Best Sales Force Automation Companies in Boston, United States
The 71 best Sales Force Automation companies in Boston, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Creatio.
Ranked: Best Sales Force Automation companies in Boston
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Patents & IP focus | Recent signals |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Creatio 🦄 Cloud based platform offering CRM and low code business process automation | $268M | 12 mo ago | Series D | Katherine Kostereva Chief Executive Officer | 2002 | DrupalApple iCloud MailMicrosoft 365+30 | — | — |
| 2 | Cogito Provider of AI-based real-time conversational guidance and analytics solution | $138M | 32 mo ago | Series C | Ali Azarbayejani Co-Founder & CTO | 2007 | WordPressApple iCloud MailGoogle Workspace+30 | 52 patents Patents concentrated in electrical & electronics | — |
| 3 | Drift Technologies AI and cloud based lead generation chatbots for businesses | $107M | 98 mo ago | Acquired | — | 2015 | Apple iCloud MailGoogle WorkspaceGoogle Sign-in+23 | — | — |
| 4 | Reprise Platform offering Demo creation solutions | $84M | 55 mo ago | Series B | Samuel Clemens Co-Founder & CEO | 2020 | WordPressMySQLPHP+35 | 11 patents Safe injection devices and image‑guided arthroscopic surgical instruments | 1 launch |
| 5 | AcuityMD Platform offering CRM software to the medical industry 53Funding top 18%News top 25%Talent top 28%Growth top 35% All 10 signals ▾Fundingtop 18% Newstop 25% Talenttop 28% Growthtop 35% Producttop 36% Moattop 39% Techtop 48% Marketbottom 42% Innovationbottom 37% Globalbottom 34% Funding: Raised $83.0M across 4 rounds · 4 rounds over 5 yrs (0.8/yr) News: 4 BI events in 12 mo (of 11 tracked, 3 types) · Top themes: Funding, New product rank vs industry peers · Fliar Intelligence Index 53/100 | $83M | 2 mo ago | Series C | Michael Monovoukas Co-Founder & CEO | 2018 | WebflowApple iCloud MailGoogle Workspace+20 | — | — |
| 6 | Digital Onboarding Lead nurturing platform for bank and credit unions | $62M | 29 mo ago | Series B | Ted Brown Cofounder | 2015 | SentryTypeScriptSalesforce+18 | — | 2 partnerships |
| 7 | Yesware Provides lead nurturing tools through email | $48M | 94 mo ago | Acquired | — | 2010 | WebflowSentryApple iCloud Mail+29 | — | — |
| 8 | Posh Provider of AI platform and solutions for financial service institutions | $45M | 24 mo ago | Series A | Karan Kashyap Co-Founder & CEO | 2018 | WebflowAnimate.cssAmazon Web Services+30 | — | — |
| 9 | Hi Marley Provider of AI and cloud-based conversational platform for the insurance industry | $42M | 63 mo ago | Series B | — | 2015 | WordPressApple iCloud MailMicrosoft 365+26 | 30 patents Industrial heating and thermostatic control systems for trench and hot‑water applications | 1 launch |
| 10 | TimeTrade Online appointment scheduling solution | $24M | 111 mo ago | Acquired | — | 2000 | — | — | — |
| 11 | Jiminny Platform offering Conversational Intelligence solutions | $16M | 46 mo ago | Series A | Shelley Lavery Founder | 2016 | HubSpot CMS HubSentryAtlassian Statuspage+36 | — | 6 job openings |
| 12 | Salesroom Online video conferencing platform for sales teams | $8M | 48 mo ago | Early Stage | Daria Danilina Co-Founder | 1998 | — | — | — |
| 13 | Spiro Technologies Anti-CRM CRM for manufacturers, leveraging AI and ERP integration | $8M | 85 mo ago | Seed | Justin Kao Co-founder & COO | 2014 | WordPressMySQLPHP+24 | — | — |
| 14 | Gryphon AI based platform offering conversation intelligence software | $7M | 79 mo ago | Series D | — | 1990 | WordPressSentryMySQL+36 | 3 patents Acoustic passive speaker integration, motorized wheelchair mobility, and adjustable glass cutting tools. | 1 launch |
| 15 | Attend Event Management and Engagement Platform, formerly Attendware. | $7M | 136 mo ago | Acquired | — | 2013 | — | — | — |
