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Creatio

No-code CRM and workflow automation

Raised to date

$9.5M

across 1 Form D filing

Investors
12
Last filed
Jun 11, 2026

About

Creatio is a Boston-headquartered vendor of an AI-native CRM and workflow automation platform built on a no-code foundation. Business users assemble applications, workflows and AI agents through visual designers and natural language rather than code. The platform bundles sales, marketing and customer service modules with industry workflow templates and a marketplace of connectors. Creatio sells into enterprises across banking, insurance, manufacturing, retail, telecom, pharma and the public sector.

Combines a full CRM suite with a general-purpose no-code application platform and agentic AI, letting non-technical staff build and change enterprise workflows themselves instead of depending on developers or vendor professional services.

Funding

  • EquityFiled Jun 11, 2026Form D/A
    $9.5M/ no target

Product

Creatio platform

Enterprise CRM and no-code automation software

An AI-native CRM and workflow platform where users design, automate and run customer-facing and back-office processes using no-code visual designers and AI agents.

  • No-code visual application and workflow designers
  • Unified sales, marketing and customer service CRM modules
  • AI agents that execute end-to-end workflows alongside human-led processes

Built for

Mid-market and enterprise organizations in banking, insurance, manufacturing, retail, telecommunications, pharma and the public sector

People on file