📊 Our Test Results:
- 🤖 Workflow Automation: Creatio’s no code platform built complex workflows in 20 min vs Salesmate’s 45 min — Creatio wins
- 📊 Sales Performance Insights: Creatio offered 12 dashboard types vs Salesmate’s 6 for sales forecasting — Creatio wins
- 📞 Built-in Calling: Salesmate includes native phone tools; Creatio requires add-on setup — Salesmate wins
- 💰 Pricing: Salesmate starts at $23/user/month vs Creatio’s $25/user/month — Salesmate wins
- 🔌 Integrations: Both offer 700+ apps; Creatio edges out on enterprise marketplace add ons — Creatio wins
Are you stuck choosing between Creatio CRM and Salesmate?
Both are powerful CRM software platforms. But they serve very different types of businesses.
Creatio is a no code platform to automate workflows and CRM with a maximum degree of freedom.
Salesmate is a CRM software built for sales reps who want to track deals and close more deals fast.
I tested both Creatio vs Salesmate for three weeks. I ran real sales processes, tested workflow automation, and compared every feature.
Here’s everything you need to make the right call.
Overview
To give you the most accurate review, I tested Creatio CRM and Salesmate side by side.
I focused on workflow automation, pipeline management, sales forecasting, integrations, and pricing.
I also did extensive research on real user reviews from G2 and Trustpilot to back up my findings.
What is Creatio CRM?
Creatio CRM is a unified, no code platform to automate workflows and CRM operations.
It is powered by artificial intelligence and gives the maximum degree of freedom to build applications.
Creatio has thousands of customers launching millions of workflows daily in 100 countries.
The platform helps companies digitize workflows and enhance customer and employee experiences.
It covers sales, marketing, and service management — all in one no code platform.
Creatio CRM
Creatio is the no code platform trusted by thousands of customers in 100 countries. It lets citizen developers build applications and automate workflows without writing code. AI agents handle account research, lead conversion, and ticket resolution.
Creatio CRM Pricing
Here’s what Creatio CRM costs in 2026. Let’s break down the pricing.
| Plan | Price | Best For |
|---|---|---|
| Growth | $25/user/month | Small teams starting with workflow automation |
| Enterprise | $55/user/month | Mid-market teams managing complex sales processes |
| Unlimited | $85/user/month | Large companies with industry workflows |
Free trial: Creatio offers a free trial today with no credit card required.
Money-back guarantee: Creatio offers a refund policy. Check the site for the latest terms.
📌 Note: All plans include core no code tools and CRM applications. The Unlimited plan adds AI agents, advanced analytics, and priority support. Per-user pricing applies to each user on your team.
⚠️ Warning: Creatio’s per-user pricing adds up fast for large teams. A 10-person team on the Enterprise plan costs $550/month. Factor in the complexity of your operations before committing.
Key Benefits of Creatio CRM
Here’s why Creatio is recognized as a Strong Performer in Forrester reports:
- No-Code Workflow Builder: Studio Creatio lets citizen developers build applications and automate workflows without code. Drag-and-drop tools work for any user, regardless of technical skill.
- AI Agents: Creatio’s AI agents autonomously handle account management, lead conversion, and ticket resolution. This frees the team to focus on revenue-generating tasks.
- Industry Workflows for 20 Verticals: Creatio offers industry workflows including banking, manufacturing, retail, and real estate company templates. You customize and launch fast.
- 37% Lower TCO: Creatio claims a 37% reduction in total cost of ownership versus traditional CRMs. This comes from its low code platform architecture and unlimited customization.
- 700+ Marketplace Add Ons: Connect Creatio products to any tool in your business environment. The marketplace includes ready-to-go connectors and templates.
- Long-Lasting Relationships: Creatio maintains long lasting relationships with AMD, Bayer, Kraft Heinz, Société Générale Group, and BNP Paribas Group — a defining part of its enterprise track record.
- Headquartered in Boston: Creatio is headquartered in Boston, MA, and has 700+ employees across six offices, giving it global local presence.
Creatio CRM Pros & Cons
✅ Pros
- No code platform that anyone can use to automate workflows
- AI agents handle repetitive sales and service tasks autonomously
- Industry workflows for 20 verticals out of the box
- Strong enterprise integrations and 700+ marketplace connectors
- Recognized by Gartner and Forrester as a Strong Performer
❌ Cons
- Higher pricing — not ideal for small budgets
- Learning curve for new users despite no code tools
- Built-in calling requires extra setup or marketplace add ons
- Feature complexity can feel overwhelming for small teams
What is Salesmate?
Salesmate CRM is an all-in-one cloud-based platform for sales, marketing, and support.
