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Creatio vs. Planhat

Elaborado a partir del registro investigado y revisado de cada herramienta. Las cifras se contrastan con las páginas públicas de precios en el momento de la investigación — confirma siempre el precio actual con el proveedor antes de comprar.

La versión corta

Creatio parte de $40 por usuario, frente a Planhat con Custom pricing. Creatio tiene la valoración agregada más alta (4.7/5 frente a 4.5/5). Planhat lista más integraciones (19+ frente a 15+).

Comparación completa

Creatiodesde $40 per user / month
Planhatdesde Custom pricing
Audyense Score79ASSólido66ASAceptable
PosicionamientoA 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.
Plan gratuitoNoNo
ImplementaciónNube / SaaS, Instalación localNube / SaaS
Mejor encajePYME, Mediana empresa, EmpresaPYME, Mediana empresa, Empresa
Planes de precio
  • Growth$40
  • Enterprise$75
  • UnlimitedCustom pricing
  • PlanhatCustom pricing
AI featuresSíPredictive AI, Generative AI, and Agentic AI embedded across all plans.SíRepositioned around ‘agentic’ AI (automated touchpoint capture, AI-driven playbooks, MCP integration).
Custom objectsSíCore no-code differentiator — users build custom data objects and mini-apps without developers.SíHighly flexible, custom data model is a repeatedly cited strength in reviews.
Email & calendar syncSíNative two-way sync with Microsoft 365/Outlook and Google Workspace/Gmail.SíNative email and calendar integration included on all plans.
Lead scoringSíAI 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 appSíMobile 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 callingParcialNo 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 APISíREST/OData APIs documented for integration and custom development.SíOpen API access included across plans plus a documented developer portal.
Reporting & dashboardsSíBuilt-in dashboards and analytics.ParcialCustomizable dashboards are core, but reviewers flag reporting/analytics as less polished than dedicated BI tools.
Sales forecastingSíPipeline and revenue-outlook forecasting included in Sales Creatio.ParcialCRM module includes revenue/pipeline tracking, but this is a newer addition layered onto a CS-first platform.
Workflow automationSíCore product strength inherited from its bpm’online (BPM) origins.SíPlaybook-based automation is a headline feature and consistently praised in reviews.
Integraciones verificadas15+19+
Valoración agregada4.7 · 311 reviews4.5 · 953 reviews
Integraciones
Microsoft 365 / OutlookGoogle Workspace / GmailMailchimpDocuSignPandaDocZoomInfo Sales+9 más
SalesforceHubSpotPipedriveZendeskFreshdeskIntercom+13 más
Seguridad y cumplimiento
SOC 1SOC 2 Type IIISO/IEC 27001:2013GDPR+2 más
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
Contras
  • 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
Visitar Creatio ↗Visitar Planhat ↗

Lectura editorial de la comparación

La tabla resume los datos estructurados; esta sección explica cómo interpretar las diferencias para una decisión de compra real.

Encaje y límites de cada herramienta

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.

Encaja especialmente con: 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

Puede no encajar si: 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.

Encaja especialmente con: 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

Puede no encajar si: 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

Precios y estructura de planes

Creatio: Precio inicial publicado $40 per user / month

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

Planhat: Precio inicial publicado Custom pricing

  • PlanhatCustom pricing

Capacidades que conviene validar

  • 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.

Preguntas antes de cambiar

  • ¿El plan de Creatio incluye las funciones y límites que necesitamos?
  • ¿El plan de Planhat incluye las funciones y límites que necesitamos?
  • 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?

Cómo evaluar esta lista corta

Una comparación útil convierte las diferencias de Ventas y CRM en una prueba concreta. Usa estos pasos para evitar elegir por una tabla de funciones o por el precio más bajo.

  1. Empieza con un flujo de trabajo representativo de Ventas y CRM, no con una lista de funciones. Define quién lo usará, qué datos entran y qué resultado debe producir.
  2. Prueba el recorrido completo con Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp: permisos, dirección de sincronización, errores y límites de volumen suelen importar más que el nombre de una integración.
  3. Compara el coste del escenario real, incluidos usuarios, uso, almacenamiento, soporte y cualquier requisito de contrato. El precio inicial por sí solo no mide el coste de adopción.
  4. Antes de cambiar, registra qué evidencia falta, pide una demostración del flujo crítico y confirma seguridad, residencia de datos, exportación y soporte con cada proveedor.

Las señales estructuradas ayudan a reducir la lista, pero una prueba con un flujo real sigue siendo la mejor forma de validar la decisión.

Base de investigación

Última comprobación: 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.

Fuentes consultadas: Creatio product site, G2, Capterra; Planhat product site, G2, Capterra