Side-by-side record

Creatio vs. Planhat

A side-by-side view of the product records we have today. Use it to narrow the question, then confirm current pricing, limits, and security details with each vendor.

The short version

Creatio starts at $40 per seat, versus Planhat at Custom pricing. Creatio carries the higher aggregate rating (4.7/5 vs 4.5/5). Planhat lists more integrations (19+ vs 15+).

Full comparison

	Creatiofrom $40 per user / month	Planhatfrom Custom pricing
Audyense Score	79ASStrong	66ASFair
Positioning	A composable CRM and business-process-automation platform combining no-code workflow design with built-in AI agents.	A customer platform that unifies account data, health scoring, and workflow automation for B2B customer success and account management teams.
Free tier	No	No
Deployment	Cloud / SaaS, On-premise	Cloud / SaaS
Best fit	SMB, Mid-market, Enterprise	SMB, Mid-market, Enterprise
Pricing plans	Growth$40 Enterprise$75 UnlimitedCustom pricing	PlanhatCustom pricing
AI features	YesPredictive AI, Generative AI, and Agentic AI embedded across all plans.	YesRepositioned around ‘agentic’ AI (automated touchpoint capture, AI-driven playbooks, MCP integration).
Custom objects	YesCore no-code differentiator — users build custom data objects and mini-apps without developers.	YesHighly flexible, custom data model is a repeatedly cited strength in reviews.
Email & calendar sync	YesNative two-way sync with Microsoft 365/Outlook and Google Workspace/Gmail.	YesNative email and calendar integration included on all plans.
Lead scoring	YesAI lead-conversion agent scores leads and recommends next steps / routing.	NoScoring engine is built for customer health/churn-risk, not top-of-funnel lead scoring.
Mobile app	YesMobile sales app supports offline work, sync, and route optimization for field reps.	NoNo evidence of a dedicated native mobile app; product appears web-only.
Native calling	PartialNo built-in dialer; calling requires a CTI connector or TAPI 2.0-compatible phone system.	NoNo native dialer; integrates with third-party calling tools (Aircall, Ringover, Gong) instead.
Public API	YesREST/OData APIs documented for integration and custom development.	YesOpen API access included across plans plus a documented developer portal.
Reporting & dashboards	YesBuilt-in dashboards and analytics.	PartialCustomizable dashboards are core, but reviewers flag reporting/analytics as less polished than dedicated BI tools.
Sales forecasting	YesPipeline and revenue-outlook forecasting included in Sales Creatio.	PartialCRM module includes revenue/pipeline tracking, but this is a newer addition layered onto a CS-first platform.
Workflow automation	YesCore product strength inherited from its bpm’online (BPM) origins.	YesPlaybook-based automation is a headline feature and consistently praised in reviews.
Integrations verified	15+	19+
Aggregate rating	4.7 · 311 reviews	4.5 · 953 reviews
Integrations	Microsoft 365 / OutlookGoogle Workspace / GmailMailchimpDocuSignPandaDocZoomInfo Sales+9 more	SalesforceHubSpotPipedriveZendeskFreshdeskIntercom+13 more
Security & compliance	SOC 1SOC 2 Type IIISO/IEC 27001:2013GDPR+2 more	SOC 2 Type IIISO 27001GDPRCCPA
Pros	No-code process/workflow designer lets non-developers build multi-step approval flows, custom objects, and mini-applications AI (predictive, generative, and agentic) is embedded across plans rather than reserved for a top tier Strong customization and flexibility scores relative to competitors like Salesforce Sales Cloud High-rated support quality	Clean, well-designed, highly customizable interface — users can lay out dashboards and views to match their own workflow Strong 360-degree customer view with dynamic health scoring that makes it easy to spot renewal/churn risk Powerful playbook/workflow automation that saves CSMs manual work Responsive, knowledgeable customer support called out repeatedly across review platforms
Cons	Steep learning curve — cited as the most common complaint across G2 review-theme summaries Implementation is complex and often requires a partner/integrator, with documentation gaps reported UI can feel outdated/clunky in places Pricing is layered: base platform fee + per-product add-ons + a $10,000/year minimum commitment	Real learning curve for advanced features — building filters, triggers, and complex workflows often requires a dedicated technical admin Reporting and analytics module is less polished than dedicated BI or reporting-only tools CRM sync/integration setup described by some users as unintuitive and fiddly to manage Fully custom, quote-only pricing with no public numbers makes it hard to budget or comparison-shop up front
	Visit Creatio ↗	Visit Planhat ↗

Editorial read of this comparison

The table summarizes structured facts; this section explains what the differences mean for a real buying decision.

