Creatio Review

CRM SOFTWARE

Creatio scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-15Independent editorial review

Starting price
$40.00/user/month
Free plan
No
Free trial
Yes
Best for
Mid-market teams needing no-code CRM + workflows

Visit Creatio

View pricing

SoftwareGlimpse review

7.3/10

Good

Ease of use6
Pipeline management8
Sales automation9
Email capabilities7
Reporting7
Customization9

How we score →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

Contact management
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
What the demo shows
Creatio Excel import workflow
data import steps as presented by Creatio
Source: Official Creatio
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Official vendor tutorial
Creatio CRM tutorial: How to import from Microsoft Excel
What this shows
Creatio Excel import workflow
data import steps as presented by Creatio
• Creatio Excel import workflow
• data import steps as presented by Creatio
Lead management
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
SoftwareGlimpse teaching diagram: how Creatio pipelines move deals through stages.
Screenshot source ↗
Pipeline management
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
SoftwareGlimpse teaching diagram: how Creatio pipelines move deals through stages.
Screenshot source ↗
Deal management
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
SoftwareGlimpse teaching diagram: how Creatio pipelines move deals through stages.
Screenshot source ↗
Email sync
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Workflow automation
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
No-code workflow platform strength.
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
SoftwareGlimpse teaching diagram: how Creatio sales automation triggers actions from deal and lead events.
Screenshot source ↗
Sales automation
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Creatio Sales product screen from official Creatio marketing CDN.
Screenshot source ↗
Reporting
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Forecasting
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Custom fields
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Custom pipelines
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
SoftwareGlimpse teaching diagram: how Creatio pipelines move deals through stages.
Screenshot source ↗
Mobile app
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
AI assistance
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited
Integrations
Growth
SoftwareGlimpse assessment: Strong
What it supports
Listed as available in product packaging
Entry point: Growth
Included in
✓ Growth
✓ Enterprise
✓ Unlimited

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Creatio feature summary

Total features: 14
Features with demo: 1
In Growth: 14
In Enterprise: 14
In Unlimited: 14

Top strengths

No-code workflow and process design is a first-class Creatio strength, not a bolt-on
Sales, Marketing, and Service modules can be composed instead of buying a single rigid CRM SKU
Growth and Enterprise list prices are published — easier to model than contact-sales-only suites
Customization depth suits mid-market process apps that have outgrown a simple pipeline CRM

Quick facts

Starting price: $40.00/user/month
Free plan: No
Free trial: Yes
Best for: Mid-market teams needing no-code CRM + workflows
Company size: SMB → Mid-market → Enterprise
Company: Creatio

View full Creatio profile →

View pricing

All features

Contact management

Creatio CRM tutorial: How to import from Microsoft Excel

What this shows

Lead management

Pipeline management

Deal management

Email sync

Workflow automation

Sales automation

Reporting

Forecasting

Custom fields

Custom pipelines

Mobile app

AI assistance

Integrations