---
description: Tudo sobre Creatio AI CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: Creatio AI CRM - Preço, avaliações e classificação - Capterra Portugal 2026
---

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# Creatio AI CRM

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> A plataforma de CRM mais ágil para empresas de médio e grande porte para acelerar vendas, marketing, serviços e operações.
> 
> Verdict: Rated **4.7/5** by 151 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa Creatio AI CRM?

Os aplicativos bpm'online são altamente personalizáveis e fáceis de usar e ajudam empresas de qualquer tamanho e de qualquer setor a gerenciar processos voltados para o cliente e proporcionar uma incrível experiência ao cliente.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **4.7/5** | 151 Avaliações |
| Praticidade | 4.7/5 | Based on overall reviews |
| Suporte ao cliente | 4.7/5 | Based on overall reviews |
| Relação qualidade/preço | 4.6/5 | Based on overall reviews |
| Recursos | 4.6/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: Creatio
- **Location**: Boston, EUA
- **Founded**: 2014

## Commercial Context

- **Preço inicial**: 40,00 US$
- **Target Audience**: 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+
- **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Windows (local), Linux (local), Android (celular), iPhone (celular), iPad (tablet)
- **Idiomas**: alemão, búlgaro, checo, dinamarquês, espanhol, francês, hebraico, húngaro, indonésio, inglês, italiano, neerlandês, polaco, português, russo, turco, ucraniano, árabe
- **Available Countries**: Alemanha, Argentina, Arménia, Arábia Saudita, Austrália, Azerbaijão, Bangladeche, Barém, Bolívia, Brasil, Bulgária, Bélgica, Canadá, Catar, Cazaquistão, Chile, Chipre, Chéquia, Colômbia, Costa Rica and 70 more

## Recursos

- Análise de dados preditiva
- Análise financeira
- Automação de marketing
- Bonds/Stocks
- Coleta de dados de multicanal
- Compartilhamento de Conteúdo
- Conversação inteligente
- Cronograma de amortização
- Emissão de permissões
- For Financial Institutions
- Geração de leads
- Geração de relatórios financeiros
- Gerenciamento de comentários
- Gerenciamento de documentos
- Gerenciamento de tickets de suporte
- Gestão da atividade de vendas
- Gestão da carteira de empréstimos
- Gestão da comunicação
- Gestão de apólices de seguro
- Gestão de caixa de entrada
- Gestão de campanhas
- Gestão de canais
- Gestão de compromissos
- Gestão de investidores
- Gestão de mutuários
- Gestão de reclamações
- Gestão do conhecimento
- Gestão do desempenho
- Gestão do fluxo de trabalho
- Gestão do pipeline
- Histórico do cliente
- Inteligência artificial e aprendizado de máquina
- Múltiplas campanhas
- Otimização de preços
- Para governo
- Para o setor de seguro
- Para organizações e equipes de vendas
- Payment Collection
- Pesquisa e filtro
- Planejamento de campanhas
- Pontuação personalizável
- Previsão
- Rastreamento de clientes
- Rastreamento de conformidade
- Rastreamento de investimentos
- Registro de dados
- Relatórios e análise de dados
- Roteamento automático
- Task Automation
- Third-Party Integrations

... and 160 more features

## Integrations (20 total)

- Asterisk
- Avaya Experience Platform
- Brandwatch
- DocFlow
- Gmail
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- LDAP Manager
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams

... and 5 more integrations

## Opções de suporte

- Email/Help Desk
- FAQs/Fórum
- Base de conhecimento
- Suporte por telefone
- Assistência 24/7
- Bate-papo

## Category

- [Sistemas de Automação de Vendas](https://www.capterra.pt/directory/12/sales-force-automation/software)

## Categorias relacionadas

- [Sistemas de Automação de Vendas](https://www.capterra.pt/directory/12/sales-force-automation/software)
- [Sistemas de Seguros](https://www.capterra.pt/directory/20035/insurance-agency/software)
- [Software de Criação de Empréstimos](https://www.capterra.pt/directory/20011/loan-origination/software)
- [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software)
- [Software de Gestão de Leads](https://www.capterra.pt/directory/30017/lead-management/software)

