Bellevue, 98005, WA,
United States
InBestments Technographics
InBestments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by InBestments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 InBestments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that InBestments has purchased the following applications: Call Back Tracker for Chatbots and Conversational AI in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2017, Curated by Alore for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems InBestments is running and its propensity to invest more and deepen its relationship with Call Back Tracker , Google , Calendly 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 InBestments revenues, which have grown to $3.0 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 InBestments 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.
InBestments Tech Stack and Enterprise Applications
InBestments AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Call Back Tracker | Legacy | Call Back Tracker | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, InBestments deployed Call Back Tracker on its public website to add automated conversational touchpoints that capture inquiries and schedule callbacks. Call Back Tracker, categorized as Chatbots and Conversational AI, is implemented as a web-embedded conversational interface to support lead capture and inbound customer contact handling for the company.
The implementation uses the Call Back Tracker web widget to present a conversational entry point on site pages, configured for message prompts, contact capture fields, and callback scheduling logic. Configuration focused on lightweight vendor-hosted conversational workflows consistent with Chatbots and Conversational AI deployments, with form capture, scripted prompts, and availability windows adjusted for InBestments staffing.
Operational coverage is company-wide for customer-facing web interactions, supporting small sales and operations teams within the United States based on the company size. The deployment routes captured lead information to internal staff workflows and serves sales and customer service functions by providing rapid contact initiation and standardized inquiry intake.
Governance and rollout were staged through site-level embedding and administrative template management, with internal users trained to monitor incoming callback requests and manage scheduling states. Administrative controls include message templates and hours of operation settings to align the Call Back Tracker conversational flow with InBestments contact handling processes.
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InBestments 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, InBestments implemented Google Workspace (Formerly Google G-Suite), deploying a cloud-native Collaboration suite across the organization. The Google Workspace (Formerly Google G-Suite) deployment serves core business functions for the construction and real estate firm, providing centralized corporate email, document management, and scheduling to support project coordination and internal communications.
The deployment follows a single-domain tenant model appropriate for a 30 person company, with centralized administration through the Google Admin console for user provisioning, group management, and access controls. Functional capabilities observed include Gmail for corporate mail, Google Drive with shared team drives, Google Docs and Sheets for real-time collaborative authoring, Calendar for resource and project scheduling, and Google Sites used for lightweight intranet or public-facing content as visible on their website. Governance is implemented through account-level policies and group-based sharing controls, aligning with typical Collaboration category governance and operational workflows for small professional services organizations.
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Online Meeting Scheduling | Collaboration |
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2017 | 2017 |
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InBestments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Alore Growth OS | Legacy | Curated by Alore | CRM | CRM | n/a | 2016 | 2016 |
In 2016, InBestments implemented Curated by Alore as its CRM. The deployment was targeted at the company’s United States construction and real estate operations and sized for a 30 person organization, according with the customer listing on the vendor site.
Curated by Alore was configured to provide contact and account management, lead and pipeline tracking, task automation, and reporting capabilities aligned with standard CRM functional workflows. Configuration emphasis included opportunity and deal tracking for property transactions and centralized contact records to support sales and business development activities.
For a firm of this scale the implementation aligns with a consolidated instance model to serve sales and business development users, reflecting common CRM architecture patterns such as unified contact profiles, activity timelines, and staged opportunity pipelines. User profiles and workflow stages were used to structure sales processes and task orchestration across the small team.
Governance centered on standardizing customer records and sales workflow definitions to create operational consistency across the firm. Alore lists InBestments as a customer on its website and the engagement is recorded under Curated by Alore within the CRM category.
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CRM | CRM |
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2017 | 2017 |
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Customer Data Platform | CRM |
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2017 | 2017 |
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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InBestments PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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InBestments 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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2018 | 2018 |
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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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InBestments CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at InBestments
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by InBestments Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||