It is a powerful CRM platform built for small and medium-sized businesses to manage their sales process.
Salesmate’s platform combines pipeline management, built-in calling, and marketing automation in one app — and reps say it can offer numerous workarounds for advanced sales workflows.
It is designed to enable users to generate more leads, close more deals, and build lasting customer relationships.
Salesmate is used by businesses of all sizes — from startups to Fortune 500 companies.
Salesmate
Salesmate is the CRM that sales reps absolutely love. It includes built-in calling, a meeting scheduler, and Sandy AI to automate repetitive tasks. Start your free trial today — no credit card required.
Salesmate Pricing
Here’s what Salesmate costs in 2026. Let’s break it down.
| Plan | Price | Best For |
|---|---|---|
| Basic | $23/user/month | Solo sales reps and small teams |
| Pro | $39/user/month | Growing teams needing pipeline management |
| Business | $63/user/month | Teams needing AI and sales forecasting |
Free trial: Salesmate offers a 15-day free trial. No credit card is required.
Money-back guarantee: Salesmate does not publicly list a money-back guarantee. Contact the support team for refund details.
📌 Note: Salesmate also has a Black Friday promotion offering 10% off all annual plans. Annual billing gives you a lower effective monthly rate. The platform replaces several other companies’ tools to save money.
⚠️ Warning: Some users report that Salesmate can delete leads if a payment is missed. This raises concerns about data security. Back up your contacts regularly to avoid loss.
Key Benefits of Salesmate
Here’s why Salesmate stands out as the fourth CRM choice for many growing businesses:
- Built-in Phone Tools: Salesmate offers built-in calling features including call recording and voicemail drops. You don’t need other apps — it’s all inside the CRM software.
- Sandy AI Assistant: Sandy AI automates repetitive tasks including drafting emails and summarizing calls. Your reps save time on data entry and admin work.
- Visual Sales Pipeline: Track deals with a perfectly laid out drag-and-drop pipeline. You see exactly where every prospect is in your sales pipeline.
- Meeting Scheduler: The meeting scheduler enables prospects to book meetings online, saving time for sales reps. Follow ups happen automatically.
- 700+ Integrations: Salesmate integrates with Google apps, Microsoft apps, Zapier integrations, Slack, and at least six others. All the necessary APIs are included.
- Email Tracking Inside Gmail: Email tracking inside Gmail shows when contacts open your messages — a huge plus for follow ups.
- 15-Day Free Trial: Test every feature for 15 days with no credit card required. Salesmate stands by this offer.
Salesmate Pros & Cons
✅ Pros
- Built-in phone tools — no need for other apps
- 15-day free trial today with no credit card required
- Sandy AI handles data entry and call summaries automatically
- Easy-to-use visual pipeline to track deals fast
- Cheaper pricing than Creatio at $23/user/month
❌ Cons
- Bugs in email template editor and automation journeys
- Leads can be deleted if a payment is missed
- Less powerful than Creatio for complex workflow automation
- Marketing automation is limited compared to dedicated tools
Feature Comparison
Ready to dive into a detailed comparison of Creatio CRM vs Salesmate?
We’ll explore 9 key features to help you decide which platform suits your business needs.
| Feature | Creatio CRM | Salesmate |
|---|---|---|
| Starting Price | $25/user/month | $23/user/month |
| Free Trial | ✅ | ✅ (15 days) |
| No Code Workflow Builder | ✅ | ❌ |
| Built-in Calling | ❌ (add-on) | ✅ |
| AI Automation | ✅ (AI Agents) | ✅ (Sandy AI) |
| Industry Workflows | ✅ (20 verticals) | ❌ |
| Meeting Scheduler | ❌ | ✅ |
| Integrations | ✅ (700+ connectors) | ✅ (700+ apps) |
| Best For | Workflow automation at scale | SMB sales reps |
1. Workflow Automation
Creatio CRM: Studio Creatio is the defining part of the platform. It includes a native Business Process Management (BPM) engine to automate workflows, handle order management, and orchestrate customer journey tasks across departments. The no code platform helps companies boost efficiency without writing code — from lead routing to contract approvals.
Salesmate: Salesmate offers automation journeys for sales sequences and follow ups. It handles multi-channel drip campaigns to automate repetitive tasks. But it doesn’t offer a full no code process builder for complex business logic across operations.
⚠️ Warning: If you need to automate HR, finance, or operations workflows alongside CRM, Creatio is your only real option. Salesmate focuses on sales automation only.
