Creatio AI CRM 2026 Overview: Pricing, Ratings & Details

Creatio AI CRM Product Overview

  1. About Creatio CRM
  2. Pros of Creatio CRM
  3. Cons of Creatio CRM
  4. Breakdown of core features

Creatio CRM is a no-code suite of marketing, sales, and service automation products for organizations to automate the entire customer journey with freedom. It offers Marketing Creatio for marketing campaigns and lead management workflows, Sales Creatio for sales processes of any type, and Service Creatio for customer service workflows of any complexity.

Creatio CRM products are deployable as a single CRM bundle or as standalone solutions to fit the company’s exact needs. The suite can handle complex B2B sales, e-commerce, partner relationship management, customer service, or all of the above. In addition to rich OOTB CRM features, Creatio CRM places a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, and flexible dashboards. Also, numerous composable apps, ready-to-go solutions, and add-ons are downloadable from the Creatio Marketplace.

Pros of Creatio CRM

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Creatio integrates marketing, sales, and services into one platform. Out-of-the-box capabilities allow companies to quickly implement processes. Users can comment and collaborate on customers and leads, as well as follow certain profiles and projects.

Cons of Creatio CRM

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While coding is minimal, some is still required for creating forms. Email marketing is not as seamless as dedicated newsletter software.

Breakdown of core features

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360° customer view

Creatio allows users to view customers, leads, and opportunities. The system also stores all interactions history in their profiles. Profiles can be further organized by categories set by the user, like location, and industry.

Business process management

Creatio’s BPM engine enables users to automate internal business processes. Prebuilt best practice processes powered by AI also take the guesswork out for companies, designed to yield positive results in the shortest possible period.

Lead management

Professional lead management tools allow users to capture and track leads and qualify them based on their readiness as well as assign leads to the proper agent or team.

Alternatives to Creatio CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

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Features

  • Territory Management
  • Email / Drip Marketing
  • Lead Management
  • Softphone / Click-to-Call
  • Contact Management
  • Visual Resource Forecasting
  • Project & Portfolio Management
  • Sales Tracking
  • Order Management
  • API
  • Inventory Management
  • Payment Processing / Point-of-Sale
  • CRM Integration
  • Marketing Programs / Lead Generation
  • Lead Scoring
  • Budget / Expense Tracking
  • Collaboration Tools
  • Mobile Capabilities
  • Call Management
  • Resources Management
  • Help desk
  • Consulting Services on Campaigns
  • Email / Marketing Automation
  • API
  • Task Management
  • Contact Management
  • Dashboards
  • Data Warehousing
  • Interactive Voice Response (IVR)
  • Ordering / Procurement
  • Knowledge Base
  • Performance Management
  • Social Marketing
  • Workflow Management
  • General Ledger
  • Automatic Notifications
  • Document Management / Sharing
  • Landing Page Creation / Management
  • Invoicing / Billing
  • A/B Testing
  • Cloud Platform
  • Resource & Skill Matching
  • Phone System Integration
  • Custom Fields / Forms
  • Payroll
  • Dashboard
  • Self-Service Portal
  • Time Sheets / Time Tracking
  • Lead Management
  • Content Personalization
  • Reports
  • Billing / Invoicing
  • Template / Form Creation Tools
  • Membership Management
  • Time Tracking
  • Webinars
  • Departmental Accounting
  • Collaboration Tools
  • Bounce Tracking
  • Call Monitoring / Recording
  • Document Management / Sharing
  • Data Enrichment
  • Lead Nurturing
  • Real Time Analysis
  • Customer Management
  • Campaign Management
  • Dashboards
  • Training / Support Resources
  • Debt Collection Services
  • VAT
  • Graphic User Interface
  • Billing / Invoicing
  • 24/7 Customer Support
  • Mobility
  • Contract Management
  • Data Backup
  • Click / Conversion Tracking
  • Analytics / Reports
  • Database Maintenance
  • Order Management
  • Encryption
  • GIS / Mapping
  • Social Media Integration
  • Automatic Call Distributor (ACD)
  • Sales Forecasting
  • eCommerce Integration
  • Analytics
  • Calendar
  • Pipeline Management
  • Instant Message / Internal Message
  • Forecasting
  • Estimates / Quotes
  • Reporting/Analytics
  • Real Time Analysis
  • Ticketing / Issue Tracking
  • Predictive Dialer
  • Notifications
  • Accounts Receivable/Payable
  • Access Control
  • Offline Functionality
  • Data Governance

Pricing

  • Average
  • High-end

Integrations

  • Facebook
  • Gmail
  • Google
  • LDAP
  • MailChimp
  • Mandrill
  • Microsoft Exchange
  • Microsoft Outlook
  • Tableau
  • Twitter

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