CaptivateIQ
548 Market Street PMB 145518,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-656-8261
Professional Services
CaptivateIQ Technographics
CaptivateIQ Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CaptivateIQ and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 335 CaptivateIQ employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CaptivateIQ has purchased the following applications: MonetizeNow for Revenue Cycle Management in 2022, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CaptivateIQ is running and its propensity to invest more and deepen its relationship with MonetizeNow , Drift , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing CaptivateIQ revenues, which have grown to $31.9 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for CaptivateIQ intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
CaptivateIQ Data, Technology Stack, and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| MonetizeNow | Legacy | MonetizeNow | Revenue Cycle Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, CaptivateIQ implemented MonetizeNow, deploying MonetizeNow's CPQ and Billing as part of a Revenue Cycle Management initiative to streamline quoting for its Sales and RevOps teams in the United States. The implementation targeted manual ordering and quote assembly workflows, centralizing quote creation and billing orchestration under MonetizeNow to create a single revenue operations path.
MonetizeNow's CPQ and Billing modules were configured to support guided quote creation, pricing calculation, approval orchestration, and automated invoice generation, enabling an end-to-end quote-to-invoice flow. The full application name MonetizeNow is the system of record for quotes and invoices, and standard Revenue Cycle Management functional terminology such as quote-to-invoice automation and billing orchestration was applied during configuration.
Integrations included direct synchronization with Salesforce to eliminate manual Salesforce data copying and to automate the handoff from quoting to invoicing. Operational scope covered US-based Sales and RevOps activities, consolidating quoting, order capture, approvals, and billing handoffs into a single automated workflow.
Outcomes reported in the engagement included roughly a 40% improvement in quoting time, 100% automation of quote-to-invoice processes, and elimination of manual Salesforce data copying. This implementation establishes CaptivateIQ MonetizeNow Revenue Cycle Management for Sales and RevOps, centralizing revenue orchestration and automating recurring quote and billing workflows.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018 CaptivateIQ deployed Drift AI Chatbot on its website. The Drift AI Chatbot sits in the Chatbots and Conversational AI category and functions as the primary website conversational interface for inbound visitors and prospect engagement.
The implementation uses a web-embedded conversational widget architecture that delegates intent processing and response orchestration to Drift's cloud platform while preserving session continuity for agent handoffs. Configuration centers on conversational qualification, automated response flows, routing rules, and escalation triggers to human agents, reflecting standard Chatbots and Conversational AI functional modules. Operational ownership is aligned to customer-facing teams such as Marketing and Sales, with governance focused on scripted playbooks, response templates, and qualification criteria to maintain consistent handling of inbound web inquiries and handoffs.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, CaptivateIQ implemented Google Workspace (Formerly Google G-Suite) to provide a cloud-native Collaboration environment for its 335-employee professional services organization in the United States. The deployment establishes Google Workspace (Formerly Google G-Suite) as the primary collaboration platform supporting corporate communication and document workflows on captivateiq.com.
The implementation centers on standard Collaboration capabilities including Gmail for corporate email, Google Calendar for scheduling, Google Drive for file storage, Google Docs, Sheets and Slides for collaborative authoring, and Google Meet for virtual meetings. Administrative functions are handled through the Google Admin console with configuration of domain settings, user provisioning, and shared drive structures to support cross-functional teams.
Operational coverage spans core business functions such as sales, finance, product and engineering, where Google Workspace is used to coordinate project documentation, internal communications and meeting orchestration. The presence of Google Workspace on the company website indicates public-facing email and contact routing are managed through the platform, aligning web and corporate identity for email and group collaboration.
Governance is consistent with a centralized SaaS administration model, using role-based access, group controls and data access policies to structure collaboration and document sharing across departments. Workflows emphasize real-time co-authoring and centralized file repositories to reduce version fragmentation, supporting enterprise collaboration practices typical of the Collaboration category.
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Online Meeting Scheduling | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Contract Lifecycle Management | Content Management |
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2021 | 2021 |
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Contract Lifecycle Management | Content Management |
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2021 | 2021 |
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Contract Lifecycle Management | Content Management |
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2021 | 2021 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Account Based Marketing | CRM |
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2022 | 2022 |
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CRM | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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API Management, iPaaS (Integration Platform as a Service) | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Phishing Protection | CyberSecurity |
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2024 | 2024 |
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IT Decision Makers and Key Stakeholders at CaptivateIQ
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by CaptivateIQ Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CaptivateIQ IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CaptivateIQ digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD CaptivateIQ Technographics
CaptivateIQ is a Professional Services organization based in United States,
with around 335 employees and annual revenues of $31.9 million.
CaptivateIQ operates a diverse technology stack with applications such as
MonetizeNow, Drift AI Chatbot and Google Workspace (Formerly Google G-Suite),
covering areas like Revenue Cycle Management, Chatbots and Conversational AI and Collaboration.
CaptivateIQ has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as MonetizeNow, Drift and Google.
CaptivateIQ recently adopted applications including
Bolster AI in 2024, MonetizeNow in 2022 and Calibermind in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CaptivateIQ’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CaptivateIQ’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete CaptivateIQ technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.