FREEDOM251

Freedom251 › Financial Services CRM Software

Creatio CRM

by Creatio CRM

Free trial AndroidAPIiPhoneSelf-hostedWeb

Visit Creatio CRM Alternatives Pricing

Creatio CRM's own site

What Creatio CRM is

Creatio CRM brings marketing, sales, and service work into an AI CRM and workflow platform. Teams can build applications with AI coding agents and visual no-code designers, then use prebuilt agents or create their own agents for CRM workflows. Sales tools cover leads, opportunities, forecasting, guided selling, orders, and contracts. Marketing features include audience segmentation, campaign management, email and omnichannel marketing, and events. Service teams get case management, AI-assisted self-service, communications across channels, knowledge management, and field service.

The platform is available on web and mobile, through an API, and as a self-hosted deployment. Its open API supports integrations, and documented built-in connections cover Google mail, calendar and contacts, Microsoft 365, and telephony services. Creatio Marketplace also offers apps, connectors, and AI agents, including connectors for Zapier, Zoom, and Microsoft Power BI. Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs. Its data processing centers are stated to comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards. There is a 14-day trial and no free plan. New customers have a minimum purchase of $8,300 per year and a standard three-year contract.

Who it suits

Creatio suits organizations that want sales, marketing, and service workflows on one platform, with no-code application building and AI agents. Its deployment options and integrations may suit teams connecting CRM work with existing business tools.

What it does well

  • Combines marketing, sales, and service workflows.
  • Build applications with no-code designers and AI coding agents.
  • Includes prebuilt agents and tools to create CRM workflow agents.
  • Marketplace includes apps, connectors, and AI agents.
  • Offers web, mobile, API, and self-hosted access.

What to know first

  • No free plan; the trial lasts 14 days.
  • New customers have a $8,300 per year minimum purchase.
  • The standard contract term is three years.

Limits

There is no free plan; access begins with a 14-day trial. New customers have a minimum purchase of $8,300 per year and a standard three-year contract.

Plans

PlanBilled and limitsPrice
GrowthCreatio Business & AI Studio · AI-native automationOn request
EnterpriseCreatio Business & AI Studio · Enterprise-scale automationOn request
Creatio SalesSales automation · Lead and opportunity workflows · Forecasting · Contract and document managementOn request
Creatio MarketingMarketing automation · Segmentation · Omnichannel campaigns · Lead-cycle orchestrationOn request
Creatio ServiceCase management · Omnichannel communications · SLA and queue management · Knowledge managementOn request
Sales productper user/month · Sales product; listed with the Enterprise platform plan$15 a month
Enterprise platformper user/month · Platform plan; minimum purchase for new customers is $8,300 per year; standard contract term is 3 years$55 a month
UnlimitedCustom · Full platform, all CRM products, and AI; no per-user limitsOn request

As creatio.com lists them, read 20 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit https://www.creatio.com/crm.
  2. Start the 14-day trial.
  3. Choose a CRM product or platform plan for your needs.
  4. Select web, mobile, API, or a self-hosted deployment option.
  5. Connect supported services through the open API or Marketplace.

Verdict

Choose Creatio if your organization needs connected marketing, sales, and service work with application building and CRM agents. The main reasons to look elsewhere are the annual minimum purchase and standard three-year contract, especially for a smaller or shorter-term deployment.

Questions

Does Creatio CRM have a free plan?

No. Creatio offers a 14-day trial.

How much does Creatio cost?

The Sales product is listed at $15 a month per user, and the Enterprise platform at $55 a month per user. New customers have a minimum purchase of $8,300 per year and a standard three-year contract.

Which platforms does Creatio support?

The listed platforms are Android, iOS, web, API, and self-hosted. The pricing page describes a mobile-only user type that has no web interface or API access.

What integrations are available?

Documented built-in integrations include Google mail, calendar and contacts, Microsoft 365, and telephony services. Marketplace connectors include Zapier, Zoom, and Microsoft Power BI.

Who makes Creatio CRM?

The maker is Creatio CRM, founded in 2014 and headquartered in Boston, Massachusetts, United States.

What support plans are listed?

AI Support is free. Business Support is 10% of the subscription, and Premium Support is 20%.

Facts from Creatio CRM's own pages

AI agents
The CRM offers prebuilt agents and no-code tools to create agents for CRM workflows. · creatio.com, 3 Oct 2026
AI features
Yes · creatio.com, 20 Sept 2026
Deployment
Creatio Marketplace materials describe both cloud and on-site deployment options. · marketplace.creatio.com, 3 Oct 2026
Founded
2014 · creatio.com, 28 Sept 2026
Free plan
No · creatio.com, 20 Sept 2026
Free trial
Yes · creatio.com, 20 Sept 2026
Headquarters
Boston, Massachusetts, United States · creatio.com, 28 Sept 2026
Integrations
Creatio's open API supports integrations, and documented out-of-the-box integrations include Google mail, calendar and contacts, Microsoft 365, and telephony services. · academy.creatio.com, 3 Oct 2026
Marketing
Marketing features include segmentation, campaign management, omnichannel marketing, email marketing, and event management. · creatio.com, 3 Oct 2026
Marketing automation
Yes · creatio.com, 20 Sept 2026
Marketplace
Creatio Marketplace offers apps, connectors, and AI agents, including connectors for Zapier, Zoom, and Microsoft Power BI. · marketplace.creatio.com, 3 Oct 2026
Minimum purchase
Creatio states that new customers have a minimum purchase of $8,300 per year and a standard contract term of three years. · creatio.com, 3 Oct 2026
Mobile
The pricing page describes a mobile-only user type that accesses Creatio through the mobile application and has no access to the web interface or API. · creatio.com, 3 Oct 2026
Mobile app
Yes · creatio.com, 20 Sept 2026
No-code
The platform combines AI coding agents with no-code visual designers for building applications. · creatio.com, 3 Oct 2026
Product
Creatio describes its CRM as an AI CRM and workflow platform for marketing, sales, and service. · creatio.com, 3 Oct 2026
Sales
Sales features include lead and opportunity management, forecasting, guided selling, and order and contract management. · creatio.com, 3 Oct 2026
Security
Creatio says its data processing centers comply with GDPR, ISO 27001, HIPAA, SOC 1, and SOC 2 standards. · creatio.com, 3 Oct 2026
Security controls
Creatio describes customer-specific databases, encrypted data, SAML 2.0 single sign-on, configurable permissions, and audit logs. · creatio.com, 3 Oct 2026
Service
Service features include case management, AI-assisted self-service, omnichannel communications, knowledge management, and field service. · creatio.com, 3 Oct 2026
Support
The pricing page lists AI Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription. · creatio.com, 3 Oct 2026

Where Creatio CRM stands on Freedom251

Look at these too