San Francisco, 94102, CA,
United States
Clipboard Health Technographics
Clipboard Health Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Clipboard Health and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 Clipboard Health employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clipboard Health has purchased the following applications: Greenhouse ATS for Applicant Tracking System in 2021, Hubspot Live Chat for Chatbots and Conversational AI in 2019, Zendesk Explore for Analytics and BI in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Clipboard Health is running and its propensity to invest more and deepen its relationship with Greenhouse , Seismic , HubSpot 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 Clipboard Health revenues, which have grown to $314.0 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 Clipboard Health 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.
Clipboard Health Tech Stack and Enterprise Applications
Clipboard Health HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2021 | 2021 |
In 2021, Clipboard Health implemented Greenhouse ATS as its Applicant Tracking System on its public website. Greenhouse ATS is embedded in the careers site to capture applicant flows directly into structured candidate records and hiring pipelines, aligning external job postings with internal requisition management. The deployment supports recruitment workflows for the organization's United States operations and talent acquisition teams serving both clinical staffing and corporate hiring needs.
The configuration emphasized core Applicant Tracking System capabilities including job posting, candidate pipeline management, interview orchestration with scorecards, and offer tracking, all configured within Greenhouse ATS. Governance focused on role based access controls for recruiters and hiring managers, standardized interview stages and routing, and integration of the careers site application forms with the ATS candidate profile model. The setup was sized for a roughly 700 employee organization and centralized applicant intake on the website, providing a single system of record for hiring activity.
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Learning and Development | HCM |
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2022 | 2022 |
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Clipboard Health AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Clipboard Health deployed Hubspot Live Chat on its public website. The Hubspot Live Chat implementation delivers Chatbots and Conversational AI functionality for website-based conversational engagement and contact capture, embedding a live chat interface to handle inbound visitor inquiries.
The deployment centers on an embedded chat widget and configured chatflows that provide automated responses and agent handoff, capturing visitor context and contact details and persisting conversation transcripts within the HubSpot environment to support follow-up workflows. Operational scope is website-driven engagement for sales and support workflows, with configuration and governance handled through HubSpot conversational inbox settings, chatflow rules, scripted responses, and role-based access controls to manage routing and data retention.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Clipboard Health Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Explore | Analytics and BI | Analytics and BI | n/a | 2018 | 2018 |
In 2018, Clipboard Health implemented Zendesk Explore as part of its Analytics and BI tooling to support a growing 300 user Zendesk deployment within the Support organization. The engagement was a green field opportunity to build an enterprise grade Zendesk environment from near scratch, with a focus on enabling support leaders to improve customer experience through data driven insights and operational tooling.
The implementation centered on configuring Zendesk Explore alongside core Zendesk capabilities including Support, Guide, and Chat, and on building reporting modules such as queries and dashboards. Configuration work emphasized triggers, automations, macros, and dashboards, plus design and deployment of contact forms with conditional fields, to standardize ticket intake. Development of automation scripts and a custom Zendesk App were specified to reduce frequent manual tasks and extend platform capabilities, while Explore was used to formalize reporting capabilities and KPIs for all Zendesk users.
Integrations were explicitly part of the scope, Clipboard Health planned use of no code integration tools such as Zapier, Workato, and Census in combination with direct calls to the Zendesk API, and the environment was expected to integrate with Salesforce and other third party applications. The Zendesk Administrator responsibility included serving as the primary technical point of contact for third party providers and owning design, configuration, and maintenance of the Zendesk instance and associated integrations across Support, Onboarding, and Billing.
Governance and operational change focused on consulting with stakeholders to define processes, establish KPIs, and evaluate CSAT metrics, with an emphasis on continuous improvement of the Zendesk platform. The implementation aimed to enable zero touch support options using Answer Bot and contextual help, and to formalize workflow automation and reporting so the Support organization could manage Clipboard Healths growing customer base and product portfolio.
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Clipboard Health Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2017 | 2017 |
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Clipboard Health CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2022 | 2022 |
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Customer Data Platform | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2022 | 2022 |
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Customer Support | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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Sales Engagement | CRM |
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2020 | 2020 |
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Clipboard Health PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Clipboard Health 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Clipboard Health
Apps Being Evaluated by Clipboard Health Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-10-14 | Clipboard Health | Evaluated | Bizbox | Bizbox Hospital Information System | Hospital Management | ERP Services and Operations |
| 2025-09-30 | Clipboard Health | Evaluated | Interchain Foundation | Cosmos SDK | Blockchain Platform | Blockchain |
| 2025-08-12 | Clipboard Health | Evaluated | Alter Domus | Alter Domus Solvas (ex Deloitte Solvas Accounting) | Loan Management | ERP Services and Operations |
| 2025-03-26 | Clipboard Health | Evaluated |
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Core HR | HCM |
| 2025-03-19 | Clipboard Health | Evaluated |
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Customer Experience | CRM |
| 2025-03-19 | Clipboard Health | Evaluated |
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Core HR | HCM |
| 2025-02-26 | Clipboard Health | Evaluated |
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Loan Management | ERP Services and Operations |
| 2025-02-24 | Clipboard Health | Evaluated |
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Marketing Automation | CRM |
| 2025-01-08 | Clipboard Health | Evaluated |
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Governance, Risk and Compliance | TRM |