Invoca
Invoca is a private AI-powered conversation intelligence platform that helps B2C enterprises attribute, qualify, and convert inbound phone, SMS, and web leads. It serves approximately 2,000 enterprise customers across healthcare, telecom, insurance, financial services, and home services.
- Company typePrivate
- Founded2008
- HeadquartersSanta Barbara, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What Invoca does
Invoca is a private, AI-powered conversation intelligence and revenue execution platform headquartered in Santa Barbara, California, founded in 2008 (originally under the name RingRevenue). The company serves approximately 2,000 enterprise customers across B2C verticals including healthcare (Mayo Clinic, Nemours Children's Health, CHRISTUS Health, University Hospitals, Humana), telecommunications (Verizon, Dish), insurance (Mutual of Omaha), financial services (MoneySolver, US Gold Bureau, HFC), home services (Terminix, Renewal by Andersen, Rentokil, Comfort Keepers), retail, automotive, travel and hospitality, and multi-location franchises. Its core function is to attribute inbound phone calls and SMS conversations back to the digital marketing sources driving them, then qualify, route, and convert those leads through AI-powered agents that operate inside the customer's existing marketing, CRM, and contact-center technology stack.
Invoca's product architecture is a unified Data + AI platform with five core layers: an AI Operating System that coordinates predictive, generative, and agentic AI; a Context Engine that unifies digital, conversation, and transaction data; Dashboards, Reports & Alerts (including Smart Alerts) for visibility; an Integrations & APIs connectivity layer offering pre-built connectors, developer APIs, webhooks, Model Context Protocol (MCP) connections, and SIP support; and a Security & Governance trust layer. The patented Signal AI engine applies machine learning, generative AI, and voice biometrics to analyze every conversation and extract structured signals — intent, product/service interest, conversion outcome, sentiment, and agent performance. The company's "Nico" AI agents — available in voice and SMS modalities — engage inbound leads 24/7 to qualify, route, and book appointments; PreSense injects pre-call digital journey context into agent screen pops; Quality Management AI scores 100% of calls for coaching and compliance. The Invoca Exchange surfaces 100+ pre-built integrations spanning ad platforms (Google Ads, Meta, LinkedIn, Reddit, ChatGPT Ads, Microsoft Advertising, TikTok, Pinterest, Snapchat, CTV/CTV partners), CRM (Salesforce, HubSpot, VinSolutions), CCaaS (Genesys, Five9), Adobe Experience Cloud, CDPs, and performance marketing partners. The AI Messaging Agent is built on Databricks infrastructure.
Invoca sells enterprise SaaS subscriptions on multi-year, non-cancellable contracts with custom, quote-based pricing tied to call/SMS volume and modules enabled, plus an approximately 10% annual price escalator and no free tier or freemium option. The dominant go-to-market is direct enterprise field sales in the United States and United Kingdom, complemented by an agency/reseller network of performance marketing partners (CJ, Impact, Tune, CAKE, ISG, BMG360, Sproutloud, Direct2Market) and a developer/API self-serve channel including MCP. Revenue is supplemented by pay-per-call transaction fees on validated calls bought and sold between advertisers, publishers, and agencies. FY2024 revenue reached $103.8 million (up 30.5% YoY from $79.5M in 2023), the most recent funding round was an $83 million Series F in June 2022 at a $1.1 billion post-money valuation led by Silver Lake Waterman, and the company has grown to approximately 389 employees supporting a compliance portfolio spanning SOC 2 Type 2, ISO 27001, HIPAA, GDPR, CCPA, PCI DSS, and FSQS.
Invoca firmographics
Firmographics- Name
- Invoca
- Legal name
- Invoca Inc.
- Website
- https://invoca.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Invoca is a private AI-powered conversation intelligence platform that helps B2C enterprises attribute, qualify, and convert inbound phone, SMS, and web leads. It serves approximately 2,000 enterprise customers across healthcare, telecom, insurance, financial services, and home services.
- Ownership category
- akta.pro rank
Invoca industry classification
Industry- Product category
- Conversation Intelligence AI
- NAICS
- Information (51)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Contact Center Speech AI (agent assist, IVR automation) (HDAAAFAL)
- akta.pro secondary industries
- Audio & Speech Analytics (call analytics, QA, insights) (HDAAAFAH), Conversational AI Platforms (chat/voice bots, orchestration) (HDAAAFAC), AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)
Keywords
Where Invoca is headquartered
LocationHeadquarters
- HQ city
- Santa Barbara
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Invoca business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Enterprise SaaS subscriptions: Primary revenue stream: enterprise SaaS subscriptions to the Invoca platform, typically sold on a multi-year, non-cancellable basis with custom pricing tied to volume of calls/tracked interactions and modules enabled (Marketing, Engagement, Contact Center, Multi-Location CX). Reported 2024 revenue of $103.8M (~30.5% YoY growth).
