San Francisco, 94105, CA,
United States
Webgility Technographics
Webgility Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Webgility and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Webgility employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Webgility has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Zoominfo Platform for Account Based Marketing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Webgility is running and its propensity to invest more and deepen its relationship with Oracle , Intuit , Chargebee 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 Webgility revenues, which have grown to $2.0 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 Webgility 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.
Webgility Tech Stack and Enterprise Applications
Webgility ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Webgility implemented Oracle NetSuite ERP as its ERP Financial platform to centralize accounting and billing for its professional services business. The initial implementation focused on consolidating core finance and revenue workflows under a single cloud-based application to support accounts payable, accounts receivable, general ledger, and project billing processes.
Oracle NetSuite ERP was provisioned as a cloud-hosted ERP Financial solution and configured using standard financial modules, including chart of accounts setup, automated journal processing, invoice lifecycle management, and multi-entity consolidation capabilities typical for the category. Configuration emphasized project-based billing and revenue recognition workflows that align with professional services delivery, and the Oracle NetSuite ERP instance was tailored to capture service-based revenue events and billing schedules.
The rollout covered finance, accounting, and professional services operations across Webgility's United States operations, with governance established through role based access controls and segregation of duties between billing, accounts receivable, and general ledger teams. Implementation activities included process documentation, training for finance and delivery teams, and the alignment of month end close procedures and billing approval workflows to the Oracle NetSuite ERP environment.
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ERP Financial | ERP |
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2014 | 2014 |
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Subscription and Recurring Billing | ERP |
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2023 | 2023 |
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Webgility Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Webgility implemented Google Workspace (Formerly Google G-Suite) to provide core Collaboration capabilities for the company. The deployment supported a 150-employee professional services firm headquartered in the United States, and the implementation explicitly surfaced on the company website through use of Google Apps for Business for corporate email routing and public-facing site configuration.
The Google Workspace (Formerly Google G-Suite) deployment included standard Collaboration modules such as Gmail for corporate email, Google Calendar for scheduling, Google Drive and Google Docs for document storage and real-time editing, and administrative controls via the Google Workspace Admin Console. Configuration work focused on account provisioning, group management, shared drive organization, and enabling document collaboration workflows consistent with team-based productivity and client delivery processes.
Operational governance centralized user accounts and administrative policies across the organization, standardizing email, calendar, and document access for internal and client-facing teams. The implementation emphasized centralized administration and role-based access control through the admin console, aligning collaboration tooling with Webgilitys operational needs without reference to a named prior system.
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Online Meeting Scheduling | Collaboration |
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2018 | 2018 |
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Webgility CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2023 | 2023 |
In 2023, Webgility implemented Zoominfo Platform to support Account Based Marketing on their website. The deployment is framed as an on-site implementation of the Zoominfo Platform that captures visitor and lead data for account-centric workflows while surfacing firmographic and contact enrichment for targeted outreach.
Configuration focused on Account Based Marketing capabilities such as target account identification, automated enrichment of contact and company profiles, list segmentation based on firmographics, and ingestion of intent-aligned signals to prioritize outreach. The Zoominfo Platform was configured to operate as the primary source for account intelligence used by marketing and sales, with rules and automation to maintain synchronized account lists and segmentation logic.
Operational coverage centers on marketing and sales functions, with the Zoominfo Platform embedded in Webgility website lead capture flows to qualify inbound interest and tag accounts for account-based campaigns. Governance was established around centralized account lists, standardized enrichment processes, and defined ownership for account scoring and targeting to align marketing and sales outreach.
Webgility Zoominfo Platform Account Based Marketing supports marketing and sales business functions by providing a single source of account intelligence deployed on the corporate website, enabling consistent account segmentation and enrichment workflows across teams. The implementation emphasizes data-driven targeting and operational alignment rather than point solutions, with the full Zoominfo Platform serving as the foundation for ongoing account-based activities.
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Call Tracking and Recording | CRM |
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2019 | 2019 |
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Community Management | CRM |
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2011 | 2011 |
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CRM | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2017 | 2017 |
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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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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics, Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Webgility 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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Webgility 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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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Webgility
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder & CEO | CXO | Finance | ||||
| Vice President of Sales | VP | Sales | ||||
| Director of Operations & Product | Director | Finance |
Apps Being Evaluated by Webgility Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||