IVR Technology Group

What IVR Technology Group does

IVR Technology Group is a privately held, Amherst, New York-based managed communications platform provider founded in 2002 that delivers voice and text automation for enterprises with high-volume contact center and payment-collection needs. The company's flagship offering is the Compass Automation Platform, a full-stack Managed CPaaS that combines hosting, security, telephony network management, and integration services so customers do not need dedicated IT resources to deploy voice/text automation. The platform is organized around three prefabricated applications: Compass Pay (automated payments by voice and text integrated with 17 payment processors and gateways), Compass Broadcast (omnichannel outbound campaigns for voice, email, and SMS), and Voice Surveys (automated customer feedback integrated with Qualtrics XM). Supporting modules include Engagement Automation for contact center self-service and Call Tracking for marketing analytics, with Xteams and Prestophone as separate sub-brands for SMB and cloud voice respectively.

The platform is built on conversational AI and directed-dialogue speech recognition supporting English, Spanish, and Portuguese, with PCI-DSS Level 1 Service Provider certification, HIPAA, NACHA, and SOC 2 mapped to HITRUST controls. IVR Technology Group's revenue model combines managed CPaaS subscriptions (annual contracts), transaction fees on payments processed, professional services for custom implementation and integration, and call tracking subscriptions. The company serves enterprise customers primarily in utilities and municipalities, healthcare and patient financial engagement, and insurance and financial services, with secondary depth in self-storage and large enterprise contact centers. Distribution is direct enterprise sales augmented by technology partnerships (Qualtrics co-sell, Storable channel integration, Payroc and Bluefin payment processor partnerships, HealthPay24 healthcare integration). Private equity backing is associated with Vista Equity Partners per the company's privacy policy disclosures.

Name

IVR Technology Group

Legal name

IVR Technology Group, LLC

Website

https://ivrtechgroup.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

11–50 employees

Short description

IVR Technology Group is a privately held managed CPaaS provider that builds voice and text automation applications — including automated payments, outbound campaigns, voice surveys, and contact center self-service — for enterprise customers in utilities, healthcare, insurance, financial services, and self-storage, delivered through its proprietary Compass Automation Platform.

Ownership category

akta.pro rank

Product category

Customer Engagement Automation Software

NAICS

Computer Systems Design Services (541512), Computer Facilities Management Services (541513), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Communications Services, Nec (4899), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Contact Center (CCaaS) & Customer Engagement Voice (HDAIAHAF)

akta.pro secondary industry

CPaaS (Programmable Voice, SMS, Video APIs) (HDAIAHAG)

Keywords

• Managed CPaaS platform
• Automated IVR payments
• Voice survey solutions
• Outbound messaging campaigns
• Customer engagement automation

Headquarters

HQ city

Getzville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Managed CPaaS / Platform Subscription and Usage Fees: The company operates primarily as a managed communications platform provider, charging for access to its Compass Automation Platform. The platform is offered as a managed service where the company handles hosting, security, and telephony networks, removing the need for customers to dedicate IT resources. This includes automated voice surveys, IVR payments by phone/text, and outbound campaign services. The company references pay-as-you-go pricing models, suggesting a mix of subscription and consumption-based components.
2. Transaction/Payment Processing Fees: Revenue is generated per transaction when customers process automated payments through the Compass Pay platform. The company facilitates secure payment collection for utilities, municipalities, healthcare providers, and other enterprises. Payment processors and gateways (17 integrations) route transactions, and the company earns a fee per payment processed. Case studies show $745M in automated payments processed, indicating significant transaction volume.
3. Professional Services / Implementation: Consulting and implementation services for customizing the Compass Automation Platform to specific customer needs. This includes designing voice and text call flows, integrating with disparate customer data systems, setting up complex survey logic with multiple BPOs, and optimizing IVR and overall customer experiences. Custom solution design and SOW development are referenced in customer stories.
4. Call Tracking and Analytics: Revenue from call tracking solutions combined with the Compass Automation Platform, tracking marketing effectiveness across multiple channels and markets. Integration with POS systems (e.g., SiteLink) to track call volumes, customer conversions, and customer value from advertising campaigns.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

IVR Technology Group operates a full-stack Managed Communications Platform as a Service (CPaaS) called the Compass Automation Platform, connecting disparate internal and external data sources to deliver voice and text automation for enterprise contact centers. Core prefabricated applications include Compass Pay (automated payments by phone and text), Compass Broadcast (outbound omnichannel campaigns), and Voice Surveys (automated customer feedback with Qualtrics integration). The company bundles hosting, security, telephony network management, and PCI/HIPAA/NACHA compliance into a managed service that removes the need for customers to dedicate IT resources.

Product overview

IVR Technology Group offers a unified platform architecture centered on the Compass Automation Platform—a managed CPaaS that functions as both systems integrator and managed services provider. The platform connects disparate customer data sources to deliver three core prefabricated applications: Compass Pay (automated payments by voice/text/web), Compass Broadcast (outbound messaging campaigns), and Voice Surveys (automated customer feedback collection). Additional modules include Engagement Automation for contact center self-service and Call Tracking for marketing analytics. The company also offers Xteams (SMB omnichannel contact center) and Prestophone (cloud-based voice platform) as separate product lines. All solutions are managed services requiring no IT resources for integration, with built-in security and compliance features.

