📊 我们的测试结果：
- 🤖 工作流程 自动化: Creatio’s no code platform built complex workflows in 20 min vs Salesmate’s 45 min — Creatio 获胜
- 📊 Sales Performance Insights: Creatio offered 12 dashboard types vs Salesmate’s 6 for sales forecasting — Creatio 获胜
- 📞 内置通话： Salesmate includes native phone tools; Creatio requires add-on setup — 销售员获胜
- 💰 定价： Salesmate starts at $23/user/month vs Creatio’s $25/user/month — 销售员获胜
- 🔌 集成： Both offer 700+ apps; Creatio edges out on enterprise marketplace add ons — Creatio 获胜
Are you stuck choosing between Creatio 客户关系管理 还有 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 自动化并对每一项功能进行了比较。
以下是您做出正确决定所需的一切信息。
概述
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.
Creatio CRM是什么？
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 在 100 个国家/地区拥有数千名客户，每天启动数百万个工作流程。
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 定价
Here’s what Creatio CRM costs in 2026. Let’s break down the pricing.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 生长 | 每用户每月 25 美元 | Small teams starting with workflow automation |
| 企业 | 每用户每月 55 美元 | Mid-market teams managing complex sales processes |
| 无限 | 每用户每月 85 美元 | Large companies with industry workflows |
免费试用： Creatio offers a free trial today with no credit card required.
退款保证： Creatio offers a refund policy. Check the site for the latest terms.
📌 笔记： 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.
⚠️ 警告： 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.
Creatio CRM 的主要优势
Here’s why Creatio is recognized as a Strong Performer in Forrester reports:
- 无代码工作流构建器： Studio Creatio lets citizen developers build applications and automate workflows without code. Drag-and-drop tools work for any user, regardless of technical skill.
- 人工智能代理： Creatio’s AI agents autonomously handle account management, lead conversion, and ticket resolution. This frees the team to focus on revenue-generating tasks.
- 20个垂直行业的行业工作流程： Creatio offers industry workflows including banking, manufacturing, retail, and 房地产 company templates. You customize and launch fast.
- 总体拥有成本降低 37%： 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+ 个市场插件： Connect Creatio products to any tool in your 商业 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 的优缺点
✅ 优点
- No code platform that anyone can use to automate workflows
- AI agents handle repetitive sales and service tasks autonomously
- 开箱即用的 20 个垂直行业的行业工作流程
- Strong enterprise integrations and 700+ marketplace connectors
- Recognized by Gartner and Forrester as a Strong Performer
❌缺点
- 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
Salesmate是什么？
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.
销售员
Salesmate is the CRM that sales reps absolutely love. It includes built-in calling, a meeting 调度器, and Sandy AI to automate repetitive tasks. Start your free trial today — no credit card required.
销售伙伴定价
以下是 Salesmate 在 2026 年的成本。让我们来详细分析一下。
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 23 美元 | 单人销售代表和小团队 |
| 专业版 | 每用户每月 39 美元 | Growing teams needing pipeline management |
| 商业 | 每用户每月 63 美元 | Teams needing AI and sales forecasting |
免费试用： Salesmate offers a 15-day free trial. No credit card is required.
退款保证： Salesmate does not publicly list a money-back guarantee. Contact the support team for refund details.
📌 笔记： 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.
⚠️ 警告： Some users report that Salesmate can delete leads if a payment is missed. This raises concerns about 数据 security. Back up your contacts regularly to avoid loss.
Salesmate 的主要优势
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.
- 沙 人工智能助手: Sandy AI automates repetitive tasks including drafting emails and summarizing calls. Your reps save time on data entry and admin work.
- 可视化销售流程： Track deals with a perfectly laid out drag-and-drop pipeline. You see exactly where every prospect is in your sales pipeline.
- 会议安排器： The meeting scheduler enables prospects to book meetings online, saving time for sales reps. Follow ups happen automatically.
- 700 多个集成： 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 的优缺点
✅ 优点
- 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
❌缺点
- 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
功能对比
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.
| 特征 | Creatio CRM | 销售员 |
|---|---|---|
| 起价 | 每用户每月 25 美元 | 每用户每月 23 美元 |
| 免费试用 | ✅ | ✅ (15 days) |
| No Code Workflow Builder | ✅ | ❌ |
| 内置通话 | ❌（附加组件） | ✅ |
| 人工智能自动化 | ✅（人工智能代理） | ✅（Sandy AI） |
| 行业工作流程 | ✅（20 个竖屏） | ❌ |
| 会议安排器 | ❌ | ✅ |
| 集成 | ✅ (700+ connectors) | ✅ (700+ apps) |
| 最适合 | 大规模工作流程自动化 | SMB sales reps |
1. 工作流自动化
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.
