--- title: "Compare Creatio AI CRM vs Mortgage Automator 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare Creatio AI CRM and Mortgage Automator based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/130149-191761/bpm-online-CRM-vs-Mortgage-Automator" page_type: "comparison" language: "en" --- # Creatio AI CRM vs Mortgage Automator Features and Cost Comparison Last updated September 24th, 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 AI CRMMortgage Automator2/4 selected [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (151)](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 AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting Price $40.00/month Value-for-Money 4.6 Functionality 4.6 Ease of Use 4.7 Customer Service 4.7 Reviews Sentiment Based on [151 reviews](#user-reviews) Positive 145 Neutral 2 Negative 4 [## 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? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. Highest Rated ### LOAN SERVICING SOFT 5.0 (14) * * * Starting Price $500.00 Per Feature,Per Month Free Trial Free Version * * * User rating 100% of reviewers rated it above 4 stars * * * ### The Mortgage Office 4.8 (288) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 97% of reviewers rated it above 4 stars * * * ### Zoho CRM 4.3 (6,999) * * * Starting Price $14.00 Per User,Per Month Free Trial Free Version * * * User rating 85% of reviewers rated it above 4 stars * * * ### Salesforce Sales Cloud 4.4 (18,810) * * * Starting Price $25.00 Per User,Per Month Free Trial Free Version * * * User rating 90% of reviewers rated it above 4 stars * * * ## Summary * * * Features in Sales Force Automation Software Best performer 49 / 50 Only Creatio AI CRM - Activity Dashboard - Calendar Management - Campaign Management 14 / 50 User satisfaction User satisfaction 4.7 User reviews[151](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Ease of use 4.7 Functionality 4.6 Value for money 4.6 Customer support 4.7 User satisfaction 4.9 User reviews[116](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) Ease of use 4.9 Functionality 4.8 Value for money 4.9 Customer support 4.9 Price starts from Price starts from $40Per User, Per Month - Free version - Free trial Price starts from \-- - Free version - Free trial Best for Best for 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. 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..." [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..." [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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___4984126) 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) 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 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) 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) ME Michael E. Vp > "Presenter very good content and also show the how to." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7166956) 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) SH Stuart H. IT Support > "Easy to use and a great system for your sales team." [See full review](https://www.capterra.com/p/130149/bpm-online-CRM/#Capterra___7166258) 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) [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 AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) 4.72 (151) [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 AI 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 AI CRM Mortgage Automator Best Value Loan Origination Software (2024)  ### Deployment & support Creatio AI 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 AI CRM - By Creatio - Located in United States - Founded in 2014 Mortgage Automator - By Mortgage Automator - Located in Canada - Founded in 2017 ## Popular Comparisons [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) $40/month Price $25/month 4.6 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 [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.52 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Contact vendor for pricing Price $165/month 4.8 Features 4.4 4.9 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/37032-191761/BNTouch-vs-Mortgage-Automator) [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $40/month Price $20/month 4.6 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 [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 AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $40/month Price $14/month 4.6 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 [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/)[4.83 (288)](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 AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,858)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $40/month Price $50/month 4.6 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 [Qualia](https://www.capterra.com/p/159101/Qualia/)[4.72 (208)](https://www.capterra.com/p/159101/Qualia/reviews/) Contact vendor for pricing Price $3599/year 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/159101-191761/Qualia-vs-Mortgage-Automator) [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](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 (744)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $40/month Price $7/year 4.6 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) [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 AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/)[4.72 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) $40/month Price $250/month 4.6 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) [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/)[4.40 (106)](https://www.capterra.com/p/174384/Plaid/reviews/) Contact vendor for pricing Price Contact vendor for pricing 4.8 Features 4.5 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/174384-191761/Plaid-vs-Mortgage-Automator)