San Diego, 92108, CA,
United States
Organifi Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Organifi and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Organifi employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Organifi has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2017, Zendesk Chat for Chatbots and Conversational AI in 2017, 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 Organifi is running and its propensity to invest more and deepen its relationship with Intuit , Apple , Recharge Payments 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 Organifi revenues, which have grown to $14.0 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 Organifi 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017 Organifi implemented Intuit Quickbooks Enterprise as its ERP Financial system to consolidate core accounting and transaction review workflows for the 120 employee consumer packaged goods business. The deployment targeted the finance function with a focus on operationalizing daily transaction review and consistent categorization of revenue and expenses using Intuit Quickbooks Enterprise.
Configuration work centered on establishing a structured chart of accounts, standardized revenue and expense categories, and recurring transaction rules to reduce manual posting. Accounts payable and accounts receivable workflows were configured alongside bank reconciliation capabilities and automated posting templates to support daily transaction processing and month end close sequencing.
Operational coverage included the finance and accounting teams, with configuration supporting departmental tracking to separate cost of goods sold and operating expenses for reporting and cost control. Role based permissions and user profiles were defined to enable daily review by accountants while restricting posting rights, and transaction review workflows were embedded into routine close activities to enforce consistent categorization of revenue and expenses.
Governance emphasized process discipline, with documented procedures for daily transaction review in QuickBooks and defined escalation paths for misclassified items. Training and a phased internal rollout focused on bookkeeping practices and reconciliation cadence to ensure the finance organization used Intuit Quickbooks Enterprise as the single source for ERP Financial accounting records.
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Payment Processing | ERP Financial Management |
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2018 | 2018 |
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Subscription and Recurring Billing | ERP Financial Management |
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2018 | 2018 |
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Subscription and Recurring Billing | ERP Financial Management |
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2021 | 2021 |
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zendesk | Legacy | Zendesk Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017 Organifi deployed Zendesk Chat on its public website to instrument real time conversational support for direct to consumer sales and customer service. Zendesk Chat functions as the customer facing conversational layer for the company's e-commerce channel, categorized under Chatbots and Conversational AI, and supports the United States based support organization for this Consumer Packaged Goods business. The company operates with about 120 employees and positioned the application to capture web visitor inquiries and reduce reliance on asynchronous channels.
The deployment uses a JavaScript chat widget embedded in Organifi's site that connects to Zendesk Chat cloud services, providing standard functional capabilities such as live agent messaging, automated greetings, canned responses, session transcripts, and visitor context for agents. Operational ownership resides with e-commerce and customer support teams who manage agent queues, availability windows, and response templates, and the implementation surfaces conversational logs and metadata for operational review and workflow handoffs. The configuration emphasizes on site conversational engagement and agent orchestration without public details of additional system level integrations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Organifi implemented Microsoft 365 to provide enterprise Collaboration across its 120 person consumer packaged goods organization. The Microsoft 365 deployment is visible on Organifi’s public website and serves as the foundation for cloud email, document collaboration and employee productivity across the company.
The implementation leverages core Microsoft 365 components including Exchange Online for mail routing, SharePoint Online for content management, OneDrive for personal file stores and Microsoft Teams for synchronous and asynchronous collaboration, with Microsoft 365 services surfaced on the customer facing website for content delivery and administrative workflows. Configuration centered on tenant based administration and identity management within the Microsoft 365 tenant, and standard collaboration workflows such as document coauthoring, shared libraries and team chat were enabled to support cross functional work.
Operational coverage spans marketing led e commerce, customer support and corporate operations, aligning Collaboration with marketing and e commerce workflows and site content management. Governance is organized through centralized tenant administration, role based access controls and policy driven sharing settings to control content exposed on the website, with company wide provisioning of Microsoft 365 accounts to standardize collaboration practices.
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce Fraud Protection | eCommerce |
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2017 | 2017 |
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eCommerce Fraud Protection | eCommerce |
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2019 | 2019 |
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eCommerce | eCommerce |
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2017 | 2017 |
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eCommerce | eCommerce |
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2017 | 2017 |
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eCommerce | eCommerce |
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2021 | 2021 |
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Product Review Management | eCommerce |
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2016 | 2016 |
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Product Review Management | eCommerce |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Loyalty | CRM |
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2018 | 2018 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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PR and Media Communication | CRM |
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2020 | 2020 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Supplier Relationship Management | Procurement |
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2018 | 2018 |
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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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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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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2019 | 2019 |
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