销售员： 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.
⚠️ 警告： 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. 人工智能功能
Creatio CRM： Creatio AI features 自主 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.
销售员： 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.
💡 测试结果： Creatio’s AI agents take 自主 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. 销售渠道管理
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.
销售员： 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. 通信工具
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.
销售员： 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.
⚠️ 警告： 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.
销售员： Salesmate includes email templates, web forms, and 聊天机器人 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. 报告与分析
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.
销售员： Salesmate 通过以下方式提供可操作的见解 报道 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. 集成
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.
销售员： 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. 易用性
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.
销售员： 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.
💡 测试结果： 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. 定价与成本
让我们来并排比较一下这些定价方案。
| 计划 | Creatio CRM | 销售员 |
|---|---|---|
| 入门计划 | 25美元/用户/月（增长） | 23美元/用户/月（基础版） |
| 中期计划 | 55美元/用户/月（企业版） | 39美元/用户/月（专业版） |
| 最高计划 | 85美元/用户/月（无限流量） | 63美元/用户/月（企业版） |
| 免费试用 | ✅ | ✅ (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.
销售员： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 复杂工作流程自动化 | Creatio CRM | No code BPM engine handles any process |
| Built-in calling for outbound sales | 销售员 | Phone tools included in all plans |
| Tight budget under $30/user/month | 销售员 | Starts at $23/user/month |
| 企业级客户关系管理 | Creatio CRM | Strong Performer with 700+ connectors |
| Quick setup and fast onboarding | 销售员 | Reps productive within one week |
| Industry workflows for specific verticals | Creatio CRM | 20 vertical templates ready to deploy |
💰 您的预算
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.
🔌 您的技术栈
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.
📝 您的销售流程
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.
🎓您的经验水平
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.
🆓 免费试用和演示
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.
🛟 支持选项
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.
切换指南
Already using one of these systems? Here’s what to expect if you switch.
🔄 Switching from Creatio CRM to Salesmate?
✅ 你将获得：
- 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
❌ 你会失去什么：
- No code platform for complex business processes
- Industry workflows for 20 verticals
- AI agents that autonomously handle account management
📋 如何切换：
- 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?
✅ 你将获得：
- 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
❌ 你会失去什么：
- Native built-in phone and voicemail drop features
- The simple sales pipeline that reps absolutely love
- Lower pricing — Creatio costs more at every tier
📋 如何切换：
- 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
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 销售员 |
| 🤖 工作流程自动化 | Creatio CRM |
| 🧠 AI 功能 | Creatio CRM |
| 📞 通信工具 | 销售员 |
| 📣 Marketing Applications | Creatio CRM |
| 📊 报告与分析 | Creatio CRM |
| 👶 易用性 | 销售员 |
| 🏆 总冠军 | Creatio CRM |
🏆 优胜者：CREATIO CRM
Creatio CRM 在 7 个类别中赢得了 4 个。
最适合： 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!
