# Compare Creatio CRM vs Mortgage Automator 2026 | Capterra > Unsure of what to choose? Check Capterra to compare Creatio CRM and Mortgage Automator based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator --- # Creatio CRM vs Mortgage Automator Features and Cost Comparison Last updated July 9th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: Creatio CRMMortgage Automator2/4 selected [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) [## Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $40.00/month Value-for-Money 4.7 Functionality 4.7 Ease of Use 4.7 Customer Service 4.7 Reviews Sentiment Based on [149 reviews](#user-reviews) Positive 144 Neutral 2 Negative 3 [## Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.9 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Starting Price Contact vendor Value-for-Money 4.9 Functionality 4.8 Ease of Use 4.9 Customer Service 4.9 Reviews Sentiment MF Based on [116 reviews](#user-reviews) Positive 116 Neutral 0 Negative 0 ## Not a match? 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Best for Private and hard money lenders across the US and Canada managing residential, commercial, and construction loans, from lean teams to high-volume operations looking to automate and scale. ## User reviews Pros & cons EC Eduardo C. CRO > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7166148) NR Nicole R. Marketing Specialist > "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." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6824878) OG Octavio G. IT Manager > "We compared Creatio with traditional top tier CRMs and foud that in that area it is very price competitive because it has tools and..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7052109) Alona R. Business Analyst > "It can be challenging to discern where to start or how to progressively leverage the tool's full potential, as the numerous capabilities can..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6092321) VR Verified Reviewer Business Development Director > "Great value for money, great team in the UK that was able to answer every question and took the time to actually listen" [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7155943) EA Elvia A. Ingeniero en sistemas computacionales > "I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___4984126) VR Verified Reviewer Marketing Manager > "Overall, Creatio CRM provided a robust solution for managing marketing campaigns and customer relationships in one place." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6804345) VS Viktoriia S. Marketing Associate and Social Media Specialist > "Sometimes, we had an issue with the scheduled emails feature." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6178125) VS Vine S. Software Engineer > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7166831) SS Samuel S. Director of LCS > "Creatio Support is not very helpful and it takes explaining the same thing many times for support to understand." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6180836) HR Hugues R. CEO > "It's not just a CRM, it is an advanced BPM with a lot of flexibility and ready-made components that are quick and straightforward to implement." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6430343) VS Viktoriia S. Marketing Associate and Social Media Specialist > "For some reason, it did not send, but overall, nothing much to complain about." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6178125) VR Verified Reviewer Business Development Manager > "We've managed the transformation project internally, and our team now effectively utilizes the system for lead management, opportunity..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___5070768) MR Masud R. Human Resource Manager > "With Creatio CRM, I haven't realized major concerns" [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6133014) VR Verified Reviewer Software Developer > "Creatio is flexible and modern, and I had good control over customizations." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6812429) SS Samuel S. Director of LCS > "It has been very frustrating for our team." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6180836) HR Hugues R. CEO > "We needed the support of a professional partner company to implement but after a few trials we eventually identified the right one adn things..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___6430343) HM Heather M. Sales > "The email integration has been tricky with outlook." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___2356441) [View Reviews](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Mark F. Director of Lending > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7074359) ST Samantha T. Team Lead, Default Recovery > "There is not auto-save function, so any information added and not saved before navigating to a different section will be lost." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6341606) KM Kelsey M. Client coordinator > "Makes our job very smooth and hassle free ( most of the time )" [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7168145) JN John N. Consultant > "Online user documentation does not have enough depth and instruction in terms of how to use the various features of the system." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) HA Heather A. Credit Analyst > "I am new to the credit analyst role and have found mortgage Automator quite easy to become accustomed to." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___7167085) BL Bradley L. CFO > "The CA DRE has specific forms we need for each closing and they can be a pain. " [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) AW Aidan W. Owner > "It’s particularly helpful for automating repetitive tasks and ensuring compliance. Despite some minor limitations, the benefits far..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6828464) JN John N. Consultant > "Custom documents can be created however the feature is not user friendly." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6336063) DP Danny P. Manager > "The software is particularly helpful in generating detailed and accurate reports, as well as creating personalized documents for both..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6330273) KF Katie F. CPO COO > "It can cause disruption to our operations and be frustrating at times." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6304917) HG Hercules G. Chief Operations Officer > "The platform's customization capabilities allow it to adapt effortlessly to our specific needs, making it an invaluable tool in our..