Creatio — Independent Software Review

AI CRM and workflow platform

AI agent? How to work with us.

Compliance Transparency Index

Grade: C — Score: 60/100

Best For

• Teams that want sales, marketing and service in one CRM platform.
• Buyers that want no-code workflow and app building alongside CRM.
• Organizations planning to scale users, workflows and custom objects across departments.
• Enterprises that want marketplace extensions for telephony, BI or document workflows.

Not Ideal For

• Buyers who only need a narrow point CRM without a broader platform.
• Teams that want fully transparent package-by-package pricing before contacting sales.
• Organizations that prefer a non-platform purchase without workflow building tools.
• Buyers who need a verified security page and contract terms before shortlisting.

Operational Overview

Pricing Structure

Creatio per-seat pricing: Custom per-seat pricing; minimum purchase equivalent to $10,000 per year

• Pricing is based on user count
• Taxes and fees are extra
• Additional user types are only available in Enterprise and Unlimited plans

Creatio Unlimited: Custom quote; annual purchase model

• Creatio Platform, Sales, Marketing, Service and AI Studio
• No limits on users, custom agents, applications, workflows, custom objects or API calls
• Designed for organization-wide adoption

Creatio AI Credit packages: Entry-level, enterprise, high-volume and fully customized packages

• AI Credit is the universal unit for AI consumption
• Packages scale from entry-level to fully customized
• Custom LLMs and specialized governance are supported in the top package

Frequently Asked Questions

Can Creatio support sales, marketing, and service in one platform?

Yes. Creatio documents separate CRM products for Sales, Marketing, and Service, and its platform pages describe them as part of one AI CRM and workflow system. That makes it suitable when you want one system for the lead-to-revenue cycle, customer service, and related workflows instead of separate tools.

Does Creatio support no-code app and workflow building?

Yes. Creatio says users can build applications with AI coding agents and no-code visual designers. That means it is not just a data-entry CRM, but also a platform for creating and adjusting business apps and workflows.

Does Creatio have limits on users, workflows, or API calls?

The Unlimited plan does not. Creatio states that the Unlimited plan includes the Creatio Platform, Sales, Marketing, Service, and AI Studio with no limits on users, custom agents, applications, workflows, custom objects, or API calls. If you need organization-wide adoption, the published limit-free scope is tied to that plan.

How does Creatio pricing work for new customers?

Creatio offers flexible pricing options: per-seat pricing based on user count, or an Unlimited plan for organization-wide adoption. The minimum purchase for new customers is an equivalent of $10,000 per year, and pricing does not include applicable taxes and fees such as sales tax or VAT. That means the commercial entry point is documented, but the final fit still depends on the user count and plan choice.

What is the AI Credit model in Creatio?

AI Credit is Creatio's universal unit for AI consumption. The pricing page says it is a single, universal unit for all AI consumption across every model, modality, and provider. This matters if you want a consistent way to measure AI usage across different features or packages.

Can Creatio be used for enterprise-wide adoption?

Yes, that is exactly how Creatio positions its Unlimited plan. The vendor says the plan is for organization-wide adoption and includes the core platform, Sales, Marketing, Service, and AI Studio. It also removes the documented caps on users, agents, applications, workflows, custom objects, and API calls.

Does Creatio connect with Google Calendar, Microsoft Exchange, Power BI, and Zapier?

Yes. Creatio's marketplace lists connectors for Google Calendar, Microsoft Exchange, Microsoft Power BI Desktop, and Zapier. The marketplace also notes that it can synchronize tasks and calendar data and automate workflows through these connectors.

Is Creatio covered by GDPR-related data rights and retention terms?

Yes. Creatio's privacy policy says the company should be considered only as a processor under GDPR on behalf of its customers, and it provides data portability and rectification or erasure rights. The policy also says it may retain information while an account is active and for at least six months afterward, to the extent permitted by applicable law.