Creatio Sales
Creatio Sales: A strong fit for teams that want no-code automation across complex sales processes. Ranked #8 of 33 in Professional Services CRM Software by our editors (8.6/10); pricing: 14-day trial; best for teams needing no-code sales automation.
At a glance
- Editor score8.6 / 10
- Pricing14-day trial
- Best forTeams needing no-code sales automation
- Free planNo
- Workflow automationAdvanced
- Facts checked21 Sep 2026
Where it wins
- Covers lead nurturing, pipelines, quotes, forecasting, and territories
- No-code customization supports workflows and applications
- Cloud, self-hosted, web, iOS, and Android deployment options
Where it doesn't
- No free plan is available
- Integration coverage centers on Microsoft and email protocols
- The published plan structure requires selecting a platform plan
Our verdict on Creatio Sales
Creatio Sales is an AI-enabled CRM for organizations managing customer data, leads, opportunities, sales activities, quotes, orders, forecasting, and partner relationships. It is designed for mid-market and enterprise teams that need more than contact and pipeline tracking, particularly those seeking no-code control over sales workflows and applications. The product supports the full sales cycle, from lead capture, scoring, qualification, and nurturing through opportunity management, quoting, order fulfillment, and CRM data updates.
Its standout strength is the breadth of sales automation. AI features support account research, quote generation, meeting preparation, forecasting, lead scoring, and CRM data updates, while workflow and business-process automation handles recurring operational steps. Territory management and field sales support extend the product beyond office-based pipeline work. Email synchronization and communication history help keep activity connected to customer records, and AI-assisted pricing approvals add structure to quote workflows. Teams that need tailored processes can customize workflows and applications without code.
Creatio Sales also offers cloud, self-hosted, and mobile deployment, with web, iOS, and Android access. Microsoft Outlook, Microsoft Teams, Microsoft Exchange, and IMAP/SMTP are supported integrations. Support channels include email, phone, community resources, and documentation, with 24/7 support listed. Security and compliance features include SOC 2, ISO 27001, GDPR, HIPAA, SSO with SAML, and two-factor authentication. Choose Creatio Sales when no-code customization, advanced automation, and territory-aware sales management matter. Teams seeking a free plan or a broader integration ecosystem may prefer another CRM.
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Creatio Sales pricing
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Creatio Sales fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Lead capture | Yes |
| Proposal management | Yes |
| Client portal | Not verified |
| Email sync | Yes |
| Workflow automation | Advanced |
| Project tracking | Not verified |
| Free trial | 14 days |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, ISO 27001, GDPR, HIPAA, SSO/SAML, 2FA |
| Support | Email, Phone, Community, Docs · 24/7 |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 4 integrations: Microsoft Outlook, Microsoft Teams, Microsoft Exchange, IMAP/SMTP |
| Pricing | 14-day trial (source) |
| Website | creatio.com |
| Facts checked | 21 Sep 2026 |
Creatio Sales integrations
Creatio Sales lists 4 integrations on its own site.
- Microsoft Outlook
- Microsoft Teams
- Microsoft Exchange
- IMAP/SMTP
Alternatives to Creatio Sales
- HubSpot CRMA mature free CRM foundation with broad integrations and paid-tier expansion.9.4
- Zoho CRMA broad CRM for growing teams that need sales, marketing, automation, and AI in one system.9.2
- PipedriveA broad sales CRM for teams that need visual pipelines, automation and forecasting.9.1
See all Creatio Sales alternatives →
Creatio Sales vs the competition
- Creatio Sales vs HubSpot CRM
- Creatio Sales vs Zoho CRM
- Creatio Sales vs Pipedrive
- Creatio Sales vs Salesforce Sales Cloud
- Creatio Sales vs monday CRM
- Creatio Sales vs Microsoft Dynamics 365 Sales
Compare Creatio Sales with any tool side by side →
Also Ranked In
Creatio Sales is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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