Boston, 2210, MA,
United States
Agencyport Software Technographics
Agencyport Software Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Agencyport Software and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Agencyport Software employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Agencyport Software has purchased the following applications: Oracle Netsuite OpenAir for Professional Services Automation in 2013, Analytix Insight360 for Analytics and BI in 2019, Hubspot CRM for CRM in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Agencyport Software is running and its propensity to invest more and deepen its relationship with Oracle , Analytix Solutions , HubSpot or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Agencyport Software revenues, which have grown to $80.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Agencyport Software intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Agencyport Software Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2013 | 2013 |
In 2013, Agencyport Software implemented Oracle Netsuite OpenAir for Professional Services Automation. The implementation provisioned Oracle Netsuite OpenAir as a cloud SaaS application to support professional services delivery and finance operations within the company.
The deployment focused on core Professional Services Automation capabilities, including project and portfolio management, resource scheduling and capacity planning, time and expense capture, invoicing and project accounting, and role based reporting and analytics. Configuration work emphasized standardized project templates, approval workflows for timesheets and expenses, and role based access controls to align project managers and finance users to consistent billing and project financial processes.
Operational ownership centered on professional services and finance teams, with project managers and resource planners using Oracle Netsuite OpenAir to operationalize project staffing and billing cadence. Governance changes included formalized timesheet approval processes, centralized project financial tracking, and configuration of security and workflow rules to enforce consistent project accounting and billing practices across the organization.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Analytix Solutions | Legacy | Analytix Insight360 | Analytics and BI | Analytics and BI | n/a | 2019 | 2019 |
In 2019, AgencyPort Software implemented Analytix Insight360 with Analytix Solutions as the vendor to deliver analytics and accounting-related capabilities for its insurance and professional services processes in the United States. The deployment targeted the Apps Category . The engagement centered on integrating analytics into accounting and profitability workflows rather than on core transaction processing systems.
Analytix Insight360 was configured to provide consolidated financial analytics, profitability analysis, reporting dashboards, and data ingestion routines for accounting feeds and operational data. The implementation included configuration of analytical models and reporting templates, extraction and transformation routines to normalize insurer and services data, and user facing dashboards to support finance and operations stakeholders. The setup emphasized modular analytics and financial modeling components consistent with analytics and accounting use cases.
Governance changes focused on establishing cross functional analytics ownership between finance and insurance operations and on embedding regular profitability review processes into monthly reporting cycles. A testimonial from Gary Brach on Analytix’s site reports approximately 4 percent better profitability after working with Analytix on analytics and accounting related services, which the vendor attributes to the deployed analytics capabilities. Ongoing operational scope remained centered on finance and insurance operations within AgencyPort Software in the United States.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Agencyport Software implemented Hubspot CRM. The deployment centered on embedding Hubspot CRM on the corporate website to capture inbound leads and route contact details into a centralized contact repository for marketing and sales workflows. Implementation documentation indicates web forms and tracking instrumentation were primary touchpoints for capturing prospect behavior.
Configuration emphasized core CRM capabilities including contact management, deal pipeline tracking, and web form lead capture, with automated lifecycle stage assignment consistent with CRM operational practices. The implementation included contact enrichment and segmentation workflows to support lead qualification and handoff between marketing and sales functions. Standard Hubspot CRM workflows for form submission processing and contact record creation were applied to unify web-originated leads.
Integrations were explicitly web-facing, with Hubspot tracking scripts and embedded forms instrumented on agencyport.com to surface engagement data inside Hubspot CRM. Operational coverage targeted the marketing and sales organizations, enabling web-to-lead routing and centralized contact visibility for downstream qualification and follow up. No external system integrations are documented beyond the website instrumentation.
Governance focused on lead routing rules, contact data hygiene, and staged operational rollout across marketing and sales teams to operationalize inbound lead handling. The deployment is described as a web-centric CRM implementation supporting Agencyport Software marketing and sales processes without indication of named third-party integration partners.
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Marketing Automation | CRM |
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2014 | 2014 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Agencyport Software
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Apps Being Evaluated by Agencyport Software Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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