Creatio AI CRM 2026 Overview: Pricing, Ratings & Details
Creatio AI CRM Product Overview
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
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
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
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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Screenshots
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Features
- Dashboards
- Territory Management
- Email / Drip Marketing
- Lead Management
- Softphone / Click-to-Call
- Contact Management
- Visual Resource Forecasting
- Project & Portfolio Management
- Sales Tracking
- API
- Inventory Management
- Payment Processing / Point-of-Sale
- Customer Management
- CRM Integration
- Marketing Programs / Lead Generation
- Lead Scoring
- Budget / Expense Tracking
- Collaboration Tools
- Data Backup
- Mobile Capabilities
- Call Management
- API
- Resources Management
- Help desk
- Real Time Analysis
- Consulting Services on Campaigns
- Analytics
- Email / Marketing Automation
- Task Management
- Dashboards
- Data Warehousing
- Document Management / Sharing
- Interactive Voice Response (IVR)
- Ordering / Procurement
- Knowledge Base
- Performance Management
- Social Marketing
- Workflow Management
- General Ledger
- Landing Page Creation / Management
- Invoicing / Billing
- A/B Testing
- Resource & Skill Matching
- Phone System Integration
- Collaboration Tools
- Automatic Notifications
- Payroll
- Access Control
- eCommerce Integration
- Dashboard
- Self-Service Portal
- Time Sheets / Time Tracking
- Content Personalization
- Reports
- Lead Management
- Billing / Invoicing
- Billing / Invoicing
- Template / Form Creation Tools
- Membership Management
- Time Tracking
- Custom Fields / Forms
- Webinars
- Departmental Accounting
- Bounce Tracking
- Call Monitoring / Recording
- Document Management / Sharing
- Data Enrichment
- Lead Nurturing
- Real Time Analysis
- Campaign Management
- Training / Support Resources
- Contact Management
- Debt Collection Services
- VAT
- Mobility
- Graphic User Interface
- 24/7 Customer Support
- Sales Forecasting
- Contract Management
- Click / Conversion Tracking
- Cloud Platform
- Analytics / Reports
- Database Maintenance
- Order Management
- Encryption
- GIS / Mapping
- Social Media Integration
- Automatic Call Distributor (ACD)
- Calendar
- Pipeline Management
- Instant Message / Internal Message
- Forecasting
- Estimates / Quotes
- Reporting/Analytics
- Ticketing / Issue Tracking
- Predictive Dialer
- Notifications
- Accounts Receivable/Payable
- Offline Functionality
- Order Management
- Data Governance
Pricing
- Average
- High-end
Integrations
- Gmail
- LDAP
- MailChimp
- Mandrill
- Microsoft Exchange
- Microsoft Outlook
- Tableau
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