Creatio
VerifiedSales & CRM · www.creatio.com
Overview
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.
The problem Creatio solves
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.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $40 per user / month. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud, on_premise. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp, DocuSign, PandaDoc, ZoomInfo Sales. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 7/31/2026; pricing and features can change.
How to evaluate Creatio
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a 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. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can Creatio complete the critical workflow without manual work outside the product?
- Do the recorded connections (Microsoft 365 / Outlook, Google Workspace / Gmail, Mailchimp, DocuSign) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 7/31/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best 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
Not a 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
Why it’s listed
- 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.
Pricing
Growth
$40 per user / monthEntry 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 / monthMid-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 pricingFlat-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
Features
Integrations
Security & compliance
Pros & cons
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
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
What we found
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.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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