Creatio CRM

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Creatio is a no-code CRM and workflow automation platform with sales, marketing and service modules. Healthcare organizations configure it for patient journey and relationship management, marketing campaigns and case management, with built-in AI agents and cloud or on-premises deployment. It is sold per user per month.

From $40/user/mo

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Our take on Creatio CRM

Creatio is a general-purpose no-code CRM and workflow platform with sales, marketing and service modules and built-in AI agents, which healthcare organizations configure for patient relationships, outreach and service cases. It suits mid-size and larger organizations with staff to configure it. The trade-off is that it is not a purpose-built healthcare product and carries a minimum annual spend.

Also known as: Creatio, bpm'online, Creatio Sales, Creatio Marketing, Creatio Service, Creatio Business Studio, Creatio AI Studio · Reviewed by PracticeAll's healthcare IT team · Facts last verified October 2026 · How we review

Creatio CRM key facts

Best for: Mid-size and large healthcare organizations that want a configurable no-code CRM
Practice size: Mid-Sized (10–49), Enterprise/Health System (50+)
Specialties: Hospitals, Outpatient clinics, Telehealth, Health insurers, Pharma
Starting price: From $40/user/mo
Pricing model: Per user/month
Deployment: Cloud, On-premise
HIPAA / BAA: Vendor states HIPAA compliance
Integrations: Marketplace of 700+ third-party apps and connectors, no-code integration tools, API
Company: Creatio
Headquarters: Boston, MA
Founded: 2002
Category: Healthcare CRM & Marketing
Last verified: October 2026

Creatio CRM feature checklist

Campaign TypesEmail Drip Campaigns

Who Creatio is best for

Creatio, formerly known as bpm'online, is a Boston-based CRM and process-automation vendor. Its platform combines a no-code designer with Sales, Marketing and Service products and AI agents. Creatio positions it for hospitals, outpatient clinics, telehealth companies and insurers that want to manage patient relationships, referrals, campaigns and service requests in one system. Healthcare use requires configuring the general platform.

Best for

Health systems, large groups and payers with operations or IT staff to configure workflows
Organizations running patient outreach, referral tracking and service cases across several teams
Buyers who want on-premises deployment as an option

Not ideal for

Small practices that need a ready-made patient engagement tool
Practices that want native, prebuilt EHR scheduling integration out of the box
Buyers who cannot meet Creatio's stated $10,000-per-year minimum purchase

Creatio pros and cons

Pros

No-code designer for workflows, forms, pages and data models
Sales, marketing and service automation on one platform and data model
Built-in AI agents and a conversational assistant that can enter data and run tasks
Large marketplace of add-ons and connectors (700+ apps, per Creatio)
Cloud or on-premises deployment

Cons

Horizontal CRM, so patient records, consent and EHR links must be configured
Minimum annual purchase of $10,000 and a standard three-year contract, per Creatio's pricing page
Each CRM module is priced on top of a platform seat, so costs stack
BAA terms and healthcare-specific certifications are not published on its public pages

Creatio pricing

Creatio shows prices through an interactive calculator on its pricing page. Third-party breakdowns citing Creatio's pricing calculator (August 2026) report:

Growth: $40 per user per month for the platform, with a five-seat minimum.
Enterprise: $75 per user per month, adding more AI credits, unlimited workflow runs and API calls, and on-premises hosting.
Sales, Marketing and Service: about $15 per user per month each, added on top of a platform seat.
Unlimited: quote-only. Creatio introduced this model on May 1, 2026, with unlimited users, agents, applications and workflows, priced by organization scale.

Creatio's pricing page states that the minimum purchase for new customers is $10,000 per year and the standard contract term is three years. Its healthcare CRM guide states pricing starts at $40 per user per month for the platform plus CRM products. Confirm with a quote.

Key features

Creatio Business Studio: no-code designer for apps, workflows and interfaces
Creatio AI Studio: prebuilt and custom AI agents, now bundled by default with Business Studio licenses
Sales: account, contact and pipeline management, usable for referral and partner relationships
Marketing: email campaigns, segmentation and automated outreach programs
Service: omnichannel case management and self-service portals
Process engine for multi-step workflows such as intake, follow-ups and reminders
Dashboards, reporting and a marketplace of add-ons

HIPAA, security and integrations

Creatio's own healthcare content describes its CRM as HIPAA-compliant, citing multi-layered data encryption and role-based access controls, and its healthcare guide mentions built-in GDPR and HIPAA compliance guardrails. Its public pages do not publish BAA terms or list specific healthcare certifications, so confirm BAA availability directly.

Creatio connects to other systems through its no-code integration tools, APIs and marketplace. It describes EHR, billing and payment integrations in general terms but does not publish named, prebuilt EHR connectors.

Creatio alternatives

Salesforce Health Cloud — healthcare-specific CRM data model and care management, at a higher price.
HubSpot CRM — easier marketing and sales CRM with a free tier, for simpler outreach needs.
LeadSquared — CRM with a healthcare edition focused on patient acquisition and referral workflows.
Freshsales — lower-cost sales CRM for smaller teams.
Insightly — CRM with project management for small and mid-size organizations.

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Epic Cheers

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Freshsales

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HubSpot CRM

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Insightly

Insightly is a general-purpose CRM, now part of Unbounce, that some healthcare organizations use to manage patient inquiries, referral partners and marketing pipelines. Insightly says every customer receives a business associate agreement by default and that it holds a SOC 2 Type II attestation, though it is not built specifically for clinical work.

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LeadSquared

LeadSquared is a healthcare CRM and marketing solution designed to manage patient inquiries and automate follow-ups. It offers a HIPAA-compliant version with features like encrypted storage, audit trails, and access controls. The platform allows users to track the patient lifecycle from the initial inquiry to post-visit engagement.

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Creatio CRM FAQ

Is Creatio good for small practices?

Usually not. Creatio is a configurable platform that needs someone to design workflows and data models, and its pricing page states a $10,000 minimum annual purchase for new customers and a three-year standard contract. Small practices that mainly need reminders, two-way texting and reviews are better served by a purpose-built patient engagement tool.

How much does Creatio cost?

Third-party breakdowns of Creatio's pricing calculator list the Growth platform at $40 per user per month and Enterprise at $75, with Sales, Marketing and Service modules at about $15 per user each. An Unlimited plan is quote-only. Creatio's pricing page states a $10,000 annual minimum for new customers and a standard three-year term. Confirm current figures with Creatio.

Is Creatio HIPAA compliant and does it sign a BAA?

Creatio describes its CRM as HIPAA-compliant, citing multi-layered data encryption and role-based access controls. It does not publish BAA terms on its public pages. Request the BAA and any security attestations before storing patient information, and plan your own access controls and risk analysis.

Does Creatio integrate with EHRs?

Creatio describes integrations with EHR, billing and payment systems in general terms and offers APIs, no-code integration tools and a marketplace. It does not publish named, ready-made EHR connectors, so expect an integration project, often with a Creatio partner, to sync patient and scheduling data.

Creatio vs Salesforce Health Cloud: which should I choose?

Salesforce Health Cloud has a healthcare-specific data model and care management features out of the box, at a higher per-user price. Creatio is a general CRM with strong no-code tools that you configure for healthcare. Choose Salesforce if you want healthcare objects ready-made; consider Creatio if you want lower seat costs and plan to configure workflows yourself.

Sources

Facts on this page were checked against these sources on October 2026.

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