Creatio CRM vs Shape
Creatio CRM
creatio.com
Shape
setshape.comSide by side
| Figure | Creatio CRM | Shape |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 8 | 3 |
| Spec score · Financial Services CRM Software | 8.8 (#5) | 7.0 (#25) |
| Founded | 2014 | 2009 |
| Headquarters | Boston, Massachusetts, United States | Irvine, California, United States |
| Marketing | Marketing features include segmentation, campaign management, omnichannel marketing, email marketing, and event management. | Shape includes pre-made flyers, emails, landing pages, social media tools, and campaigns for every stage of the loan process. |
| 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. | The Shape mobile app is available for Apple and Android devices and supports contacts, notes, messages, calling, email, activity, and file uploads. |
| Product | Creatio describes its CRM as an AI CRM and workflow platform for marketing, sales, and service. | Shape is an all-in-one mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting. |
| Security | Creatio says its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards. | Shape states that it has SOC 2 Type I and Type II reports, SOC 1 Type II, HIPAA, PIPEDA, and PHIPA compliance practices. |
| Security controls | Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs. | Its security overview describes SSL encryption, intrusion detection and prevention systems, access auditing, virus scanning, restricted employee access, and periodic backups. |
| Support | The pricing page lists AI Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription. | Every plan includes complimentary expert onboarding, 24/7 instant AI chat support, dedicated email support, a phone support line, live training webinars, and video tutorials. |
Plans
Creatio CRM
- GrowthPrice not published
- EnterprisePrice not published
- Creatio SalesPrice not published
- Creatio MarketingPrice not published
- Creatio ServicePrice not published
- Sales product$15 a month
- Enterprise platform$55 a month
- UnlimitedPriced on request
In their own words
Creatio CRM
Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service. It combines AI coding agents with visual no-code designers for building applications, and offers prebuilt AI agents alongside tools for creating agents for CRM workflows. Sales features cover leads, opportunities, forecasting, guided selling, and order and contract management. Marketing includes segmentation, campaign management, omnichannel and email marketing, and event management. Service tools include case management, AI-assisted self-service, omnichannel communications, knowledge management, and field service. An open API supports integrations, with documented options including Google mail, calendar, and contacts, Microsoft 365, and telephony services. Creatio Marketplace offers apps, connectors, and AI agents. The listed Sales product is $15 a month per user; the Enterprise platform is $55 a month per user. New customers have a minimum purchase of $8,300 per year and a standard three-year contract. A 14-day trial is listed, and there is no free plan. Creatio was founded in 2014 and is headquartered in Boston.