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

  • May 7, 2026 ChatGPT Ads integration gives Invoca a first-mover measurement wedge.
  • July 13, 2026 benchmarks showed ChatGPT-referred calls produced 49% lead rates.
  • August 11, 2026 hired JB Brown from Smartsheet to scale agentic engineering.

What critics are saying

  • Marc Dranchak filed a TUCSRA class action in October 2025; litigation remains active.
  • Competitors bundle call tracking inside Adobe, Salesforce, and CDP stacks, squeezing margins by 2027.
  • If AI search shifts attribution to OpenAI or Google, Invoca becomes a thin middleware layer.

What makes Invoca unique

  • Invoca turns phone, SMS, and web leads into attributable revenue across channels.
  • Nico, launched June 2026, automates qualification and booking using first-party customer data.
  • ChatGPT Ads and Trade Desk integrations connect AI search and programmatic spend to offline sales.

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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

↑ 1%

2 year growth

↑ 0%
eMarketer
Sep 25th, 2026
AI is collapsing the marketing funnel, so retailers need to rethink what comes next.

AI is collapsing the marketing funnel, so retailers need to rethink what comes next. Article by Christopher Wood | Sep 25, 2026 AI is changing more than how consumers discover brands. It is forcing retailers and marketers to reconsider the role of their websites, how they connect advertising to business outcomes, and whether the digital experiences they own can compete with the leading AI chatbots. That requires marketers to look beyond incremental AI improvements, according to Invoca's CEO Gregg Johnson, speaking at the EMARKETER Future of Digital summit last week. He recalled a recent AI workshop with a CMO who felt her company was doing a solid job using the technology to improve everyday marketing efficiency. The CMO's bigger concern was that "nobody is stepping back from their day-to-day job to think about the transformational opportunity that AI affords [brands to] interact with consumers," Johnson said. That transformation is already reshaping the purchase journey. AI is compressing the funnel For roughly 25 years, the website sat at the center of digital marketing. Marketers drove traffic there, consumers researched products there, and brands used it to generate conversions. That model is breaking down as consumers increasingly conduct their research on AI platforms before ever reaching a brand. "Eighty percent of those conversations, or...queries, depending on how you want to talk about it, they don't lead to a click," Johnson said. "They don't lead to your website." The effect hits hardest on complicated or unfamiliar purchases, such as healthcare, insurance, mortgages, and telecommunications. Rather than jumping among brand websites to research their options, consumers can conduct much of that research within a large language model (LLM). "Now, what consumers are doing is they're spending that time at the AI discovery layer in the LLMs, and that means when they get to your website, they're more ready to buy than ever before," said Johnson. "So, the amount of time that they're spending on your website before they transact is shrinking." Marketers need to adapt to a journey in which discovery, education, and consideration increasingly happen outside their owned properties. Prepare measurement for whatever comes after search Getting discovered and cited by LLMs is only one piece of the challenge. Marketers also need to prepare for the collision of AI agents, conversational interfaces, advertising, and commerce. "We're still in the early stages where we're not quite sure what the output will look like, and how is it that ChatGPT is going to sell ads, on one side, and maintain consumer trust on the other side," Johnson said. The exact advertising formats may be uncertain, but the underlying measurement challenge isn't new. "You need to have a really good understanding of where dollars are going in, and you need to have a really good understanding for your business of where dollars are coming out," he said. That means building infrastructure that can connect impressions, clicks, and views across channels with purchases, appointments, test drives, contact center conversions, or other business outcomes. "If you can get those data pipelines really working well together, of how you connect an advertising impression, a clicker, review to a sale, or an appointment booking, or a test drive, you'll be ready when something like ChatGPT comes up and continues to innovate what the ad format is," Johnson said. Readiness for AI chatbot advertising depends less on predicting individual formats than on getting measurement fundamentals right. The website has an AI experience problem The more strategic question is what happens once consumers reach a brand's website. Consumers are becoming accustomed to AI platforms that are conversational, available around the clock, and able to interpret questions based on what users want rather than forcing them through predetermined navigation. Johnson compared that with a typical brand website. "Can you talk to your website?" he asked. "No, your general information architecture is ordered around how your products and services are gathered, not the way that the consumer wants." That creates a disconnect: Marketers can spend resources optimizing for AI discovery and paying to acquire traffic, only to send consumers from a modern conversational environment into a comparatively rigid digital experience. "Essentially what you're doing is you're saying 'thank you for coming to my website,'" said Johnson. "If you really want a great experience, go right back over to the LLM, because you're better off there than you are here." The opportunity, then, is to bring some of what makes AI interfaces appealing into the channels brands own. Brands can bring conversational AI onto their own turf Marketers should reconsider the entire digital experience from the consumer's perspective rather than through the company's organizational structure. "If we could bring the best of Claude and ChatGPT to the things that you uniquely do as a brand, what would that look like?" Johnson asked. "What would that feel like from a consumer perspective?" That question will become more important as AI platforms occupy more of the discovery and consideration journey. Brands that earn an AI citation or pay to bring a consumer onto their properties still need to give that consumer a reason to stay. "You need to step back and actually think more holistically of what the brand experience can be [within the new customer journey]," Johnson said. This was originally featured in the EMARKETER Daily newsletter. For more marketing insights, statistics, and trends, subscribehere. You've read 1 of 2 free articles this month. Get more articles - create your free account today!

