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Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

List of Convertcart Engage Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight Insight Source
Instituto De Previdencia Ilhabela Brazil Government 15 $5M Brazil Convertcart Convertcart Engage Sales Automation 2023 n/a In 2023, Instituto De Previdencia Ilhabela implemented Convertcart Engage as its Sales Automation application. The deployment concentrated on centralizing contact management and constituent outreach workflows for the municipal pension institute, aligning Convertcart Engage with typical Sales Automation capabilities used to manage outreach sequences, pipeline stages, and contact inventories within a compact 15 person government organization. Convertcart Engage was configured to support contact and account management, opportunity or case pipeline tracking, automated outreach sequencing and task orchestration, and operational reporting dashboards. Configuration emphasis was on lightweight role based access controls, scheduled reminders, and template driven communications to fit the organization size and public sector use cases. The full application name Convertcart Engage is used to denote the Sales Automation layer responsible for beneficiary engagement and communications orchestration. Procurement records for IlhabelaPrev separately reference the Control iD RHiD model and indicate RHiD SaaS is deployed for HR time and attendance and municipal payroll tracking, which implies Convertcart Engage operates alongside an existing RHiD HR and attendance environment. No named integrations between Convertcart Engage and Control iD RHiD are specified in the source documentation, so operational coexistence is the observable pattern. Rollout and governance focused on department level ownership for beneficiary services and finance, with user provisioning and approval workflows put in place to manage outreach and case escalation.
Municipality Of Agudo Brazil Government 350 $16M Brazil Convertcart Convertcart Engage Sales Automation 2025 n/a In 2025, Municipality Of Agudo Brazil implemented Convertcart Engage as a Sales Automation application to formalize stakeholder and vendor engagement workflows across municipal administration. The year 2025 is recorded in procurement documentation associated with the licensing of Convertcart Engage, establishing the implementation timeframe early in the project narrative. The Convertcart Engage implementation centered on core Sales Automation capabilities, including contact and account management, opportunity and pipeline tracking, automated outreach and task orchestration, and centralized reporting and dashboards. Configuration work emphasized role based access controls and workflow rules to align system permissions with municipal approval chains and procurement processes. Procurement records for Agudo also show contracted licensing for the RHiD cloud platform and Control iD REPs to manage time and attendance for municipal staff, and the tender indicates SaaS RHiD plus device integration for cloud based point management and reporting. Those HR system contracts provided operational context for the Convertcart Engage rollout, with procurement and HR functions coordinated in the same procurement cycle and administrative teams included in deployment planning. Governance and rollout were driven by municipal procurement licensing and vendor onboarding procedures documented in the tender, with deployment scope focused on administrative and procurement teams. Convertcart Engage was provisioned as a licensed Sales Automation application and configured under municipal IT change control and contract terms recorded in the procurement documentation.
Sao Miguel Arcanjo Municipality Brazil Government 800 $23M Brazil Convertcart Convertcart Engage Sales Automation 2024 n/a In 2024 Sao Miguel Arcanjo Municipality Brazil implemented Convertcart Engage as its Sales Automation application. The deployment was scoped to municipal administrative teams responsible for external stakeholder engagement and routine revenue-related communications, aligning Convertcart Engage to manage structured outreach and recordkeeping across municipal offices. Convertcart Engage was configured with Sales Automation capabilities typical for the category, including contact management, outreach sequencing, pipeline tracking, and automated task orchestration to standardize follow up and case handling. Configuration emphasized role-based workflows, template-driven communications, and audit logging to ensure consistent handling of citizen and vendor interactions. The municipality continues to operate RHiD as its official time and attendance system for HR and payroll, the municipal manual states RHiD publishes real-time employee punch data via web and mobile for HR/payroll visibility. Convertcart Engage was positioned to capture engagement events and integrate with municipal communication channels, while operational time and payroll processing remains managed through RHiD per local procedures. Governance for Convertcart Engage is administered by municipal IT and administrative leadership with role-based access controls and defined process rules to route enquiries and escalate cases. The implementation focused on embedding Convertcart Engage into routine citizen and vendor outreach workflows to create consistent communication trails and operationalize outreach governance.
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