Calvert Companies
2050 M Street NW,
Washington, 20036, DC,
United States
Washington, 20036, DC,
United States
1 800-368-2745
Banking and Financial Services
Calvert Companies Technographics
Calvert Companies Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Calvert Companies and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Calvert Companies employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Calvert Companies has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) for Digital Signing in 2020, 6sense Account Engagement Platform for Account Based Marketing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Calvert Companies is running and its propensity to invest more and deepen its relationship with Intuit , Adobe Systems , DocuSign 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 Calvert Companies revenues, which have grown to $10.0 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 Calvert Companies 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.
Calvert Companies Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2012 | 2012 |
In 2012, Calvert Companies implemented Intuit Quickbooks Enterprise as its core ERP Financial application to centralize accounting and tax workflows across the firm. The deployment targeted finance and accounting functions, including corporate accounting, tax preparation, and accounts operations, to support standardized financial control and reporting requirements.
The Intuit Quickbooks Enterprise implementation configured core financial modules such as the general ledger, accounts payable, accounts receivable, and financial reporting, with tax reporting workflows aligned to CPA and EA responsibilities noted in hiring information. Configuration emphasized a centralized chart of accounts, class and job tracking, and role based access controls to segregate duties between accounting, tax preparers, and operations staff.
Operational rollout concentrated on month end close standardization and audit trail visibility, instituting consistent journal entry and reconciliation procedures inside Intuit Quickbooks Enterprise and embedding financial reporting templates used by the accounting team. The ERP Financial implementation supported transactional bookkeeping, tax preparer workflows, and generation of consolidated financial statements for internal stakeholders.
Governance practices established during the rollout included defined user roles, approval workflows for payables and receivables, and documented standard operating procedures for tax filing preparation, with training focused on accountants and tax preparers proficient in QuickBooks to ensure consistent platform use.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) | Digital Signing | Content Management | n/a | 2020 | 2020 |
In 2020, Calvert Companies implemented Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) as a Digital Signing solution. The deployment placed Adobe Acrobat Sign on Calvert Companies public website to capture legally binding electronic signatures for client-facing documents and online agreement flows.
Calvert Companies configured Adobe Acrobat Sign to support embedded web signing and template-driven document workflows, leveraging standard e-signature capabilities such as signature capture, recipient routing, and audit trails. Adobe Acrobat Sign was used to standardize document execution processes, with configuration focused on form templates, signing order rules, and notification automation to streamline online signature completion.
The implementation integrated the Digital Signing capability directly into website pages where customers initiate and complete agreements, creating a web-embedded signature experience. Operational coverage centered on client-facing business functions including sales intake and client onboarding, with the signing process visible to compliance and legal stakeholders via the application audit logs.
Governance for the Adobe Acrobat Sign deployment emphasized centralized template management, role-based access to signing workflows, and retention of signature audit records to support traceability. Ongoing administration appears to be handled within the application configuration, aligning document templates and recipient authentication settings with Calvert Companies operational policies.
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| 6sense | Legacy | 6sense Account Engagement Platform | Account Based Marketing | CRM | n/a | 2020 | 2020 |
In 2020 Calvert Companies deployed the 6sense Account Engagement Platform on their website to operationalize Account Based Marketing for marketing and sales engagement workflows. The 6sense Account Engagement Platform is used as a website-first ABM layer to surface account level intent and engagement signals and to support coordinated campaign activation between marketing and sales.
The implementation centers on website instrumentation for data capture, account identification and engagement tracking modules, and orchestration capabilities typical of Account Based Marketing platforms. Data processing and scoring are handled within the 6sense Account Engagement Platform cloud service with governance and activation managed by marketing operations to standardize account scoring and campaign workflows.
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Account Based Marketing | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2020 | 2020 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Environmental, Social, and Governance (ESG) | EPM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Calvert Companies
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Calvert Companies Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Calvert Companies Technographics
Calvert Companies is a Banking and Financial Services organization based in United States,
with around 120 employees and annual revenues of $10.0 million.
Calvert Companies operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) and 6sense Account Engagement Platform,
covering areas like ERP Financial, Digital Signing and Account Based Marketing.
Calvert Companies has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Adobe Systems and 6sense.
Calvert Companies recently adopted applications including
DocuSign eSignature in 2021, Factset ESG (ex Truevalue Labs) in 2021 and Adobe Acrobat Sign (formerly EchoSign, eSign & Adobe Sign) in 2020,
highlighting its ongoing modernization strategy.
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available to Premium subscribers.
Our research team continuously updates Calvert Companies’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
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