Creatio CRM 的更多比较
以下是 Creatio CRM 与其他竞争对手的对比：
Creatio CRM 与 GoHighLevel
Creatio CRM 胜出的原因： No code BPM workflows, enterprise AI agents, industry workflows for 20 verticals
GoHighLevel 获胜： Marketing automation for agencies, white-label tools, lower entry pricing
Creatio CRM 与 管道驱动
Creatio CRM 胜出的原因： Workflow automation depth, AI agents, multi-department CRM coverage
Pipedrive 获胜： Simplicity for sales teams, lower pricing, faster setup time
Creatio CRM 与 基普
Creatio CRM 胜出的原因： No code platform, enterprise integrations, AI-powered workflows
Keap 获胜理由： 内置电子邮件营销功能 小型企业 focus, simpler pricing
Creatio CRM 胜出的原因： Workflow customization, no code BPM, lower TCO for enterprises
HubSpot 在以下方面胜出： Free tier, marketing tools, brand recognition
Creatio CRM 与 ClickFunnels
Creatio CRM 胜出的原因： Full CRM applications, service management, AI automation
ClickFunnels 的优势在于： Landing page builder, funnel-focused marketing, digital product sales
Creatio CRM 胜出的原因： Full CRM suite, workflow automation, service management
立即赢得： 冷邮件 outreach, deliverability tools, simpler pricing
Creatio CRM 与 胶囊 客户关系管理
Creatio CRM 胜出的原因： Automation depth, AI features, enterprise tools
Capsule CRM 的优势在于： Simplicity, affordable pricing, easy setup for small teams
Creatio CRM 胜出的原因： No code workflows, AI agents, marketing applications
Insightly 在以下方面胜出： 项目管理集成、更简洁的界面、更低的成本
Creatio CRM 与 Freshsales CRM 的比较
Creatio CRM 胜出的原因： Workflow automation, industry workflows, AI agent capabilities
Freshsales CRM 的优势在于： Built-in phone, free plan, clean interface for small teams
Creatio CRM 与 Salesforce
Creatio CRM 胜出的原因： No code flexibility, lower TCO, faster implementation timelines
Salesforce 的优势在于： Market dominance, app marketplace, brand trust at the enterprise level
Creatio CRM 与 民间
Creatio CRM 胜出的原因： Automation, AI, enterprise workflow management
民间获胜理由： Simple relationship management, minimalist design, personal CRM use cases
Creatio CRM 胜出的原因： CRM depth, AI agents, BPM workflow engine
周一 CRM 胜出： Project management features, visual interface, team collaboration
Salesmate 的对比更多
以下是 Salesmate 与其他竞争对手的对比：
Salesmate 获胜条件： Built-in calling, clean sales pipeline, ease of use for reps
GoHighLevel 获胜： Agency features, white-label options, marketing automation depth
Salesmate 获胜条件： Sales pipeline management, built-in calling, Sandy AI assistant
Keap 获胜理由： Email marketing automation, e-commerce integrations, small business tools
销售员 vs ActiveCampaign
Salesmate 获胜条件： Sales pipeline tracking, built-in phone, rep-focused interface
ActiveCampaign 在以下方面胜出： Email marketing depth, marketing automation, segmentation tools
Salesmate 获胜条件： Built-in calling, affordable paid plans, meeting scheduler
HubSpot 在以下方面胜出： 免费CRM层级、营销工具、品牌知名度
Salesmate 获胜条件： CRM pipeline management, calling features, deal tracking
ClickFunnels 的优势在于： Sales funnel builder, landing pages, digital product delivery
Salesmate 获胜条件： Built-in calling, automation journeys, sales reporting
民间获胜理由： Minimalist design, personal relationship tracking, simplicity
Salesmate 获胜条件： Full CRM features, pipeline management, built-in calling
立即赢得： Cold email volume sending, deliverability focus, outreach sequences
销售员 vs 点击上
Salesmate 获胜条件： CRM-specific features, calling tools, sales pipeline management
ClickUp 在以下方面胜出： Project management, task management, team collaboration features
Salesmate 对阵星期一 客户关系管理
Salesmate 获胜条件： Built-in calling, Sandy AI, CRM-first pipeline management
周一 CRM 胜出： Visual project management, team boards, flexibility
销售员 vs 胶囊 客户关系管理
Salesmate 获胜条件： AI features, calling tools, automation journeys
Capsule CRM 的优势在于： Price for small teams, simplicity, easy data import
Salesmate 获胜条件： Built-in phone, Sandy AI, meeting scheduler
Insightly 在以下方面胜出： Project management, delivery tracking after the sale
Salesmate vs Freshsales 客户关系管理
Salesmate 获胜条件： Automation journeys, Sandy AI, meeting scheduling
Freshsales CRM 的优势在于： Free plan available, Freshworks suite integration
Salesmate 获胜条件： Affordable pricing, built-in calling, faster setup for SMBs
Salesforce 的优势在于： Enterprise power, app marketplace, market dominance
Salesmate 获胜条件： Sales pipeline management, built-in calling, SMB pricing
Zendesk 获胜方式： Customer support ticketing, help desk tools, service-first workflows
常见问题解答
Creatio CRM 的用途是什么？
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.
Salesmate是做什么用的？
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 小型企业?
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.
那就是 最佳客户关系管理 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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 