Developer docs
API playgroundTry for free, no card

Search company profiles

Confero

Full company profile

uuid000b7dk

Namestring
Confero
Legal namestring
Confero, Inc.
Websiteurl
conferoinc.com
Company typeenum
Private
Founded yearint
1986
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersCary, United States
HQ citystring
Cary
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
mystery shopping services, customer experience research, compliance audits, customer satisfaction surveys, social media monitoring
NAICS code2 codes
  • Professional, Scientific, and Technical Services54
  • Other Scientific and Technical Consulting Services54169
SIC code1 code
  • Services-Management Consulting Services8742
Product category
Customer Experience Research
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model6 records
1Mystery Shopping Services
TypeProfessional Services
Description

Project-based mystery shopping services including onsite, telephone, and online mystery shopping to measure customer experience and operational performance.

conferoinc.com
2Compliance Audits
TypeProfessional Services
Description

Compliance audits for regulated businesses to ensure adherence to operational and age-related compliance requirements.

conferoinc.com
3Customer Surveys
TypeProfessional Services
Description

Customer satisfaction surveys conducted across web, telephone, in-app, online, and at physical locations to track NPS and gather feedback.

conferoinc.com
4Social Media Monitoring
TypeProfessional Services
Description

Social media monitoring services covering over 50 major online review sites including Facebook, Google and Amazon, with reports delivered to clients.

conferoinc.com
5Incentives and Motivation Programs
TypeProfessional Services
Description

Employee incentive and recognition programs including branded virtual or physical gift cards to reward performance.

conferoinc.com
6In Store Research
TypeProfessional Services
Description

In-store research services including exit interviews, price checks, CPG brand audits, and store traffic analysis.

conferoinc.com
Marketing channels6 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
Pricing details2 tiers
1Social Media Monitoring starting price
ModelSubscriptionBilling cadenceMonthly
Notes

Pricing plans for monthly service start at as low as $7/month per location.

conferoinc.com
2Mystery Shopping Payments
ModelOtherBilling cadencePay-as-you-go
Notes

Payment amounts are agreed in advance of each mystery shop or audit. If a purchase is required at the client's location, the client will set and pay the reimbursement amount through Confero.

conferoinc.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Confero provides customer experience research services to national brands and multi-unit companies through mystery shopping, compliance audits, customer surveys, social media monitoring, in-store research, and employee incentives programs. Deliverables include customized dashboard reports, action plans, and integration of CX results alongside sales and traffic data via its Compass/Sassie and ShopMetrics platforms.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 2 values shown
  • Confero's research programs help clients identify competitive opportunities and increase customer service accountability throughout their organizations
+1 more record
Product overview1 text field

Confero is a customer experience research firm offering a suite of mystery shopping, compliance auditing, and customer feedback services. The core offering consists of seven primary service lines: Telephone Mystery Shopping, On Site & Online Mystery Shopping, Customer Surveys, Social Media Monitoring, In Store Research, Incentives and Motivation Programs, and Compliance Audits. These services are delivered through proprietary reporting platforms including Compass/Sassie and ShopMetrics for client access, and PrestoMap for mystery shopper opportunity management. The portfolio is designed to provide businesses with actionable insights to improve customer experience, ensure compliance, and increase brand loyalty across retail, restaurant, hospitality, automotive, banking, and other industries.

Product and service3 records
1Telephone Mystery Shopping
CategoryMystery Shopping
Description

Evaluates telephone-based customer interactions using trained mystery shoppers who make calls to assess employee performance, phone etiquette, and service quality. Designed for multi-unit and enterprise clients that need to monitor phone-based customer service across locations.

2On Site & Online Mystery Shopping
CategoryMystery Shopping
Description

In-person and digital assessments where mystery shoppers visit retail locations or interact with client websites to evaluate customer experience, employee performance, and brand compliance. Used by national brands and multi-unit operators to gauge frontline execution.