- Custom-priced enterprise contracts with volume escalators: Contracts are non-cancellable with reported 10% annual price escalation; pricing scales with usage (call/SMS volume) and modules deployed rather than per-seat licensing. No free tier / freemium model is offered.
- Pay-per-call and partner/agency programs: Invoca enables pay-per-call affiliate and partner programs (CJ, Impact, Tune, CAKE, etc.) and operates an agency partner network where Invoca takes a transaction/platform fee on validated calls bought and sold between advertisers, publishers, and agencies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Custom enterprise pricing (quote-based) with multi-year, non-cancellable contracts and ~10% annual price escalator. |
| Usage-based | Annual | Volume-based usage component for tracked calls and SMS conversations. |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels11 records
Invoca product offering
Product offeringCore offering
Invoca is an AI-powered revenue execution and conversation intelligence platform that attributes, engages, and converts inbound phone calls, SMS conversations, and web leads for marketing, contact center, and multi-location enterprise teams. Its Data + AI platform combines Signal AI (patented machine learning, generative AI, and voice biometrics), a Context Engine (unifying digital and conversation data), and agentic AI agents (Nico for voice and SMS) to turn every conversation into structured signals tied back to marketing sources. Primary deliverables include AI call tracking, marketing attribution, AI-powered quality management, conversational AI agents, and pre-built integrations with 100+ ad, CRM, and contact center platforms.
Product overview
Invoca offers a single unified Data + AI revenue execution platform with a platform-plus-modules architecture. The Invoca Platform is the shared infrastructure comprising five core layers: the AI Operating System (coordinates predictive, generative, and agentic AI), the Context Engine (unifies digital, conversation, and transaction data), Dashboards/Reports/Alerts (visibility and Smart Alerts), Integrations & APIs (no-code, low-code, MCP, developer APIs, SIP), and Security & Governance (access control, AI guardrails, data protection). On top of this platform sit product modules including Call Tracking, Signal AI (conversation analytics), PreSense (caller routing with digital journey context), AI Messaging Agent (Nico for SMS), AI Voice Agent (Nico for voice), Quality Management, Marketing Attribution, Media Optimization, Pay-Per-Call, Agent Coaching, Call Routing, Call Recordings & Transcriptions, Interaction Management, Conversational IVR, and Smart Alerts. These modules are packaged into four solution bundles: Invoca Marketing Solution (media-to-revenue attribution), Invoca Engagement Solution (24/7 lead engagement), Invoca Contact Center Solution (agent productivity), and Invoca Multi-Location CX Solution. The Invoca Exchange marketplace extends the platform with dozens of pre-built integrations to ad platforms (Google Ads, Microsoft Advertising, Meta/Facebook/Instagram, LinkedIn, Reddit, TikTok, Pinterest, Snapchat, ChatGPT Ads), CRM (Salesforce, HubSpot, VinSolutions), CCaaS (Genesys, Five9), Adobe Experience Cloud, marketing analytics (Google Analytics, Adobe Analytics), CDPs (Segment, Tealium, Piwik PRO, Adobe Experience Platform, Freshpaint), performance marketing partners, and Databricks powering the AI Messaging Agent.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- +50% higher contact center close rate for Frontier
- +8 more outcomes
Companies that use Invoca
Customer profileNamed customers22 records
Segments12 records
Ideal customer profiles3 records
Invoca technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration66 records
AI capability13 records
Feature8 records
Invoca partnerships and signals
Strategic signalPartnerships
22 partnerships are on record, tiered core technology partner (ai messaging agent infrastructure), first-mover integration partner (ai search), core (acquired), core (acquired may 2021), flagship integration (core ad platform), flagship integration (core crm), flagship integration (core social ad platform), major social advertising partner, flagship integration (major martech ecosystem), flagship crm integration, major paid search integration, flagship ccaas integration, major performance marketing partner, performance marketing partner, major affiliate/performance partner, channel enablement partner and programmatic & ctv ecosystem partners.
- Databrickscore technology partner (ai messaging agent infrastructure)Invoca's AI Messaging Agent is powered by Databricks, leveraging first-party data via Databricks for real-time data activation, personalization at scale, and enterprise data security/compliance. Databricks provides the underlying data platform for secure, scalable AI-driven SMS communication.
