Creatio CRM vs Pega CRM

Creatio CRM8.9Visit Pega CRM8.5Visit

Higher score Creatio CRM #3 in Financial Services CRM Software 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Creatio

vs

Pega CRM #7 in Financial Services CRM Software 8.5/10 Pricing on request ✓ 0 of 5 features Visit Pega CRM

• Creatio CRM fits best

  Teams wanting low-cost general CRM breadth

• Pega CRM fits best

  Large teams needing configurable sales CRM

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Side by side

Feature	Creatio CRM 8.9/10 Visit ↗	Pega CRM 8.5/10 Visit ↗
At a glance
Editor score	8.9	8.5
Ranking	#3 in Financial Services CRM Software	#7 in Financial Services CRM Software
Best for	Teams wanting low-cost general CRM breadth	Large teams needing configurable sales CRM
Pricing model	Paid	Paid
Starting price	—	Pricing on request
Free plan	—	Not checked yet
Free trial	14 days	—
Deployment	Cloud, Mobile	Cloud, Mobile
Platforms	Web, iOS, Android	Web
Compliance	SOC 2, ISO 27001, GDPR, HIPAA, SSO/SAML	SOC 2, ISO 27001, GDPR, SSO/SAML
Integrations	700+ integrations	2 integrations
Built for	Mid-market, Enterprise	Enterprise, Mid-market
Features Creatio CRM 0/5 · Pega CRM 0/5
Compliance workflows	Not checked yet	Not checked yet
Opportunity management	Not checked yet	Not checked yet
Client portal	Not checked yet	Not checked yet
Audit trail	Not checked yet	Not checked yet
Email and calendar sync	Not checked yet	Not checked yet
Specs
Deployment	Not checked yet	Not checked yet
Our review
Pros	Unified customer profiles across marketing, sales, and service No-code workflows, applications, and AI-assisted CRM automation Web, mobile, API access, and broad business integrations	Configurable sales stages, process steps, and guided selling AI lead ranking, opportunity predictions, and next-best actions Offline mobile access with Outlook and Exchange synchronization
Cons	No free plan CRM products are priced separately from the required platform General CRM breadth may not suit specialized financial-services needs	Pricing uses a contact-sales model rather than published plan tiers Enterprise process configuration may exceed the needs of smaller teams Named email integrations center on Microsoft Outlook and Exchange
Our verdict	Creatio CRM is an AI-native customer relationship management and workflow platform for marketing, sales, and service teams. It combines customer 360 data, lead and opportunity management, sales forecasting, marketing automation, case… Read the review →	Pega CRM is an enterprise customer relationship management suite from Pegasystems, combining sales automation, customer service, marketing integration, and real-time decisioning. It is aimed at large organizations that need configurable… Read the review →

Strengths and trade-offs

• Creatio CRM — where it wins

  • Unified customer profiles across marketing, sales, and service
  • No-code workflows, applications, and AI-assisted CRM automation
  • Web, mobile, API access, and broad business integrations

  Where it doesn't

  • No free plan
  • CRM products are priced separately from the required platform
  • General CRM breadth may not suit specialized financial-services needs

• Pega CRM — where it wins

  • Configurable sales stages, process steps, and guided selling
  • AI lead ranking, opportunity predictions, and next-best actions
  • Offline mobile access with Outlook and Exchange synchronization

  Where it doesn't

  • Pricing uses a contact-sales model rather than published plan tiers
  • Enterprise process configuration may exceed the needs of smaller teams
  • Named email integrations center on Microsoft Outlook and Exchange

• Creatio CRM8.9/10 · 14-day trial

  A broad, configurable CRM for teams that need cross-functional automation.

  Visit CreatioFull verdict →
• Pega CRM8.5/10 · Pricing on request

  A configurable CRM suite for large teams managing complex sales and service processes.

  Visit Pega CRMFull verdict →