3Customer Surveys
Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
Strategic tierCoreTypeStrategic or Co-development Partner
Description

Confero provided telephone mystery shopping research for the annual Stockbrokers.com Online Broker Review. Research included gathering 4,544 data points in nine different areas used to provide ratings for online brokerage companies. The partnership has continued for multiple years (2015, 2018, 2019).

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Confero conducted parking research projects for RDU Airport Authority that were named a finalist in the 2019 Marketing Research and Insight Excellence awards in the category of Marketing Research and Insights Excellence.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Confero has been accredited with BBB for fourteen years. CEO Elaine Buxton has served on BBB's board of directors since 2010 and was elected Chair of BBB of Eastern North Carolina's board of directors for 2016. The BBB has supported the mystery shopping industry and helped combat scams.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Confero was involved with the formation of MSPA in 1998 and Confero's president served on MSPA's first board of directors. Active involvement continues, where member companies exchange ideas and strategies keeping abreast of challenges facing the industry.

Recent move5 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

Market Force is a closely comparable US-based customer experience research and mystery shopping provider serving multi-location enterprise clients. It operates a similar model of contracted evaluators, multi-vertical coverage (retail, restaurant, financial), and bundled CX measurement services, putting it in head-to-head competition with Confero.

TypeDirect peer
Description

BARE International is a global mystery shopping and customer experience research firm with a comparable independent-contractor evaluator model. It serves multi-unit enterprises across similar verticals (retail, hospitality, financial services) and competes directly for the same RFP opportunities as Confero.

TypeDirect peer
Description

CSP is a US mystery shopping and customer experience evaluation company with a comparable service portfolio spanning telephone, in-person, and online mystery shops for multi-location clients. It targets the same verticals (restaurant, retail, financial services) with a similar project-based pricing model.

TypeDirect peer
Description

IntelliShop is a mystery shopping and customer experience research firm offering comparable in-person, telephone, and online evaluation services. It serves multi-unit enterprise clients with a similar mix of verticals and competes with Confero for the same enterprise accounts.

TypeDirect peer
Description

Reality Based Group is a mystery shopping and customer experience measurement provider serving multi-location retail, restaurant, and hospitality clients. Its service portfolio, contractor-driven delivery model, and target customer profile directly overlap with Confero's offering.

TypeDirect peer
Description

BestMark is a US-based mystery shopping company with a comparable independent-contractor evaluator network and multi-vertical coverage. It offers in-person, telephone, online, and audit services similar to Confero's core menu and competes in the same enterprise market segment.

TypeDirect peer
Description

Second to None is a customer experience research and mystery shopping firm offering comparable services across retail, restaurant, and healthcare verticals. It serves enterprise clients with a similar blend of in-person, telephone, and digital evaluation programs.

TypeBroad incumbent
Description

Ipsos is a global market research giant offering customer experience, brand, and customer satisfaction research that overlaps with Confero's measurement services. While much broader and more diversified, Ipsos competes for enterprise CX research budgets and offers mystery-shopping-adjacent capabilities at greater scale.

TypeBroad incumbent
Description

Medallia is a leading enterprise customer experience management platform that captures real-time feedback across channels. It competes with Confero indirectly by enabling enterprises to deploy continuous digital feedback that can substitute for periodic mystery shopping engagements.

TypeBroad incumbent
Description

Qualtrics is a major experience management platform offering enterprise survey, customer feedback, and CX analytics capabilities. As part of SAP, it brings substantial scale and recurring SaaS economics that put pressure on traditional mystery shopping providers like Confero at the enterprise end of the market.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers7 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment8 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile5 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Confero

Customer Experience Researchconferoinc.com

Confero firmographics

Firmographics
Name
Confero
Legal name
Confero, Inc.
Website
https://conferoinc.com
Company type
Private
Founded year
1986
Operating status
Operating
Headcount range
51–100 employees
Ownership category
akta.pro rank

Where Confero is headquartered

Location

Headquarters

HQ city
Cary
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Confero business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