- OpenAI (ChatGPT Ads)first-mover integration partner (ai search)Invoca is the first to integrate with ChatGPT Ads Conversions API, mapping offline conversions from phone calls and SMS conversations back to users who engaged with ChatGPT ads via privacy-safe hashed identifiers, and feeding conversion data to OpenAI's algorithms to optimize ad delivery.
- Symbl.aicore (acquired)Invoca acquired Symbl.ai to enhance its AI capabilities for advertising, commerce, and contact centers, integrating Symbl.ai's conversation analysis technology to improve personalized, real-time customer interactions and drive revenue growth.
- DialogTechcore (acquired may 2021)Invoca acquired competitor DialogTech in May 2021 to consolidate the AI-powered inbound call tracking market.
- Google Ads / Google Marketing Platformflagship integration (core ad platform)Featured no-code integration with Google Ads (including Search Ads 360, Google Campaign Manager, Google Marketing Platform, Google Analytics) to attribute phone calls and SMS conversions back to search keywords and campaigns, enabling closed-loop optimization of Google ad spend.
- Salesforce (Marketing Cloud & Sales Cloud)flagship integration (core crm)Featured no-code integrations with Salesforce Marketing Cloud and Salesforce Sales Cloud (including VinSolutions Connect CRM for automotive) to attribute phone calls and SMS conversions to Salesforce leads and campaigns.
- Meta (Facebook / Instagram)flagship integration (core social ad platform)No-code integrations with Facebook Ads and Instagram Ads to track and optimize phone-call and SMS conversions driven by Meta social advertising.
- Reddit Adsmajor social advertising partnerNew no-code integration with Reddit Ads to track social-driven phone leads, conversions, and revenue. Announced alongside the LinkedIn Ads integration in January 2026.
- LinkedIn Adsmajor social advertising partnerNew no-code integration with LinkedIn Ads to track phone leads and conversions driven by LinkedIn campaigns, optimizing B2B social performance.
- Adobe (Experience Cloud, Analytics, Audience Manager, Ad Cloud, Target, Launch)flagship integration (major martech ecosystem)Featured no-code integrations across the Adobe Experience Cloud stack to enrich customer profiles with call data and enable outcome-based measurement.
- HubSpotflagship crm integrationNo-code integration to sync Invoca conversation intelligence with HubSpot's marketing automation and CRM.
- Microsoft Advertising (Bing Ads)major paid search integrationNo-code integration to attribute phone calls driven by Microsoft Advertising campaigns back to keywords.
- Five9flagship ccaas integrationNo-code contact center integration with Five9 to improve caller experience and conversion in the call center.
- Genesysflagship ccaas integrationFeatured contact center integration to enhance CX and convert more callers in Genesys-powered contact centers.
- ISG (Featured performance marketing partner)major performance marketing partnerFeatured partner in the Invoca Exchange; ISG's performance marketing solution leverages Invoca to help brands increase customer acquisition.
- BMG360performance marketing partnerFull-service performance marketing partner offering pay-per-call and lead generation powered by Invoca call tracking.
- CJ (Commission Junction)major affiliate/performance partnerAffiliate marketing platform CJ integrates Invoca call tracking to help partners offer pay-per-call tracking solutions.
- Impactmajor affiliate/performance partnerPartnership allows advertisers to offer pay-per-call programs to affiliates and partners via Impact.
- Tuneperformance marketing partnerIntegration with Tune streamlines pay-per-call affiliate campaign management.
- CAKE (Performance Marketing)performance marketing partnerIntegration enables running, tracking and managing pay-per-call campaigns in CAKE.
- Sproutloudchannel enablement partnerIntegration enables brands to include call outcomes from local marketing campaigns for better optimization and ROI.
- The Trade Desk / StackAdapt / tvScientific / Innovid / iSpot / Vibe.co / VWOprogrammatic & ctv ecosystem partnersNo-code integrations with The Trade Desk, StackAdapt, tvScientific, Innovid, iSpot, Vibe.co, and VWO measure and optimize phone conversions from programmatic, CTV, and A/B testing campaigns.
Scale indicators13 records
Recent moves6 records
Expansion highlights6 records
Invoca competitors and assessment
Company assessmentDirect peers
- CallRail: CallRail is a leading call tracking and analytics platform serving SMB and mid-market customers, directly competing with Invoca's call tracking and conversation intelligence offerings for marketing attribution and inbound call measurement.
- Marchex: Marchex is a public conversation analytics company providing call tracking, speech analytics, and AI-powered conversation intelligence to enterprises — directly comparable to Invoca's Signal AI and call tracking solutions across automotive, healthcare, and financial services verticals.
