LevelUp
One Center Plaza,
Boston, 2108, MA,
United States
Boston, 2108, MA,
United States
1 855-538-3542
Professional Services
LevelUp Technographics
LevelUp Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by LevelUp and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 LevelUp employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that LevelUp has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2013, Ruby Live Chat for Chatbots and Conversational AI in 2021, Zoom for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems LevelUp is running and its propensity to invest more and deepen its relationship with Oracle , Ruby , Zoom Video Communications 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 LevelUp revenues, which have grown to $20.0 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 LevelUp 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.
LevelUp Tech Stack and Enterprise Applications
LevelUp ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2013 | 2013 |
In 2013, LevelUp implemented Oracle NetSuite ERP to consolidate its finance and accounting workflows. LevelUp implemented Oracle NetSuite ERP as its ERP Financial system to centralize month end close, accounts payable, and reconciliations across the corporate finance function.
The implementation encompassed month end close activities including account reconciliations and accrual calculations, with configuration to support recurring close tasks and period-end controls. Daily invoice processing was executed within Oracle NetSuite ERP and in Intacct, reflecting a dual-system operational pattern for invoice intake and validation, and teams collaborated with vendors to resolve discrepancies as part of the transaction lifecycle.
Operational controls included administering weekly payment runs exceeding $200k, and finance staff proposed vendor cash disbursements to the controller, signaling an approval gate between accounts payable and treasury decision making. These payment workflows and approval touchpoints were embedded into the accounts payable cadence, aligning payment scheduling with controller-level authorization.
Governance practices centered on formalizing close processes, reconciling accounts each period, and documenting accrual calculations to support financial statement preparation. The implementation positioned Oracle NetSuite ERP to serve core finance use cases, linking invoice processing, payment execution, and month end reconciliation under the ERP Financial application for LevelUp's accounting organization.
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LevelUp 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, LevelUp implemented Ruby Live Chat on their website as a customer facing conversational channel, using the Chatbots and Conversational AI category to manage web inquiries and client intake workflows. The project established Ruby Live Chat as the primary web chat capability embedded across public site entry points.
The deployment used the vendor hosted Ruby Live Chat widget delivered as SaaS, configured for session routing, scripted responses, chat transcripts, agent presence indicators, and administrative controls for agent access. Configuration work focused on message templates, escalation triggers, and transcript retention inside the Ruby Live Chat administration console.
Operational coverage is centered on the LevelUp public website in the United States and is provisioned for customer service and operations teams, with inbound chats routed through the Ruby platform into LevelUp queues for live handling and escalation to phone or email channels when needed. The implementation aligns the Ruby Live Chat application with front line support and client engagement functions.
Governance framed chat handling workflows, service level expectations, and an ongoing cadence for tuning canned responses and routing rules, combined with monitoring and periodic configuration updates to adapt to changing inquiry patterns. Documentation and training focused on agent console usage, escalation procedures, and transcript review for quality control.
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LevelUp Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, LevelUp implemented Zoom from Zoom Video Communications as its Audio Video and Web Conferencing solution. Zoom is embedded on the LevelUp website to provide client-facing sessions, remote consultations, and online meeting access directly from public pages.
The deployment leverages Zoom meetings, video conferencing, screen sharing, cloud recording, in-meeting chat, and scheduling and participant management workflows common to the Audio Video and Web Conferencing category. Configuration appears oriented around centralized account administration with cloud-hosted meeting infrastructure and standard conferencing controls such as host permissions, waiting room and access controls to manage client sessions.
Operational scope centers on professional services delivery and client engagement teams, with the website integration surfacing scheduled sessions and live interactions for clients and prospects. Governance is handled through admin controls and meeting policy configuration to standardize session security and host responsibilities across the organization.
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Collaboration | Collaboration |
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2012 | 2012 |
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LevelUp Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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LevelUp CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2018 | 2018 |
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LevelUp ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2011 | 2011 |
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IT Service Management | ITSM |
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2018 | 2018 |
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LevelUp PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2012 | 2012 |
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LevelUp 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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2017 | 2017 |
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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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2014 | 2014 |
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LevelUp 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at LevelUp
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CTO | CXO | Finance | |
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VP Strategic Partnerships | VP | Sales | |
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COO | CXO | Finance | |
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Founder & CEO | CXO | Finance | |
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Senior Accountant | Manager | Finance | |
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Apps Being Evaluated by LevelUp Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from LevelUp IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the LevelUp digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD LevelUp Technographics
LevelUp is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $20.0 million.
LevelUp operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Ruby Live Chat and Zoom,
covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
LevelUp has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Ruby and Zoom Video Communications.
LevelUp recently adopted applications including
Ruby Live Chat in 2021, DocuSign eSignature in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of LevelUp’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates LevelUp’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 LevelUp technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.