Skip to content
Creatio logo

Creatio

Verificado

Ventas y CRM · www.creatio.com

¿Es tu herramienta? Reclama esta ficha →

Resumen

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.

El problema que resuelve Creatio

Mid-market and enterprise teams often need CRM functionality plus custom, multi-step business processes that off-the-shelf CRMs don’t model well without expensive developer customization. Creatio solves this by pairing standard Sales/Marketing/Service CRM modules with a no-code BPM/workflow engine and embedded AI agents, so ops and business users — not developers — can design and modify complex processes directly in the platform. The tradeoff, per reviewers, is a steeper learning curve and implementation effort than simpler CRMs.

Contexto para decidir

Usa estos puntos para comprobar si el producto encaja con tu operación, no solo con la lista de funciones.

  • Precio de entrada publicado: $40 per user / month. Confirma límites de usuarios, uso y funciones por plan.
  • Despliegue: cloud, on_premise. Comprueba requisitos de seguridad, residencia de datos y acceso para todos los equipos que lo utilizarán.
  • Integraciones verificadas: Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp, DocuSign, PandaDoc, ZoomInfo Sales. Valida el sentido de sincronización y los límites del plan elegido.
  • La ficha se comprobó por última vez el 31/7/2026; los precios y las funciones pueden cambiar.

Cómo evaluar Creatio

Una ficha ayuda a crear una lista corta; una prueba con el flujo real del equipo decide si la herramienta encaja. Usa esta lectura junto con los datos estructurados y confirma cualquier cambio con el proveedor.

Encaje de flujo

El registro la considera especialmente adecuada para 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. Comprueba que ese contexto coincide con el volumen, los roles y los procesos que debe soportar tu equipo.

Preguntas del piloto

  • ¿Puede Creatio completar el flujo crítico sin trabajo manual fuera de la herramienta?
  • ¿Las conexiones registradas (Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp, DocuSign) cubren el sentido de sincronización, los permisos y el volumen que necesitamos?
  • ¿Qué límites de usuarios, uso, almacenamiento, soporte o seguridad aparecen después del precio inicial?

Evidencia y vigencia

Esta ficha se comprobó el 31/7/2026. La fecha indica cuándo se revisó el registro, no una garantía de que el proveedor no haya cambiado sus condiciones después.

Ideal para

  • 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

No encaja 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

Por qué está listada

  • No-code BPM/workflow engine paired with CRM lets ops teams build custom processes without developers.
  • Embeds Predictive, Generative, and Agentic AI across all plans rather than gating it behind a top tier.

Precios

Growth

$40 per user / month

Entry platform tier aimed at small and growing businesses starting with CRM and workflow automation.

  • No-code workflow/BPM designer
  • Base AI token allocation
  • Custom objects and 360° customer view
  • Core CRM object model with standard integrations
  • Standard support tier

Enterprise

$75 per user / month

Mid-market/enterprise tier adding advanced security, compliance, and deeper integration capacity on top of Growth.

  • Advanced security, governance, and compliance controls
  • Higher/unlimited workflow action allowance
  • Larger AI token allotment
  • Deeper integration and API access

Unlimited

Custom pricing

Flat-fee, enterprise-wide plan that removes per-seat licensing entirely.

  • Unlimited users, custom AI agents, applications, and workflows
  • Unlimited custom objects and API calls
  • All three CRM products included at no extra per-user cost
  • Negotiated flat annual price scaled to organization size

Funciones

AI featuresPredictive AI, Generative AI, and Agentic AI embedded across all plans.
Custom objectsCore no-code differentiator — users build custom data objects and mini-apps without developers.
Email & calendar syncNative two-way sync with Microsoft 365/Outlook and Google Workspace/Gmail.
Lead scoringAI lead-conversion agent scores leads and recommends next steps / routing.
Mobile appMobile sales app supports offline work, sync, and route optimization for field reps.
Native callingNo built-in dialer; calling requires a CTI connector or TAPI 2.0-compatible phone system.
Public APIREST/OData APIs documented for integration and custom development.
Reporting & dashboardsBuilt-in dashboards and analytics.
Sales forecastingPipeline and revenue-outlook forecasting included in Sales Creatio.
Workflow automationCore product strength inherited from its bpm’online (BPM) origins.

Integraciones

Microsoft 365 / OutlookGoogle Workspace / GmailMailchimpDocuSignPandaDocZoomInfo SalesApollo.ioZapierJotFormCyclrMapslyAdaWriterNovelVox CTIQuickBooks

Seguridad y cumplimiento

SOC 1SOC 2 Type IIISO/IEC 27001:2013GDPRHIPAAFedRAMP

Pros y contras

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

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

Qué muestra el registro

4.7/5
311 reviews agregadasÚltima comprobación 2026-07-31

Reviewers consistently praise Creatio's no-code workflow/process designer as more flexible than competitors like Salesforce Flow, but repeatedly flag a steep learning curve, implementation complexity requiring partner support, and confusing/stacked pricing.

Resumen y puntuación agregados de plataformas públicas de reseñas. Enlazamos a las reseñas originales en lugar de reproducirlas — lee la fuente antes de decidir.

Reseñas de usuarios

Escritas por cuentas de Audyense · moderadas antes de publicarse

Todavía no hay reseñas de usuarios.

¿Has usado Creatio? Sé el primero en contarles a otros compradores qué funcionó de verdad.