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6283587) DL David L. Manager > "The biggest issue is the investor capital management." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6302868) BL Bradley L. CFO > "The platform's customizability coupled with the user friendly interface has been a game changer for our loan process from initial..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6285679) LH Lauren H. Senior Mortgage Underwriter > "wow, now I am stumped. If I had to find a negative; it is that we have a unique business and there was a little pain in the beginning..." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2632265) AN Asher N. Chief Operating Officer > "The origination and loan servicing parts are great and helpful on the day to day tasks." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___6512391) AM Adam M. Principal Broker > "I'm sure there are ways to improve this software but I can't think of any at the moment." [See full review](https://www.capterra.com/p/191761/Mortgage-Automator/#Capterra___2871703) [View Reviews](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) ## User interface [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) 4.74 (149) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) 4.92 (116) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Creatio CRM Top features 49/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Channel Management - Commission Management - Contact Management - Contract/License Management - CRM - Customer Database - Customer Segmentation - Customizable Fields - Data Import/Export - Deal Management - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Sequences - Email Templates - Email Tracking - Event Triggered Actions - Field Sales Management - Forecasting - Generative AI - Lead Assignment - Lead Capture - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - List Management - Mobile App - Opportunity Management - Performance Metrics - Pipeline Management - Proposal Generation - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Sales Activity Management - Sales Trend Analysis - Task Management - Territory Management - Third-Party Integrations [See all features](https://www.capterra.com/p/130149/bpm-online-CRM/#features) Mortgage Automator 14/50 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Channel Management - Commission Management - Contact Management - Contract/License Management - CRM - Customer Database - Customer Segmentation - Customizable Fields - Data Import/Export - Deal Management - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Sequences - Email Templates - Email Tracking - Event Triggered Actions - Field Sales Management - Forecasting - Generative AI - Lead Assignment - Lead Capture - Lead Generation - Lead Management - Lead Nurturing - Lead Qualification - List Management - Mobile App - Opportunity Management - Performance Metrics - Pipeline Management - Proposal Generation - Quotes/Estimates - Real-Time Data - Real-Time Reporting - Referral Tracking - Reminders - Reporting & Statistics - Sales Activity Management - Sales Trend Analysis - Task Management - Territory Management - Third-Party Integrations [See all features](https://www.capterra.com/p/191761/Mortgage-Automator/#features) ### Recognition No recognitions have been awarded to Creatio CRM Mortgage Automator Best Value Loan OriginationSoftware (2024)  ### Deployment & support Creatio CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Mortgage Automator Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details Creatio CRM - By Creatio - Located in United States - Founded in 2014 Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 ## Popular Comparisons [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $40/month Price $25/month 4.7 Features 4.4 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-130149/Salesforce-vs-bpm-online-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [LendingWise](https://www.capterra.com/p/166706/LendingWise/) [4.64 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Contact vendor for pricing Price $149/month 4.8 Features 4.4 4.9 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/166706-191761/LendingWise-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $40/month Price $20/month 4.7 Features 4.4 4.7 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/130149-152373/bpm-online-CRM-vs-HubSpot-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.82 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.7 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/9277-191761/The-Mortgage-Office-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,982)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $40/month Price $14/month 4.7 Features 4.3 4.7 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/130149-155928/bpm-online-CRM-vs-Zoho-CRM) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[3.51 (53)](https://www.capterra.com/p/73554/Calyx-Point/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 3.5 4.9 Ease of Use 3.5 [View full comparison](https://www.capterra.com/compare/73554-191761/Calyx-Point-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,834)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $40/month Price $50/month 4.7 Features 4.3 4.7 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/130149-157279/bpm-online-CRM-vs-Dynamics-365) [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/)[4.92 (116)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) vs [Plaid](https://www.capterra.com/p/174384/Plaid/)[4.39 (105)](https://www.capterra.com/p/174384/Plaid/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.4 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (738)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $40/month Price $7/year 4.7 Features 4.5 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/130149-204998/bpm-online-CRM-vs-Bigin-by-Zoho-CRM) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (607)](https://www.capterra.com/p/210630/Kylas/reviews/) $40/month Price $250/month 4.7 Features 4.7 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/130149-210630/bpm-online-CRM-vs-Kylas) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) $40/month Price $14.99/month 4.7 Features 4.6 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/130149-178819/bpm-online-CRM-vs-EngageBay-Marketing) [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.74 (149)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,056)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $40/month Price $19/month 4.7 Features 4.3 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/130149-132666/bpm-online-CRM-vs-Pipedrive)