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REVIEWSPONSOREDChecked on Creatio's site, October 16, 2026

Creatio Review: AI CRM with Built-In Agents for Sales, Marketing and Service

TC
Trace Cohen
3x founder, 65+ investments, building Value Add VC

Creatio describes itself as an “AI CRM and workflow platform for marketing, sales, and service — with no limits on AI agents, workflows, or scale.” It brings sales, marketing and service together on one data model, with AI agents built into each product, and business teams can build and change workflows themselves. Here is what it includes, what it costs and who it fits.

Sponsored content: Creatio is a Value Add VC sponsor. Product details and figures come from Creatio's own pages and are attributed below.

Bottom Line Up Front

One platform for sales, marketing and service, with AI agents built into each product.

Creatio covers sales, marketing and service on a single platform, adds prebuilt AI agents that you can extend without code, and lets teams build their own apps and workflows in Creatio Business Studio. Pricing is composable: pick a platform plan, then add the CRM products you need, or choose Unlimited for everything. For teams weighing it against the biggest name in CRM, see our Creatio vs Salesforce comparison.

What it does well

  • ✓Sales, marketing and service CRM on one platform
  • ✓Prebuilt CRM agents you can extend with no-code tools
  • ✓No-code app and workflow building in Business Studio
  • ✓AI Studio to manage the agent lifecycle
  • ✓Composable pricing: platform plan plus the products you need
  • ✓Unlimited plan with no caps on users, agents or workflows
  • ✓Cloud or on-premise deployment (Enterprise and Unlimited)
  • ✓SSO, audit log and HIPAA compliance on Enterprise and up
  • ✓Hundreds of ready-to-use apps on Creatio Marketplace

The CRM Products

Creatio Sales

Manages the end-to-end sales cycle, with Customer 360, territory management, forecasting and revenue intelligence, and partner and channel sales.

Creatio Marketing

Built to speed up the lead-to-revenue cycle, with segmentation, campaign management, omnichannel marketing and account-based marketing.

Creatio Service

Customer service and engagement, with case management, AI-assisted self-service, an omnichannel hub, knowledge management, and field service and dispatching.

All three sit on a unified customer data layer, so sales, marketing and service teams work from the same real-time record. Creatio also offers ready-to-use industry workflows and templates, including Bank.AI, a set of pre-built AI agents for banks, to shorten the path to go-live.

AI Agents and No-Code

Creatio ships prebuilt CRM agents that teams can extend, or build new ones with no-code tools. AI Twin gives employees a conversational way to work and lets them build personal agents, AI Studio manages the enterprise agent lifecycle, and Enterprise Knowledge connects data, workflows and knowledge so the CRM keeps learning. Teams can connect the language model they choose, such as OpenAI or Azure OpenAI or their own model, and AI Studio adds policies, approvals and a full audit trail for managing agents.

The no-code side is Creatio Business Studio, which combines AI coding agents with no-code visual designers for building applications, alongside the Freedom UI. In Creatio's Howdens case study, the first depot was running within 12 weeks of starting design and build. Every plan includes AI credits: 200 per user on Growth, 400 per user on Enterprise and 10,000 per organization on Unlimited.

Plans and Pricing (2026)

Growth

From $40

per user / month

  • Starts at 5 users
  • Cloud deployment
  • 200 AI credits per user
  • 50K executed workflow elements per month
  • 1 GB database + 1 GB attachments per user
  • 2 environments

Enterprise

From $75

per user / month

  • Starts at 5 users
  • Cloud or on-premise
  • 400 AI credits per user
  • Unlimited workflow runs and API calls
  • Single sign-on, LDAP sync and audit log
  • HIPAA compliance
  • 3 environments

Unlimited

Custom

priced for your organization

  • Unlimited users
  • All CRM products included
  • No caps on agents, apps, workflows or API calls
  • 10K AI credits per organization
  • Cloud or on-premise
  • Premium support included
  • Unlimited environments

On Growth and Enterprise you add the CRM products you need: Sales, Marketing and Service are $15 per user per month each, so Enterprise plus Sales comes to $90 per user per month. Unlimited includes all CRM products at no extra cost. Creatio moved to this model on May 1, 2026, keeping per-user pricing on Growth and Enterprise for teams that prefer it.

Sources: Creatio's plan comparison (users, deployment, AI credits, limits, security) checked October 12, 2026; Growth and product prices from Creatio's CRM pricing guide, updated May 21, 2026; Enterprise price confirmed by Creatio, October 2026; Unlimited details from Creatio's May 4, 2026 pricing announcement. Prices are starting points; confirm current pricing with Creatio before you buy.

Recognition and Results

According to Creatio's announcements, it was named a Leader in the 2026 Gartner Magic Quadrant for B2B Marketing Automation Platforms, the only Visionary in the 2026 Gartner Magic Quadrant for CRM Sales Platforms, a Strong Performer in The Forrester Wave: Customer Service Solutions, Q1 2026, and a Leader in the Omdia Universe: Customer Engagement Platforms, 2026.

A Nucleus Research study of Creatio customers (Research Z51, April 2025) found a 37% reduction in total cost of ownership, 70% shorter implementation timelines, 61% shorter lead response times and 17% less manual data entry.

In Creatio's customer stories, Purplebricks reported 35% more leads and 50% more conversions after replacing a legacy CRM, with lead response down from two to three days to under 20 minutes, and BSN SPORTS reported 100% adoption across its 2,000-person sales team and 60% growth in sales book size. Customers shown on its site include Vodafone, MetLife, Colgate, Nasdaq, Coca-Cola, Société Générale, AMD and the City of Boston.

Who It's Great For

  • Mid-size and enterprise teams that want sales, marketing and service on one platform
  • Organizations that want business teams to build and change workflows and agents without heavy custom development
  • Regulated industries such as banking, credit unions, insurance and healthcare that need SSO, audit logs, HIPAA compliance or on-premise deployment
  • Large organizations scaling AI agents across departments that want an Unlimited plan without per-user, agent or workflow caps

The honest catch

Creatio is built for teams with real process complexity. Very small teams will find it more platform than they need, Growth and Enterprise start at 5 users, and Creatio's site leads with a live demo, so expect a sales conversation before you buy.

Compare it with the market leader in Creatio vs Salesforce, and see the wider CRM landscape in Salesforce vs HubSpot vs Dynamics in 2026.

FAQ

What is Creatio?

Creatio is an AI CRM for sales, marketing and service, with AI agents built into each product. The products share one data model, and Creatio Business Studio and AI Studio let business teams build and change workflows and agents themselves.

How much does Creatio cost?

Creatio prices a platform plan plus the CRM products you need. Its CRM pricing guide (updated May 21, 2026) lists Growth from $40 per user per month, and Creatio confirmed Enterprise from $75 (October 2026), with Sales, Marketing and Service at $15 per user per month each; Unlimited is priced for your organization and includes every CRM product. Growth and Enterprise start at 5 users. Confirm current pricing with Creatio.

What is the Creatio Unlimited plan?

Unlimited, introduced with Creatio's new pricing model on May 1, 2026, gives full platform access across all Creatio CRM products with no caps on users, custom agents, applications, workflows, custom objects or API calls. Pricing is based on the scale of the organization.

Can Creatio be deployed on-premise?

Yes. Creatio's plan comparison lists cloud deployment for Growth and cloud or on-premise deployment for Enterprise and Unlimited.

Is this page sponsored?

Yes. Creatio is a Value Add VC sponsor, and this review is sponsored content. Product details come from Creatio's own pages.

See Creatio's CRM and plans

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