What FunnelEnvy does

FunnelEnvy is a B2B and SaaS revenue funnel optimization professional services firm that has operated since 2013 as a subsidiary of Celerius Group, Inc. The company is headquartered in Millbrae, California, employs 11-50 people, and serves enterprise clients including Autodesk, VMware, HP, ServiceNow, Zoom, Box, Gong, Zillow, and Optimizely. Its positioning differentiates from traditional conversion rate optimization by emphasizing revenue impact over surface-level metrics such as form fills, and by operating a full-funnel, closed-loop approach spanning traffic acquisition, website experimentation, and revenue operations alignment.

The company's technology stack centers on three proprietary systems: WebSys (website optimization and experimentation), DataSys (analytics, data integration, and attribution), and LeadSys (predictive lead scoring and routing). The platform is built on AWS infrastructure and integrates with the dominant B2B marketing technology ecosystem including HubSpot, Salesforce, Marketo, GA4, Optimizely, and Convert. FunnelEnvy also resells and implements Reform, a conversion-focused lead form product from its sister company under Celerius Group, and bundles GrowthNodeAI for AI-native growth engineering. The firm holds ISO 27001 certification (since 2018), SOC 2 Type II compliance, and EU-U.S. Data Privacy Framework certification, supporting enterprise sales cycles.

FunnelEnvy generates revenue through professional services engagements and subscription access to its proprietary platform, sold via custom Order Forms with annual contracts, auto-renewal provisions, and price-increase caps of 5%. Services are delivered through a consultative enterprise sales motion, with structured audit offerings (Website Audit, Full Funnel Audit, GA4 Audit, AI Landing Page Audit) functioning as entry points. Customer outcomes reported include conversion rate more than doubling, monthly test volume increasing 4x, and conversion lifts above 40%, with average client retention exceeding three years.

Name

FunnelEnvy

Legal name

Celerius Group, Inc.

Website

https://funnelenvy.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

FunnelEnvy is a B2B and SaaS revenue funnel optimization professional services firm that operates three proprietary systems — WebSys, DataSys, and LeadSys — to deliver full-funnel experimentation, analytics, and lead management for enterprise technology clients.

Ownership category

akta.pro rank

Product category

Revenue Funnel Optimization Services

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Marketing Technology (MarTech) Strategy & Stack Advisory (MPAAAFAJ)

akta.pro secondary industry

Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)

Keywords

• Revenue funnel optimization
• Conversion rate optimization
• Website A/B testing
• B2B SaaS marketing analytics
• Lead management consulting

Headquarters

HQ city

Millbrae

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Professional Services - Funnel Optimization Consulting: Revenue is generated through professional services engagements including website audits, full funnel conversion audits, GA4 audits, and AI website audits. Services are sold via Order Forms with custom pricing based on scope and duration. The company operates on annual contract terms with automatic renewal provisions.
2. Subscription Access - Platform Services: Customers receive access to the FunnelEnvy proprietary technology platform (WebSys, DataSys, LeadSys) as part of service engagements. Platform access is governed by Order Forms with user limits and usage constraints, billed annually with up to 5% price increases upon renewal.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

FunnelEnvy is a revenue funnel optimization services firm that helps B2B and SaaS companies grow through conversion rate optimization, A/B testing, analytics, attribution modeling and lead management consulting. It delivers engagements through three proprietary growth systems — WebSys (website experimentation), DataSys (analytics and full-funnel measurement) and LeadSys (predictive lead scoring and routing) — integrated with major CRM, MAP and analytics platforms. Services are sold as customized enterprise engagements with structured audits (Website, Full Funnel, GA4, AI Landing Page) serving as entry points.

Product overview

FunnelEnvy is a revenue funnel optimization platform offering a unified system of three core products — WebSys (website and analytics), DataSys (data integration and measurement), and LeadSys (lead management) — that work together to drive sustainable B2B and SaaS growth through a continuous, evidence-based approach. The company provides a portfolio of specialized services including website optimization, full-funnel audits, custom forms, GA4 audits, AI website audits, analytics and measurement, and marketing automation. FunnelEnvy also operates under the Celerius Group umbrella alongside Reform (conversion-focused lead gen forms) and GrowthNodeAI (AI-native growth engineers). The platform integrates with established tools including HubSpot, GA4, Marketo, Salesforce, and Convert.

Differentiator

Problem solved

Functional benefit

Brands

• WebSys: Website optimization system for maximizing lead generation
• DataSys
• LeadSys

Products and services

• Website Optimization Services End-to-end experimentation framework that improves every step of the customer journey, including website design, development, and high-velocity testing for B2B and SaaS companies.
• Website Audit Quick-win audit service to identify the fastest ways to boost conversions and grow revenue.
• Full Funnel Audit Comprehensive audit service to identify and fix leaks across the entire funnel, from traffic to revenue.
• Custom Forms Custom lead form creation service focused on conversion optimization and lead quality, powered by the Reform platform's conditional logic, progressive profiling, and CRM workflow integration.
• GA4 Audit Audit service to make sense of Google Analytics 4 and extract the data needed for informed decision-making across the funnel.
• AI Landing Page Audit Audit service leveraging AI to analyze and optimize website and landing page performance.
• Analytics & Measurement Services Revenue-driven measurement strategy services including full-funnel analytics audits, data integration across media and marketing platforms, predictive lead scoring, and attribution modeling.
• Marketing Automation Services Automation services including lead scoring and routing, MarTech integrations, data audits, and marketing platform consulting for CRM, MAP, and analytics optimization.