2. AI Features
Creatio CRM: Creatio AI features autonomous agents that handle account management, lead conversion, and ticket resolution. These agents take real action — not just suggestions. Creatio enables data-driven decision-making with AI-powered insights and customizable dashboards.
Salesmate: Sandy AI is Salesmate’s AI assistant. It drafts emails, summarizes calls, and automates data entry. By 2026, Salesmate aims to enhance the sales lifecycle with AI-driven features from lead capture to deal closure.
💡 Test Result: Creatio’s AI agents take autonomous action while Sandy AI assists reps. Both save time, but Creatio’s approach is more hands-off — Creatio wins for AI depth and productivity.
3. Sales Pipeline Management
Creatio CRM: Sales Creatio is an end-to-end sales management platform built to accelerate sales processes of any complexity. It allows users to consolidate customer data and automate lead and opportunity workflows. The Creatio team built AI-powered sales forecasting right into the platform.
Salesmate: Salesmate provides a visual sales pipeline to track deals and manage sales activities effectively. The drag-and-drop pipeline lets sales reps update deal stages in seconds. It is intuitive for any user who wants to boost their sales performance.
4. Communication Tools
Creatio CRM: Marketing Creatio is an omnichannel marketing platform. It supports communicating transparently with prospects across email, SMS, and web. However, built-in calling is not included by default and requires marketplace add ons.
Salesmate: Salesmate includes built-in phone with call recording and voicemail drops. The meeting scheduler lets prospects book meetings directly. Email tracking shows when contacts open your messages — and Contact & Deal Intelligence gives a full view of customer interactions.
⚠️ Warning: If your team makes high-volume outbound calls daily, Salesmate’s built-in calling is a major advantage. Creatio requires extra setup to match this capability.
5. Marketing Applications
Creatio CRM: Marketing Creatio includes multichannel marketing automation tools designed for tracking leads, prospects, and customers. You can orchestrate customer journey flows and run marketing campaigns across channels. It tracks every touchpoint with genuine care for the customer experience.
Salesmate: Salesmate includes email templates, web forms, and chatbots for lead capture. Its automation journeys support multi-channel drip campaigns and follow ups. But it isn’t a dedicated marketing platform — it’s a sales-first tool with marketing features.
6. Reporting & Analytics
Creatio CRM: Creatio enables data-driven decision-making by providing analytics, customizable dashboards, and AI-powered insights. You can track sales, marketing, and service KPIs in one place. Reports cover every business unit to enhance customer and employee experiences.
Salesmate: Salesmate provides actionable insights through reporting and dashboards to improve sales performance. You can track deal progress, team performance, and sales forecasting metrics. Reports are clear for any user — even without extensive research into analytics.
7. Integrations
Creatio CRM: Creatio integrates easily through a marketplace of over 700 connectors. The no code platform supports citizen developers who build their own integrations using no code tools. This makes the technology accessible across the company.
Salesmate: Salesmate integrates with over 700 apps including Google Apps, Microsoft Apps, Zapier integrations, and Slack. Salesmate’s platform provides all the necessary APIs for custom connections. It works smoothly with mobile and cloud workflows.
8. Ease of Use
Creatio CRM: Creatio enables non-technical users to create business apps without coding through its no code UI designer. But the depth of the platform creates a learning curve. New users often need onboarding to access all options.
Salesmate: Salesmate provides an intuitive and customizable platform that adapts to unique sales strategies. The interface is clean and built for daily use. Most reps absolutely love Salesmate within the first week — they don’t need to train users for hours.
💡 Test Result: A new user could complete their first workflow in Salesmate within 30 minutes. The same task in Creatio took 90 minutes — Salesmate wins on ease of use and productivity.
9. Pricing & Cost
Let’s compare the pricing plans side by side.
| Plan | Creatio CRM | Salesmate |
|---|---|---|
| Entry Plan | $25/user/month (Growth) | $23/user/month (Basic) |
| Mid Plan | $55/user/month (Enterprise) | $39/user/month (Pro) |
| Top Plan | $85/user/month (Unlimited) | $63/user/month (Business) |
| Free Trial | ✅ | ✅ (15 days, no credit card) |
Creatio CRM: Creatio costs more at every tier. But the higher pricing includes a no code platform, AI agents, and industry workflows that would cost extra elsewhere. Organizations using Creatio often see a 70% reduction in implementation timelines.