| 16 | Revenue Base Provider of continuously verified and refreshed data for B2B sales teams | $7M | 21 mo ago | Seed | Mark Feldman Founder & CEO | 2020 | WebflowGSAPAmazon Web Services+15 | — | 1 launch |
| 17 | Bigtincan Provider of a platform for sales enablement, readiness, and engagement | $5M | 73 mo ago | Acquired | David Keane CEO/Managing Director | 2008 | Node.jsSalesforceTailwind CSS+27 | — | — |
| 18 | Repsly Retail execution software empowering field teams to optimize in-store performance | $4M | 107 mo ago | Acquired | Marko Linke Co-Founder | 2010 | TypeScriptFirebaseHighcharts+22 | — | — |
| 19 | Customers.ai Cloud and AI based platform offering conversion rate optimization solutions | $3M | 102 mo ago | Series A | Larry Kim Founder | 2017 | WordPress Block EditorElementorWordPress+41 | — | — |
| 20 | Zippity Cloud based CRM software for the automotive industry | $3M | 51 mo ago | Seed | — | 2016 | — | — | — |
| 21 | Kuldat Platform offering demographic lead scoring software for enterprises | $2M | 131 mo ago | Deadpooled | Marco Visibelli Founder & CEO | 2012 | — | — | — |
| 22 | Connect Now SaaS-driven lead capture and routing platform for real estate professionals | $700K | 93 mo ago | Seed | Stephanie Sullivan Co-Founder | 2015 | — | — | — |
| 23 | FirstTouch Provider of a platform that operationalizes social actions inside HubSpot | $516K | 3 mo ago | Seed | Michael Shmulevich Co-Founder & CTO | 2024 | — | — | — |
| 24 | 1Mind AI-powered platform connecting businesses with top-tier sales professionals | $500K | 7 mo ago | Series A | — | 2011 | WebflowApple iCloud MailGoogle Workspace+12 | — | — |
| 25 | Boston Logic Real estate platform for websites, lead management, and marketing automation | $457K | 115 mo ago | Seed | — | 2004 | — | — | — |
| 26 | Vector AI based solutions for customer conversation analytics | $125K | 36 mo ago | Seed | Nick Masters Co-Founder | 2022 | — | 25 patents Patents concentrated in transport & manufacturing processes | — |
Top 12 Sales Force Automation companies in Boston
#1
Series C · Boston, Massachusetts · founded 2018 · 48 employees$83Mraised▾
Platform offering CRM software to the medical industry. The platform enables members to personalize customer engagement, identify and quantify opportunities, forecast sales accurately, understand the value of the sales pipeline, empower the sales team, track new launches, understand product adoption and market penetration.
- Apr 2026Series C$80M
- Jun 2024Series B$45M
- May 2022Series A$31M
- May 2021Series A$7M
#2
Creatio 🦄Series D · Boston, Massachusetts · founded 2002 · 700 employees$268Mraised▾
Cloud based platform offering CRM and low code business process automation. The CRM solution helps members in managing the customer journey from lead to order. It provides a low code platform that helps businesses to build apps and processes such as user interfaces and business logic, define data models, setting up machine learning models for decision making. Also, it integrates into the organization digital platform.
- May 2025Series D$4.8M
- Jun 2024Series D$200M
- Jan 2021Series C$68M
#3
Seed · Boston, Massachusetts · founded 2024$515.8Kraised▾
Provider of a platform that operationalizes social actions inside HubSpot. The platform enables teams to trigger and track social actions within HubSpot workflows and reporting dashboards. It allows users to add social actions to existing sequences. The platform also logs connections, messages, and replies to contact records.
- Mar 2026Seed$515.8K
#4
Series C · Boston, Massachusetts · founded 2007 · 154 employees$138Mraised▾
Provider of AI-based real-time conversational guidance and analytics solution. It offers emotional intelligence software that enables businesses to analyze different conversational behaviors for providing live in-call guidance with a real-time measure of customer experience. The solutions guides agents to speak with more empathy, confidence & professionalism and allow users to monitor customers using real-time dashboards.