  1. Mystery Shopping Services: Project-based mystery shopping services including onsite, telephone, and online mystery shopping to measure customer experience and operational performance.
  2. Compliance Audits: Compliance audits for regulated businesses to ensure adherence to operational and age-related compliance requirements.
  3. Customer Surveys: Customer satisfaction surveys conducted across web, telephone, in-app, online, and at physical locations to track NPS and gather feedback.
  4. Social Media Monitoring: Social media monitoring services covering over 50 major online review sites including Facebook, Google and Amazon, with reports delivered to clients.
  5. Incentives and Motivation Programs: Employee incentive and recognition programs including branded virtual or physical gift cards to reward performance.
  6. In Store Research: In-store research services including exit interviews, price checks, CPG brand audits, and store traffic analysis.

Pricing tiers

ModelBillingPrice
SubscriptionMonthlySocial Media Monitoring starting price
OtherPay-as-you-goMystery Shopping Payments

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Confero product offering

Product offering

Core offering

Confero provides customer experience research services to national brands and multi-unit companies through mystery shopping, compliance audits, customer surveys, social media monitoring, in-store research, and employee incentives programs. Deliverables include customized dashboard reports, action plans, and integration of CX results alongside sales and traffic data via its Compass/Sassie and ShopMetrics platforms.

Product overview

Confero is a customer experience research firm offering a suite of mystery shopping, compliance auditing, and customer feedback services. The core offering consists of seven primary service lines: Telephone Mystery Shopping, On Site & Online Mystery Shopping, Customer Surveys, Social Media Monitoring, In Store Research, Incentives and Motivation Programs, and Compliance Audits. These services are delivered through proprietary reporting platforms including Compass/Sassie and ShopMetrics for client access, and PrestoMap for mystery shopper opportunity management. The portfolio is designed to provide businesses with actionable insights to improve customer experience, ensure compliance, and increase brand loyalty across retail, restaurant, hospitality, automotive, banking, and other industries.

Differentiator

Problem solved

Functional benefit

Products and services

  • Telephone Mystery Shopping Evaluates telephone-based customer interactions using trained mystery shoppers who make calls to assess employee performance, phone etiquette, and service quality. Designed for multi-unit and enterprise clients that need to monitor phone-based customer service across locations.
  • On Site & Online Mystery Shopping In-person and digital assessments where mystery shoppers visit retail locations or interact with client websites to evaluate customer experience, employee performance, and brand compliance. Used by national brands and multi-unit operators to gauge frontline execution.
  • Customer Surveys

Quantifiable outcome

  • Confero's research programs help clients identify competitive opportunities and increase customer service accountability throughout their organizations
  • +1 more outcomes

Companies that use Confero

Customer profile

Named customers7 records

Segments8 records

Ideal customer profiles5 records

Confero technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Confero partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core.

  • Stockbrokers.comcoreStrategic or Co-development PartnerConfero provided telephone mystery shopping research for the annual Stockbrokers.com Online Broker Review. Research included gathering 4,544 data points in nine different areas used to provide ratings for online brokerage companies. The partnership has continued for multiple years (2015, 2018, 2019).
  • RDU Airport AuthoritycoreStrategic or Co-development PartnerConfero conducted parking research projects for RDU Airport Authority that were named a finalist in the 2019 Marketing Research and Insight Excellence awards in the category of Marketing Research and Insights Excellence.
  • Better Business BureaucoreStrategic or Co-development PartnerConfero has been accredited with BBB for fourteen years. CEO Elaine Buxton has served on BBB's board of directors since 2010 and was elected Chair of BBB of Eastern North Carolina's board of directors for 2016. The BBB has supported the mystery shopping industry and helped combat scams.
  • MSPA (Mystery Shopping Providers Association)coreStrategic or Co-development PartnerConfero was involved with the formation of MSPA in 1998 and Confero's president served on MSPA's first board of directors. Active involvement continues, where member companies exchange ideas and strategies keeping abreast of challenges facing the industry.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Confero competitors and assessment