Differentiator

Problem solved

Functional benefit

Brands

• Compass Automation Platform: Full-stack Managed CPaaS (Communications Platform as a Service) for voice and text automation with conversational AI, integrated data connections, and managed security.
• Compass Payments Suite
• Compass Broadcast
• Compass Pay

Products and services

• Compass Automation Platform Full-stack Managed Communications Platform as a Service (CPaaS) that acts as systems integrator and managed services provider. Connects disparate data sources to deliver voice and text applications through prefabricated applications including automated voice surveys, automated payments by phone/text, and outbound campaigns. Includes hosting, security, and telephony network management.
• Compass Pay Automated secure payments by voice and text with built-in integrations with 17 payment processors and gateways. Enables 24/7/365 frictionless payments via pay by phone, pay by text, and pay by web, descoping PCI compliance from agents and reducing contact center risk.
• Compass Broadcast

Quantifiable outcome

• 10-15% increase in revenue collected through automated IVR payments by phone and text
• +11 more outcomes

Named customers14 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability4 records

Feature7 records

Partnerships

Five partnerships are on record, tiered major and core.

• HealthPay24majorStrategic or Co-development Partner · 13 December 2018Strategic partnership with HealthPay24, a recognized innovator in patient financial engagement for healthcare providers. The partnership provides patients with an enhanced payment experience through effortless telephony functionality. IVR Technology Group's phone automation capabilities are integrated into HealthPay24's patient financial engagement platform, enabling healthcare providers to offer automated payment collection by phone.
• QualtricscoreTechnology or IntegrationA strategic partnership where IVR Technology Group's voice survey capabilities are integrated with the Qualtrics XM platform. The integration enables real-time feeding of IVR survey results into the Qualtrics dashboard. The partnership enables joint go-to-market for voice surveys, with Qualtrics serving as a distribution channel. The integration supports complex survey logic, skip-logic, open-ended questions, speech-to-text for Qualtrics Vocalize text analytics, and real-time alerts for significant trends.
• StorablecoreTechnology or IntegrationIVR Technology Group has built a strong partnership with Storable integrating the Compass Automation Platform with Sitelink and StorEdge self-storage platforms. The integration provides self-storage companies with Pay by Phone, SMS text payment reminders, call tracking, and reporting. One shared client is a top 5 self-storage organization in the US with several hundred locations. The partnership enables Storable's customers to access voice and text automation without requiring a live agent 24/7.
• PayrocmajorTechnology or IntegrationPayroc, a global payment processing company processing $33 Billion in annual payments across 46 countries, selected IVR Technology Group to offer its merchants using RewardPay Choice with secure 24/7/365 automated payments by phone. Payroc's RewardPay Choice is their premium processing program. IVR Technology Group serves as the phone payment automation layer within Payroc's merchant ecosystem.
• BluefinmajorTechnology or IntegrationBluefin, a leader in payment security, selected IVR Technology Group to furnish their merchants using the PayConex gateway with secure automated payments by phone and text. PayConex provides secure debit/credit card and ACH payment processing in the United States and Canada. As Bluefin expands its service offerings to merchants, additional contactless payment options are added through IVR Technology Group's platform.

Scale indicators15 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Twilio: The largest pure-play CPaaS provider, offering programmable voice, SMS, video, and customer engagement APIs. Directly comparable as a managed CPaaS alternative for enterprises building voice and text applications including IVR, surveys, and outbound campaigns.
• Genesys: Major CCaaS and customer experience platform with extensive IVR, voice self-service, outbound, and survey capabilities. Directly comparable in contact center voice automation and customer engagement workflows that IVR Technology Group serves.
• Five9: Cloud contact center provider with embedded IVR, outbound, and intelligent virtual agent capabilities. Comparable as a competitor for the same enterprise contact center automation deals IVR Technology Group targets.
• NICE inContact (CXone): Large CCaaS and CX platform with robust IVR, voice automation, outbound, and analytics. A direct rival for enterprise contact center self-service and automation engagements in utilities and healthcare.
• Talkdesk: Cloud CCaaS vendor with AI-driven self-service, voice automation, and survey/workflow tooling. Comparable in targeting mid-market and enterprise contact center modernization, including IVR and payment automation.
• 8x8: UCaaS + CCaaS provider with voice automation, IVR, and SMS capabilities. Comparable as an alternative for enterprises consolidating voice, contact center, and messaging on one provider.
• Vonage (Contact Center / Vonage APIs): Both a CPaaS APIs provider and CCaaS vendor with programmable voice, SMS, payments-adjacent flows, and contact center. Directly overlaps with IVR Technology Group's mix of APIs plus managed voice/text applications.

Emerging players

• Plivo: CPaaS provider focused on voice and SMS APIs with self-service developer tooling. Comparable as a lower-friction, developer-first alternative to IVR Technology Group's managed CPaaS model for simpler IVR/payment automation.
• MessageBird / Bird: Omnichannel CPaaS with strong SMS, voice, and outbound campaign capabilities, including payment-adjacent flows via partners. Comparable in the programmable SMS/voice and outbound campaigns wedge of IVR Technology Group's offering.
• IntelePeer: Communications automation and CPaaS vendor with IVR, voice, smart automation, and analytics for enterprise and contact center use cases. Comparable as a managed CPaaS alternative for mid-market voice/text automation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/ivrtechgroup
• Facebookfacebook.com/IVRTechnologyGroup
• LinkedInlinkedin.com/company/ivr-technology-group

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A3 records

Investments

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

Frequently asked questions about IVR Technology Group