Youreka
Youreka is a Salesforce-native mobile forms platform that enables field service teams to capture structured data offline and sync it directly into Salesforce. It serves enterprise customers across healthcare, manufacturing, energy, utilities, and public sector, operating as a subsidiary of Dispatch Technologies.
- Company typePrivate
- Founded2008
- HeadquartersBaltimore, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Youreka does
Youreka is a Salesforce-native mobile forms platform purpose-built for field service operations. Founded in 2008 and headquartered in Boston, Massachusetts, the company (operating under Dispatch Technologies since its April 2022 acquisition) builds offline-first mobile applications that capture structured data directly into Salesforce objects, eliminating middleware and disconnected databases. The product portfolio centers on the Youreka Core Platform, augmented by modular add-ons including a Template AI Agent for generative form creation, Advanced Data Collection with sketch/video/table capture, Advanced PDF Generation, Youreka Maps for location-based field intelligence, an Accelerators Library with 70+ pre-built industry templates, Extension Packs for implementation acceleration, and the Enlighten Academy for training and certification.
Youreka serves enterprise customers across healthcare, manufacturing, oil & gas, energy and utilities, public sector, and consumer field services — with named deployments including Shell, BP, Volvo, Procter & Gamble, Humana, TSA, Scottish Water, Diversey (4,300 global end users), RF Installations, and American Leak Detection (400 users). The company differentiates on what it describes as the only true Salesforce-native offline mobile forms solution, with conditional logic, AI-powered template generation, and integration into Salesforce Field Service, Health Cloud, Service Cloud, Sales Cloud, Data Cloud, and Agentforce.
Revenue is generated through enterprise SaaS subscriptions (distributed primarily via the Salesforce AppExchange, ranked #1 in Smart Forms) complemented by professional services via Youreka Black Belts and an implementation partner network that includes Accenture, Carahsoft, Synaptic, Diabsolut, Forefront, and Asperii. Go-to-market combines product-led growth on AppExchange, enterprise field sales into Fortune 500 accounts, and joint channel marketing with global SIs. The company raised $8.5M in Series A funding led by Salesforce in August 2021 and was acquired by Dispatch Technologies in April 2022.
Youreka firmographics
Firmographics- Name
- Youreka
- Legal name
- Youreka, Inc.
- Website
- https://youreka.io
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Youreka is a Salesforce-native mobile forms platform that enables field service teams to capture structured data offline and sync it directly into Salesforce. It serves enterprise customers across healthcare, manufacturing, energy, utilities, and public sector, operating as a subsidiary of Dispatch Technologies.
- Ownership category
- akta.pro rank
Youreka industry classification
Industry- Product category
- Field Service Mobile Forms Software
- NAICS
- Software Publishers (513210), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- IT Service Management (ITSM) Platforms (HDAEALAA)
- akta.pro secondary industries
- Developer Tooling & SDK Platforms (BPAMAOAD), ITSM Tooling Integration, Automation & Orchestration (BPAEAJAD)
Keywords
Where Youreka is headquartered
LocationHeadquarters
- HQ city
- Baltimore
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Youreka business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: Youreka operates as a Salesforce-native SaaS application available through the Salesforce AppExchange. Customers pay subscription fees for access to the platform, with pricing based on usage, seat count, or enterprise agreements
- Professional Services: Implementation and customer success services including Youreka Black Belts expert augmentation, turn-key implementation, training, and onboarding services
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS subscription with AppExchange listing |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels9 records
Youreka product offering
Product offeringCore offering
Youreka is a Salesforce-native mobile forms platform that enables field service teams to create, deploy, and complete smart digital forms with guided workflows, offline data capture, photo markup, e-signatures, barcode scanning, and AI-powered insights. The platform operates entirely within the Salesforce ecosystem, with all data stored natively in Salesforce objects and no middleware required.
Product overview
Youreka is a Salesforce-native mobile forms platform designed for field service operations. The core platform enables organizations to build and deploy smart digital forms with guided workflows, offline data capture, and AI-powered insights—all operating entirely within Salesforce. The product portfolio includes the core Youreka platform plus modular add-ons: Template AI Agent for AI-powered form creation, Advanced Data Collection for sketch pad/table/video capabilities, Advanced PDF Generation for automated document creation, Youreka Maps for location-based field intelligence, Enlighten Academy for training and certification, an Accelerators Library of pre-built industry templates, and Extension Packs for accelerated implementation. Youreka Services provides implementation and customer success support.
Differentiator
Problem solved
Functional benefit
Products and services
- Youreka Core Platform Salesforce-native mobile forms platform that enables field service teams to create, deploy, and complete smart digital forms with guided workflows, offline data capture, and AI-powered insights directly within Salesforce.
- Template AI Agent AI-powered template generation capability that converts simple text instructions, PDFs, or existing documents into structured, mobile-ready forms with minimal manual input, accelerating form deployment.
- Advanced PDF Generation Automated, branded PDF document creation based on form submissions, workflows, and business logic within Salesforce, eliminating manual document creation.
- Youreka Maps
Quantifiable outcome
- 97% reduction in form-creation time (2-3 months to 2 days)
- +5 more outcomes
Companies that use Youreka
Customer profileNamed customers20 records
Segments7 records
Ideal customer profiles6 records
Youreka technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
AI capability10 records
Feature7 records
Youreka partnerships and signals
Strategic signalPartnerships
Eleven partnerships are on record, tiered core, major and minor.
- Dispatch TechnologiescoreYoureka was acquired by Dispatch Technologies in April 2022. This acquisition accelerated innovation for field service operations and secured additional funding for growth.
