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About

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

About

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships

Audience

For mid-size and large enterprises

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually
Act! Advantage Ultimate $60/mo/user billed annually
Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Version Not Supported
Free Trial Supported

Pricing

$40 per user per month
Get a personalized quote after a product tour with a Creatio expert
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 4.4 / 5
ease 4.1 / 5
features 4.4 / 5
design 4.1 / 5
support 4.4 / 5

Reviews/Ratings

Pros from Real Users

Pros

  • This product has been and remains the gold standard for CRM. I have used this both professionally and personally for 20+ years
  • With Act!, our nonprofit was able to manage vast amounts of data efficiently, which was crucial for our research and training programs aimed at addressing diversity challenges in fire departments.
  • I first started using ACT many years ago when I was managing all the sales and marketing for my computer software company. It did the job I needed done, making it easy for me to look up interactions with individuals and companies. I never used more than 20% of the features, I must admit. Once I left that business I continued to use ACT in a personal/private manner. Life is complicated. I depend on ACT to track my friends, relatives, and all the companies and professionals I interact with. Again, I don't probably even use 20% of the features anymore, but what it does for me is priceless. Easy to use and dependable. Best software I know.
  • I can import online registrations direction into ACT!, manage students, send weekly lessons, all from one program.
  • Act! is pretty easy to use, and to navigate through. It is great to help me organize the tasks that need to be done. I LOVE that I can prioritize my tasks, set alerts/reminders, and roll over any tasks that I couldn't get done today, into tomorrow's list, and they will all be prioritized again tomorrow!
  • I thought I had lost all my contacts and the Act! Support Team was very quick to respond. My call was answered in under 3 minutes and they did everything they promised. I would highly recommend Act!
  • That my IT guy handled it and your IT guy worked with my IT guy. I pretty much listened like a canine would when humans talk.
  • Changes are not significant every year, they listen to the customers. Integration is good with other products.
  • Act! is an infallible platform when it comes to communicating with the client, this platform is essential to be able to have a constant retention of negotiations, one of the first features that I liked about this platform is the ability it has to do automatic analysis, This platform offers me a system which allows me to generate automated analysis, it is capable of collecting all the information regarding the negotiations and the potential client registered within the platform, in this way it offers you a detailed report on the rate of satisfaction with clients. , the total deals completed, the total deals canceled and many other statistics, I consider that these automatic statistics help me a lot to save time when it comes to obtaining detailed reports. The platform has mobile access, through an application, this application is quite beneficial when it comes to organizing your sales automation system, in addition, you can also perform marketing automation through this application, I consider this application to be quite functional and beneficial . This platform has a drag and drop system, which allows you to create an automated system in a matter of seconds, you just have to drag and drop each of the actions that have to be executed when the client requires it, so that this can be executed quickly. through the marketing system. This pretty perfect CRM system offers you constant communication with your potential client so that you can retain them for as long as possible, also offers an immediate registration to your contacts page for each potential client, so that you can have privileged contact information, in addition , you will have a system that will help you follow up on each potential client to meet all the requirements during the negotiation process.
  • It's easy to use (if you're a dedicated Windows user), the Search function is fabulous, you can build your own template layout, put fields where you want them, create your own background design, keep detailed records about transactions/communications. It truly is ALMOST the single greatest database ever made.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Act!
Founded: 1987
United States
www.act.com

Company Information

Creatio
Founded: 2014
United States
www.creatio.com/

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Categories

Automotive CRM Supported

Dealerships and automotive service businesses depend on repeat customers and timely follow-up. Act! keeps every customer's contact details and conversation history in one place, so your team can follow up at the right moment, from service reminders to trade-in offers. Automate email campaigns for maintenance reminders and promotions, track sales opportunities through a visual pipeline, and capture new inquiries with web forms. Every plan includes free onboarding and a dedicated Account Manager.

Act! helps small businesses manage the customer side of the business in one place: contacts, sales opportunities, marketing campaigns, appointments, quotes, and payments. Instead of juggling separate tools, your team works from one platform with shared customer history and clear next steps. Dashboards and reports show pipeline health and activity at a glance, and integrations with Outlook, RingCentral, and Zapier connect Act! to the tools you already use. Act! has helped small businesses grow for over 39 years.

