Case Study: Volition Capital LLC achieves faster, more efficient prospect engagement workflows with Creatio

Increases efficiency of its prospect engagement workflows with Сreatio

Volition Capital LLC, a Boston-based growth equity firm that supports 26 portfolio companies, faced inefficient, fragmented tooling and heavy manual work while managing thousands of prospect companies and long-term executive relationships. After leading a $68M minority investment in Creatio and gaining deep familiarity with the platform, Volition chose Creatio’s no-code CRM to replace clunky software, reduce Excel reliance, and better organize prospect engagement workflows.

Using Creatio, Volition’s internal team and the Creatio team built custom no-code workflows, a ZoomInfo Chrome add‑on, and an integration with SalesLoft so contacts and activities sync automatically into the CRM. Creatio delivered one‑click dashboards for pipeline and analyst activity visibility, centralized prospect data, and automated outreach logging—reducing manual workload and improving transparency so analysts can spend more time on sourcing and research.

Volition Capital LLC

Sean Cantwell

Volition Managing Partner