Creatio Sales
What Creatio Sales is
Creatio Sales is an agentic sales platform for managing the sales cycle, from leads and opportunities through forecasts, contracts, documents, orders, invoices, and collaboration. Its AI agents cover tasks including account research, quote generation, meeting preparation, forecasting, territory management, next steps, CRM updates, and lead scoring. Quote tools assist with product selection, pricing approvals, and personalized quote creation. Revenue intelligence evaluates CRM and activity signals to provide recommendations and support pipeline and forecast reviews. Creatio lists integrations with Google mail, calendar, and contacts, Microsoft Exchange and Microsoft 365, and telephony services; custom REST API integrations are also supported. Marketplace apps and connectors include Zapier, Microsoft Power BI, Zoom, Okta, and Azure Active Directory. The platform is available on web, iOS, and Android, with API and self-hosted options; deployment choices include cloud, on-premise, and hybrid. Creatio Sales has a 14-day free trial for an unlimited number of users, but no free plan. The listed plan is $15 a month per user, requires a Platform plan, has a $10,000 yearly minimum purchase for new customers, and a standard three-year contract.
Who it suits
Creatio Sales suits sales teams that need lead and opportunity workflows alongside quotes, forecasting, and order management. Its web, mobile, and deployment options may fit organizations with varied access or hosting needs.
What it does well
- 14-day trial covers an unlimited number of users.
- AI agents support research, quotes, and lead scoring.
- Custom REST API integrations are supported.
- Cloud, on-premise, and hybrid deployment are described.
What to know first
- There is no free plan.
- The plan requires a Platform plan.
- New customers have a $10,000 yearly minimum purchase.
- Standard contract term is three years.
Limits
The free access is a 14-day trial. The listed Creatio Sales plan costs $15 per user per month, requires a Platform plan, has a $10,000 annual minimum purchase for new customers, and uses a standard three-year contract term.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Creatio Sales | per user / month · Requires a Platform plan; minimum purchase for new customers is $10,000 per year; standard contract term is 3 years | $15 a month |
As creatio.com lists them, read 9 Oct 2026. The maker's own page has the final word.
Getting started
- Open the Creatio Sales website
- Start the 14-day free trial for unlimited users
- Choose web, mobile, API, or self-hosted access
- Connect email, calendar, contacts, telephony, or marketplace services
- Configure lead, proposal, forecasting, and workflow processes
Verdict
Creatio Sales covers a broad set of sales-cycle tasks, with agents, integrations, and mobile access. The trial is available, but buyers should account for its Platform plan requirement, minimum purchase, and contract term.
Questions
Is there a free plan?
No. Creatio Sales offers a 14-day free trial for an unlimited number of users.
How much does Creatio Sales cost?
The listed plan is $15 a month per user. It requires a Platform plan, and new customers have a $10,000 annual minimum purchase with a standard three-year contract.
Which platforms are supported?
Creatio Sales is available on web, API, self-hosted deployments, iOS, and Android.
What integrations are listed?
Integrations include Google mail, calendar and contacts, Microsoft Exchange, Microsoft 365, telephony services, and custom REST APIs. Marketplace options include Zapier, Microsoft Power BI, Zoom, Okta, and Azure Active Directory.
What do the AI agents handle?
Agents are listed for account research, quote generation, meeting preparation, Teams and Outlook, forecasting, territory management, next steps, order fulfillment, CRM updates, and lead scoring.
What deployment options are available?
Creatio describes cloud, on-premise, and hybrid deployment, alongside its web, mobile, API, and self-hosted access options.
Facts from Creatio Sales's own pages
- AI agents
- The sales page lists agents for account research, quote generation, meeting preparation, Microsoft Teams and Outlook, forecasting, territory management, next best steps, order fulfillment, CRM data updates, and lead scoring. · creatio.com, 9 Oct 2026
- Deployment
- Creatio describes cloud, on-premise, and hybrid deployment options for secure data hosting. · creatio.com, 9 Oct 2026
- Headquarters
- Boston, Massachusetts, USA · creatio.com, 28 Sept 2026
- Integrations
- Creatio supports custom REST API integrations and lists out-of-the-box integrations including Google mail, calendar and contacts, Microsoft Exchange and Microsoft 365, and telephony services. · academy.creatio.com, 9 Oct 2026
- Marketplace
- Creatio Marketplace offers connectors and apps including Zapier, Microsoft Power BI, Zoom, Okta, and Azure Active Directory connectors. · marketplace.creatio.com, 9 Oct 2026
- Mobile
- Creatio's mobile app is available for iOS and Android through the App Store and Google Play. · academy.creatio.com, 9 Oct 2026
- Purpose
- Creatio Sales is an agentic sales platform for managing the end-to-end sales cycle. · creatio.com, 9 Oct 2026
- Quotes
- Creatio Sales supports AI-assisted product selection, automated pricing approvals, and personalized quote generation. · creatio.com, 9 Oct 2026
- Sales automation
- The product supports lead and opportunity workflows, sales forecasting, contract and document management, orders, invoices, and sales collaboration. · creatio.com, 9 Oct 2026
- Sales forecasts
- Revenue intelligence evaluates CRM and activity signals to provide sales recommendations and help teams review pipeline and forecasts. · academy.creatio.com, 9 Oct 2026
- Security
- Creatio's security page states that it complies with ISO/IEC 27001, HIPAA security requirements, and GDPR regulations, and describes separate databases for each customer. · creatio.com, 9 Oct 2026
- SOC 2
- Creatio announced completion of a SOC 2 Type II audit in February 2024. · creatio.com, 9 Oct 2026
- Support
- The pricing page lists Basic Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription. · creatio.com, 9 Oct 2026
- Trial
- Creatio advertises a 14-day free trial for an unlimited number of users. · creatio.com, 9 Oct 2026
- Who it serves
- Creatio says its platform serves thousands of clients in over 100 countries. · creatio.com, 9 Oct 2026
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