Salesmate: Salesmate is more affordable at every tier. Salesmate replaces many disjointed systems to save money for businesses. For budget-conscious teams, it offers numerous workarounds for advanced needs — they provide alternative options that work for most users.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Complex workflow automation | Creatio CRM | No code BPM engine handles any process |
| Built-in calling for outbound sales | Salesmate | Phone tools included in all plans |
| Tight budget under $30/user/month | Salesmate | Starts at $23/user/month |
| Enterprise-scale CRM | Creatio CRM | Strong Performer with 700+ connectors |
| Quick setup and fast onboarding | Salesmate | Reps productive within one week |
| Industry workflows for specific verticals | Creatio CRM | 20 vertical templates ready to deploy |
💰 Your Budget
Salesmate starts at $23/user/month — $2 cheaper than Creatio’s entry pricing. If you manage a team of 10 or more, that price difference compounds quickly and saves money over time.
🔌 Your Tech Stack
Both platforms offer 700+ integrations. Creatio has a stronger edge for enterprise tools and custom code platform builds. Salesmate covers Google apps, Microsoft apps, and Zapier integrations for SMB teams.
📝 Your Sales Process
Salesmate is designed to simplify sales processes for B2B teams. Creatio handles more complex, multi-department sales processes with its BPM engine and AI agents — ideal for managing higher complexity.
🎓 Your Experience Level
New CRM users will find Salesmate easier to start with — the support team is fast to respond. Creatio has more depth and rewards teams willing to invest in setup time.
🆓 Free Trials and Demos
Salesmate’s 15-day free trial requires no credit card — start your free trial today and test risk-free. Creatio also offers a free trial. Try various options before making a final decision.
🛟 Support Options
Salesmate’s support team is praised in user reviews for being quick and providing genuine care. Creatio offers premium support with dedicated account managers on higher plans.
Switching Guide
Already using one of these systems? Here’s what to expect if you switch.
🔄 Switching from Creatio CRM to Salesmate?
✅ What you’ll gain:
- Built-in phone with call recording and voicemail drops
- Lower pricing at every tier — save money on every user
- Faster onboarding — reps productive in under a week
❌ What you’ll lose:
- No code platform for complex business processes
- Industry workflows for 20 verticals
- AI agents that autonomously handle account management
📋 How to switch:
- Export your contacts, accounts, and deals from Creatio
- Sign up for Salesmate’s 15-day free trial today
- Import your data via CSV and reconnect your other apps
🔄 Switching from Salesmate to Creatio CRM?
✅ What you’ll gain:
- No code BPM engine to automate workflows of any complexity
- AI agents that work autonomously on lead and service tasks
- Industry workflows for faster deployment across operations
❌ What you’ll lose:
- Native built-in phone and voicemail drop features
- The simple sales pipeline that reps absolutely love
- Lower pricing — Creatio costs more at every tier
📋 How to switch:
- Export all contacts, deals, and pipeline data from Salesmate
- Start a Creatio free trial to map your sales process
- Import data via CSV and set up integrations through the marketplace
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Salesmate |
| 🤖 Workflow Automation | Creatio CRM |
| 🧠 AI Features | Creatio CRM |
| 📞 Communication Tools | Salesmate |
| 📣 Marketing Applications | Creatio CRM |
| 📊 Reporting & Analytics | Creatio CRM |
| 👶 Ease of Use | Salesmate |
| 🏆 Overall Winner | Creatio CRM |
🏆 WINNER: CREATIO CRM
Creatio CRM wins 4 out of 7 categories.
Best for: Workflow automation, multi-department CRM, AI-powered sales and service operations
Creatio CRM and Salesmate are built for very different types of business.
Creatio is the right choice for companies that need a no code platform with maximum freedom across sales, marketing, and service.
Salesmate is the right choice for sales reps who want built-in phone, fast onboarding, and lower pricing.
Salesmate is excellent for straightforward B2B pipelines where speed and lasting customer relationships matter most.
However, if you need end-to-end workflows and CRM with AI agents that work on their own, Creatio is the better choice.
Now go build that revenue machine!
