Name: Creatio Sales
Rating: 4.7 (151 reviews)

Overview

Product Information on Creatio Sales

Updated 20th February 2026

What is Creatio Sales?

Creatio Sales is a sales platform to manage end-to-end sales cycle with no-code and AI at its core. The software offers tools for managing leads, opportunities, accounts, and contacts, enabling users to track and analyze sales pipelines and performance. It provides workflow automation, customizable sales stages, forecasting capabilities, and integration options with third-party systems. Creatio Sales supports collaboration among sales teams through shared records and communication features. The software aims to improve sales productivity and organization by simplifying routine tasks, centralizing data, and providing visibility into sales activities. It is suitable for businesses seeking to enhance sales operations and increase process efficiency.

Overall experience with Creatio Sales

Director of Operations

3B - 10B USD, Insurance (except health)

FAVORABLE

“Creatio Platform Delivers Flexibility With Some Help-Desk Expertise Limitations”

4.0

Mar 18, 2026

We have just started using Creatio, and are using it primarily to generate invoices. The low-code platform has allowed our business analyst to do most of the configuration, only involving developers and architects on rare occasions. Creatio has been very easy to set up and start using, and we are now expanding our use to include workflows. The system is a very complex tool, but it is designed in a way that makes it easy for almost anyone to configure and use.

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CRITICAL

About Company

Company Description

Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Millions of workflows run on Creatio daily, supporting thousands of clients in 100 countries. Genuine care for our clients and partners is at the heart of our DNA. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries.

Company Details

Company type

Private

Year Founded

2014

Head office location

Boston, United States

Number of employees

501 - 1000

Website

https://www.creatio.com

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User Sentiment About Creatio Sales

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Performance of Creatio Sales Across Market Features

Creatio Sales Likes & Dislikes

I like how easy it is to customize the tool, build out alternative processes, and how flexible the system is. We have significantly customized the tool, and even with a high amount of customization, it has proven to be very stable and reliable.

The flexibility that the composable structure provides and the swift implementation, fast time to market and reduced TCO enabled by the no-code elements. As well as the ability to visualize and facilitate the complex actor/relationship structure we operate in as a bank within the B2B segment. Last but not least, the impressively fast paced roll-out of new functionality that is made available in the platform on a regular basis.

We use the sales module mostly for account, contact and activity management for new and existing customers. For account records, it provided detailed profiles, mapping to other entities (many we customized which is another great feature) and data enrichment. Contact management is used for email/marketing communication and data storage. Creating new fields is super easy as well. We rely on activity management the most. It integrates well into the dynamic case management system so our account managers and sales teams can work pre-defined activities to nurture sales leads into lifelong partners. The dashboard/reporting tools are top notch! We have dashboards setup to help sales reps keep track and obtain their sales goals.

The main issue we have run across is actually the Creatio help-desk staff. The help-desk is staffed by people with only a rudimentary knowledge level of the product. Once you get past the tier 1 support person, their team members are very knowledgeable and helpful. Their AI agent is very new, and we are starting to explore how we can make better use of this feature. But it has been a little challenging figuring out all the ways we could use the agent.

I miss some BI-type capabilities and flexibility in building dynamic dashboards in areas where we have a lot of data depth and want to be able to slice/dice and dig deeper from an aggregated data level. But I feel we are almost at the point where we can replace prev solution entirely with Creatio from a business monitoring perspective. In Freedom UI theres still some minor functionality missing that was available in the previous interface, such as support for embedded multi currency. In my experience these things don't remain gaps for long, once the feedback is forwarded to Creatio its added to their roadmap.

If you have a user who needs access to multiple areas of Creatio, you have to purchase a license for each area. However, Creatio has improved this with a new pricing model that we look forward to using in our next licensing period. UPDATE - Creatio updated their licensing model and is much easy to manage users in different areas of the system now!

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Creatio Sales Reviews and Ratings

Recommended Gartner Insights

1B-10B USD

Insurance (except health)

Review Source

Creatio Platform Delivers Flexibility With Some Help-Desk Expertise Limitations

Group Product Manager

50M-1B USD

Banking

Composable Structure, Swift Implementation and incredible support Stand Out in Creatio Platform Experience

5.0

Feb 11, 2026

The overall experience with Sales Creatio has been great. Both in terms of the platform capabilities and the support we have received throughout our transformation journey.

Developer

<50M USD

Software

Transforming Sales Leads into Lifelong Partners with Sales Creatio

Feb 25, 2026

We rely heavily on the Sales Creatio module to optimize, automate and drive our sales process. Using Creatio's landing page tools, leads flow into our system from our business website. From there, we use Creatio's automation, forecasting and reporting tools to nurture, qualify and convert sales leads into partners. The dashboard features are amazing so everyone in the organization can keep a pulse on the entire sales process.

Business Development Associate

Consumer Goods

Program Supports Easy Adjustments Without Assistance From Implementation Partner

Apr 8, 2026

I am pleased with how the program works and that I can make minor adjustments to the program myself because it is no-code software.

Flexibility Allows Non-Technical Staff to Create Without Coding Knowledge Required

Apr 14, 2026

Creatio has always been very supportive on our implementation journey. Always willing to help guide us to what we may be looking for and offering insight into what best practices they see with the platform from our peers.