AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Phreesia Inc Tech Stack and Enterprise Applications

Phreesia Inc HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Greenhouse Legacy Greenhouse ATS Applicant Tracking System HCM n/a 2015 2015
In 2015, Phreesia Inc deployed Greenhouse ATS as their Applicant Tracking System. The Greenhouse ATS implementation is surfaced on the Phreesia careers site and is used to publish open roles and collect candidate applications through the corporate website. The implementation leverages core Applicant Tracking System capabilities, including job requisition posting, candidate intake forms, pipeline management, interview orchestration, and requisition approval workflows. Configuration work emphasized embedding Greenhouse job listings and application forms into the public careers pages, and standardizing hiring stages and interview materials for recruiters and hiring managers. Operational coverage centers on Phreesia Inc talent acquisition and recruiting teams, with Greenhouse ATS governing the job posting lifecycle and candidate pipelines. Governance focused on establishing consistent recruiter and hiring manager workflows within the Greenhouse ATS platform to align the external careers experience with internal hiring processes.
Phreesia Inc 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 2019 2019
In 2019, Phreesia Inc implemented Drift AI Chatbot on its website, deploying a Chatbots and Conversational AI solution as the primary on-site conversational interface. The implementation is centered on web channel engagement and explicitly uses Drift AI Chatbot to manage visitor interactions across the company website. Configuration emphasized conversational workflows and AI-driven response handling, including qualification flows and scripted handoff to human agents. Drift AI Chatbot was set up with conversational forms and conditional routing to capture contact intent and escalate sessions when required. Integration scope is restricted to embedding the Drift AI Chatbot into Phreesia Inc web pages, where the bot captures session context and page-level signals to shape dialogue paths. Operational coverage aligns with web touchpoints that support marketing, sales, and customer support interactions, consolidating first contact through the website. Governance focused on conversational content controls, escalation rules for human handoff, and iterative tuning of bot responses through monitored interactions. The rollout and workflow adjustments concentrated on aligning conversational scripts and routing rules with existing web engagement processes rather than changes to back office systems.
Phreesia Inc Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Power BI Analytics and BI Analytics and BI n/a 2020 2021
In 2020, Phreesia Inc implemented Microsoft Power BI as its Analytics and BI platform and organized a formal Power BI implementation project led by the Sales Analytics team. The implementation was initiated by a senior analyst who presented the business case, organized stakeholders, gathered licensing requirements, and built support for dynamic business intelligence tools across the sales organization. Microsoft Power BI was positioned to centralize reporting and self service analytics for sales leaders and individual contributors. The deployment centered on a single source of truth dataset built in Power Query, the SSOT Power Query dataset that can be consumed by Microsoft Power BI and Excel users. Functional capabilities deployed included standardized operational reports and dashboards to monitor pipeline health and data integrity, repeatable reporting packages to support sales strategy and execution, and ad hoc report support and operational procedures for day to day inquiries. The implementation emphasized Power BI report development, dataset modeling, and reuse of the Power Query dataset across multiple reporting surfaces. The program included an explicit integration and audit of Salesforce field definitions, the creation and socialization of a dynamic data dictionary, and a database cleanup initiative. The project audit reduced redundant, inaccurate, and obsolete Salesforce fields and produced a documented data dictionary to ensure common understanding of key data points and metrics. Operational scope covered Sales Operations, Sales, Marketing, Success, and Finance, with cross functional collaboration to align reporting standards and processes. Governance changes focused on formalizing the data dictionary, standardizing reporting definitions, and establishing repeatable deployment and support processes for Microsoft Power BI within the sales organization. The initiative established a governance posture that combined dataset stewardship with business owner sign off, and it institutionalized procedures to maintain data integrity and consistent reporting standards across teams.
Phreesia Inc Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2020 2020
Collaboration Collaboration 2012 2012
Collaboration Collaboration 2017 2017
Phreesia Inc Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2021 2021
Phreesia Inc CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing, Sales Engagement CRM 2018 2018
Customer Engagement, Customer Experience CRM 2019 2020
Customer Experience CRM 2016 2016
Customer Support CRM 2021 2021
Customer Support CRM 2020 2020
Customer Support CRM 2019 2020
Marketing Analytics CRM 2019 2019
Marketing Analytics CRM 2020 2021
Marketing Automation CRM 2020 2020
Partner Relationship Management CRM 2019 2019
Sales Automation, CRM, Sales Engagement CRM 2019 2020
Phreesia Inc ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2017 2017
Incident Management ITSM 2018 2018
IT Service Management ITSM 2020 2020
Remote Monitoring and Management ITSM 2020 2020
Phreesia Inc PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2021 2021
Phreesia Inc SPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Configure Price Quote (CPQ) SPM 2019 2020
Phreesia Inc PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2012 2012
Phreesia Inc IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Phreesia Inc CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2018 2018
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at Phreesia Inc

First Name Last Name Title Function Department Email Phone
Vice President, Client Experience VP Customer Service
Senior Client Experience Manager Manager Customer Service
Lead Client Experience Manager Manager Customer Service
Lead Client Experience Manager Manager Customer Service
Director - Client Services Director Customer Service
Vice President, Client Solutions VP Customer Service
Associate Director , Client Services Director Customer Service
Associate Director, Client Experience Director Customer Service
Senior Marketing Manager, Email & Automation Manager Marketing
Senior Client Experience Manager Manager Customer Service
Client Experience Manager Manager Customer Service
Manager, Client Services Manager Customer Service
Senior Director, Client Solutions Director Customer Service
Senior Director, Client Solutions Director Customer Service
Senior Director, Client Operations Director Customer Service

Apps Being Evaluated by Phreesia Inc Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Phreesia Inc IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Phreesia Inc digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Phreesia Inc Technographics
Phreesia Inc is a Professional Services organization based in United States, with around 1546 employees and annual revenues of $281.0 million.
Phreesia Inc operates a diverse technology stack with applications such as Greenhouse ATS, Drift AI Chatbot and Microsoft Power BI, covering areas like Applicant Tracking System, Chatbots and Conversational AI and Analytics and BI.
Phreesia Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Greenhouse, Drift and Microsoft.
Phreesia Inc recently adopted applications including DocuSign eSignature in 2021, Zendesk Service in 2021 and SmartSheet in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Phreesia Inc’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Phreesia Inc’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 Phreesia Inc technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.