AI Buyer Insights:

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

CapinCrouse LLP Tech Stack and Enterprise Applications

CapinCrouse LLP ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2003 2003
In 2003, Capin Crouse LLP implemented Intuit Quickbooks Enterprise as its core accounting platform, positioning the application within an ERP Financial role for the firm. The deployment focused on supporting Capin Crouse’s not-for-profit accounting practice and internal finance and administrative functions, aligning accounting operations with a purpose-built ERP Financial application. The implementation was configured to support multi-user accounting workflows, including general ledger maintenance, accounts payable and accounts receivable processing, client-specific ledgers, and financial reporting workflows. Configuration work emphasized chart of accounts standardization across client files, segregation of client accounting data, and administrative access controls for staff who managed phones, calendars, and QuickBooks accounts. Rollout activity included staged enablement for the accounting and administrative teams, file-level governance to preserve not-for-profit client separations, and staff training tied to bookkeeping and reporting processes. Intuit Quickbooks Enterprise was restated as the central system for these financial operations, with the implementation reflecting typical ERP Financial functional patterns for a mid-sized accounting services firm.
CapinCrouse LLP Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
In 2015 CapinCrouse LLP deployed Microsoft 365 for Collaboration. The presence of Microsoft 365 assets on the firm website indicates the application is used in client-facing and internal digital touchpoints, confirming CapinCrouse LLP Microsoft 365 Collaboration is active across the organization. The implementation supports core collaboration and communication needs for the accounting firm rather than a single departmental pilot. The deployment leverages standard Collaboration capabilities within Microsoft 365, including cloud email, team collaboration spaces, document management and file sync and sharing, alongside online meeting and presence functionality. Configuration focuses on structured document libraries, controlled external sharing settings, and role-based access patterns to align with professional services document workflows. Governance appears organized around firmwide user provisioning, retention and access policies to manage collaborative content and client-facing communications.
CapinCrouse LLP CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot CRM CRM CRM n/a 2020 2020
In 2020, CapinCrouse LLP implemented Hubspot CRM to centralize client and prospect records and to instrument lead capture on their public website. The deployment uses Hubspot CRM as a cloud hosted SaaS application, with the firm surface integrating website engagement directly into CRM contact records and marketing workflows that originate from site forms and tracking scripts. Configuration focuses on core CRM capabilities, including contact and company profiling, deal pipeline staging, activity logging, and segmentation for targeted outreach. Standard CRM functional elements were applied such as web form lead capture, contact property mappings, automated assignment rules, and email templates to support business development and client engagement processes. Operational coverage centers on marketing and business development workflows, with CRM records populated from site interactions and routed to appropriate teams for follow up. Governance is structured around centralized CRM record hygiene and role based access, aligning marketing automation and sales pipeline management within the Hubspot CRM environment. Hubspot CRM is explicitly used on the CapinCrouse website to capture inbound leads and feed them into downstream engagement sequences, establishing a single system of record for client contact activity and campaign orchestration under the CRM category.
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
CapinCrouse LLP ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Remote Monitoring and Management ITSM 2020 2020
CapinCrouse LLP PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Project Portfolio Management PPM 2020 2020
CapinCrouse LLP IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at CapinCrouse LLP

First Name Last Name Title Function Department Email Phone
Managing Partner Manager Finance
Partner, Chief Operating Officer CXO Finance
Director of Finance Director Finance
Partner, Texas Regional Director Director Finance

Apps Being Evaluated by CapinCrouse LLP Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CapinCrouse LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CapinCrouse LLP digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD CapinCrouse LLP Technographics
CapinCrouse LLP is a Banking and Financial Services organization based in United States, with around 160 employees and annual revenues of $15.0 million.
CapinCrouse LLP operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Microsoft 365 and Hubspot CRM, covering areas like ERP Financial, Collaboration and CRM.
CapinCrouse LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and HubSpot.
CapinCrouse LLP recently adopted applications including Hubspot Marketing Automation in 2021, Google Cloud Platform (GCP) in 2021 and Cloudflare CDN in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates CapinCrouse LLP’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete CapinCrouse LLP technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.