Beverly Hills, 90212, CA,
United States
Concord Real Estate Services Technographics
Concord Real Estate Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Concord Real Estate Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Concord Real Estate Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Concord Real Estate Services has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Yardi Voyager for Real Estate Property Management in 2018, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Concord Real Estate Services is running and its propensity to invest more and deepen its relationship with Intuit , Block (ex Square, Inc) , Yardi 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 Concord Real Estate Services 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 Concord Real Estate Services 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.
Concord Real Estate Services Tech Stack and Enterprise Applications
Concord Real Estate Services ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Concord Real Estate Services implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize accounting and finance functions. The small Construction and Real Estate firm, with approximately 40 employees and United States operations, standardized core financial workflows on Intuit Quickbooks Enterprise to support property-level accounting and project cost visibility. The deployment focused on consolidating transaction processing, financial reporting, and a unified chart of accounts to align accounting with ongoing real estate projects.
Configuration emphasized ERP Financial modules typical for a small real estate operator, including general ledger, accounts payable, accounts receivable, payroll and job costing, with setup tailored for property and project accounting. The implementation drew on team experience with accounting software, including Quickbooks, Appfolio and FieldAware, to inform chart of accounts design and transactional workflows. Governance centered on finance and accounting ownership for month-end close procedures and role-based segregation of duties to control transaction entry and reporting access.
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Payment Processing | ERP |
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2021 | 2021 |
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Concord Real Estate Services ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Yardi | Legacy | Yardi Voyager | Real Estate Property Management | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, Concord Real Estate Services implemented Yardi Voyager for core property operations, deploying the application to address leasing, resident services, and accounting workflows within the company’s Real Estate Property Management environment. The deployment targeted a compact organizational footprint of about 40 employees and was positioned as the central operational system for leasing and tenant administration.
Yardi Voyager was configured to support leasing workflows including prospect management, lease approval processing, work order entry and maintenance follow up, payment processing, and tenant portal administration. Configuration emphasis aligned with front‑line leasing agent responsibilities captured in operational notes, including lease approval routing, payment posting, and maintenance ticket lifecycle management.
Integrations used in practice included Yardi Plus, Rent cafe site Manager, Yield Star, and Trello, with Yardi Voyager serving as the central property management hub that consolidated portal and payment workflows. Operational coverage explicitly included leasing operations in Lancaster, CA and day to day tenant services where staff processed payments, entered work orders, and handled portal inquiries through the integrated stack.
Governance and process restructuring centered on standardizing tenant intake, payment processing, and maintenance workflows within Yardi Voyager, centralizing data entry and follow up processes to align leasing, property management, and service coordination. The implementation narrative reflects a system oriented to support leasing agents answering calls, managing prospects, completing follow up calls, and processing payments while using Yardi Voyager as the primary application.
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Real Estate Property Management | ERP Services and Operations |
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2019 | 2019 |
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Concord Real Estate Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Concord Real Estate Services implemented Microsoft 365 to deliver Collaboration capabilities across the organization. The Microsoft 365 deployment includes standard productivity and collaboration modules such as Exchange Online email and calendaring, SharePoint document libraries, OneDrive file sync, and Teams messaging and meeting functionality, reflecting core Collaboration functionality for a 40 employee firm.
Microsoft 365 is referenced on the company website, indicating tenant-connected services are in use for public-facing authentication or content workflows. Concord Real Estate Services Microsoft 365 Collaboration supports business functions including corporate communications, property operations, leasing coordination, and finance document management through shared mailboxes, team channels, and centralized document libraries. Governance and operational control are managed via centralized tenant administration, IT-managed user provisioning, role-based access controls, and document lifecycle policies to enforce collaboration standards across departments.
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Concord Real Estate Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Automation | CRM |
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2020 | 2020 |
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Concord Real Estate Services ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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Concord Real Estate Services PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Project Portfolio Management | PPM |
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2017 | 2017 |
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Concord Real Estate Services PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2017 | 2017 |
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Concord Real Estate Services 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Concord Real Estate Services
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Controller | Director | Finance | ||||
| Managing Director | Director | Finance | ||||
| Operations Manager | Manager | Finance | ||||
| COO | CXO | Finance |
Apps Being Evaluated by Concord Real Estate Services Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||