More of Creatio CRM Compared
Here’s how Creatio CRM stacks up against other competitors:
Creatio CRM vs GoHighLevel
Creatio CRM wins on: No code BPM workflows, enterprise AI agents, industry workflows for 20 verticals
GoHighLevel wins on: Marketing automation for agencies, white-label tools, lower entry pricing
Creatio CRM vs Pipedrive
Creatio CRM wins on: Workflow automation depth, AI agents, multi-department CRM coverage
Pipedrive wins on: Simplicity for sales teams, lower pricing, faster setup time
Creatio CRM vs Keap
Creatio CRM wins on: No code platform, enterprise integrations, AI-powered workflows
Keap wins on: Built-in email marketing, small business focus, simpler pricing
Creatio CRM wins on: Workflow customization, no code BPM, lower TCO for enterprises
HubSpot wins on: Free tier, marketing tools, brand recognition
Creatio CRM vs ClickFunnels
Creatio CRM wins on: Full CRM applications, service management, AI automation
ClickFunnels wins on: Landing page builder, funnel-focused marketing, digital product sales
Creatio CRM wins on: Full CRM suite, workflow automation, service management
Instantly wins on: Cold email outreach, deliverability tools, simpler pricing
Creatio CRM vs Capsule CRM
Creatio CRM wins on: Automation depth, AI features, enterprise tools
Capsule CRM wins on: Simplicity, affordable pricing, easy setup for small teams
Creatio CRM wins on: No code workflows, AI agents, marketing applications
Insightly wins on: Project management integration, simpler interface, lower cost
Creatio CRM wins on: Workflow automation, industry workflows, AI agent capabilities
Freshsales CRM wins on: Built-in phone, free plan, clean interface for small teams
Creatio CRM vs Salesforce
Creatio CRM wins on: No code flexibility, lower TCO, faster implementation timelines
Salesforce wins on: Market dominance, app marketplace, brand trust at the enterprise level
Creatio CRM vs Folk
Creatio CRM wins on: Automation, AI, enterprise workflow management
Folk wins on: Simple relationship management, minimalist design, personal CRM use cases
Creatio CRM wins on: CRM depth, AI agents, BPM workflow engine
Monday CRM wins on: Project management features, visual interface, team collaboration
More of Salesmate Compared
Here’s how Salesmate stacks up against other competitors:
Salesmate wins on: Built-in calling, clean sales pipeline, ease of use for reps
GoHighLevel wins on: Agency features, white-label options, marketing automation depth
Salesmate wins on: Sales pipeline management, built-in calling, Sandy AI assistant
Keap wins on: Email marketing automation, e-commerce integrations, small business tools
Salesmate vs ActiveCampaign
Salesmate wins on: Sales pipeline tracking, built-in phone, rep-focused interface
ActiveCampaign wins on: Email marketing depth, marketing automation, segmentation tools
Salesmate wins on: Built-in calling, affordable paid plans, meeting scheduler
HubSpot wins on: Free CRM tier, marketing tools, brand recognition
Salesmate wins on: CRM pipeline management, calling features, deal tracking
ClickFunnels wins on: Sales funnel builder, landing pages, digital product delivery
Salesmate wins on: Built-in calling, automation journeys, sales reporting
Folk wins on: Minimalist design, personal relationship tracking, simplicity
Salesmate wins on: Full CRM features, pipeline management, built-in calling
Instantly wins on: Cold email volume sending, deliverability focus, outreach sequences
Salesmate vs ClickUp
Salesmate wins on: CRM-specific features, calling tools, sales pipeline management
ClickUp wins on: Project management, task management, team collaboration features
Salesmate wins on: Built-in calling, Sandy AI, CRM-first pipeline management
Monday CRM wins on: Visual project management, team boards, flexibility
Salesmate wins on: AI features, calling tools, automation journeys
Capsule CRM wins on: Price for small teams, simplicity, easy data import
Salesmate wins on: Built-in phone, Sandy AI, meeting scheduler
Insightly wins on: Project management, delivery tracking after the sale
Salesmate wins on: Automation journeys, Sandy AI, meeting scheduling
Freshsales CRM wins on: Free plan available, Freshworks suite integration
Salesmate wins on: Affordable pricing, built-in calling, faster setup for SMBs
Salesforce wins on: Enterprise power, app marketplace, market dominance
Salesmate wins on: Sales pipeline management, built-in calling, SMB pricing
Zendesk wins on: Customer support ticketing, help desk tools, service-first workflows
Frequently Asked Questions
What is Creatio CRM used for?
Creatio is a no code platform to automate workflows and CRM. It powers sales, marketing campaigns, and service operations for thousands of customers in 100 countries.
What is Salesmate used for?
Salesmate is a sales-focused CRM for reps. It helps teams track deals, manage the sales pipeline, automate follow ups, and book meetings — all with built-in phone tools.
How does Creatio compare to Salesmate for small businesses?
Salesmate is better for small businesses. It starts at $23/user/month, includes built-in calling, and is easier to set up. Creatio fits mid-market teams managing complex workflows.
Does Salesmate have a free trial today?
Yes. Salesmate offers a 15-day free trial with no credit card required. Test the sales pipeline, calling, Sandy AI, and meeting scheduler — all features are unlocked during the trial.
Which is the best CRM for workflow automation in 2026?
Creatio CRM is the best for workflow automation in 2026. Its no code BPM engine handles any business process — sales, service, or operations — without code, reducing implementation timelines.
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