Quantifiable outcome

• Conversion rates increased by more than double
• +3 more outcomes

Named customers16 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core, infrastructure and flagship.

• HubSpotcoreTechnology or IntegrationTechnology integration partnership. FunnelEnvy integrates with HubSpot CRM and marketing automation platform for optimized segmentation, lead routing, and campaign execution. Customers benefit from unified data enabling better PPC attribution and real-time adjustments.
• SalesforcecoreTechnology or IntegrationTechnology integration partnership. FunnelEnvy connects with Salesforce CRM for lead management, pipeline optimization, and revenue attribution. Integration enables data-driven lead routing and improved marketing-sales alignment.
• Google Analytics (GA4)coreTechnology or IntegrationTechnology integration partnership. FunnelEnvy specializes in GA4 audits and full-funnel analytics implementation, helping clients make sense of GA4 data and get insights needed for website optimization and revenue measurement.
• MarketocoreTechnology or IntegrationTechnology integration partnership. FunnelEnvy connects CRM, MAP, and more for optimized segmentation and execution. Marketo integration supports marketing automation workflows and lead management optimization.
• Amazon Web Services (AWS)infrastructureTechnology or IntegrationInfrastructure partnership. FunnelEnvy is built within AWS Cloud, inheriting security capabilities including network and web application firewall capabilities, high availability, resilience, and DDoS protection. Encryption keys managed via AWS Key Management technology.
• OptimizelycoreTechnology or IntegrationTechnology integration partnership. FunnelEnvy has built custom tools for Optimizely including website screenshot features. The partnership supports experimentation and A/B testing optimization for enterprise clients.
• ConvertcoreTechnology or IntegrationTechnology integration partnership. FunnelEnvy works with Convert for experimentation and testing capabilities as part of its comprehensive optimization toolkit for B2B and SaaS clients.
• Reform (Celerius Group)flagshipOEM/ Whitelabel/ Licensing PartnerSister product within Celerius Group portfolio. Reform provides conversion-focused lead gen forms with conditional logic and progressive profiling. FunnelEnvy resells and implements Reform as part of its service offerings, including the custom forms offer for lead generation optimization.
• GrowthNodeAI (Celerius Group)flagshipStrategic or Co-development PartnerSister product within Celerius Group portfolio. GrowthNodeAI provides AI-native growth engineers. FunnelEnvy operates alongside this product under the Celerius Group umbrella, suggesting potential collaborative opportunities for AI-enhanced funnel optimization services.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Klientboost: Klientboost is a performance marketing and CRO agency combining paid media, landing page testing, and funnel design — comparable to FunnelEnvy's full-funnel, revenue-attached services for B2B clients.
• Invesp: Invesp is a conversion rate optimization agency specializing in landing page optimization, A/B testing, and funnel audits for B2B and ecommerce — overlapping directly with FunnelEnvy's audit and experimentation offerings.
• CXL: CXL (formerly ConversionXL) provides conversion optimization consulting, training, and agency services for B2B and SaaS companies — closely aligned with FunnelEnvy's funnel experimentation and revenue-focused CRO positioning.
• Portent: Portent is a digital marketing agency with a dedicated CRO and experimentation practice serving enterprise and mid-market clients — overlapping with FunnelEnvy's revenue-funnel audit and optimization services.
• Conversion Sciences: Conversion Sciences is a data-driven CRO agency focused on B2B lead generation and revenue impact — comparable to FunnelEnvy's revenue-funnel optimization thesis and B2B SaaS target customer.
• Wider Funnel: Wider Funnel is a B2B-focused conversion optimization agency using the LIFT model and experimentation framework to drive revenue lift for enterprise SaaS clients — directly comparable in service model, buyer, and methodology to FunnelEnvy.
• Brooks Bell: Brooks Bell is a long-standing enterprise CRO and experimentation agency delivering A/B testing and personalization programs — a clear peer in the B2B CRO services category where FunnelEnvy operates.

Broad incumbents

• Optimizely: Optimizely is a leading experimentation and digital experience platform; FunnelEnvy is both a partner of and customer of Optimizely, indicating overlapping buyer relationships and adjacent competitive positioning.
• AB Tasty: AB Tasty is an enterprise experimentation and personalization platform with embedded professional services — a broad incumbent in the same category FunnelEnvy serves, though delivered primarily through SaaS tooling.
• VWO (Wingify): VWO is an experimentation and CRO platform offering both self-serve tools and professional services — competitive with FunnelEnvy's testing/optimization layer, though FunnelEnvy integrates with rather than competes head-on with VWO.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/funnelenvy
• Facebookfacebook.com/thefunnelenvy
• LinkedInlinkedin.com/company/funnelenvy

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about FunnelEnvy