Company assessment

Direct peers

  • Market Force Information: Market Force is a closely comparable US-based customer experience research and mystery shopping provider serving multi-location enterprise clients. It operates a similar model of contracted evaluators, multi-vertical coverage (retail, restaurant, financial), and bundled CX measurement services, putting it in head-to-head competition with Confero.
  • BARE International: BARE International is a global mystery shopping and customer experience research firm with a comparable independent-contractor evaluator model. It serves multi-unit enterprises across similar verticals (retail, hospitality, financial services) and competes directly for the same RFP opportunities as Confero.
  • Customer Service Profiles (CSP): CSP is a US mystery shopping and customer experience evaluation company with a comparable service portfolio spanning telephone, in-person, and online mystery shops for multi-location clients. It targets the same verticals (restaurant, retail, financial services) with a similar project-based pricing model.
  • IntelliShop: IntelliShop is a mystery shopping and customer experience research firm offering comparable in-person, telephone, and online evaluation services. It serves multi-unit enterprise clients with a similar mix of verticals and competes with Confero for the same enterprise accounts.
  • Reality Based Group: Reality Based Group is a mystery shopping and customer experience measurement provider serving multi-location retail, restaurant, and hospitality clients. Its service portfolio, contractor-driven delivery model, and target customer profile directly overlap with Confero's offering.
  • BestMark: BestMark is a US-based mystery shopping company with a comparable independent-contractor evaluator network and multi-vertical coverage. It offers in-person, telephone, online, and audit services similar to Confero's core menu and competes in the same enterprise market segment.
  • Second to None: Second to None is a customer experience research and mystery shopping firm offering comparable services across retail, restaurant, and healthcare verticals. It serves enterprise clients with a similar blend of in-person, telephone, and digital evaluation programs.

Broad incumbents

  • Ipsos: Ipsos is a global market research giant offering customer experience, brand, and customer satisfaction research that overlaps with Confero's measurement services. While much broader and more diversified, Ipsos competes for enterprise CX research budgets and offers mystery-shopping-adjacent capabilities at greater scale.
  • Medallia: Medallia is a leading enterprise customer experience management platform that captures real-time feedback across channels. It competes with Confero indirectly by enabling enterprises to deploy continuous digital feedback that can substitute for periodic mystery shopping engagements.
  • Qualtrics: Qualtrics is a major experience management platform offering enterprise survey, customer feedback, and CX analytics capabilities. As part of SAP, it brings substantial scale and recurring SaaS economics that put pressure on traditional mystery shopping providers like Confero at the enterprise end of the market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Confero social profiles

Digital presence

Confero financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Confero leadership team

Management profile

Number of profiles

Profiles2 records

Confero funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Confero M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Confero

What does Confero do?

Confero provides customer experience research services to national brands and multi-unit companies through mystery shopping, compliance audits, customer surveys, social media monitoring, in-store research, and employee incentives programs. Deliverables include customized dashboard reports, action plans, and integration of CX results alongside sales and traffic data via its Compass/Sassie and ShopMetrics platforms.

Is Confero a public or private company?

Confero is a private company. It is classified as family owned and is currently operating.

When was Confero founded?

Confero was founded in 1986. It employs 51 to 100 people.

Where is Confero based?

Confero is headquartered in Cary, United States, in the North America region.

How does Confero make money?

Six revenue lines are on record. Mystery Shopping Services are the primary driver. The others are compliance Audits, customer Surveys, social Media Monitoring, incentives and Motivation Programs and in Store Research.

Who are Confero's main competitors?

Direct peers on record are Market Force Information, BARE International, Customer Service Profiles (CSP), IntelliShop, Reality Based Group, BestMark and Second to None. Broad incumbents are Ipsos, Medallia and Qualtrics.

Does Confero have an API?

No public API is recorded for Confero.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales