Dallas, 75219, TX,
United States
Cluevest Technographics
Cluevest Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Cluevest and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Cluevest employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cluevest has purchased the following applications: Tipalti Invoice Management and Bill Processing System for AP Automation in 2021, Consolto for Audio Video and Web Conferencing in 2022, Flowlu Cloud CRM for CRM in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cluevest is running and its propensity to invest more and deepen its relationship with Tipalti , Stripe , Consolto Sites 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 Cluevest revenues, which have grown to $1.0 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 Cluevest 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.
Cluevest Tech Stack and Enterprise Applications
Cluevest ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tipalti | Legacy | Tipalti Invoice Management and Bill Processing System | AP Automation | ERP | n/a | 2021 | 2021 |
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Payment Processing | ERP |
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2023 | 2023 |
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Cluevest Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Consolto Sites | Legacy | Consolto | Audio Video and Web Conferencing | Collaboration | n/a | 2022 | 2022 |
In 2022, Cluevest deployed Consolto to enable client-facing virtual meetings. The company implemented Consolto, the Audio Video and Web Conferencing application, as an embedded widget on the Cluevest website to initiate browser-based sessions with external clients.
The implementation centers on site-level embedding and browser session orchestration, leveraging category-aligned capabilities such as real-time audio, video, text chat, screen sharing and calendar-linked meeting scheduling. Operational coverage is focused on the small professional services firm’s client advisory and sales workflows, with governance kept lightweight and managed through website content updates and internal usage policies rather than broader enterprise integrations.
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Collaboration | Collaboration |
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2023 | 2023 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Cluevest CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Flowlu | Legacy | Flowlu Cloud CRM | CRM | CRM | n/a | 2022 | 2022 |
In 2022, Cluevest implemented Flowlu Cloud CRM to manage client relationships and capture leads directly from its website. The deployment uses the cloud-hosted Flowlu Cloud CRM platform as a centralized CRM repository, consolidating contact and opportunity records for the firm’s small professional services team. Functional capabilities in use align with CRM category norms, including contact and pipeline management, web lead capture via embedded forms on the company website, task and activity tracking, and client-facing record access.
Operational scope is focused on sales and client services for the United States based firm of about 10 employees, with Flowlu Cloud CRM embedded on the corporate website to route inbound inquiries into structured sales pipelines. Governance is oriented around centralized record ownership, pipeline assignment workflows, and automated follow-up activity tracking consistent with CRM operational practices. The configuration reflects a lightweight SaaS setup using Flowlu Cloud CRM as the primary customer data and engagement platform for a small professional services organization.
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Tag Management | CRM |
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2020 | 2020 |
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Cluevest PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2023 | 2023 |
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Cluevest 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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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Cluevest
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Cluevest Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||