Invoca
Sep 8th, 2026
Invoca named to Fast Company's 2026 list of Best Workplaces for Innovators.

Invoca named to Fast Company's 2026 list of Best Workplaces for Innovators. Across every function, employees are rewriting how the work gets done SANTA BARBARA, CA - September 8, 2026 - Invoca, the AI-powered leader in revenue execution, today announced it has been named to Fast Company's 2026 list of the 100 Best Workplaces for Innovators. The annual list recognizes companies that build cultures where employees at every level can improve processes, create new products, and invent new ways of working. Invoca joins honorees including Anthropic, Chipotle, and American Express. The recognition stems from an AI initiative that started in one department and traveled across the company. Invoca's marketing team launched the AI Launch Lab in April 2025 as a structured way to rebuild how the team worked, documenting every workflow, prompt, and failed attempt so other groups could pick them up. The approach is the subject of the case study "Invoca Enables Organizationwide AI Adoption Through Its AI Launch Lab," Forrester Research, Inc., August 2026. In May 2026, Invoca ran AI Passion Week, a five-day sprint open to every employee in every function that produced 379 working agents, most of them built by people in non-technical roles. "We gave people a real build platform, five days of protected time, and permission to demo work that wasn't finished yet," said Gregg Johnson, CEO of Invoca. "Those are real costs, and they were worth every dollar. What our employees built with that has changed how this company works. This recognition belongs to them." The 2026 Best Workplaces for Innovators list recognizes 100 companies across industries such as entertainment, biotech, consumer packaged goods, marketing, education, and healthcare. To be considered, applicants detailed their investment in innovation, internal programs, and company culture. Fast Company's editors evaluated each application and conducted extensive research to develop a score for each company. A distinguished panel of judges then reviewed the top-rated companies to determine the final honorees. "The most innovative workplaces don't simply ask their employees to come up with great ideas; they create the conditions that make great ideas possible," says Brendan Vaughan, editor-in-chief of Fast Company. "This year's honorees understand that innovation is ultimately a cultural commitment that requires empowering people to think differently, take risks, and turn ideas into actions. We're proud to recognize the companies and executives who are leading by example." The Fast Company honor joins Invoca's other 2026 workplace recognitions: * Inc. Best Workplace 2026, selected for the Top 10 Best Workplaces Editors' List for AI Adoption * Great Place To Work(R) Certified, 2026-2027 * Fortune Best Medium Workplaces(TM) 2026 Invoca is a remote-first company hiring across the U.S., Canada, and the U.K. Every employee has access to enterprise-grade LLMs and agentic AI workflow tools, an annual professional development stipend, and the operating principles the company runs on: customers first, direct and kind, act like an owner, raise the bar, bring the intensity. Explore open roles at invoca.com/company/careers. The Fast Company Best Workplaces for Innovators issue (Fall 2026) is available online now and will hit print newsstands on September 22. The full list of honorees is available at https://www.fastcompany.com/best-workplaces-for-innovators/list. More Information * Read about Invoca's AI transformation and the Forrester Case Study "Invoca Enables Organization-Wide AI Adoption Through Its AI Launch Lab": https://www.invoca.com/blog/why-your-ai-transformation-leaders-need-to-be-gardeners * Meet Nico, Invoca's AI revenue conversion agent: https://www.invoca.com/ai-agent-nico About Fast Company Fast Company is the only media brand fully dedicated to the vital intersection of business, innovation, and design, engaging the most influential leaders, companies, and thinkers on the future of business. Headquartered in New York City, Fast Company is published by Mansueto Ventures LLC, along with fellow business publication Inc. For more information, please visit fastcompany.com. About 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 Contact: Allison Champion PR & Digital Content Program Manager [email protected] Connect your marketing spend with the revenue it drives and optimize every touchpoint in the buyer journey with class-leading AI.

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.

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