Construction CRM Supported

Construction and trade businesses win work through relationships, bids, and follow-ups. Act! keeps contacts, project opportunities, and quotes in one place, so nothing slips between the first site visit and the signed contract. Track bids through a visual pipeline, send interactive quotes customers can accept and pay online, and set reminders for follow-ups and repeat work. Web forms capture new inquiries straight into Act!, and the Act! Companion mobile app keeps details at hand on the job site. Every plan includes free onboarding and a dedicated Account Manager.

Contact Management Supported

Contact management is where Act! started, and it's still at the core of everything we do. Act! keeps every contact's calls, emails, meetings, notes, and history in one shared record, so your whole team has the full picture. Organize contacts with dynamic groups that update automatically, set reminders so follow-ups never slip, and log emails right from Outlook with the Act! Sidebar. Access everything on the go with the Act! Companion mobile app. Trusted by 800,000+ users worldwide.

CRM Supported

Act! is a CRM built for small and midsize businesses that run on relationships. Act! unites sales, marketing, and customer management in one simple platform, so contacts, deals, follow-ups, and email campaigns live in one place. Every Act! Advantage plan includes email marketing, web forms, online scheduling, and interactive quotes and payments, plus free one-to-one onboarding and a dedicated Account Manager. Choose the cloud, or run Act! on-premises with Act! Premium Desktop. Trusted by 800,000+ users worldwide for over 39 years, Act! was named a 2026 CRMmys Finalist for Best CRM for Small Business.

Email Marketing Supported

Act! includes email marketing in every Act! Advantage plan, connected directly to your CRM. Build campaigns from pre-designed templates, personalize them with contact data, and set up drip campaigns that follow up automatically. Because email lives inside your CRM, every open and click is tied to the contact record and pipeline, so sales knows exactly who's engaged. Pricing is per user, not per contact, so growing your list doesn't raise your bill. Act! Advantage Ultimate includes up to 50,000 sends per month.

Financial CRM Supported

Financial advisors and firms build their business on trust and long-term relationships. Act! keeps every client's contact history, notes, and meetings in one place, so you're prepared for every conversation. Segment clients with dynamic groups, schedule reviews and check-ins with automated reminders, and send personalized email campaigns from the same platform. Act! maintains SOC 2 compliance, and you can run it in the cloud or on-premises with Act! Premium Desktop for full control over your data. Free onboarding and a dedicated Account Manager are included.

Healthcare CRM Supported

Health and wellness practices rely on strong, personal client relationships. Act! keeps client contact details, appointments, follow-ups, and communication history in one place. Online appointment scheduling lets clients book time directly, automated reminders keep follow-ups on track, and email campaigns keep your community informed. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager help you set up Act! around how your practice works.

Hotel CRM Supported

Hotels, inns, and hospitality businesses thrive on repeat guests and great experiences. Act! keeps guest and group contacts, preferences, and history in one place, so your team can personalize every stay and follow-up. Send email campaigns for seasonal offers, promote and manage events, and gather feedback with surveys. Automated reminders help you stay in touch before and after each visit, turning one-time guests into loyal customers.

Insurance CRM Supported

Insurance agencies grow through renewals, cross-selling, and long-term client relationships. Act! keeps every policyholder's contact details and history in one place, with automated reminders for renewals and check-ins. Segment clients with dynamic groups, send targeted email campaigns, and track new business through a visual pipeline. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager are included.

Landing Page Supported

Act! lets you build landing pages that capture leads and send them straight into your CRM. Pair landing pages with Act! web forms to collect contact details, then trigger follow-up tasks, opportunities, or email drip campaigns automatically. No coding is required, and every submission is tied to a contact record, so you can see which pages turn visitors into customers. Landing pages are part of Act! Marketing, alongside email campaigns, surveys, and event management, all in one platform with your CRM.

Lead Capture Supported

Act! captures leads from your website and sends them straight into your CRM. Act! Web Lead Forms are included with every Act! Advantage plan and can be embedded on your site or shared as a link, with no coding required. Each submission can create or update a contact, assign a follow-up task, generate an opportunity, or start an email drip campaign. Landing pages, surveys, website chat, and event registration give you even more ways to capture leads, all connected to one platform.

Lead Management Supported

Act! helps small businesses manage every lead from first contact to closed deal. New leads from web forms, landing pages, and events flow straight into Act!, where you can group them, assign follow-ups, and track progress through a visual pipeline. Automated drip campaigns keep leads warm, and on Act! Advantage Ultimate, lead scoring shows who's most engaged. Because sales and marketing share the same records, no lead falls through the cracks between teams.

Legal CRM Supported

Law firms grow through referrals, reputation, and responsive client service. Act! keeps clients, prospects, and referral sources organized in one place, with full contact history and automated follow-up reminders. Capture new inquiries with web forms, track potential matters through a visual pipeline, and stay in touch with past clients through email campaigns. Run Act! in the cloud or on-premises with Act! Premium Desktop for full control over sensitive data.

Act! combines CRM and marketing automation in one platform built for small businesses. Create drip campaigns that nurture leads automatically, and use web forms and landing pages to capture new contacts. On Act! Advantage Ultimate, lead scoring and website and asset tracking show who's engaged and ready to buy. Every action ties back to the contact record, so marketing and sales work from the same data. Free onboarding and a dedicated Account Manager help you get your first campaigns live fast.

Act! Web Lead Forms are included with every Act! Advantage plan. Build forms for contact requests, quotes, event registration, and more, then embed them on your website or share them online, with no coding required. Unlike standalone form builders, every submission flows straight into your CRM. Forms can create or update contacts, schedule follow-up tasks, generate opportunities, start drip campaigns, and even collect payments. Advanced Web Lead Forms are available on Professional and Ultimate plans.

Real Estate CRM Supported

Real estate runs on relationships, referrals, and timing. Act! helps agents and brokerages keep every buyer, seller, and referral partner organized in one place, with full contact history and automated follow-up reminders. Track listings and deals through a visual pipeline, stay top of mind with email drip campaigns, and capture new leads from web forms and landing pages. The Act! Companion mobile app keeps contact details at hand between showings. Free onboarding and a dedicated Account Manager are included with every plan.

Act! helps real estate professionals capture and convert more leads. Build landing pages and web forms for listings, open houses, and home valuations, and send every submission straight into your CRM. Each new lead can trigger a follow-up task or an email drip campaign automatically, so no inquiry goes cold. Track leads through a visual pipeline, and use the Act! Companion mobile app to follow up between showings.

Sales Tracking Supported

Act! gives small sales teams a clear view of every deal. Track opportunities through a visual pipeline, see where each deal stands, and spot stalled deals before they slip. Activity history shows every call, email, and meeting, and reminders keep follow-ups on schedule. Dashboards and reports show pipeline value and team activity at a glance, so managers can forecast with confidence. Interactive quotes and payments help close deals faster.

Social CRM Supported

Act! helps you turn social engagement into real customer relationships. Capture leads from social campaigns with landing pages and web forms, and use Zapier to bring new contacts from sources like Facebook lead ads into Act! automatically. Every contact's history lives in one record, so you can follow up with the right message at the right time. Pair social activity with email campaigns, surveys, and events to keep the conversation going beyond the feed.

Categories

AI Agents Supported

Creatio provides AI agents within its AI-native no-code platform, enabling organizations to automate decisions and execute tasks across workflows. These agents understand context, analyze data, and perform actions across CRM and operational processes. AI agents support use cases such as lead qualification, next-best-action recommendations, customer engagement, and service automation. They work across marketing, sales, and service to improve productivity and consistency. Built in Creatio Studio, AI agents can be created using natural language and visual tools without coding. With real-time data access, they help organizations reduce manual effort, accelerate decisions, and deliver personalized, data-driven experiences at scale.

App Design Supported

Creatio provides an AI-native no-code app design platform that enables organizations to build enterprise applications and AI agents using natural language and visual tools. With an intuitive UI designer and pre-built components, teams can create responsive interfaces and user experiences without coding. The platform allows users to define data models, automate workflows, and integrate with external systems, ensuring scalable and connected applications. Built-in analytics and dashboards provide real-time insights, while a composable architecture supports rapid development through reusable components and marketplace extensions. Powered by AI, Creatio can generate apps, processes, and UI elements from natural language prompts, while embedded AI agents automate workflows and decision-making. This enables faster development, flexibility, and continuous innovation across the organization.

