Punta Gorda, 33950, FL,
United States
Coldwell Banker Morris Realty Technographics
Coldwell Banker Morris Realty Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Coldwell Banker Morris Realty and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Coldwell Banker Morris Realty employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Coldwell Banker Morris Realty has purchased the following applications: Dotloop for Real Estate Property Management in 2022, LiveChat for Chatbots and Conversational AI in 2020, Chartbeat for Analytics and BI 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 Coldwell Banker Morris Realty is running and its propensity to invest more and deepen its relationship with Dotloop , AppFolio , LiveChat, Inc. 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 Coldwell Banker Morris Realty 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 Coldwell Banker Morris Realty 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.
Coldwell Banker Morris Realty Tech Stack and Enterprise Applications
Coldwell Banker Morris Realty ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Dotloop | Legacy | Dotloop | Real Estate Property Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022 Coldwell Banker Morris Realty deployed Dotloop as its Real Estate Property Management application. The brokerage is part of the Coldwell Banker Schmidt Family of Companies network and the cbfloridahomes.com business is included in that Florida brokerage group, implementation and specific go live dates for this office are not disclosed but internal documentation and a new agent packet list Dotloop among the firm provided tools.
Dotloop is configured to create and populate transaction loops and contracts, capability that is documented alongside an integration between Dotloop and MoxiWorks in the Coldwell Banker Schmidt Family of Companies technology guide. This setup positions Dotloop to support transaction management and contract generation workflows for sales agents and transaction coordinators, and the application is provisioned as part of new agent onboarding through the firm new agent packet. Operational coverage is centered on brokerage sales and transaction operations within the Florida office network, with system integration to MoxiWorks for automated loop creation and data population. Governance and rollout are managed at the brokerage network level according to the technology guide, while local implementation and cutover details are not provided.
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Real Estate Property Management | ERP Services and Operations |
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2022 | 2022 |
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Coldwell Banker Morris Realty AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
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Coldwell Banker Morris Realty Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Chartbeat | Legacy | Chartbeat | Analytics and BI | Analytics and BI | n/a | 2022 | 2022 |
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Coldwell Banker Morris Realty Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2013 | 2013 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Coldwell Banker Morris Realty CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2022 | 2022 |
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Customer Experience | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Real Estate CRM | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2021 | 2021 |
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Coldwell Banker Morris Realty ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Coldwell Banker Morris Realty TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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Governance, Risk and Compliance | TRM |
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2022 | 2022 |
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Coldwell Banker Morris Realty IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Coldwell Banker Morris Realty
Apps Being Evaluated by Coldwell Banker Morris Realty Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||