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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

SoftwareGlimpse review

7.3/10

Good

  • Ease of use6
  • Pipeline management8
  • Sales automation9
  • Email capabilities7
  • Reporting7
  • Customization9
How we score →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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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

Source: Official Creatio

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

  • Creatio Excel import workflow
  • data import steps as presented by Creatio

Creatio guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.