WillItSurvive
United States · United States

Creatio

No-code CRM and workflow automation platform competing against Salesforce and Microsoft.

Losing its protection
Assessed 29 July 2026 · Evidence as of 29 July 2026
The structural protection is eroding.
On the recordSince 29 July 2026 · Checkable from Q1-Q2 2027 · Every call on the record Checkpoint: Disclosed new-logo growth from Creatio 10x (AI Twin, AI Studio) launched July 2026
The call

Creatio is growing fast on partner-driven sales, but it is racing Salesforce and Microsoft to define AI agents in CRM, with no confirmed funding update since mid-2024.

Creatio is a software company that lets businesses build custom applications without writing code, mainly for sales and customer management. The problem is that Salesforce and Microsoft, which already have huge customer bases, are now offering their own no-code tools with built-in AI assistants that can do similar work, and these giants are currently ahead on the AI features that are becoming the main thing people care about. The company's survival depends on whether its newest AI tools can actually win new customers away from Salesforce and Microsoft over the next year or two, or whether it stays as a smaller option that keeps existing customers happy but doesn't grow much.

Why
01
AI pressure: Salesforce Agentforce. Agentforce lets customers build AI agents by talking to them, cutting into the manual drag-and-drop skill Creatio sells. Could AI do the core job? Yes, likely.
02
Bigger players: Microsoft (Dynamics 365, Power Platform, Copilot Studio). Microsoft bundles a competing no-code AI-agent CRM into software most enterprises already pay for. Could a giant copy it? Yes, easily.
03
What protects it. 700+ channel partners and workflows embedded in regulated industries like banking that are costly to rip out.
What would change this call
Creatio discloses a new funding round or valuation update by Q1-Q2 2027. Whether the $1.2B June 2024 valuation still holds or a down-round confirms weakening investor confidence.
Creatio 10x (AI Twin, AI Studio, launched July 2026) new-logo wins reported in press or case studies within a year. Whether Creatio's AI layer differentiates it from Agentforce/Copilot Studio or it stays a fast-follower.
Creatio publishes new-logo growth versus renewal-driven revenue figures in next annual update. Whether growth is still coming from new customers or increasingly just from renewals.
Key numbers
  • $200M raised at $1.2B valuation (2024-06-26)
  • 45% year-over-year revenue growth in 2024 (2025-01-11)
  • ~700 employees across seven global offices (2024-06-26)
Named risks
  • Kyiv R&D center exposed to ongoing Russia-Ukraine war disruption. Severity: high
  • Valuation stalled at June 2024's $1.2B amid cooling SaaS and low-code funding environment noted mid-2026. Severity: medium
  • Core no-code visual builder pitch being commoditized by conversational agent-building AI from Salesforce and Microsoft. Severity: high
  • Roughly half of revenue depends on 700+ channel partners rather than direct sales control. Severity: medium
Rivals, as read in July 2026
RivalDirectionEvidence
Salesforcelosing toRanked first in independent 2026 CRM ranking citing Agentforce; Creatio absent from top 5 as of 2026-02-23
MicrosoftcontestingDynamics 365, Power Platform and Copilot Studio bundle competes directly, embedded in Office 365 stack, 2026
HubSpotlosing toRanked second in same 2026 CRM ranking that excluded Creatio from its top 5, 2026-02-23
Questions people ask
Is Creatio profitable in 2026?
As of its June 2024 funding round, Creatio was cash-flow break-even but not yet GAAP-profitable, according to Reuters coverage of the $200M raise. No independently confirmed profitability update has been reported since, so its 2026 financial status rests on that 2024 disclosure.
Who owns Creatio?
Creatio is privately held and venture-backed, with no parent company. Its June 2024 Series B was led by Sapphire Ventures, joined by StepStone Group, Volition Capital and Horizon Capital, at a $1.2 billion post-money valuation, per TechCrunch, 2024-06-26.
Could AI replace Creatio's no-code platform?
Generative and agentic AI increasingly let employees build workflows conversationally, threatening the visual no-code builder skill Creatio sells. Creatio responded by launching AI Twin and AI Studio in its Creatio 10x release on July 15, 2026, betting on owning the agent layer rather than being replaced by it.
Who is Creatio's biggest competitor?
Press consistently frames Creatio as a Salesforce challenger, per TechCrunch, 2024-06-26. Microsoft is also a direct rival, bundling Dynamics 365, Power Platform and Copilot Studio into the Office 365 stack customers already own, competing head-on with Creatio's no-code CRM pitch.
What is Creatio's current valuation?
Creatio was valued at $1.2 billion post-money after raising $200 million in a Series B led by Sapphire Ventures, announced June 26, 2024. No subsequent priced round or updated valuation had been confirmed by independent sources as of July 2026.
Timeline
  • 2026-07-15Launched Creatio 10x with AI Twin conversational agent builder and AI Studio governance layer
  • 2026-02-23Independent CRM ranking placed Salesforce first citing Agentforce; Creatio absent from top 5
  • 2026-02-11Introduced autonomous AI agents for banking: renewals, referrals, document verification, loan servicing
  • 2024-10-01Launched Creatio Energy 8.2 integrating agentic, generative and predictive AI patterns
  • 2024-06-26Raised $200M Series B at $1.2B valuation led by Sapphire Ventures, becoming a unicorn
  • 2021-01-01Raised $68M growth round led by Volition Capital after 7 years bootstrapped
  • 2014-01-01Rebranded from BPMonline to Creatio, relocated headquarters to Boston
Revision history
29 July 2026
First assessed. Losing its protection. The text above is fixed as of this date and is not edited afterwards.
In the same band
Sources