Creatio Sales
Creatio Sales is an agentic sales platform for managing the full sales cycle.
What Creatio Sales is
Creatio Sales is an agentic sales platform for managing the full sales cycle. It supports lead and opportunity workflows, forecasting, contracts, documents, orders, invoices, sales collaboration, lead capture, proposal management, email sync, and advanced workflow automation. AI agents can handle account research, quote generation, meeting preparation, forecasting, territory management, next-best-step suggestions, order fulfillment, CRM updates, and lead scoring. Quote tools assist with product selection, pricing approvals, and personalized generation. Revenue intelligence evaluates CRM and activity signals for sales recommendations and pipeline reviews. Creatio supports custom REST API integrations and lists Google mail, calendar and contacts, Microsoft Exchange, Microsoft 365, and telephony services. Marketplace connectors include Zapier, Power BI, Zoom, Okta, and Azure Active Directory. Web, API, self-hosted, iOS, and Android access are available, with cloud, on-premise, and hybrid deployment. The listed plan is $15 a month per user, requires a Platform plan, and has a 3-year standard term.
Good
- Advanced workflow automation
- AI-assisted quotes and sales recommendations
- Lead capture, proposals, and email sync
- Web, iOS, Android, API, and self-hosted access
- 14-day trial for unlimited users
Watch out
- No free plan
- Requires a Platform plan
- $15 per user monthly
- Minimum new-customer purchase is $10,000 yearly
Who it suits
Creatio Sales fits sales teams needing automated workflows, forecasting, quote assistance, and mobile access. Its deployment options also suit organizations requiring cloud, on-premise, or hybrid hosting.
Verdict
Creatio Sales covers sales processes from lead capture through orders and forecasting, with extensive automation and integration options. The required platform plan, minimum purchase, and contract term make its commercial requirements important to review.
Plans and prices
From Creatio Sales's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Creatio Sales | $15 a month | Requires a Platform plan; minimum purchase for new customers is $10,000 per year; standard contract term is 3 years · per user / month |
The facts
Each one read from Creatio Sales's own pages, with the date it was checked.
What it does
- AI agents
- The sales page lists agents for account research, quote generation, meeting preparation, Microsoft Teams and Outlook, forecasting, territory management, next best steps, order fulfillment, CRM data updates, and lead scoring.checked 9 Oct 2026
- Deployment
- Creatio describes cloud, on-premise, and hybrid deployment options for secure data hosting.checked 9 Oct 2026
- Integrations
- Creatio supports custom REST API integrations and lists out-of-the-box integrations including Google mail, calendar and contacts, Microsoft Exchange and Microsoft 365, and telephony services.checked 9 Oct 2026
- Marketplace
- Creatio Marketplace offers connectors and apps including Zapier, Microsoft Power BI, Zoom, Okta, and Azure Active Directory connectors.checked 9 Oct 2026
- Mobile
- Creatio's mobile app is available for iOS and Android through the App Store and Google Play.checked 9 Oct 2026
- Purpose
- Creatio Sales is an agentic sales platform for managing the end-to-end sales cycle.checked 9 Oct 2026
- Quotes
- Creatio Sales supports AI-assisted product selection, automated pricing approvals, and personalized quote generation.checked 9 Oct 2026
- Sales automation
- The product supports lead and opportunity workflows, sales forecasting, contract and document management, orders, invoices, and sales collaboration.checked 9 Oct 2026
- Sales forecasts
- Revenue intelligence evaluates CRM and activity signals to provide sales recommendations and help teams review pipeline and forecasts.checked 9 Oct 2026
- Security
- Creatio's security page states that it complies with ISO/IEC 27001, HIPAA security requirements, and GDPR regulations, and describes separate databases for each customer.checked 9 Oct 2026
- SOC 2
- Creatio announced completion of a SOC 2 Type II audit in February 2024.checked 9 Oct 2026
- Support
- The pricing page lists Basic Support as free, Business Support at 10% of the subscription, and Premium Support at 20% of the subscription.checked 9 Oct 2026
- Who it serves
- Creatio says its platform serves thousands of clients in over 100 countries.checked 9 Oct 2026
The company
- Headquarters
- Boston, Massachusetts, USAchecked 28 Sep 2026
Money
- Trial
- Creatio advertises a 14-day free trial for an unlimited number of users.checked 9 Oct 2026
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