- CallTrackingMetrics: CallTrackingMetrics provides call tracking, routing, and conversation analytics tools for marketers and contact centers, overlapping with Invoca's core Call Tracking and Signal AI products in mid-market and SMB segments.
- WhatConverts: WhatConverts offers call tracking and lead attribution software for marketing agencies and SMBs, providing a comparable inbound call attribution solution to Invoca at the lower end of the market.
- Observe.AI: Observe.AI is a contact center AI platform offering conversation intelligence, quality management, and agent coaching — directly comparable to Invoca's Quality Management AI and Signal AI for contact center use cases.
- Tethr: Tethr is a conversation intelligence and speech analytics platform focused on contact center performance, agent coaching, and customer experience analytics — overlapping with Invoca's Quality Management and Signal AI modules.
Broad incumbents
- Genesys: Genesys is a global CCaaS incumbent whose Cloud platform bundles native conversation intelligence, agent assist, and AI routing — overlapping with Invoca's Contact Center Solution bundle while serving a much broader customer base.
- Five9: Five9 is a leading enterprise CCaaS provider integrating AI-powered conversation analytics, agent coaching, and GenAI capabilities into its Genius AI suite — directly overlapping with Invoca's contact center offerings as a flagship integration partner.
- NICE (CXone): NICE is a global enterprise software incumbent offering CXone contact center solutions with deeply embedded speech analytics, quality management, and AI routing that compete with Invoca's Contact Center Solution at large enterprise scale.
Emerging players
- Gong: Gong is a conversation intelligence leader for B2B sales teams, using speech analytics and AI to surface deal insights — comparable to Invoca's Signal AI in core technology but focused on sales rather than marketing/contact center use cases.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Invoca social profiles
Digital presenceInvoca compliance and trust
Trust signalCompliance8 records
Invoca financial estimates
Financial estimateRevenue estimate
Valuation estimate
Invoca leadership team
Management profileNumber of profiles
Profiles16 records
Invoca subsidiaries and ownership
Company hierarchySubsidiaries2 records
Invoca funding detail
Funding detailFunding overview
Funding rounds7 records
Investors14 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Invoca M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Invoca
What does Invoca do?
Invoca is an AI-powered revenue execution and conversation intelligence platform that attributes, engages, and converts inbound phone calls, SMS conversations, and web leads for marketing, contact center, and multi-location enterprise teams. Its Data + AI platform combines Signal AI (patented machine learning, generative AI, and voice biometrics), a Context Engine (unifying digital and conversation data), and agentic AI agents (Nico for voice and SMS) to turn every conversation into structured signals tied back to marketing sources. Primary deliverables include AI call tracking, marketing attribution, AI-powered quality management, conversational AI agents, and pre-built integrations with 100+ ad, CRM, and contact center platforms.
Is Invoca a public or private company?
Invoca is a private company. It is classified as venture growth investor backed and is currently operating.
When was Invoca founded?
Invoca was founded in 2008. It employs 251 to 500 people.
Where is Invoca based?
Invoca is headquartered in Santa Barbara, United States, in the North America region.
How does Invoca make money?
Three revenue lines are on record. Enterprise SaaS subscriptions are the primary driver. The others are custom-priced enterprise contracts with volume escalators and pay-per-call and partner/agency programs.
Who are Invoca's main competitors?
Direct peers on record are CallRail, Marchex, CallTrackingMetrics, WhatConverts, Observe.AI and Tethr. Broad incumbents are Genesys, Five9 and NICE (CXone). Gong is listed as an emerging player.
Does Invoca have an API?
Yes. Invoca offers public developer APIs, webhooks, and Model Context Protocol (MCP) connections. Developers can directly access platform data, signals, and trigger interaction events to build custom workflows, automate downstream actions, and extend Invoca to fit how a business runs. Pre-built no-code and low-code integrations are also available for ad platforms, CRM, CCaaS, and marketing systems. MCP provides standardized, extensible connections to external tools and vendors built on the Model Context Protocol framework so Invoca's intelligence works with the broader AI ecosystem. SIP (Session Initiation Protocol) support is available to reduce telecom fees. Developer documentation is at developers.invoca.net/en/latest/api_documentation/index.html.
What industry is Invoca in?
Invoca's product category is Conversation Intelligence AI. Its primary akta.pro industry code is HDAAAFAL, Contact Center Speech AI (agent assist, IVR automation), with a secondary code of HDAAAFAH, Audio & Speech Analytics (call analytics, QA, insights). Its NAICS code is 51 and its SIC code is 7372.