Creatio
Creatio is an AI CRM and workflow platform built so people and AI agents work side by side across Sales, Marketing, and Service on one shared data model.
Our verdict
Who it's for
AI CRM built for people and AI agents to work together
Who should look elsewhere
No free plan
Pros
- +AI agents work inside CRM records for tasks like account enrichment, meeting prep, and forecasting, not as a bolted-on chatbot
- +A no-code workflow and agent builder lets non-technical teams customize without IT
- +Unified Sales, Marketing, and Service on one shared data model
Cons
- −No free plan
- −Geared more to larger businesses than small teams
Key features
- ✓AI agents and agentic workflows - Prebuilt agents either assist employees with recommendations and content, or run tasks autonomously across sales, marketing and service, with human oversight built in
- ✓360-degree customer profile - Unifies customer data, interactions, and history into a single view shared across sales, marketing, and service teams
- ✓Conversational AI interface - Search CRM data, generate insights, and complete tasks using natural language instead of manual navigation
- ✓Sales, marketing, and service automation - Automates lead-to-revenue workflows, case routing, pipeline tracking, and follow-ups across the full customer lifecycle
- ✓No-code customization - Visual designers and AI coding agents let business users adjust workflows, data models, and process logic without developer support
- ✓Omnichannel engagement - Manages customer and employee conversations across email, SMS, chat, social channels, Microsoft Teams, and Slack from one workspace
- ✓Predictive analytics and reporting - Real-time dashboards and AI-driven insights support forecasting, KPI monitoring, and data-informed decisions
- ✓Integrations and marketplace - Connects to ERP systems, productivity tools, and LLM providers (OpenAI, Anthropic, Google Gemini) through APIs, webhooks, and prebuilt connectors
- ✓Enterprise governance and observability - Built-in security, compliance controls, and human oversight across workflows and AI agent activity
- ✓Mobile CRM — Access customer data and manage tasks from any device
Pricing
| Plan | Price | Billing | Notes |
|---|---|---|---|
| Growth | $40 | month · per seat | Per user pricing; No-code workflows; Standard CRM features |
| Enterprise | $75 | month | Advanced automation; Full platform access; More AI tokens |
| Unlimited | $150 | month | Maximum functionality; Unlimited users; Priority support |
| Sales/Marketing/Service | $15 | month · per seat | Per module per user; Can be bundled; Add to any plan |