Rootstock
3001 Bishop Drive, Suite 300,
San Ramon, 94583, CA,
United States
San Ramon, 94583, CA,
United States
1 888-524-0123
Professional Services
Rootstock Technographics
Rootstock Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rootstock and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Rootstock employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rootstock has purchased the following applications: Sage Intacct for ERP Financial in 2023, Absorb LMS for Learning and Development in 2022, Drift AI Chatbot for Chatbots and Conversational AI 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 Rootstock is running and its propensity to invest more and deepen its relationship with Sage , Absorb , Breezy HR 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 Rootstock revenues, which have grown to $32.0 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 Rootstock 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.
Rootstock Tech Stack and Enterprise Applications
Rootstock ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023, Rootstock implemented Sage Intacct for ERP Financial functions, and the company surfaces Sage Intacct on its website as its core financial system. The deployment supports the finance organization of this 150 employee professional services firm in the United States.
The Sage Intacct implementation centers on core financial modules including general ledger, accounts payable, accounts receivable, revenue management, and project accounting to align billing and time capture with revenue recognition and billing cycles. Configuration emphasizes financial reporting, dashboards, and automated transaction posting consistent with ERP Financial category capabilities.
Architecturally, Rootstock uses the cloud hosted SaaS delivery model for Sage Intacct, integrating system configuration with its operational finance processes rather than with specific third party systems. Operational coverage is focused on accounting and finance functions across the business, with workflow automation for transaction approvals and close orchestration.
Governance includes structured access controls, role based permissions, and configuration management to control chart of accounts and reporting hierarchies, accompanied by phased rollout and process documentation to align finance and project teams. The narrative reflects an implementation oriented toward centralizing finance operations using Sage Intacct as the primary ERP Financial application.
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Rootstock HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Absorb | Legacy | Absorb LMS | Learning and Development | HCM | n/a | 2022 | 2022 |
In 2022, Rootstock implemented Absorb LMS as its Learning and Development platform. The Absorb LMS instance is surfaced on Rootstock's website to provide centralized course access and learner authentication.
The deployment emphasizes core LMS modules, including course catalog management, learner dashboards, content delivery and assessments, administrative enrollment controls, and reporting. Configuration work focused on role based access and structured learning paths aligned to professional services competencies.
The Absorb LMS rollout covers Rootstock's professional services organization within the United States, supporting roughly 150 employees. Access via the company website enables a single entry point for internal learners and potential external consumers of training.
Governance is managed through centralized L&D and HR ownership with standard LMS workflows for course approval, enrollment provisioning, and compliance reporting. The implementation aligns operational learning activities with functional needs in services delivery, no named third party integrations were specified.
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Rootstock 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, Rootstock implemented Drift AI Chatbot as a Chatbots and Conversational AI solution on its public website. The deployment is focused on customer-facing engagement for sales and marketing, embedding Drift AI Chatbot to handle initial visitor qualification and basic support triage within the site experience. Rootstock is a professional services firm of approximately 150 employees, and the implementation is scoped to improve automated capture and routing of prospects visiting product and services pages.
Configuration relied on standard conversational workflow capabilities provided by Drift AI Chatbot, including conversational playbooks, proactive chat triggers, and formless lead capture to collect contact intent without interruptive forms. The bot was embedded in the website front-end and operationally supports marketing and sales teams by surfacing qualified leads and routing conversations to human agents when escalation is required. Governance and content ownership were aligned to commercial teams to allow iterative tuning of conversational flows and messaging based on ongoing visitor behavior and campaign needs.
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Chatbots and Conversational AI | AI-Powered Application |
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2021 | 2021 |
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Rootstock Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Rootstock CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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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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2021 | 2021 |
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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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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Listing Management | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Rootstock ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2018 | 2018 |
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Rootstock 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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2020 | 2020 |
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Rootstock PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Rootstock 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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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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2020 | 2020 |
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Rootstock CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Rootstock
| First Name | Last Name | Title | Function | Department | Phone | |
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Founder, President, CEO | CXO | Finance | |
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Chief Customer Officer | CXO | Customer Service | |
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EVP & COO | VP | Finance | |
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Apps Being Evaluated by Rootstock Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rootstock IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rootstock digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Rootstock Technographics
Rootstock is a Professional Services organization based in United States,
with around 150 employees and annual revenues of $32.0 million.
Rootstock operates a diverse technology stack with applications such as
Sage Intacct, Absorb LMS and Drift AI Chatbot,
covering areas like ERP Financial, Learning and Development and Chatbots and Conversational AI.
Rootstock has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Absorb and Drift.
Rootstock recently adopted applications including
Sage Intacct in 2023, 6sense Account Engagement Platform in 2023 and Absorb LMS in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rootstock’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rootstock’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 Rootstock technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.