Automotive CRM Supported

Creatio provides an automotive CRM platform built on its AI-native no-code architecture, enabling automotive companies to manage customer relationships and automate processes across sales, service, and dealer networks. The platform supports the full lifecycle from lead capture and vehicle sales to after-sales service and customer retention. Creatio allows organizations to automate workflows such as lead management, test drive scheduling, dealer coordination, service requests, and customer communication, while maintaining a 360-degree view of customers and vehicles. Integration capabilities support dealer management systems (DMS), marketing tools, and external data sources. At its core are AI agents that analyze customer and vehicle data, recommend next-best actions, prioritize leads, and automate follow-ups and service interactions. With real-time analytics and no-code tools, teams can quickly adapt processes, improve sales and service efficiency.

Creatio provides a business process automation platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value.

Creatio provides a business process management platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value.

Construction CRM Supported

Creatio provides a construction CRM platform built on its AI-native no-code architecture, enabling construction and engineering companies to manage projects, clients, and sales processes within a single system. The platform supports the full lifecycle from lead generation and bidding to project delivery and post-project service, ensuring seamless coordination across teams and stakeholders. At the core are AI agents that analyze project and customer data, prioritize opportunities, recommend next-best actions, and automate routine workflows such as bid management, document handling, and stakeholder communication. These agents help teams improve decision-making, reduce manual effort, and accelerate project cycles. Creatio enables organizations to streamline processes like pipeline management, contract and document management, partner collaboration, and service requests, while maintaining full visibility through real-time dashboards and analytics.

CRM Supported

Creatio provides an AI CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale.

Debt Collection Supported

Creatio provides an AI-native debt collection and recovery solution built on its no-code CRM and workflow automation platform, enabling financial institutions and collection teams to automate and optimize end-to-end debt recovery processes. The platform supports full lifecycle management—from debtor data and segmentation to communication, negotiation, and resolution—within a unified system. With Creatio, organizations can automate key collection activities such as payment reminders, case escalation, and document management, while maintaining a centralized database of debtor profiles, payment history, and communication logs. Multi-channel communication tools (phone, email, messengers, and social channels) enable consistent and efficient engagement with debtors. The platform supports collections as part of broader financial services automation, including delinquency and risk management, and many more.

Demand Generation Supported

Creatio Marketing is an AI-native marketing automation platform built on Creatio’s no-code and agentic AI architecture. It enables organizations to plan, execute, and optimize end-to-end marketing campaigns while managing the full customer journey in a unified system. At its core are AI agents that analyze customer data, segment audiences, personalize content, and recommend next-best actions across channels. These agents can automate campaign execution, lead nurturing, and engagement strategies, helping teams increase conversion rates and improve marketing ROI. The platform supports multi-channel marketing, including email, digital campaigns, and event management, with real-time analytics and performance tracking. Using no-code tools, teams can quickly design workflows, launch campaigns, and adapt strategies, delivering personalized, data-driven experiences at scale.

Financial CRM Supported

Creatio provides a Financial Services CRM platform built on its AI-native no-code architecture, designed to automate customer-facing and operational processes for banks, insurance companies, and other financial institutions. The platform unifies customer data, sales, marketing, and service workflows in a single system, enabling organizations to manage the entire customer lifecycle—from onboarding and KYC to relationship management and service delivery. With Creatio, financial organizations can streamline processes such as lead and opportunity management, customer onboarding, loan and policy management, and case handling, while ensuring compliance with regulatory requirements. The platform offers real-time visibility into customer interactions, performance analytics, and personalized engagement across channels.

Health Insurance Supported

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Healthcare CRM Supported

Creatio provides a healthcare CRM platform built on its AI-native no-code architecture, enabling healthcare organizations to manage patient relationships and automate clinical and operational workflows within a single system. The platform centralizes patient data, interactions, and care processes, supporting improved coordination and personalized engagement across the patient journey. Creatio enables automation of key healthcare workflows such as patient onboarding, appointment management, communication, and care coordination, while maintaining a 360-degree view of patient data and interactions. It supports integration with critical systems like EHRs, billing platforms, and patient portals, ensuring seamless data exchange and compliance with industry regulations, including HIPAA. At the core of the platform are AI agents that analyze patient and operational data, provide predictive insights, recommend next-best actions, and automate routine processes.

Hotel CRM Supported
Inside Sales Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Insurance CRM Supported

Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences

Lead Management Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Lead Scoring Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Legal CRM Supported
Real Estate CRM Supported

Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale.

Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale.

Creatio provides a retail CRM platform built on its AI-native no-code architecture, enabling retailers to manage customer relationships and automate workflows across marketing, sales, and service. The platform supports the full customer lifecycle from acquisition and engagement to purchase and loyalty—within a unified system. Creatio allows retailers to orchestrate omnichannel experiences, manage campaigns, track customer behavior, and personalize offers based on real-time data. It integrates with eCommerce platforms, POS systems, and external data sources, ensuring a 360-degree view of customers across all touchpoints. At its core are AI agents that analyze customer data, predict preferences, recommend next-best actions, and automate engagement across channels. With built-in analytics and no-code tools, retailers can quickly adapt workflows, improve conversion and retention rates, and deliver personalized, data-driven shopping experiences at scale.

Sales Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Acceleration Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Analytics Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Enablement Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Sales Tracking Supported

Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences.

Social CRM Supported

Creatio provides an AI-native CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale.

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Not Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Not Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Not Supported
Referral Tracking Supported
Segmentation Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Not Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Not Supported
Social Media Monitoring Not Supported
Task Management Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Not Supported
Financial Management Supported
Inventory Management Not Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Not Supported
Scheduling Supported
Time & Expense Tracking Not Supported
Training Management Not Supported
Vendor Management Not Supported

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Supported
Social Media Integration Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Landing Page Features

A/B Testing Supported
Analytics Supported
Drag & Drop Supported
Form Creation Supported
Real Time Editing Supported
Responsive Supported
SEO Management Supported
Templates Supported

Lead Capture Features

Business Card / Badge Scanning Not Supported
Dashboard Supported
Data Extraction Supported
Lead Distribution Supported
Lead Notifications Supported
Lead Nurturing Supported
Lead Qualification Supported
Lead Scoring Supported
Online Forms Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Supported
Content / Blogging Platform Not Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Online Form Builders Features

Artificial Intelligence Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Not Supported
Pre-made Templates Supported
Quizzes / Questionnaires Not Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Supported
Territory Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM Features

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Real Estate CRM Features

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Sales Tracking Features

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM Features

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

App Design Features

Change Management Supported
Collaboration Supported
Design Templates Supported
Drag & Drop Supported
Feature Library Supported
Prototyping Supported
Testing Management Supported
Visual Interface Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Debt Collection Features

Agency Management Supported
Auto Dialer Supported
Automated Notices Supported
Callback Scheduling Supported
Client Management Supported
Commission Management Supported
Compliance Management Supported
Contact Management Supported
Credit Bureau Reporting Supported
In-House Collections Supported
Payment Plans Supported
Transaction Management Supported

Inside Sales Features

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Insurance Claims Management Features

Claims tracking Supported
CRM Supported
Customer portal Supported
Document management Supported
EDI data exchange integrations Supported
Electronic claims Supported
Fraud management Supported
Reporting Supported

Low-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Sales Acceleration Features

Campaign Management Supported
CPQ Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Analytics Features

Collaboration Tools Supported
Dashboards Supported
Forecasting Analytics Supported
Ideal Customer Profile (ICP) Supported
Lead Analytics Supported
Pipeline Management Supported
Predictive Forecasting Supported
Predictive Lead Scoring Supported
Sales Intelligence Reporting Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

Business Card Reader Supported
Facebook Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Data Hub Supported
HubSpot Marketing Hub Supported
Microsoft Outlook Supported
Robly Supported
X (Twitter) Supported
8x8 Supported
Campaign Monitor Supported
Cognition Cockpit Supported
FreshBooks Supported
Google Supported
Google Calendar Not Supported
Solvemate Not Supported
Spotler Supported
SurveyMonkey Enterprise Not Supported
TCS Optumera Not Supported

Integrations

Business Card Reader Supported
Facebook Supported
Google Contacts Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
HubSpot Data Hub Supported
HubSpot Marketing Hub Supported
Microsoft Outlook Supported
Robly Supported
X (Twitter) Supported
8x8 Not Supported
Campaign Monitor Not Supported
Cognition Cockpit Not Supported
FreshBooks Not Supported
Google Not Supported
Google Calendar Supported
Solvemate Supported
Spotler Not Supported
SurveyMonkey Enterprise Supported
TCS Optumera Supported