Invoca

Invoca

AI-powered call tracking for marketers

Overview

Invoca provides a software-as-a-service platform for AI-powered call tracking and conversational analytics aimed at marketers and sales teams. The platform collects data from customer phone calls and analyzes conversations to extract actionable insights that inform advertising and sales strategies. It integrates with a wide range of marketing and sales tools (Google Ads, Microsoft Advertising, Facebook, Adobe Experience Cloud, Google Analytics, Instagram, Salesforce, etc.), enabling businesses to connect offline call data with online data for a unified view of their campaigns. Unlike general marketing tools, Invoca focuses specifically on capturing and understanding conversational data from calls and turning it into first-party insights. The company’s goal is to help customers optimize their advertising spend, improve customer acquisition, and increase ROI by making data-driven decisions based on phone conversations.

About Invoca

Simplify's Rating
Why Invoca is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Enterprise Software

AI & Machine Learning

Company Size

201-500

Company Stage

Series F

Total Funding

$199.8M

Headquarters

Santa Monica, California

Founded

2008

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Simplify's Take

What believers are saying

  • July 13, 2026 benchmarks from 70 million conversations show ChatGPT leads at 49%.
  • June 23, 2026 Nico already recovered 25 appointments overnight at University Hospitals.
  • April 2026 partner network with Starcom and DIRECTV expands channel access and proof points.

What critics are saying

  • Valencia v. Invoca survived dismissal on November 17, 2025, exposing CIPA damages and discovery.
  • Headcount fell from 473 in 2023 to 379 in March 2026, signaling pressure.
  • CallRail, CTM, and newer AI competitors compress pricing and weaken Invoca's enterprise moat.

What makes Invoca unique

  • Invoca links phone, SMS, and ad spend into revenue attribution across enterprise B2C funnels.
  • June 2026 Nico and August 2026 CTO hire push agentic conversion beyond tracking.
  • ChatGPT Ads, Reddit, and LinkedIn integrations give Invoca first-mover AI-search measurement.

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Funding

Total Funding

$199.8M

Below

Industry Average

Funded Over

7 Rounds

Notable Investors:
Series F funding comparison data is currently unavailable. We're working to provide this information soon!
Series F Funding Comparison
Coming Soon

Benefits

PTO

Medical, dental, & vision coverage

Mental well-being & EAP

Paid family/medical leave

Invacation (sabbatical)

Wellness subsidy

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PR Newswire
Aug 11th, 2026
Invoca appoints JB Brown as CTO to accelerate AI agent development

Invoca has appointed JB Brown as Chief Technology Officer as the company expands its AI agent capabilities. Brown joins from Smartsheet, where he led engineering through a transition to AI-native development workflows. At Invoca, Brown will oversee engineering strategy and platform architecture as the company builds on its Invoca Platform and AI agents for marketing, engagement, and contact centre teams. The appointment follows Invoca's June launch of Nico, its AI revenue conversion agent. Brown has extensive experience with agentic systems. At Smartsheet, he designed an agentic software development lifecycle embedding specialised AI agents across architecture, implementation, testing, and operations. He is also a top contributor to Roo Code, an open-source AI coding agent project, and recently founded Prosponsive, focusing on agentic development frameworks. Invoca has raised $184M from investors including Upfront Ventures, Accel, and Salesforce Ventures.

Retail Dive
Jul 10th, 2026
New Invoca data finds the best leads now start in ChatGPT.

New Invoca data finds the best leads now start in ChatGPT. Analysis of 70 million conversations finds consumers referred by ChatGPT have the highest lead rate of any channel at 49%. July 13, 2026 Press Contacts Allison Champion SANTA BARBARA, Calif. - Invoca, the AI-powered leader in revenue execution, today released the Invoca Lead Conversion Benchmarks Report 2026, an analysis of 70 million voice and SMS conversations across 10 industries, including healthcare, home services, financial services, telecom, and automotive. The report found that AI research is already producing the highest-intent leads businesses receive, with calls referred by ChatGPT posting a 49% lead rate, the highest of any marketing channel, and roughly 10 points above the cross-channel average. Consumers rely more on generative AI for researching brands The finding reflects a shift in how high-consideration purchases begin. Consumers now use AI to compare and narrow their options, with 41% researching major purchases with generative AI, according to Invoca research. The buyers who call arrive more informed and closer to a decision. Across all industries, 38% of answered calls were qualified leads and 42% of those converted on the call, where informed buyers become customers. "AI is transforming how consumers research and buy products. Marketing teams that are truly focused on measuring outcomes need to make sure they are ready to engage with these buyers who are more informed than ever when they reach out to a business," said Peter Isaacson, CMO at Invoca. "The brands that win respond immediately to consumers when they are ready to engage, using AI agents across voice and text to qualify and route every high-intent lead, turning demand they already pay for into revenue." The report benchmarks lead and conversion rates across all seven channels it measures, which also include paid search, Google Business Profiles, paid social, display, TV and video, and organic search. ChatGPT still accounts for a small share of overall call volume today, but as consumers lean on AI for more of their research, that volume is likely to grow. The Benchmarks Behind the Behavior The report benchmarks how well businesses answer, qualify, and convert the calls they receive: * 44% of callers to businesses never reach a person. Answer rates vary by industry, and tracking the rate is how a business knows whether the leads marketing pays to drive are actually being engaged. * 38% of answered calls from digital marketing are qualified leads. These conversions often go uncounted in campaign reporting and optimizations, leading marketing teams to miscalculate cost per lead and misallocate spend on underperforming channels. * 42% of qualified leads convert during the call. The phone conversation is where a business's highest-intent buyers decide, and the right or wrong experience determines if that demand becomes revenue. * 36% of calls include a request for the sale or an appointment. The single biggest action an agent or rep can take to convert a call is to ask the caller to book or buy, and data shows that isn't happening on many calls. * 49% of ChatGPT-referred calls are qualified leads, the highest of any channel. However, lead volume from generative AI is still low compared to other sources. The Revenue Hiding in the Handoff The biggest opportunities the data surfaces live in the handoff between marketing and the contact center, when a digital journey becomes a live conversation. Connecting the two is where revenue that others leave on the table gets captured. Bringing digital, conversation, and transaction data into a single view lets a business see which ad drove which call, which call became a customer, and why, so every decision runs on evidence instead of guesswork. AI extends that advantage, with voice and messaging agents that answer, qualify, route, and convert high-intent callers around the clock, and conversation scoring that shows exactly which behaviors turn a call into a customer. Companies that treat the phone call as a revenue moment capture what the rest let slip away. Industry-Specific Performance Benchmarks Lead and conversion rates vary widely across industries, which is why a single cross-industry average is a starting point rather than a verdict. The report breaks out performance for each of the 10 industries it measures, so revenue teams can benchmark against direct peers rather than the all-industry average. Individual reports are available for each: Methodology The Invoca Lead Conversion Benchmarks Report 2026 is based on an analysis of anonymized data from over 70 million phone calls and 600 million minutes of conversation tracked and analyzed by the Invoca platform. The data spans 10 industries and 7 marketing channels. All figures are averages across the Invoca customer base. More Information: * Discover more insights from the Lead Conversion Benchmarks Report 2026: https://www.invoca.com/blog/5-insights-60-million-phone-conversations * Learn more about how Invoca's AI-powered platform maximizes ROAS, engages and converts leads, and drives revenue growth: https://www.invoca.com/platform/invoca Invoca is an AI-powered revenue execution platform that connects marketing, commerce, and contact center teams to orchestrate seamless buyer journeys and turn every interaction into measurable, profitable growth. The Invoca platform features deep integrations with leading technology partners, enabling revenue teams to connect paid media investments to business outcomes, improve digital engagement, and convert more leads into sales. Invoca's AI vision centers on using trustworthy, first-party data to deliver AI that is intelligent, authentic, and empathetic - connecting digital and human experiences to build lasting customer relationships. Top consumer brands, including Mayo Clinic, Mutual of Omaha, and Verizon, rely on Invoca to power profitable growth. Invoca has raised $184M from leading investors, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures. For more information, visit www.invoca.com. Media gallery

PR Newswire
Jul 8th, 2026
Invoca joins The Trade Desk Marketplace to connect programmatic ads to offline conversions

Invoca has joined The Trade Desk Marketplace through a new no-code integration that connects programmatic advertising campaigns to phone leads, conversions, and revenue. The integration feeds Invoca's AI-powered call and conversion data directly into The Trade Desk via its Conversions API, enabling advertisers to optimise spend based on actual appointments and sales rather than just clicks. The platform addresses a measurement gap in industries where many conversions happen over the phone, such as healthcare, insurance, and financial services. US programmatic ad spend is projected to exceed $203 billion in 2026, increasing pressure on brands to prove revenue impact. The integration allows marketers to measure accurate attribution and return on ad spend by capturing every lead and conversion. It also enables smarter audience targeting by retargeting qualified leads who didn't convert and suppressing non-leads from seeing ads.

MarTech Vibe
Jun 26th, 2026
Invoca introduces Nico, the AI revenue conversion agent.

