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Creatio AI CRM vs Apptivo Comparison (2026)

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Good recommendations?

Creatio AI CRM logo

Creatio AI CRM

Apptivo logo

Apptivo

Overview

Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.

Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

40

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

15

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.7

151

5

4

3

2

1

121

24

2

1

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
85%
would recommend this app

4.4

708

5

4

3

2

1

391

252

51

9

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

Pros

“We enabled plenty of business users and they are capable of creating new elements and adding their new ideas to the platform”
FV

Fernando V.

Data Architect

“You can easily develop, adjust and create new pages from scratch super fast”
FV

Fernando V.

Data Architect

“Companies can innovate faster while maintaining the governance and security required in enterprise environments.”
EC

Eduardo C.

CRO

Pros

“It is very convenient to be in Apptivo and be able to pull up a chat with support real-time, with the ability to attach screenshots, and even have the support representative start a screen share to further investigate issues. If the representative is not able to answer my question, they create a ticket on my behalf for the team to follow up on.”
ML

Michele L.

Project Manager

“There are some auto-fill features that would help avoid duplicate data entry: i.e. business address for multiple employees/contacts.”
Verified reviewer profile picture

Brad L.

Principal/Owner

“It's the perfect addition for a solopreneur, allowing me to maintain financial control just as I help sales leaders implement impactful plans and strategies.”
Verified reviewer profile picture

Linda S.

Owner

Cons

“Also, it is hard for multiple people to develop on the platform.”
VS

Vine S.

Software Engineer

“There is not really anything that stand out. If I could name something, it would be the lack of self paced training.”
FV

Fernando V.

Data Architect

“I also dislike that you cannot create landing pages to include in emails through Creatio.”
NR

Nicole R.

Marketing Specialist

Cons

“Sendinblue is primarily an email marketing platform, and its CRM capabilities may not be as robust or feature-rich as Apptivo's.”
TÜ

Taha Ü.

Civil Engineer

“The layout and flow is a bit outdated and sometimes the custom configuration needs tech support”
CB

Chris B.

manager

“I have found the online "chat" support to be hit and miss, with a lot of the agents not having much knowledge in helping solve the problem at hand. ”
MS

Marc S.

