Creatio Sales review
A strong fit for teams that want no-code automation across complex sales processes.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Creatio Sales pros and cons
- 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
Creatio Sales fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update