Volition Capital Deploys Creatio to Streamline Operational and CRM Workflows with No-Code

Growth-equity firm adopts Creatio’s no-code platform to automate engagement workflows related to potential portfolio companies

Creatio, a global software company that provides a leading no-code platform for process automation and CRM, today announced that Volition Capital has launched Creatio’s platform internally to automate its CRM workflows. For the initial implementation, Volition Capital replaced their cumbersome system with Creatio as its core CRM platform. In the next phase, Volition plans to additionally replace its current email marketing and B2B sales cadence automation tools with Creatio.

Volition Capital is a Boston-based growth equity firm that principally invests in high-growth, founder-owned companies across the software, Internet, and consumer sectors. The firm led a $68M minority investment in Creatio in February 2021 and has a solid understanding of Creatio’s value proposition. As Volition scales its deal pipeline, Creatio will provide a unified view of all prospecting engagement workflows and enable the firm to stay in regular touch with key contacts at potential portfolio companies, increasing efficiency and conversions of these interactions.

“As investors in Creatio, the diligence we conducted and relationship we have with Katherine the CEO and her entire team gives us immense confidence to use the platform for our own lead generation and engagement,” said Sean Cantwell, Volition Managing Partner.

“We were using multiple B2B SaaS platforms for CRM, email marketing, and database management. With the Creatio integration in full progress, our team will have a single pane of glass view for every prospect touchpoint and communication,” added Lindsey Eckerd, Volition’s VP of Marketing.

“Our relationship with Volition Capital made this partnership and project a natural fit for both of us,” said Andie Dovgan, Chief Growth Officer at Creatio. “It’s been very easy for our teams to collaborate on this deployment. We are excited to help Volition Capital to increase efficiency of its engagement with potential portfolio companies and boost employee productivity via intelligent workflow automation and no-code tools”.

Creatio helps organizations create no-code companies by providing a platform that allows for automating business ideas in minutes. The company combines an intuitive low-code/no-code platform, best-in-class CRM and a robust workflow automation in a single solution to accelerate sales, marketing, service and operations for mid-size and large enterprises.

Creatio offers a composable approach to app development and workflow automation. Creatio’s out-of-the-box functionality eliminates the need to build core modules for apps from scratch. Its pre-configured modules have common core functions needed for several apps, and they can be reused to develop different solutions more quickly. This way, users can repurpose prebuilt or newly developed modules, plug-ins, and entire applications to rapidly create necessary solutions.

About Creatio

Creatio is a global software company providing a leading low-code platform for process management and CRM. The company combines an intuitive low-code platform, best-in-class CRM and a robust workflow automation in a single solution to accelerate sales, marketing, service and operations for mid-size and large enterprises. Creatio is highly recognized as a market leader by key industry analysts and together with hundreds of partners, operates in 110 countries worldwide. More information can be found at www.creatio.com.

About Volition Capital

Volition Capital is a Boston-based growth equity firm that principally invests in high-growth, founder-owned companies across the software, Internet, and consumer sectors. Founded in 2010, Volition has over $1.1 billion in assets under management and has invested in over 30 companies in the United States and Canada. The firm selectively partners with founders to help them achieve their fullest aspirations for their businesses. For more information, visit http://www.volitioncapital.com or follow us on Twitter @volitioncapital.

Author Information

Clint Wheelock

Clint brings over 20 years of market research and consulting experience, focused on emerging technology markets. He was co-founder and CEO of Dash Network, an integrated research and digital media firm focused on the CX market, which was acquired by The Futurum Group in 2022. He previously founded Tractica with a focus on human interaction with technology, including coverage of AI, user interface technologies, advanced computing, and other emerging sectors. Acquired by Informa Group, Clint served as Chief Research Officer for Informa’s research division, Omdia, with management and content strategy responsibility, formed by the combination of Tractica, Ovum, IHS Markit Technology, and Heavy Reading.
Clint was previously the founder and President of Pike Research, a leading market intelligence firm focused on the global clean technology industry, which was acquired by Navigant Consulting where he was Managing Director of the Navigant Research business.

Prior to Pike Research, Clint was Chief Research Officer at ABI Research, a New York-based industry analyst firm concentrating on the impact of emerging technologies on global consumer and business markets.

Clint holds a Master of Business Administration in Telecommunications Management from the University of Dallas and a Bachelor of Arts in History from Washington & Lee University.

Latest Insights:
nCino's Q2 FY2027: Agentic AI Banking Thesis Meets Margin Reality
August 26, 2026
Article
Article

nCino’s Q2 FY2027: Agentic AI Banking Thesis Meets Margin Reality

nCino's Q2 FY2027 results showcase agentic AI's banking impact: subscription revenues grew 10% to $143.5M, GAAP operating income swung to $13.6M profit, aligning with 86.6% of tech leaders prioritizing agentic AI....
FPT IS Bets on Vietnam's Insurance Gap With Atomi Digital MOU
August 26, 2026
Article
Article

FPT IS Bets on Vietnam’s Insurance Gap With Atomi Digital MOU

FPT IS and Atomi Digital partner to develop end-to-end insurance technology solutions targeting Vietnam's Insurance Gap. The MOU aims to capitalize on government initiatives to grow the sector from 1.8% to 3.5%...
Ransomware Hits 2026 Peak: Is Your Channel Ready for AI-Driven Attacks?
August 26, 2026
Article
Article

Ransomware Hits 2026 Peak: Is Your Channel Ready for AI-Driven Attacks?

NCC Group's July 2026 Threat Intelligence Report reveals 894 ransomware cases—a 22% surge and 2026 peak. The emergence of JADEPUFFER, the first fully autonomous AI attack agent, signals a critical escalation for...
Tieto Embeds E-Invoicing Into Finnish Bank Apps via Siirto Deal
August 26, 2026
Article
Article

Tieto Embeds E-Invoicing Into Finnish Bank Apps via Siirto Deal

Tieto and Siirto announced a landmark partnership enabling businesses to send invoices directly through Finnish banking apps, eliminating friction in the instant payment workflow and reinforcing Tieto's infrastructure leadership in Nordic fintech....
Latest Research:
Bridging the Capacity Gap: Why 66% of Enterprises Are Investing in Agentic Digital Workers
August 26, 2026
Research
Research

Bridging the Capacity Gap: Why 66% of Enterprises Are Investing in Agentic Digital Workers

In its latest thought leadership study, completed in partnership with IFS, Futurum Research surveys 664 enterprise decision-makers and interviews IT and operations leaders at six IFS customers running digital workers...
How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design
August 24, 2026
Research
Research

How Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design

In our latest thought leadership brief, Intel 18A-P Transistor Breakthroughs Shape Diamond Rapids CPU Design, completed in partnership with Intel, The Futurum Group examines the silicon-validated data behind Intel's 18A-P...
From Experimentation to Execution: Platform Engineering for Scalable Generative AI
August 10, 2026
Research
Research

From Experimentation to Execution: Platform Engineering for Scalable Generative AI

In our latest thought leadership report, From Experimentation to Execution: Platform Engineering for GenAI, completed in partnership with Red Hat, Futurum Research covers why enterprise GenAI initiatives stall before reaching...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.