The Best Back Office BPO Firms in The Bay Area

Looking for a top non-voice BPO service provider in San Francisco?

Business process outsourcing (BPO) is growing globally, with a growth rate of about 4%. Back office BPO services make it easier for businesses to tackle core back office activities such as accounting or record maintenance while prioritizing core business processes and operations.

To assist you in your search for a partner, we’ve compiled this list of the top back office BPO companies in San Francisco. Browse descriptions, feedback, and awards to find which can best suit your company’s needs.

List of the Best San Francisco Back Office BPO Firms

  • 1

    WePay

    WePay is an integrated payment processing provider based in Redwood City, Calif; they have another office in Providence, R.I. Founded in 2008, WePay has at least 270 employees that provide non-voice BPO and back office services. Clients are in a range of sectors including IT, healthcare, and nonprofit. 

    Notable Project

    WePay assisted a small company with payment processing. The company's services made payments more efficient, secure, and intuitive. In addition, WePay saved the client up to 8 hours of work per month. 

    "They have a short turnaround time and will process the transaction anytime, which could not be done here." — Owner, Small Company

    Former clients
    TeamSnap
    Webconnex
    GoFundMe
    Classy
    $ $ $ $ $
    equalizer $1,000+
    group250 - 999 Employees
    place Redwood City, CA
    4.5
    4.5
    1 Clutch review
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  • 2

    Kareo

    Kareo is a cloud-based medical technology platform based in Irvine, Calif., with offices in San Francisco, Las Vegas, Los Angeles, and Costa Rica. Founded in 2004, Kareo's team of 597 employees provides non-voice BPO/back office services and voice services to healthcare and medical related businesses.

    Notable Project

    Kareo was hired by a transportation company to assist with its medical billing needs, specifically the client's 401ks. Kareo's work enables the client to save 23 hours per month, while simultaneously allowing the client to offer for benefits to its employees.

    "Their service is very good." — Administration Manager, Transportation Company

    Former clients
    Capterra
    Software Advice
    C Net
    $ $ $ $ $
    equalizer $1,000+
    group250 - 999 Employees
    place San Francisco, CA
    4.0
    4.0
    1 Clutch review
    Awards

    United States Ambulatory EHR Enabling Technology Leadership Award (2018)

  • 3

    Exela (formerly SourceHOV)

    SourceHOV is a global transaction processing and enterprise information management company based in Irving, TX, with offices in Detroit, Los Angeles, and San Francisco. Founded in 2011, SourceHOV and its nearly 1,250 employees provide non-voice BPO/back office services and voice services.

    Notable Project

    SourceHOV worked took charge of a business services firm's business processes and operations support. SourceHOV's work saves the client 50-55 hours and $2,500 per month.

    "Communication is their strong suit." —Finance Manager, Business Services Company

    Former clients
    Albany Medical Center
    Healthnet PDM and Capitation
    Concentra
    Catholic Diocese of Austin
    $ $ $ $ $
    equalizer $1,000+
    group10,000+ Employees
    place San Francisco,
    4.5
    4.5
    1 Clutch review
  • 4

    Retriever

    Retriever is a San Francisco-based marketing agency founded in 2018. Their team of more than two offers direct marketing, back-office services, and digital strategy solutions for small and mid-market businesses in the industries of business and IT services.

    Notable Project

    Retriever helped develop a LinkedIn sales funnel for a sales enablement platform. The goal was to reach out and source as many contacts as possible. The project ended up being a success.

    “The attention to detail and process-oriented culture.” - Head of Sales, Sales Enablement Platform

    Former clients
    Interseller.io
    $ $ $ $ $
    equalizer $5,000+
    group2 - 9 Employees
    place San Francisco, CA
    5.0
    5.0
    1 Clutch review
  • 5

    Gong.io

    Gong is a revenue intelligence platform based in San Francisco. The platform has more than 200 employees and provides direct marketing, email marketing, market research, and non-voice BPO/back office services to midmarket and other-sized companies in various industries.

    Notable Project

    A referral marketing platform engaged Gong to record sales calls for enablement and training. Gong's platform helped the sales team reflect on sales calls, review them as a team, and develop training to address areas of improvement. The engagement produced the desired results and Gong met all expectations.

    "Gong.io has helped us to facilitate these conversations and create training for areas of improvement." - Sales Operations Manager, Referral Marketing Platform

    Former clients
    Genesys
    Shopify
    Workato
    TouchBistro
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place San Francisco, CA
    4.5
    4.5
    1 Clutch review
  • 6

    Smith.ai

    Smith.ai is a virtual receptionist and lead intake services company located in Palo Alto, Calif. Founded in 2015, they employ over 100 staff specializing in live calls and website chat for small and mid-market companies, typically in legal, hospitality, finance, e-commerce, healthcare, and real estate. Services include AI chatbots, live chat, conversion optimization, and virtual receptionists.

    Notable Project

    Smith.ai provided ongoing call services for a law firm. They handled inbound and outbound calls, and also managed website chat and scheduled any consultations or calls. Working with Smith.ai enabled the client to scale its client base and revenue. 

    “When a call is transferred to me, people always give very positive feedback about their experience speaking with the Smith.ai team. People have spoken about how accommodating and nice they are, which makes me feel good. It’s been very helpful in our scaling efforts.” – CEO, Law Firm

    Former clients
    Hacking Law Practice
    Wondermint
    Merchbar
    $ $ $ $ $
    equalizer

    Undisclosed

    group50 - 249 Employees
    place Palo Alto, CA
    5.0
    5.0
    39 Clutch reviews
Tell us about your project
NEED HELP SELECTING A COMPANY?

Based on your budget, timeline, and specifications we can help you build a shortlist of companies that perfectly matches your project needs. Schedule a free consultation with a Manifest Analyst.

TELL US ABOUT YOUR PROJECT