Custom sales process CRM
Sales operations can tailor lead handling, opportunity stages, approvals, and reporting without moving to a fully custom CRM build.
Growth plus Sales product.
Updated June 19, 2026
Creatio fits teams that want CRM and no-code workflow customization in the same platform. It is useful when sales, marketing, service, and process changes happen often enough that a rigid CRM becomes frustrating.
Test one real customer workflow before buying. Check process ownership, versioning, deployment, data quality, admin roles, and the exact modules you need. If the platform fee or annual minimums feel heavy, choose a simpler CRM.
Creatio is a no-code CRM and workflow automation platform for sales, marketing, service, process management, case handling, and citizen development. It combines CRM products with a composable no-code platform for organizations that want to customize customer and operational workflows.
The product works best for CRM-centered no-code workflows. Users should evaluate the platform fee, product module costs, minimum commitments, contract term, and admin controls needs before treating it as a broad enterprise process platform.
| Feature | What it does | Best plan fit |
|---|---|---|
| No-code platform | Builds apps, workflows, and process logic. | Growth+ |
| CRM products | Adds sales, marketing, and service modules. | Product add-ons |
| Process modeling | Designs and automates business workflows. | Growth+ |
| Citizen development | Lets business teams build without traditional coding. | Enterprise+ |
| Admin controls and scale | Supports larger organizations and adoption programs. | Enterprise / Unlimited |
Sales operations can tailor lead handling, opportunity stages, approvals, and reporting without moving to a fully custom CRM build.
Growth plus Sales product.
Service teams can model routing, escalations, SLA states, and customer context in a shared CRM workflow.
Growth or Enterprise plus Service product.
Business teams can build internal apps around customer data while IT sets guardrails for release and data quality.
Enterprise.
Larger organizations can standardize sales, service, and operational workflows across departments.
Unlimited custom after admin controls review.
| Plan | Price | Best for | Trial / notes |
|---|---|---|---|
| Growth | $40/user/month platform fee; 5-user minimum | SMBs automating and growing with ease | Free trial terms linked; duration depends on registered trial period. |
| Enterprise | $75/user/month platform fee; 5-user minimum | Enterprises running automation at scale | Free trial terms linked. |
| Unlimited | Custom | Organization-wide adoption with no per-user limits | Contact sales. |
| Sales/Marketing/Service products | +$15/user/month each | Adding CRM product modules | Part of composable pricing. |
Source: Official pricing page.
Creatio uses composable pricing with a published minimum purchase and standard contract expectations. The official page is demo/sales-led for final buying decisions, so users should validate trial or demo access, module mix, users, and contract scope before budgeting.
Creatio integration work usually centers on CRM data, customer systems, workflow rules, and downstream reporting rather than simple plug-and-play app lists. Users should validate data migration, identity, API needs, version control, deployment workflow, and ownership for each connected system before scaling citizen development.
Choose one customer-facing process such as lead routing, service case escalation, or renewal management. Define required fields, states, reports, permissions, release controls, and data cleanup rules before inviting more citizen developers into the platform.
Creatio links free trial terms; the duration depends on the registered trial period.
Official platform pricing starts at $40/user/month for Growth, with a 5-user minimum and additional CRM product module fees.
Unlimited is custom, and new customers have a $10,000/year minimum purchase according to the official pricing page.
Creatio is best for teams that need CRM-centered no-code workflow customization.