ZenPlanner
9325 Dorchester St, #202,
Highlands Ranch, 80129, CO,
United States
Highlands Ranch, 80129, CO,
United States
1 303-927-0484
Professional Services
ZenPlanner Technographics
ZenPlanner Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ZenPlanner and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 88 ZenPlanner employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ZenPlanner has purchased the following applications: Drift AI Chatbot for Chatbots and Conversational AI in 2017, Zoom for Audio Video and Web Conferencing in 2020, Ironclad Clickwrap (formerly PactSafe) for Contract Lifecycle Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ZenPlanner is running and its propensity to invest more and deepen its relationship with Drift , HubSpot , Zoom Video Communications 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 ZenPlanner revenues, which have grown to $10.0 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 ZenPlanner 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.
ZenPlanner Tech Stack and Enterprise Applications
ZenPlanner 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 | 2017 | 2017 |
In 2017, ZenPlanner deployed Drift AI Chatbot on their website. ZenPlanner uses Drift AI Chatbot in the Chatbots and Conversational AI category to support online lead capture, conversational engagement, and routing for marketing and sales functions.
The implementation centers on an embedded web chat widget and configured conversational playbooks, with scripted qualification flows and automated routing to sales follow-up channels, reflecting standard Chatbots and Conversational AI capabilities. Configuration focuses on customer-facing pages and session-level context handling, with marketing owning message content and workflows and sales owning lead handoff and follow-up governance. Drift AI Chatbot is instrumented to handle front-line customer interactions and qualification, supporting operational coverage across ZenPlanner website touchpoints and enabling repeatable conversational workflows for demand capture and initial triage.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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ZenPlanner Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, ZenPlanner implemented Zoom as its Audio Video and Web Conferencing solution and embedded Zoom on the company website to provide browser-accessible meetings for external users. The implementation positions Zoom as the primary web conferencing layer for client-facing interactions and public meeting endpoints on ZenPlanner.com.
Configuration work emphasized embedding meeting join flows and provisioning persistent meeting links within site pages, aligning with standard Audio Video and Web Conferencing capabilities such as real-time audio and video, scheduled meetings, and browser-based joins. Functional configuration included account-level meeting templates and standardized join URLs to support consistent external access and simplified navigation from marketing and support pages to live sessions.
Operational scope centers on customer engagement and service delivery workflows driven from the corporate website, impacting client onboarding and remote consultations. Governance focused on centralized account settings for meeting access and link management, and rollout controls limited to public web pages rather than an internal-only conferencing footprint.
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Collaboration | Collaboration |
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2015 | 2015 |
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Online Meeting Scheduling | Collaboration |
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2020 | 2020 |
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ZenPlanner Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ironclad | Legacy | Ironclad Clickwrap (formerly PactSafe) | Contract Lifecycle Management | Content Management | n/a | 2016 | 2016 |
In 2016, ZenPlanner implemented Ironclad Clickwrap (formerly PactSafe) as its Contract Lifecycle Management solution. The 2016 deployment positioned Ironclad Clickwrap to capture customer consents and manage electronically accepted terms as part of ZenPlanner’s agreement governance.
ZenPlanner’s configuration emphasized click-to-accept workflows, template-driven agreement authoring, and execution audit trails, aligning with standard Contract Lifecycle Management capabilities for automated acceptance capture, version control, and compliance reporting. Ironclad Clickwrap (formerly PactSafe) was used to centralize recordkeeping of accepted terms and to provide searchable evidence of customer assent for recurring service agreements.
The implementation covered business functions that manage customer relationships at the 88-employee Professional Services firm, including customer onboarding, account management, and legal compliance processes. Deployment scope was focused on US operations and targeted operational teams that interact directly with customers during sale and renewal flows.
Governance changes included centralizing clickwrap acceptance policies and standardizing acceptance workflows to reduce ad hoc agreement handling, and the rollout was executed to align legal review, customer success, and sales processes with recorded consent trails. The narrative reflects the role of Ironclad Clickwrap in enabling contract acceptance governance within ZenPlanner’s operating model under the Contract Lifecycle Management category.
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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ZenPlanner CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2023 | 2023 |
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Account Based Marketing | CRM |
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2023 | 2023 |
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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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2018 | 2018 |
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Donor and Fundraising Management | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2014 | 2014 |
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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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2022 | 2022 |
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Partner Relationship Management | CRM |
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2016 | 2016 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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ZenPlanner ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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ZenPlanner PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2011 | 2011 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2012 | 2012 |
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ZenPlanner 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Database Management, Open-Source Database | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at ZenPlanner
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by ZenPlanner Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ZenPlanner IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ZenPlanner digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD ZenPlanner Technographics
ZenPlanner is a Professional Services organization based in United States,
with around 88 employees and annual revenues of $10.0 million.
ZenPlanner operates a diverse technology stack with applications such as
Drift AI Chatbot, Zoom and Ironclad Clickwrap (formerly PactSafe),
covering areas like Chatbots and Conversational AI, Audio Video and Web Conferencing and Contract Lifecycle Management.
ZenPlanner has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Drift, Zoom Video Communications and Ironclad.
ZenPlanner recently adopted applications including
Zoominfo Platform in 2023, 6sense Account Engagement Platform in 2023 and Zen Planner UpLaunch Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ZenPlanner’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ZenPlanner’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 ZenPlanner technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.