Director

  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review2 years ago

Key features

  • Total features180
  • A/B Testing
  • ACH Payment Processing
  • AI Summarization
  • AI Text Generation
  • AI Text Summarization
  • AI Text-to-Speech
  • AI Writing Assistant
  • AI and Automation
  • AI/Machine Learning
  • API
  • ATM Management
  • Access Controls/Permissions
  • Account-Based Engagement
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Adaptive Learning
  • Administrator Access
  • Advanced Search
  • Agent Interface
  • Agent Scheduling and Assignment
  • Alerts
  • Alerts/Escalation
  • Alerts/Notifications
  • Amortization Schedule
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Lifecycle Management
  • Assignment Management
  • Attachments/Screencasts
  • Audience Targeting
  • Audio File Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Auto-Dialer
  • Automated Alerts and Tasks
  • Automated Decisioning/Underwriting
  • Automated Email Responses
  • Automated Emails
  • Automated Follow-Ups
  • Automated Note Taking
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automated Voicemails
  • Automated response
  • Automatic Call Distribution
  • Automatic Funds Distribution
  • Automation
  • Autonomous Task Execution
  • Autoresponders
  • Bank Reconciliation
  • Barcode/Ticket Scanning
  • Basic Reporting
  • Batch Processing
  • Behavior Analytics
  • Benchmarking
  • Billing & Invoicing
  • Bills of Material
  • Bonds/Stocks
  • Borrower Management
  • Brand Tracking
  • Breadth of Partner Applications
  • Browser Extension
  • Budgeting
  • Budgeting/Forecasting
  • Building and Personalizing Emails
  • Business Card/Badge Scanning
  • Business Loans
  • Business Process Automation
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Calendaring
  • Call Center Features
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Call Types
  • Callback Scheduling
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Capacity Planning
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Catalog Management
  • Change Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click-to-Call
  • Client Communication Tools
  • Client Database
  • Client Management
  • Client Portal
  • Cloud
  • Coaching
  • Collaboration Tools
  • Collateral Tracking
  • Commenting/Notes
  • Commercial Mortgages
  • Commission Management
  • Commodity Futures
  • Communication History
  • Communication Management
  • Competitive Analysis
  • Compliance Management
  • Compliance Tracking
  • Computer Telephony Integration
  • Concurrent Calling
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Library
  • Content Management
  • Content Sharing
  • Content Utilization
  • Contract Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Rate Optimization
  • Conversion Tracking
  • Core Banking
  • Corporate Banking
  • Cost Estimating
  • Credit Card Management
  • Credit Card Processing
  • Credit Check
  • Credit Reporting
  • Credit Union
  • Cross-Functional Alignment
  • Cross-system Integration
  • Currency Management
  • Customer Accounts
  • Customer Contract Management
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customer Support Portal
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Security
  • Deal Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Workflow Management
  • Total features73
  • A/B Testing
  • ACH Payment Processing
  • AI Summarization
  • AI Text Generation
  • AI Text Summarization
  • AI Text-to-Speech
  • AI Writing Assistant
  • AI and Automation
  • AI/Machine Learning
  • API
  • ATM Management
  • Access Controls/Permissions
  • Account-Based Engagement
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Adaptive Learning
  • Administrator Access
  • Advanced Search
  • Agent Interface
  • Agent Scheduling and Assignment
  • Alerts
  • Alerts/Escalation
  • Alerts/Notifications
  • Amortization Schedule
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Lifecycle Management
  • Assignment Management
  • Attachments/Screencasts
  • Audience Targeting
  • Audio File Management
  • Audit Management
  • Audit Trail
  • Authentication
  • Auto Loans
  • Auto-Dialer
  • Automated Alerts and Tasks
  • Automated Decisioning/Underwriting
  • Automated Email Responses
  • Automated Emails
  • Automated Follow-Ups
  • Automated Note Taking
  • Automated Responses
  • Automated Routing
  • Automated Scheduling
  • Automated Voicemails
  • Automated response
  • Automatic Call Distribution
  • Automatic Funds Distribution
  • Automation
  • Autonomous Task Execution
  • Autoresponders
  • Bank Reconciliation
  • Barcode/Ticket Scanning
  • Basic Reporting
  • Batch Processing
  • Behavior Analytics
  • Benchmarking
  • Billing & Invoicing
  • Bills of Material
  • Bonds/Stocks
  • Borrower Management
  • Brand Tracking
  • Breadth of Partner Applications
  • Browser Extension
  • Budgeting
  • Budgeting/Forecasting
  • Building and Personalizing Emails
  • Business Card/Badge Scanning
  • Business Loans
  • Business Process Automation
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Calendaring
  • Call Center Features
  • Call Center Management
  • Call List Management
  • Call Logging
  • Call Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Call Types
  • Callback Scheduling
  • Caller ID
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Capacity Planning
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Catalog Management
  • Change Management
  • Channel Management
  • Charting
  • Chat/Messaging
  • Chatbot
  • Churn Management
  • Click-to-Call
  • Client Communication Tools
  • Client Database
  • Client Management
  • Client Portal
  • Cloud
  • Coaching
  • Collaboration Tools
  • Collateral Tracking
  • Commenting/Notes
  • Commercial Mortgages
  • Commission Management
  • Commodity Futures
  • Communication History
  • Communication Management
  • Competitive Analysis
  • Compliance Management
  • Compliance Tracking
  • Computer Telephony Integration
  • Concurrent Calling
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Construction Loans
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Library
  • Content Management
  • Content Sharing
  • Content Utilization
  • Contract Management
  • Contract/License Management
  • Conversation Intelligence
  • Conversion Rate Optimization
  • Conversion Tracking
  • Core Banking
  • Corporate Banking
  • Cost Estimating
  • Credit Card Management
  • Credit Card Processing
  • Credit Check
  • Credit Reporting
  • Credit Union
  • Cross-Functional Alignment
  • Cross-system Integration
  • Currency Management
  • Customer Accounts
  • Customer Contract Management
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Journey Mapping
  • Customer Management
  • Customer Portal
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Statements
  • Customer Support
  • Customer Support Portal
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Data Import/Export
  • Data Security
  • Deal Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Multi-Channel Communication
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Routing
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Support Ticket Management
  • Task Management
  • Templates
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Workflow Management

Integrations

  • Total integrations17
  • Asterisk
  • Avaya Experience Platform
  • Brandwatch
  • Dropbox
  • GoTo Meeting
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Maps
  • Google Workspace
  • HubSpot Data Hub
  • Infobip
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Teams
  • Microsoft Word
  • PayPal Payments
  • Pentaho
  • QuickBooks Online Advanced
  • RingCentral Engage Voice
  • Slack
  • Stripe Payments
  • Tableau
  • Twitter/X
  • WordPress
  • Xero
  • Zoom Workplace
  • authorize.net
  • Total integrations18
  • Asterisk
  • Avaya Experience Platform
  • Brandwatch
  • Dropbox
  • GoTo Meeting
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Maps
  • Google Workspace
  • HubSpot Data Hub
  • Infobip
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Teams
  • Microsoft Word
  • PayPal Payments
  • Pentaho
  • QuickBooks Online Advanced
  • RingCentral Engage Voice
  • Slack
  • Stripe Payments
  • Tableau
  • Twitter/X
  • WordPress
  • Xero
  • Zoom Workplace
  • authorize.net