Washington, 20036, DC,
United States
Contactually Technographics
Contactually Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Contactually and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Contactually employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Contactually has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2014, Ruby Live Chat for Chatbots and Conversational AI in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Contactually is running and its propensity to invest more and deepen its relationship with Intuit , Ruby , 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 Contactually revenues, which have grown to $5.0 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 Contactually 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.
Contactually Tech Stack and Enterprise Applications
Contactually ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2014 | 2014 |
In 2014, Contactually implemented Intuit Quickbooks Enterprise. The deployment targeted core finance and billing activities, positioning Intuit Quickbooks Enterprise as the company system of record within the ERP Financial category to manage accounting for a 50-person professional services firm.
The implementation configured standard ERP Financial modules including the general ledger, accounts receivable, accounts payable, invoicing, and financial reporting, with a standardized chart of accounts adapted to professional services billing. Role-based access and multi-user bookkeeping workflows were established to enable centralized bookkeeping operations alongside distributed invoice preparation by client-facing staff. Configuration work emphasized AR aging, consolidated receivables, journal entry controls, recurring invoices, and templated billing workflows.
Operational ownership resides with the finance function, with accounting and operations teams using Intuit Quickbooks Enterprise for billing, collections, cash management, and month-end close activities. Governance changes documented invoice approval paths, accounts payable controls, and a repeatable month-end close checklist to formalize bookkeeping disciplines. The Contactually Intuit Quickbooks Enterprise ERP Financial relationship serves as the primary financial platform supporting finance, billing, and operational reporting.
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Contactually AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Contactually implemented Ruby Live Chat on its website, deploying Ruby Live Chat as the primary Chatbots and Conversational AI interface for customer engagement. The implementation is web‑hosted on the public site and uses the Ruby Live Chat conversational interface to present real-time messaging, automated greeting flows, and agent-assisted handoff consistent with Chatbots and Conversational AI capabilities.
Configuration centers on customer success and sales workflows, routing inbound conversations to staffed agents and capturing contact details for follow up. Operational coverage is limited to the website, with internal support and client services teams operating the chat, governance focused on chat response protocols and alignment with existing support workflows, and conversational scripts tuned for professional services inquiries, linking Contactually Ruby Live Chat Chatbots and Conversational AI to customer engagement and support functions.
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Contactually Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2012 | 2012 |
In 2012, Contactually implemented Google Workspace (Formerly Google G-Suite) to provide a cloud-hosted Collaboration platform for core business communications and document workflows. The deployment reflects a SaaS-first architecture using Google Workspace (Formerly Google G-Suite) as the primary envelope for email, calendaring, and collaborative document editing across the company.
The implementation centers on standard Google Workspace modules, including Gmail for corporate email, Google Drive and Google Docs for document storage and real-time collaboration, Google Calendar for scheduling, and Google Meet for remote meetings, with the Admin console used for user provisioning and domain management. Configuration patterns align with small company scale, using single-domain management, group-based access controls, shared drives for team content, and real-time coauthoring to support professional services workflows.
Operational coverage spans company-wide communications and internal collaboration, supporting functions such as email, document management, scheduling, and virtual meetings for sales and professional services teams. Governance is managed through the Google Workspace Admin console with user and group administration, basic security settings, and centralized account provisioning, reflecting a common Collaboration category deployment model for a 50-employee professional services firm.
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Contactually Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2019 | 2019 |
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Web Content Management | Content Management |
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2021 | 2021 |
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Contactually CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2012 | 2012 |
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Customer Data Platform | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2011 | 2011 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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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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Sales Engagement | CRM |
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2018 | 2018 |
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Contactually ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2018 | 2018 |
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Contactually PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2012 | 2012 |
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Transactional Email | PaaS |
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2012 | 2012 |
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Contactually 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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2014 | 2014 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Content Delivery Network | 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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IT Decision Makers and Key Stakeholders at Contactually
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Co-Founder & CEO | CXO | Finance | ||||
| Co-Founder & COO | CXO | Finance | ||||
| VP, Finance | VP | Finance | ||||
| Co-Founder & CTO | CXO | Finance |
Apps Being Evaluated by Contactually Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||