## Alternativas

1. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (7003 reviews)
2. [Bigin by Zoho CRM](https://www.capterra.pt/software/204998/bigin-by-zoho-crm) — 4.7/5 (744 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.pt/software/61368/salesforce) — 4.4/5 (18812 reviews)
4. [HubSpot CRM](https://www.capterra.pt/software/152373/hubspot-crm) — 4.5/5 (4491 reviews)
5. [Dynamics 365](https://www.capterra.pt/software/157279/dynamics-365) — 4.4/5 (5860 reviews)

## Avaliações

### "Great CRM running over a nice business process tool" — 5.0/5

> **Rommel** | *31 de outubro de 2016* | Serviços e tecnologia da informação | Recommendation rating: 10.0/10
> 
> **Vantagens**: Main advantages for BPMOnline:&#13;&#10;1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.&#13;&#10;2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy. &#13;&#10;3)  Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.
> 
> **Desvantagens**: Some areas that requires improvements:&#13;&#10;1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.&#13;&#10;2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.&#13;&#10;3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.&#13;&#10;4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.
> 
> BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it.  First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c\# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. &#13;&#10;&#13;&#10;On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

-----

### "Cutting-edge agile software solution, designed to optimize your conversion rates and drive business" — 5.0/5

> **Alexander** | *13 de abril de 2023* | Petróleo e energia | Recommendation rating: 9.0/10
> 
> **Vantagens**: Sales Creatio stands out as an exceptional product for automating sales and distribution workflows. As a midsize player in the competitive manufacturing industry, our ability to compete with larger players has been significantly enhanced through our transformational approach and unwavering commitment to continuous innovation. Incorporating no-code tools into our sales/business analytics toolkit has proven to be a valuable addition. These tools have empowered our team to streamline processes and achieve greater efficiency, ultimately contributing to our success in the market. Notably, our conversion rates have experienced a significant increase, and our sales team is thrilled with the results.
> 
> **Desvantagens**: While we have overall been highly satisfied with the platform, we have encountered occasional technical issues. Nevertheless, the support provided by Creatio has been instrumental in swiftly resolving these minor issues, ensuring that our overall experience with the platform has remained uninterrupted.
> 
> We recognize that implementing Studio Creatio earlier would have been a strategic move. The platform has proven to be a game-changer for our operations, significantly improving our business processes and increasing our overall resilience, which is paramount in today's rapidly evolving business landscape.

-----

### "A decent CRM software" — 3.0/5

> **Nicole** | *2 de junho de 2025* | Recursos Humanos | Recommendation rating: 6.0/10
> 
> **Vantagens**: The new email marketing design section is a great improvement. The ease of design and ability to customize marketing emails has greatly increased. The tagging system also helps create email lists and follow clients in their specific pipelines.
> 
> **Desvantagens**: There is no undo in the email design section. This is one of my primary uses and I have wasted a lot of time after accidentally deleting a section and having no way to retrieve it. I also dislike that you cannot create landing pages to include in emails through Creatio.
> 
> My overall experience is okay. For the price, Creatio does get the job done, however, my team relies on other programs to supplement features that Creatio does not offer.

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### "Creatio is really the best\!" — 5.0/5

> **Fernando** | *12 de junho de 2026* | Serviços financeiros | Recommendation rating: 9.0/10
> 
> **Vantagens**: Definitely the easy of use. You can easily develop, adjust and create new pages from scratch super fast
> 
> **Desvantagens**: There is not really anything that stand out. If I could name something, it would be the lack of self paced training.
> 
> Very positive. We enabled plenty of business users and they are capable of creating new elements and adding their new ideas to the platform

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### "Completely satisfied and loyal to Creatio solutions" — 5.0/5

> **Mitch** | *1 de setembro de 2020* | Software | Recommendation rating: 10.0/10
> 
> **Vantagens**: The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.
> 
> **Desvantagens**: The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.
> 
> We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

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