escala
Escala is a cloud-based all-in-one CRM and marketing automation SaaS platform that serves Hispanic SMBs in Latin America and the US Hispanic market, offering WhatsApp, email, ads, and AI-assisted workflows.
- Company typePrivate
- Founded2019
- HeadquartersCoral Gables, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What escala does
Escala (legal entity ExitoWeb, Inc.) is a cloud-based CRM and marketing automation SaaS platform built as an all-in-one suite for small and medium-sized businesses in Latin America and the US Hispanic market. The platform centers on a core CRM module (contact and opportunity management, kanban pipelines, lead scoring) and extends into integrated modules for WhatsApp communication, a unified inbox (WhatsApp, Facebook Messenger, Instagram Direct), marketing automation workflows, email campaigns, drag-and-drop landing pages, Facebook/Instagram ads management, meeting scheduling, custom reporting, and a mobile application. A generative AI assistant branded Otto produces email and landing page copy and personalizes outreach; AI-assisted lead scoring helps prioritize sales effort. The platform is offered through three subscription tiers (Starter, Pro, Enterprise) with paid guided and turnkey implementation services required for the higher tiers.
The company was founded by Andrés Moreno, also founder of Open English, and is headquartered in Miami Beach, Florida. It combines three go-to-market motions in parallel: sales-led direct engagement for Pro and Enterprise customers, product-led self-serve signup with a free 10-day trial for the Starter tier, and a three-tier certified partner and affiliate program (Silver/Gold/Diamond with 20–30% MRR share) for channel-led distribution. Native integrations include WhatsApp, Facebook, Instagram, Zapier, Shopify, and Google OAuth, and Escala holds Meta Business Partner status and is a member of the NVIDIA Inception Program.
Escala has raised approximately $15.5 million in disclosed funding, including a $12 million round in July 2024 co-led by IGNIA and Alaya Capital with participation from High Alpha, following a $3.5 million round in April 2022 led by High Alpha with Carao Ventures. The company holds GDPR, CCPA, EU-US/Swiss-US Privacy Shield compliance certifications, and was recognized as a GetApp Category Leader in 2025.
escala firmographics
Firmographics- Name
- escala
- Legal name
- ExitoWeb, Inc.
- Website
- https://escala.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Escala is a cloud-based all-in-one CRM and marketing automation SaaS platform that serves Hispanic SMBs in Latin America and the US Hispanic market, offering WhatsApp, email, ads, and AI-assisted workflows.
- Ownership category
- akta.pro rank
escala industry classification
Industry- Product category
- Customer Relationship Management (CRM) Software
- NAICS
- Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Marketing Automation & Campaign Management CRM (HDAEAFAB)
- akta.pro secondary industry
- Enterprise Case Management & Request Fulfillment Platforms (HDAEALAJ)
Keywords
Where escala is headquartered
LocationHeadquarters
- HQ city
- Coral Gables
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
escala business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Revenue: Monthly or annual subscription plans (Starter, Pro, Enterprise) with recurring billing. Annual subscriptions are preferred and offered at discounted rates. Pricing varies by plan tier, user capacity, and contact capacity.
- Professional Implementation Services: Paid implementation services (8-15 hours of guided sessions during first 3 months) required for Pro and Enterprise customers. Partners can provide this service to exempt clients from Escala's implementation fee.
- Partner Revenue Share: Partner program generates recurring revenue through three tiers (Silver 20%, Gold 25%, Diamond 30% of MRR). Each unit equals $1,134 USD. Partners can also earn 100% of first month's subscription or 20% of annual subscription paid upfront.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Starter Plan - Basic CRM access with essential features |
| Subscription | Monthly | Pro Plan - Full-featured CRM with advanced automation |
| Subscription | Monthly | Enterprise Plan - Custom solution for large organizations |
| Other | Monthly | Partner Affiliate - Recurring commission for referred customers |
Go-to-market motion3 records
Distribution channels6 records
Marketing channels10 records
escala product offering
Product offeringCore offering
Escala provides an all-in-one cloud-based CRM and marketing automation SaaS platform that consolidates contact and pipeline management, WhatsApp and social messaging, email marketing, landing pages, paid digital ads, scheduling, custom reporting, and AI-assisted content and lead scoring into a single integrated suite. The offering is purpose-built for Spanish-speaking small and medium-sized businesses in Latin America and the US Hispanic market and is sold via Starter, Pro, and Enterprise subscription tiers, supplemented by paid guided and turnkey implementation services.
Product overview
Escala is an all-in-one marketing and sales CRM SaaS platform for Hispanic SMBs in Latin America and the US Hispanic market. The platform is built as a unified suite with a core CRM module at its center, surrounded by integrated modules for AI-powered content generation (Otto), WhatsApp communication, unified inbox (Centro de Conversaciones), marketing automation, email campaigns, landing pages, digital ads (Facebook/Instagram), appointment scheduling, and custom reporting. Additional services include guided and turnkey implementation, Escala Academy training, and a Partner/Affiliate program. The platform is available via three paid subscription tiers (Starter, Pro, Enterprise) and integrates natively with WhatsApp, Facebook, Instagram, Zapier, Google OAuth, and Shopify.
Differentiator
Problem solved
Functional benefit
Products and services
- Escala CRM Platform All-in-one cloud-based CRM and marketing automation SaaS platform that consolidates contact and pipeline management, multi-channel messaging (WhatsApp, Facebook Messenger, Instagram Direct), email marketing, landing pages, paid digital ads, scheduling, custom reporting, AI-assisted content and lead scoring (Otto), and mobile access, sold via Starter, Pro, and Enterprise subscription tiers to small and medium-sized Spanish-speaking businesses.
