Monetate
951 E. Hector St.,
Conshohocken, 19428, PA,
United States
Conshohocken, 19428, PA,
United States
1 484-323-6313
Professional Services
Monetate Technographics
Monetate Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Monetate and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Monetate employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Monetate has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Microsoft 365 for Collaboration in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Monetate is running and its propensity to invest more and deepen its relationship with Intuit , Drift , Ruby 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 Monetate revenues, which have grown to $60.0 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 Monetate 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.
Monetate Tech Stack and Enterprise Applications
Monetate ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Monetate implemented Intuit Quickbooks Enterprise to manage expense reporting across its finance organization. Intuit Quickbooks Enterprise served as the companys ERP Financial system, centralizing expense capture and processing for Monetate, a United States based professional services firm.
The implementation concentrated on expense reporting workflows and financial posting, with configuration aligned to ERP Financial practices such as expense submission, approval routing, and posting to general ledger and accounts payable constructs. Operational coverage focused on finance and accounting teams, with governance implemented through standardized approval chains and audit trail capture to enforce expense policy and control financial posting.
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Monetate 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 Monetate implemented Drift AI Chatbot on its website. The deployment uses the Chatbots and Conversational AI category to provide on-site conversational engagement, centralize inbound web interactions, and support marketing, sales, and customer support workflows.
The Drift AI Chatbot implementation was delivered as a web-embedded conversational layer with configured playbooks and intent-based response flows, including natural language understanding, automated qualifying questions, session-aware message targeting, and dynamic response templates. Configuration emphasized conversational orchestration and scripted escalation rules to human agents, with ongoing bot training and content versioning to refine responses.
Operational ownership is positioned with digital marketing and customer experience teams, covering the company website channel across Monetate’s U.S. presence. Governance features include playbook approval, training cadence for the conversational model, and oversight of conversational content and escalation policies to ensure consistent routing and handoff to live support when required.
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Monetate Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Monetate implemented Microsoft 365 as its primary Collaboration platform. The deployment is listed as Microsoft 365 and the implementation supports Monetate Microsoft 365 Collaboration for internal communications and document workflows across the business.
The implementation uses the full Microsoft 365 application suite, including Exchange Online for corporate email, SharePoint Online for intranet and document management, Microsoft Teams for persistent chat and meetings, OneDrive for endpoint file sync, and the Office productivity apps for authoring. The environment is provisioned as a cloud-hosted Microsoft 365 tenant with Azure Active Directory used for identity and access control.
Monetate exposes Microsoft 365 capabilities on their public website as part of its operational footprint, and the platform is used across marketing, sales, professional services, and IT teams. Typical Collaboration category functional workflows implemented include centralized document libraries, team channels for project collaboration, calendaring and meeting orchestration, and governed file sharing for client-facing deliverables.
Governance focuses on access controls, data classification, retention and information lifecycle policies applied through Microsoft 365 governance features and Azure AD. Rollout was organized by department with phased onboarding and policy enforcement to align collaboration patterns and content governance with Monetate business functions.
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Monetate eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2021 | 2021 |
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Monetate 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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2023 | 2023 |
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Customer Experience | CRM |
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2017 | 2017 |
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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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2013 | 2013 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2012 | 2012 |
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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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2021 | 2021 |
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Monetate ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Monetate TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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Monetate 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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Monetate 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Monetate 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 Monetate
| First Name | Last Name | Title | Function | Department | Phone | |
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CEO | CXO | Finance | |
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Vice President of Finance | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Executive Vice President, Sales & Marketing | VP | Marketing | |
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Apps Being Evaluated by Monetate Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Monetate IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Monetate digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Monetate Technographics
Monetate is a Professional Services organization based in United States,
with around 250 employees and annual revenues of $60.0 million.
Monetate operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Drift AI Chatbot and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Monetate has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Drift and Microsoft.
Monetate recently adopted applications including
6sense Account Engagement Platform in 2023, Ruby Live Chat in 2021 and Kibo Unified Commerce in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Monetate’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Monetate’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 Monetate technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.