Creatio
Creatio is a global vendor of an agentic AI-native no-code platform designed to automate workflows and CRM with a maximum degree of freedom.
Powered by intuitive no-code development, visual process design, and embedded AI, the Creatio platform enables organizations to build and evolve applications of any complexity and scale—supporting both structured and unstructured workflows, advanced analytics, and flexible dashboards. By empowering business users alongside IT, Creatio reduces application development time by up to 10× and accelerates time-to-value.
At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach allows organizations to automate entire business processes, not just individual tasks—driving efficiency, agility, and measurable business outcomes.
Creatio also provides a rich marketplace of pre-built applications, connectors, and industry-specific solutions, enabling rapid deployment and continuous innovation. Built on a modern, AI-native architecture, the platform ensures seamless integration and adaptability within any digital ecosystem.
Creatio CRM is a full-featured suite for marketing, sales, and service automation, unified on the same agentic no-code platform with embedded AI agents. Organizations can deploy it as a complete CRM suite or as modular solutions, gaining the flexibility to scale while maintaining a single, intelligent system of engagement.
Learn more
Plauti
Plauti builds native data-quality applications that run entirely within your CRM environment. No data is sent to external servers or third-party processing services, and there’s no parallel infrastructure to maintain. Your data stays where it belongs: under your control, behind your security perimeter, governed by your own access model.
For Salesforce, Plauti addresses the full lifecycle of data quality:
> Prevention at entry: Real-time duplicate detection alerts users as they type, blocking bad data before it’s created.
> Detection from external sources: Identify duplicates coming from integrations, imports, and APIs, so data quality doesn’t degrade over time.
> Batch remediation at scale: Run powerful batch jobs to find, review, and merge existing duplicates, with full audit trails for compliance and governance.
> Contact data verification: Validate email addresses and phone numbers before they’re saved to reduce bounces and failed outreach.
All processing runs natively on Salesforce infrastructure. Plauti respects your existing profiles, roles, and permission sets, so there’s no separate login, no data synchronization layer, and no new security surface to harden.
For Microsoft Dynamics 365, Plauti provides similar control over duplicates with real-time alerts, API-driven detection, batch processing, and cross-entity matching. It’s designed for CRM admins and data stewards who need direct, immediate control over data quality without waiting on developers, external consultants, or long IT ticket queues.
Learn more
Coevera
Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM and trusted by sales teams since 2011, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your people get better at selling while they sell.
Most CRMs were designed to monitor reps. Coevera was rebuilt from the ground up to amplify them. Intelligence is the default state of the system—not a premium add-on or a generative feature bolted onto decades-old architecture. Every dashboard, pipeline view, and workflow is designed to think alongside your team, surfacing what matters and guiding the next best action.
The visual pipeline acts like a GPS for your deals: spot stalled opportunities at a glance, see instantly when a deal is ready to move, and map complex account hierarchies and buying centers to engage the people who actually decide. The Automatizer workflow engine eliminates the manual friction that drains seller productivity, while native Model Context Protocol (MCP) support connects Coevera to the broader AI ecosystem your business already relies on—with full permissions, no middleware required.
What truly sets Coevera apart is that development is inseparable from daily selling. Backed by the Sales POP! ecosystem of expert content and coaching, every rep has guidance built into the workflow—turning the CRM itself into an engine for growth.
Adoption stays high because the experience is built around the seller, not against them. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters. And every capability is designed to amplify human judgment, never replace it.
Learn more
Workd
Enhance your productivity by optimizing your distribution team through better collaboration and efficiency.
Say goodbye to poor purchasing choices, overlooked tasks, misplaced documents, and confusing spreadsheets; Workd offers a comprehensive solution that oversees inventory, sales, and overall company management.
Tailor user permissions to fit individual needs, controlling their access to screens and data. Establish clear goals and key performance indicators to ensure accountability among team members while effortlessly designing and modifying workflows with custom options. You can easily view all your established workflows from any location on the platform, gaining instant insight into team performance and individual goal attainment through Workd's user-friendly reporting features. Additionally, elevate your customer ordering experience by providing a branded e-commerce platform that allows for secure online shopping, enhancing both customer satisfaction and operational efficiency.
Learn more