Chortek LLP
N16W23217 Stone Ridge Drive Suite 350,
Waukesha, 53188, WI,
United States
Waukesha, 53188, WI,
United States
1 262-522-8227
Professional Services
Chortek LLP Technographics
Chortek LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Chortek LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Chortek LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Chortek LLP has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2019, Zoom for Audio Video and Web Conferencing in 2020, Hubspot 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 Chortek LLP is running and its propensity to invest more and deepen its relationship with HubSpot , Zoom Video Communications , Adobe Systems 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 Chortek LLP 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 Chortek LLP 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.
Chortek LLP Tech Stack and Enterprise Applications
Chortek LLP AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Chortek LLP implemented Hubspot Live Chat under the Chatbots and Conversational AI category. The deployment leverages HubSpot Conversations embedded on the corporate website to capture inbound client inquiries and present a persistent chat widget to visitors. Implementation concentrated on the web channel, routing conversations into a shared team inbox for triage by client services and sales staff. This configuration established a single conversational entry point for prospective and existing clients.
Configuration work focused on the Hubspot Live Chat widget, canned messages, simple bot flows for lead qualification, and inbox assignment to functional roles within the firm. Operational scope covered firmwide client-facing staff, aligning chat interactions with sales, marketing, and client support workflows. Governance practices included ownership of conversation templates and defined escalation paths to maintain consistent response handling.
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Chortek LLP 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 Chortek LLP implemented Zoom for Audio Video and Web Conferencing on its public website. Zoom is used to surface real time virtual meeting access directly from the firm site to support client intake and remote advisory sessions, reflecting a web‑facing deployment of conferencing capabilities.
The implementation centers on core Zoom functionality including video conferencing, screen sharing, and meeting scheduling to enable client consultations and internal collaboration. Configuration emphasis is on web embedding of meeting links and meeting provisioning, with standard account controls and host settings applied to manage session access and participant controls.
Operational scope aligns with the firm’s professional services structure in the United States, focusing on client services and advisory teams that require scheduled virtual meetings. Governance activity concentrates on meeting administration, host permissions, and usage policies to operationalize Zoom for client interactions while preserving firm confidentiality and meeting management practices.
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Chortek LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Chortek LLP implemented Hubspot CRM. The implementation established Hubspot CRM as the primary CRM for the 60-employee professional services firm in the United States, centralizing inbound lead capture and contact management to support sales and marketing activities.
The deployment used Hubspot Lead Flows on their website to capture inbound prospects, funneling form submissions into contact records within Hubspot CRM. Standard CRM capabilities were applied for contact and company records, deal pipeline stages, and lead assignment to mirror professional services engagement workflows and prospect qualification processes.
Hubspot Lead Flows were embedded directly on the corporate website so web-generated leads are ingested into Hubspot CRM and routed to sales and marketing users. Operational focus included establishing contact hygiene and pipeline management workflows, positioning Hubspot CRM as the central repository for client and prospect information across the firm.
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Chortek LLP 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Chortek LLP CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Chortek LLP
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Managing Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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Managing Partner | Manager | Finance | |
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Apps Being Evaluated by Chortek LLP Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Chortek LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Chortek LLP digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Chortek LLP Technographics
Chortek LLP is a Professional Services organization based in United States,
with around 60 employees and annual revenues of $5.0 million.
Chortek LLP operates a diverse technology stack with applications such as
Hubspot Live Chat, Zoom and Hubspot CRM,
covering areas like Chatbots and Conversational AI, Audio Video and Web Conferencing and CRM.
Chortek LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as HubSpot and Zoom Video Communications.
Chortek LLP recently adopted applications including
Hubspot Marketing Automation in 2021, Google Cloud Platform (GCP) in 2021 and Microsoft Azure Cloud Services in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Chortek LLP’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Chortek 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 Chortek LLP technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.