pros: Sales, marketing, and service capabilities share a platform, making it relevant to teams whose customer processes cross departments.
Pros: No-code designers, AI agents, an open API, and marketplace connectors provide multiple ways to adapt workflows and connect tools.
Pros: Cloud and on-site deployment options, alongside mobile and web access, accommodate different operating setups.
Cons: The $8,300 annual minimum and standard three-year contract create a significant commitment, particularly for new customers seeking a small CRM deployment.
Cons: There is no free plan, and custom pricing for several plans makes costs harder to compare before engaging with the sales process.
Cons: Mobile-only users cannot access the web interface or API, limiting that option for users who need those routes.

Alternatives

Zoho CRM is the more natural option for buyers who want a freemium CRM: its free plan covers up to three users, while Creatio has no free plan and a substantial purchase minimum.

Total Expert is worth considering for readers drawn to a complimentary plan with CRM access and inbound co-marketing connections.

Salesforce Financial Services Cloud is a paid alternative with separate sales and service editions priced at 325.00 USD per month, billed annually per user; consider it when choosing between those financial-services editions rather than Creatio's broader CRM platform.

AdvisorCRM has a free Core CRM plan for up to three users, with unlimited contacts, and is a better starting point for buyers who prioritize a free, small-team CRM.

Advyzon is another paid alternative to consider.

InsuredMine is a paid alternative with a user license that includes a dedicated account manager, SSO, custom training, MFA, penetration testing, and an enterprise SLA; consider it when those provisions are central to the purchase.

Oracle Siebel CRM is a paid alternative with a 400.00 USD one-time price per Application User for its industry base option; it may suit a buyer comparing one-time licensing with Creatio's subscription commitment.

Pega CRM is another paid alternative to consider.

For industry-specific comparisons, see Financial Services CRM Software, Manufacturing CRM Software, and Insurance CRM Software. The broader CRM Software and Low-Code Development Platforms directories can help compare its two sides: customer management and application building.

Verdict

Choose Creatio if your organization needs connected sales, marketing, and service workflows and will make use of its AI and no-code customization. Its breadth and integration options are the strongest reasons to buy; the annual minimum and standard three-year term are the clearest reasons to look elsewhere, particularly for smaller teams or buyers seeking a low-cost, narrowly scoped CRM.

	Creatio CRM	InvestGlass CRM
Free plan	No	No
Free trial	Yes	Yes
Paid from		$100/mo
Platforms	Android, api, iOS, self-hosted, Web	Android, api, iOS, self-hosted, Web
Free plan	No	No
Free trial	Yes	Yes
Marketing automation	Yes	Yes
AI features	Yes	Yes
Mobile app	Yes
Visual sales pipeline		Yes
Email sync		Yes

Creatio CRM vs InvestGlass CRM

Creatio CRM

InvestGlass CRM