Where each tool fits, and where it may not

Creatio

Creatio is a no-code platform for CRM and business process management, letting non-developers build workflows, custom objects, and full mini-applications on top of pre-built Sales, Marketing, and Service CRM products. It differentiates on its BPM/workflow engine and on embedding Predictive AI, Generative AI, and Agentic AI across its core plans rather than gating AI behind a top tier. It supports both cloud and on-premise deployment, targeting mid-market to enterprise organizations that want deep customization without custom code.

A particularly good fit for: Mid-market and enterprise teams that want to build custom, multi-step business processes without hiring developers Organizations that need both CRM and broader BPM/workflow automation in one platform rather than separate tools Companies wanting cloud or on-premise deployment flexibility

May be a poor fit if: Very small teams (under ~10-15 users) — the $10,000/year minimum and per-product add-on pricing make it disproportionately expensive at small scale Buyers wanting a simple, fast-to-deploy CRM with minimal configuration

Planhat

Planhat is a customer platform that centralizes account, usage, and revenue data into a single customer view, with dynamic health scoring, playbook automation, and dashboards built for customer success and account management teams. It positions itself as an alternative to point CS tools by also offering CRM and professional-services-automation modules on one data model, with an open API and deep customization.

A particularly good fit for: Customer success and account management teams that need a single system of record for account health, usage, and renewal risk Mid-market to enterprise B2B SaaS companies with a dedicated CS/RevOps function willing to invest time in configuration Organizations that want CS, light CRM, and professional-services automation on one underlying data model

May be a poor fit if: Very small teams or solo founders who want a low-cost, self-serve tool with transparent per-seat pricing Teams that need best-in-class native reporting/BI or heavy outbound sales-calling functionality out of the box

Pricing and plan structure

Creatio: Published starting price $40 per user / month

Growth$40 per user / month
Enterprise$75 per user / month
UnlimitedCustom pricing

Planhat: Published starting price Custom pricing

PlanhatCustom pricing

Capabilities worth validating

Creatio: AI features, Custom objects, Email & calendar sync, Lead scoring, Mobile app Integrations include Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp, DocuSign.
Planhat: AI features, Custom objects, Email & calendar sync, Public API, Reporting & dashboards Integrations include Salesforce, HubSpot, Pipedrive, Zendesk.

Questions to answer before switching

Does Creatio's selected plan include the features and limits we need?
Does Planhat's selected plan include the features and limits we need?
Does the exact integration path for Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp support the sync direction, permissions, and volume we need?
Will the deployment and data-residency model meet our security and procurement requirements?

How to evaluate this shortlist

A useful comparison turns the differences between Sales & CRM tools into a concrete test. Use these steps to avoid choosing from a feature table or the lowest headline price alone.

Start with a representative Sales & CRM workflow, not a feature checklist. Define who will use it, what data goes in, and what outcome the team needs.
Test the complete path through Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp: permissions, sync direction, failure handling, and volume limits often matter more than the integration name.
Compare the cost of the real scenario, including users, usage, storage, support, and contract requirements. The entry price alone does not measure adoption cost.
Before switching, list the evidence gaps, request a demo of the critical workflow, and confirm security, data residency, export, and support with each vendor.

Structured signals help narrow the shortlist, but a trial with a real workflow is still the best way to validate the decision.

Research basis

Last checked: 2026-07-31. Pricing, integrations, feature support, and review signals can change, so treat this as a research snapshot and verify the final decision with the vendor.

Sources consulted: Creatio product site, G2, Capterra; Planhat product site, G2, Capterra