- Implementación Guiada (Guided Implementation) Paid professional service in which Escala experts provide 1:1 accompaniment to adapt the CRM platform to a client's business needs, including 8 to 15 hours of guided sessions across the first three months; required for Pro and Enterprise customers unless exempted via a certified partner.
- Implementación Llave en Mano (Turnkey Implementation) Turnkey professional service in which Escala's team fully personalizes and configures the CRM platform on the client's behalf, delivered as a paid engagement for organizations seeking a hands-off rollout.
Quantifiable outcome
- 100% increase in sales (Poctlab case study)
- +3 more outcomes
Companies that use escala
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles3 records
escala technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability7 records
Feature11 records
escala partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Meta Business PartnercoreEscala is an official Meta Business Partner, enabling native integration with Facebook and Instagram advertising and lead generation tools.
- ZapiercoreEscala integrates with Zapier, allowing users to connect the CRM with thousands of third-party applications and automate workflows.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
escala competitors and assessment
Company assessmentDirect peers
- HubSpot: HubSpot is a leading CRM platform with marketing automation, sales, and service hubs aimed at SMBs and mid-market. Direct competitor to Escala in the all-in-one CRM-for-SMB category, with growing Spanish localization efforts.
- Zoho CRM: Zoho offers a multi-language CRM suite with strong SMB positioning and competitive pricing. Comparable to Escala as a full-featured SMB CRM with broad international localization including Spanish.
- Pipedrive: Pipedrive is a sales-focused CRM designed for SMBs with pipeline management and workflow automation. Overlaps with Escala's CRM and sales automation modules at similar SMB price points.
- ActiveCampaign: ActiveCampaign combines email marketing, marketing automation, and CRM for SMBs. Strongly comparable to Escala's marketing automation + CRM bundle, particularly for small businesses seeking all-in-one solutions.
- Keap (Infusionsoft): Keap (formerly Infusionsoft) provides CRM, marketing automation, and sales pipelines specifically built for small businesses. Competes directly with Escala in the SMB all-in-one category.
- Bitrix24: Bitrix24 is a free/affordable CRM and collaboration suite for SMBs with multilingual support including Spanish. Comparable to Escala in targeting small businesses seeking all-in-one tools at low price points.
- Mailchimp: Mailchimp (owned by Intuit) is a leading email marketing and marketing automation platform now extending into CRM-adjacent features for SMBs. Directly competes with Escala's email marketing and automation modules.
- Copper: Copper is a Google Workspace-native CRM designed for SMBs with focus on simplicity and pipeline management. Comparable to Escala's ease-of-use positioning and SMB target market.
Broad incumbents
- Salesforce: Salesforce is the global CRM leader with SMB-targeted editions and growing Spanish-language capabilities. As a broad incumbent, Salesforce competes with Escala in the SMB and mid-market CRM space with vastly greater resources.
- Freshsales (Freshworks): Freshsales is Freshworks' AI-powered CRM for SMBs and mid-market with sales automation, email, and built-in phone. Competes broadly with Escala in the modern SMB CRM category.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
escala social profiles
Digital presenceescala compliance and trust
Trust signalCompliance4 records
escala financial estimates
Financial estimateRevenue estimate
Valuation estimate
escala leadership team
Management profileNumber of profiles
Profiles3 records
escala funding detail
Funding detailFunding overview
Funding rounds3 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
escala M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about escala
What does escala do?
Escala provides an all-in-one cloud-based CRM and marketing automation SaaS platform that consolidates contact and pipeline management, WhatsApp and social messaging, email marketing, landing pages, paid digital ads, scheduling, custom reporting, and AI-assisted content and lead scoring into a single integrated suite. The offering is purpose-built for Spanish-speaking small and medium-sized businesses in Latin America and the US Hispanic market and is sold via Starter, Pro, and Enterprise subscription tiers, supplemented by paid guided and turnkey implementation services.
Is escala a public or private company?
escala is a private company. It is classified as venture growth investor backed and is currently operating.
When was escala founded?
escala was founded in 2019. It employs 51 to 100 people.
Where is escala based?
escala is headquartered in Coral Gables, United States, in the North America region.
How does escala make money?
Three revenue lines are on record. Subscription Revenue is the primary driver. The others are professional Implementation Services and partner Revenue Share.
Who are escala's main competitors?
Direct peers on record are HubSpot, Zoho CRM, Pipedrive, ActiveCampaign, Keap (Infusionsoft), Bitrix24, Mailchimp and Copper. Broad incumbents are Salesforce and Freshsales (Freshworks).
Does escala have an API?
Yes. Escala offers an API for integrating other applications with its platform. The Partner Agreement references 'API Terms' that partners must comply with when using Escala's Application Programming Interfaces (APIs), developer tools, or associated software. The academy/certification materials explicitly mention integrating other applications with Escala through Zapier. The vulnerability disclosure policy scopes api.escala.com as an in-scope endpoint for security research. Developer documentation is at api.escala.com.
What industry is escala in?
escala's product category is Customer Relationship Management (CRM) Software. Its primary akta.pro industry code is HDAEAFAB, Marketing Automation & Campaign Management CRM, with a secondary code of HDAEALAJ, Enterprise Case Management & Request Fulfillment Platforms. Its NAICS code is 541511 and its SIC code is 7372.