Creatio
Lead scoring, personalised recommendations, sentiment analysis and automated case routing, plus AI agents that prepare meeting briefs, generate proposals and draft emails and marketing content.
CRM suite built on a no-code platform, so the same tooling that runs sales, marketing and service also builds around them.
- API
- Yes, OData 4 and OData 3 REST services plus DataService for custom payloads
- Hosting
- Cloud (Creatio Cloud) or on-site
Overview
Creatio is a CRM suite sold as three products on one platform: Sales for lead and opportunity tracking; Marketing for multichannel campaigns, segmentation and lead nurturing; and Service for ticket and case management across email, phone, chat and social. All three share a central contact and account database and the same workflow automation. What sets the suite apart is the no-code platform underneath it, which is what customers extend when the standard object model does not fit. It runs in Creatio Cloud or on-site, across three platform plans.
Our take
Creatio makes most sense for an organisation whose processes will not survive contact with an off-the-shelf pipeline, because the platform underneath is the actual product and the three CRM apps are the worked example of what it can build. That is also the commitment being made: a suite you extend is one somebody has to own, and the no-code framing lowers the skill needed without removing the need for a person. The plan boundary is worth reading closely rather than the plan names, since the Growth tier carries hard resource ceilings on process executions, API calls and roles that a busy deployment can reach well before anyone expects to upgrade. Budgeting is the awkward part: the entry plans are per seat while Unlimited is quoted against the size of the organisation, so the two are not comparable on a spreadsheet and the crossover point has to come from the vendor.
Key Facts
| Category | |
|---|---|
| API | Yes, OData 4 and OData 3 REST services plus DataService for custom payloads |
| Hosting | Cloud (Creatio Cloud) or on-site |
Screenshots
Placeholders. They are replaced as soon as the vendor sends material, and both open the same short form.
Features
- Contacts and companies
- Yes, a central contact and account database shared by the Sales, Marketing and Service products, intended as a single view of the customer
- Deal pipeline
- Yes, lead and opportunity tracking with pipeline management in the Sales product, plus AI lead scoring
- Email and calendar
- Yes, email over IMAP and SMTP, and Google mail, calendar and contacts synchronisation
- Workflow automation
- Yes, workflow automation for follow-ups, data entry and approvals across all three products, built on the no-code platform; the Growth plan caps business process execution at 50,000 elements per month
- Reporting and forecasting
- Yes, revenue forecasting in the Sales product, with AI-driven analytics and predictive scoring
- Integrations and API
- Yes, OData 4 and OData 3 REST services and a DataService for custom data, plus telephony connectors for Webitel, Asterisk, Cisco Finesse, TAPI, CallWay, Infinity and Avaya. The Growth plan caps OData calls at 10,000 per day per full user licence
Integrations
- Google Mail
- Google Calendar
- Google Contacts
- Webitel
- Asterisk
- Cisco Finesse
- TAPI
- CallWay
- Infinity
- Avaya
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Browser-based
- On-premise
- Support
-
- Email helpdesk
- Phone
- Community forum
- Onboarding
-
- Documentation and knowledge base
- Video tutorials
- Guided onboarding
- Live online demos and webinars
- On-site training
- Company size
-
- Small and mid-sized
- Enterprise
Pros and Cons
Strengths
- Sales, marketing and service on one platform with a shared contact and account database
- No-code platform underneath, so the data model and workflows can be extended without a development project
- Runs in Creatio Cloud or on-site
- OData 4 and OData 3 REST services, plus connectors for seven telephony systems
- AI lead scoring, sentiment analysis, case routing and agents that draft proposals and marketing content
Limitations
- The Growth plan carries hard resource caps: 50,000 business process elements per month, 10,000 daily OData calls per full user licence and 50 roles
- Single sign-on requires the Enterprise plan or above
- Unlimited is quoted against the size of the organisation rather than per seat, so plans are not directly comparable
- Prices are not published on a page that can be read without the interactive calculator
- Phone support and onboarding need the paid Business or Premium support plan, charged at 10 or 20 percent of the subscription
Pricing
-
Growth
Not stated
Per-user platform plan. Capped at 50,000 business process elements per month, 10,000 OData API calls per day per full user licence and 50 organisational or functional roles.
-
Enterprise
Not stated
Per-user platform plan. Adds single sign-on and raises or removes the Growth resource caps.
-
Unlimited
Not stated
Priced by the scale of the organisation rather than per seat. Unlimited users, custom agents, applications, workflows, custom objects and API calls, with all CRM products included.
Alternatives and Comparisons
FAQ
- What is the difference between Creatio's Sales, Marketing and Service products?
- Sales handles lead and opportunity tracking, pipeline management and revenue forecasting. Marketing handles multichannel campaigns, segmentation and lead nurturing. Service handles ticket and case management with omnichannel support across email, phone, chat and social. All three sit on the same platform and share one contact and account database, and all three are included in the Unlimited plan.
- Can Creatio be run on our own servers?
- Yes. Creatio is offered as Creatio Cloud and as an on-site deployment.
- What are the differences between the Growth, Enterprise and Unlimited plans?
- Growth and Enterprise are per-user plans. Growth carries resource ceilings of 50,000 business process elements a month, 10,000 OData API calls a day per full user licence and 50 organisational or functional roles; Enterprise raises or removes those and adds single sign-on. Unlimited is priced against the size of the organisation instead of per seat and removes the per-user limits on users, agents, applications, workflows, custom objects and API calls.
- How does Creatio integrate with other systems?
- Over OData 4 and OData 3 REST services, with a DataService for transferring custom data to the back end. Email connects by IMAP and SMTP, Google mail, calendar and contacts are supported directly, and there are telephony connectors for Webitel, Asterisk, Cisco Finesse, TAPI, CallWay, Infinity and Avaya.
What users say
Reviews
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- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
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