Akron, 44305, OH,
United States
CASNET Technographics
CASNET Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CASNET and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 CASNET employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CASNET has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2019, Hubspot CRM for CRM in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CASNET is running and its propensity to invest more and deepen its relationship with Intuit , PayPal , Microsoft 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 CASNET revenues, which have grown to $5.0 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 CASNET 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.
CASNET Tech Stack and Enterprise Applications
CASNET ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012 CASNET implemented Intuit Quickbooks Enterprise in an ERP Financial role to centralize customer master data and core bookkeeping for its United States professional services operations. The deployment focused on maintaining basic customer information, explicitly including sales tax status, credit status, and contact information to support bookkeeping and accounts receivable workflows across finance and client services teams.
Configuration work concentrated on customer record schemas within Intuit Quickbooks Enterprise, tax code setup, and credit status flags, with operational procedures to add to and maintain customer information in QuickBooks and CRM programs. Governance formalized bookkeeping ownership and data maintenance processes, aligning finance and sales activities to ensure customer and contact information is kept current across both Intuit Quickbooks Enterprise and connected CRM programs.
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Payment Processing | ERP |
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2021 | 2021 |
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CASNET Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, CASNET implemented Microsoft 365 as its primary Collaboration platform. The professional services firm of approximately 50 employees deployed Microsoft 365 to centralize internal communications, document handling, and to surface select collaboration-driven content on its public website.
The Microsoft 365 implementation included core Collaboration services such as hosted Exchange email, Microsoft Teams for synchronous collaboration, SharePoint for intranet and document management, and OneDrive for individual file storage. Configuration work focused on tenant-based user provisioning, license assignment tied to role needs, and baseline security and compliance settings aligned with cloud Collaboration best practices.
Deployment was delivered as a cloud-hosted single Microsoft 365 tenant that is visible on CASNETs website for client-facing touchpoints. Identity and access were managed through Microsoft identity services to provide centralized authentication and directory management for employees across the firm.
Governance centered on tenant administration, role-based access control for SharePoint libraries and Teams channels, and standardized user onboarding and offboarding workflows to support CASNETs project collaboration and client communication functions.
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CASNET CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2017 | 2017 |
In 2017, CASNET implemented Hubspot CRM, deploying HubSpot components directly on its public website to capture inbound leads and profile visitor activity. The implementation is centered on the CRM application as the primary system of record for customer contacts and prospect interactions, with visible instrumentation on site pages for form capture and visitor tracking.
Hubspot CRM was configured to deliver standard CRM capabilities including centralized contact management, deal pipeline tracking, email activity and open tracking, contact timelines, and basic marketing automation workflows for lead nurturing. Configuration work emphasized web-embedded HubSpot forms and tracking scripts to populate contact records automatically, and the use of pipeline stages and deal records to structure sales activity typical of CRM deployments.
Operational ownership for the Hubspot CRM implementation was focused on sales and marketing functions, consolidating inbound lead capture from the website into a shared contact database. Governance centered on lead assignment rules, standardized lead-to-deal workflow definitions, and using the HubSpot contact timeline to align sales follow up with marketing engagement, providing a single operational CRM layer for the organization.
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Marketing Automation | CRM |
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2017 | 2017 |
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CASNET 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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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | 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 CASNET
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| President & COO | CXO | Finance | ||||
| Senior Account Manager & Marketing Manager | Manager | Marketing | ||||
| Chief Technology Officer | CXO | IT |
Apps Being Evaluated by CASNET Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||