- AccenturemajorAccenture is a global implementation partner helping enterprise customers deploy Youreka and maximize their Salesforce investment.
- CarahsoftmajorCarahsoft serves as a government reseller and IT solutions provider, enabling Youreka to reach public sector customers through their government contracts.
- SynapticcoreSynaptic is a trusted SI partner specializing in complex Salesforce implementations including Youreka deployments.
- AsperiiminorImplementation partner for Youreka deployments.
- DiabsolutminorImplementation partner for Youreka deployments.
- ForefrontminorImplementation partner for Youreka deployments.
- SalesforcecoreYoureka is built natively on the Salesforce Platform and operates as a top ISV partner. The product integrates deeply with Sales Cloud, Service Cloud, Field Service, Health Cloud, and Salesforce Maps. All data lives natively within Salesforce with no middleware.
- Salesforce Field ServicecoreYoureka extends Salesforce Field Service Lightning with structured execution and data capture on Work Orders, Service Appointments, assets, and records.
- Salesforce Data CloudcoreYoureka integrates with Salesforce Data Cloud to power Agentforce and AI-driven automation with clean structured field data.
- AgentforcecoreYoureka fuels Agentforce with clean structured field data enabling AI-powered automation and next-best actions.
Scale indicators11 records
Recent moves6 records
Expansion highlights6 records
Youreka competitors and assessment
Company assessmentBroad incumbents
- Salesforce Field Service: Salesforce's own Field Service Lightning is the underlying platform Youreka extends. Salesforce's expanding native mobile workflow and form capabilities are the most direct platform-level competitive threat to Youreka's Salesforce-native value proposition.
- ServiceNow Field Service Management: ServiceNow FSM is part of the broader ServiceNow enterprise workflow platform, providing scheduling, dispatch, and mobile field execution for large enterprises. It competes broadly with Youreka's field-service forms and workflow value proposition as a much larger incumbent platform player.
- ServiceMax: ServiceMax (now part of PTC) is an enterprise field service management platform with mobile work-order execution and asset-centric service. It competes with Youreka at the broader field-service execution layer, particularly for asset-intensive manufacturers and energy customers.
- Microsoft Dynamics 365 Field Service: Microsoft Dynamics 365 Field Service provides scheduling, dispatch, and mobile work-order management for enterprises on the Microsoft platform. It competes with Youreka for enterprise field-service digitalization budgets, especially for customers not standardized on Salesforce.
Direct peers
- Device Magic: Device Magic provides mobile forms and data-capture software targeting field-service, inspections, and asset-management use cases. It is comparable to Youreka in serving field technicians with mobile form workflows, though it operates platform-agnostically rather than as a Salesforce-native app.
- Formstack: Formstack offers online form-building, document generation, and workflow automation with HIPAA-compliant offerings. It overlaps with Youreka's form creation, PDF generation, and healthcare-compliance use cases, with comparable no-code configuration and Salesforce integration capabilities.
- GoFormz: GoFormz is a digital forms platform that converts paper forms into mobile-ready digital forms with offline capture and integrations to systems of record. It competes with Youreka in field-service mobile forms and inspection workflows, including integrations with Salesforce and other CRMs.
- JotForm Enterprise: JotForm Enterprise offers customizable online and mobile forms with offline support, e-signatures, and workflow automation targeting mid-market and enterprise customers. It overlaps with Youreka in form creation, mobile data capture, and Salesforce-integrated workflows.
- KizeoForms: KizeoForms is a mobile forms and field-data-collection solution widely used in field-service, construction, and inspection use cases across Europe and globally. It directly competes with Youreka in offline mobile forms and CRM integration including Salesforce.
- TrueContext (formerly ProntoForms): TrueContext is a mobile forms and field-data-collection platform focused on field-service and inspection workflows for enterprise customers. It directly competes with Youreka in offline-capable smart mobile forms for field technicians across utilities, energy, and manufacturing verticals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Youreka social profiles
Digital presenceYoureka compliance and trust
Trust signalCompliance1 record
Youreka financial estimates
Financial estimateRevenue estimate
Valuation estimate
Youreka leadership team
Management profileNumber of profiles
Profiles8 records
Youreka funding detail
Funding detailFunding overview
Funding rounds1 record
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Youreka 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 Youreka
What does Youreka do?
Youreka is a Salesforce-native mobile forms platform that enables field service teams to create, deploy, and complete smart digital forms with guided workflows, offline data capture, photo markup, e-signatures, barcode scanning, and AI-powered insights. The platform operates entirely within the Salesforce ecosystem, with all data stored natively in Salesforce objects and no middleware required.
Is Youreka a public or private company?
Youreka is a private company. It is classified as corporate owned and is currently operating.
When was Youreka founded?
Youreka was founded in 2008. It employs 11 to 50 people.
Where is Youreka based?
Youreka is headquartered in Baltimore, United States, in the North America region.
How does Youreka make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Services.
Who are Youreka's main competitors?
Broad incumbents on record are Salesforce Field Service, ServiceNow Field Service Management, ServiceMax and Microsoft Dynamics 365 Field Service. Direct peers are Device Magic, Formstack, GoFormz, JotForm Enterprise, KizeoForms and TrueContext (formerly ProntoForms).
Does Youreka have an API?
No public API is recorded for Youreka.
What industry is Youreka in?
Youreka's product category is Field Service Mobile Forms Software. Its primary akta.pro industry code is HDAEALAA, IT Service Management (ITSM) Platforms, with a secondary code of BPAMAOAD, Developer Tooling & SDK Platforms. Its NAICS code is 513210 and its SIC code is 7370.