- Oct 2023Series C—
- Feb 2022Conventional Debt$38.2M
- Nov 2021Series C$42.3M
- Nov 2020Series C$25M
#5
Series A · Boston, Massachusetts · founded 2018 · 74 employees$45Mraised▾
Provider of AI platform and solutions for financial service institutions. The company delivers customer service automation through voice and digital channels. It offers AI-powered tools for customer self-service, employee support, and knowledge management. The platform integrates with existing systems to streamline operations and improve customer experiences.
- Jun 2024Series A—
- May 2023Series A$4.2M
- Dec 2021Series A$27.5M
- May 2021Conventional Debt—
#6
Series A · Boston, Massachusetts · founded 2011$500Kraised▾
AI-powered platform connecting businesses with top-tier sales professionals. This innovative SaaS solution leverages Artificial Intelligence to match companies with highly skilled sales talent, driving revenue growth and optimizing sales performance. The platform offers a streamlined process for finding and engaging with exceptional sales professionals, empowering businesses to build high-performing sales teams. It focuses on providing a user-friendly experience with features designed to enhance collaboration and communication between businesses and sales representatives. The platform aims to revolutionize the sales industry by providing a data-driven approach to talent acquisition and management, ultimately leading to increased efficiency and profitability for its users. This B2B solution offers a subscription-based model.
- Nov 2025Series A$30M
- Aug 2013Seed$500K
#7
Series B · Boston, Massachusetts · founded 2015 · 50 employees$62Mraised▾
Lead nurturing platform for bank and credit unions. It is a platform for engaging customers and members and adopt account-related services. It also offers gamified incentives, including cash bonus offers, can be added to motivate customers and members to sign up for online banking, download the mobile app, set up direct deposit, and activate their debit card. It also includes automated email and text campaigns remind customers and members to activate the cards and enrol in digital, account-related services.
- Jan 2024Series B$58M
- Aug 2020Series A—
- Feb 2020Seed$3M
- May 2019Seed—
#8
Seed · Boston, Massachusetts · founded 2020 · 35 employees$6.6Mraised▾
Provider of continuously verified and refreshed data for B2B sales teams. It offers data solutions for marketing, sales, and operations teams. It focuses on improving data quality and deliverability. It provides tools and data points to help teams engage faster.
- Sep 2024Seed$414.3K
- Apr 2022Seed$6.2M
#9
Series B · Boston, Massachusetts · founded 2020$84.2Mraised▾
Platform offering Demo creation solutions. The platform enables companies to create live and guided demo experiences. It enables them to customize their demo by editing, customizing, and anonymizing their data. It provides demo creation solutions for sales leaders, marketing leaders, product marketers, etc. It provides them with a suite of editing tools to change dates, text, and images.
- Nov 2021Series B$62M
- Feb 2021Series A$19M
- Nov 2020Seed$3.2M
#10
Acquired · Boston, Massachusetts · founded 2015 · 251 employees$107Mraised▾
AI and cloud based lead generation chatbots for businesses. It allows marketers to segment and tracks customers based on the intent and behavior. It provides tools for engagement across multiple channels and offers analytics on customer success. It interacts with customers and prospects live on the website and inside the web app.
- Apr 2018Series C$60M
- Sep 2017Series B$32M
- Jan 2015Series A$15M
#11
Series B · Boston, Massachusetts · founded 2015 · 78 employees$41.7Mraised▾
Provider of AI and cloud-based conversational platform for the insurance industry. It uses technology to provide functionality that helps members to update customers and respond to their routine questions. It also provides APIs for integrating the platform with third-party applications.
- Mar 2021Series B$25M
- Mar 2020Series A$8M
- Jan 2019Series A$8.7M
#12
Acquired · Boston, Massachusetts · founded 2010 · 60 employees$48Mraised▾
Yesware provides tools for lead nurturing through email. It is an email productivity service for salespeople. Yesware’s Email Tracking notifies salespeople when prospects open their messages and click their links. CRM Syncing connects sales email to solutions from Salesforce.com, Microsoft Dynamics, and many others to save time and improve the quality of enterprise data. It offers a subscription-based pricing policy. Its major clients are Groupon, New Relic, Square, and Acquia.
- Aug 2018Series C$15M
- Jun 2015Series C$13.3M
- Nov 2013Series B$1.2M
- Sep 2013Series B$13.5M
Funding & investor landscape
Notable founders
Market landscape — 10 sub-themes by coverage
Share of Sales Force Automation coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.