Invoca introduces Nico, the AI revenue conversion agent. Nico engages, qualifies, and converts leads 24/7 via SMS and voice - booking appointments, growing sales, and maximising revenue. Invoca, the AI-powered company in revenue execution, has introduced Nico, the AI revenue conversion agent that turns marketing-driven phone, web, and text leads into appointments, sales, and revenue. Across voice and SMS, Nico turns every conversation into a conversion. Nico responds the moment a consumer calls, texts, or submits a form, qualifying intent and booking appointments or routing calls to the right human agent. Trained on each brand's own first-party data and best-performing conversations, Nico keeps every engagement on-brand and connects every conversation to the revenue it produces. AI is moving into the live conversations where high-stakes purchases are decided, putting revenue on the line the moment a prospect reaches out. 56% of consumers expect a response within one hour of submitting a form, yet only 36% actually receive one. Most marketing teams also can't connect those phone and text conversations back to the online marketing source that drove them, leaving them unable to prove impact or optimise what's working. "The buyer journey is broken. Consumers fill out a form and hear nothing back. They call a business, and no one answers. Yet their expectations are incredibly high. They want responsive, personalised communication in the channel of their choice," said Peter Isaacson, CMO, Invoca. "Nico is the AI agent purpose-built to close that gap, connecting every channel, every media dollar, and every outcome so each conversation ties back to the revenue it creates. That is the next-generation buyer journey, and Nico is helping enterprise B2C companies deliver it." Meet Nico, the AI Agent for Every Buyer Conversation Nico engages, qualifies, and converts leads for businesses in considered-purchase industries like healthcare, home services, financial services, insurance, automotive, and telecom, where prospects want a real conversation before they commit. Friendly, direct, and always reliable, Nico is built to feel human while never steering a buyer wrong. Fully customizable to fit any brand, Nico draws on each business's own first-party data and learns from its best-performing phone conversations where top reps turn interest into revenue. Powered by the Invoca platform, Nico makes every interaction: * Personalised from the first exchange: Nico uses real-time context on each lead's digital journey, including the ads they clicked and the pages they visited, to deliver a personalised, seamless experience, even to a first-time buyer. * Grounded in proven results: Nico mirrors how a brand's best reps win, rather than relying on generic data trained on someone else's customers. * Connected to revenue: Nico ties every outcome back to the marketing source that drove it, so marketing teams can see which campaigns produce revenue, prove their impact on business results, and optimise for what's really working. Built to Deliver the Right Experience and Outcome Nico meets buyers wherever high-intent demand starts and carries the conversation through to a booked outcome: * Engages buyers across every channel: Nico engages and converts inquiries from website forms, inbound phone calls, Google Local Services Ads, and digital advertising lead forms from Google Ads, Meta, Yelp, and Angi with full attribution. * Integrates with the revenue stack: Nico connects to the systems teams already run on, including Salesforce, HubSpot, and NexHealth, to automate lead capture and appointment scheduling. * Acts to drive every outcome: Nico qualifies intent and takes the right action, including booking and rescheduling appointments, routing high-intent callers to a live agent, answering shoppers' questions so they can complete a purchase, re-engaging consumers who abandon online scheduling, deflecting non-leads, and escalating support inquiries to the right resource. Nico Turns Overnight Inquiries Into Appointments and Revenue University Hospitals put Nico to work engaging patients the moment they reached out, even after hours. "On the first night of launching Nico, it recovered 25 appointments," said Matt Eaves, VP of Digital Marketing, University Hospitals. "Additionally, the AI agent received a text from a patient within our hospital who was reaching out for help. Because he stated he was in the hospital, the AI correctly informed him to find a staff member for assistance. It's an impressive use case of something that wasn't in the AI's scripting, yet it handled it appropriately." Sophia Bennett is a news curator at Martechvibe, covering global developments across marketing technology, digital transformation, AI, data, and customer experience trends. View More

PR Newswire
May 6th, 2026
Invoca becomes first to integrate with ChatGPT ads to boost revenue from AI search

Invoca has launched a no-code integration with the Conversions API for ChatGPT Ads, enabling marketers to measure how their ChatGPT advertising drives leads, conversions and revenue. The integration allows companies to attribute offline conversions from phone calls and SMS conversations back to ChatGPT ad engagement using privacy-safe hashed identifiers. The platform tracks high-value actions including appointments and sales at contact centres and business locations, feeding this data to OpenAI's algorithms to optimise ad targeting and delivery. Invoca CEO Gregg Johnson said the integration helps brands measure and scale campaigns in AI-driven channels with the same rigour applied to Google or Meta. The company's AI-powered revenue execution platform already integrates with major technology partners and serves clients including Mayo Clinic, Mutual of Omaha and Verizon.

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