Creatio CRM vs Velocify
Creatio CRM
creatio.comVelocify
mortgagetech.ice.comSide by side
| Figure | Creatio CRM | Velocify |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 8 | 1 |
| Spec score · Financial Services CRM Software | 8.8 (#5) | 6.7 (#27) |
| Founded | 2014 | 2000 |
| Headquarters | Boston, Massachusetts, United States | Pleasanton, California, United States |
| Security | Creatio says its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards. | ICE says it conducts regular security testing and independent penetration tests, and annual SOC 1 and SOC 2 audits across various product offerings; reports are available to customers through its TPRM Portal. |
| Support | The pricing page lists AI Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription. | LeadManager support includes live support, onboarding, ongoing training and strategic consulting services. |
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.
Velocify
Velocify has no write-up on Specifiction yet; its figures are above.