San Francisco, 94111, CA,
United States
Carmel Partners Technographics
Carmel Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Carmel Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Carmel Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Carmel Partners has purchased the following applications: Sage 300CRE (ex Timberline) for Construction ERP in 2015, Zoom for Audio Video and Web Conferencing in 2020, Backstop CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Carmel Partners is running and its propensity to invest more and deepen its relationship with Sage , RealPage , MRI Software 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 Carmel Partners revenues, which have grown to $150.0 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 Carmel Partners 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.
Carmel Partners Tech Stack and Enterprise Applications
Carmel Partners ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage 300CRE (ex Timberline) | Construction ERP | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015 Carmel Partners deployed Sage 300CRE (ex Timberline) to centralize job cost and project accounting for its multi-family development portfolio. The implementation supported day-to-day financial management activities for ongoing projects, with primary operational coverage based in Downtown Denver and responsibilities scoped to the Job Cost and Finance teams.
Sage 300CRE provided Construction ERP functionality including job cost ledgers, draw preparation and electronic draw packet handling, accounts payable and check processing, change order tracking, budgeting and variance reporting, bank reconciliations and month-end close workflows. Configuration emphasized job-level coding, automated routing and electronic filing of invoices and draw packets, and project budget controls to enforce standardized cost capture across properties.
The environment was integrated with GCPay and Procore to streamline payment workflows and subcontractor draw documentation, and it leveraged MS Office for analysis and reporting by finance staff. Operational coverage included accounts payable, project accounting, job cost management and support for the Job Cost Manager and project teams.
Governance and process controls were formalized through standardized procedures for coding, routing and release of payments, regular budget reporting with variance and historical comparisons, and documented month-end close and reconciliation processes. The implementation emphasized internal controls for project financials and centralized job cost processes.
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Enterprise Asset Management | ERP Services and Operations |
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2014 | 2014 |
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Real Estate Property Management | ERP Services and Operations |
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2012 | 2012 |
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Real Estate Property Management | ERP Services and Operations |
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2015 | 2015 |
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Carmel Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Carmel Partners implemented Zoom from Zoom Video Communications to deliver Audio Video and Web Conferencing capabilities. The implementation surfaces Zoom on the corporate website for customer-facing meeting scheduling and virtual sessions, reflecting a cloud-hosted conferencing deployment that exposes meeting links and embedded join flows to external users.
Zoom is used to provide standard audio conferencing, video meetings, screen sharing, recording, and participant controls consistent with the Audio Video and Web Conferencing category. For a 500-employee construction and real estate organization, the deployment supports corporate communications and distributed collaboration across asset management, leasing, development, and on-site construction coordination, and is managed through centralized account administration and web client provisioning to maintain control of external meeting access.
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Collaboration | Collaboration |
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2017 | 2017 |
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Carmel Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Backstop Solutions | Legacy | Backstop CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019 Carmel Partners implemented Backstop CRM as a CRM to centralize client, investor and deal data, and the company is using Backstop CRM on their website to capture inbound inquiries and surface contacts into internal workflows. This deployment positions Backstop CRM as the primary customer relationship management system for Carmel Partners across external lead capture and internal relationship tracking.
The implementation emphasizes standard CRM functional modules, with configuration focused on contact and account management, opportunity and pipeline management, activity and task tracking, document attachments and reporting dashboards. Backstop CRM was configured to support structured deal records and activity histories, enabling sales and investment teams to track prospect progression and maintain audit trails for investor interactions.
Integration points include the public-facing website where Backstop CRM is used to ingest leads and contact submissions, creating inbound records that feed into downstream workflows. Operational coverage extends across investment, acquisitions, asset management, investor relations and marketing functions, centralizing contact and deal information for teams that manage property transactions and investor communications.
Governance around the deployment centers on centralized data stewardship, role based access controls and standardized workflow definitions to manage opportunity stages and handoffs between teams. Rollout appears to have focused on embedding CRM processes into existing sales and investor engagement routines, with configuration and user permissions aligned to commercial real estate operating roles.
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Carmel Partners 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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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2012 | 2012 |
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Carmel Partners CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Carmel Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Carmel Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-22 | Carmel Partners | Evaluated | UKG | UKG Pro Recruiting (ex UltiPro Recruiting) | Applicant Tracking System, Recruiting | HCM |