Conifer Research LLC
67 East Madison Street Suite 1900,
Chicago, 60603, IL,
United States
Chicago, 60603, IL,
United States
1 312-212-1740
Professional Services
Conifer Research LLC Technographics
Conifer Research LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Conifer Research LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Conifer Research LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Conifer Research LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, Hubspot CRM for CRM 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 Conifer Research LLC is running and its propensity to invest more and deepen its relationship with Intuit , Google , HubSpot 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 Conifer Research LLC revenues, which have grown to $7.0 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 Conifer Research LLC 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.
Conifer Research LLC Tech Stack and Enterprise Applications
Conifer Research LLC 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 Conifer Research LLC deployed Intuit Quickbooks Enterprise as its ERP Financial solution to centralize accounting for the 50-person professional services firm. The implementation targeted core accounting and billing functions to support project-based revenue recognition and client invoicing workflows.
Configuration emphasized standard ERP Financial modules within Intuit Quickbooks Enterprise, including general ledger, accounts receivable, accounts payable, billing, and job costing. The company file was structured with a consolidated chart of accounts and customer job records to enable firm level and project level financial reporting. Role based access and user permissions were configured to segregate accounting, billing, and finance responsibilities.
Deployment followed a central multiuser company file architecture hosted on an on premise server accessible from networked desktops, consistent with small firm practices for Intuit Quickbooks Enterprise. The implementation used built in bank feed reconciliation and payroll data synchronization capabilities to align bookkeeping, payroll, and bank reconciliation workflows. Exportable financial reports and custom invoice templates were configured to support client billing and tax reporting activities.
Operational governance introduced standardized month end close procedures, invoice approval workflows, and periodic account reconciliations to create repeatable financial operations across accounting and operations teams. Oversight emphasized centralized control of the company file and segregation of duties between billing and finance functions.
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Conifer Research LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, Conifer Research LLC deployed Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The implementation covers the firm broadly, supporting core professional services functions including corporate email, client-facing communication, calendar scheduling, and document collaboration for an approximately 50 person organization, and references to Google Workspace appear publicly on the Conifer Research website. Conifer Research LLC uses Google Workspace (Formerly Google G-Suite) as a cloud-hosted SaaS deployment under a single verified domain, centralizing identity, email routing, and basic tenant-level administration.
The deployment leverages standard Google Workspace functional modules such as Gmail, Google Calendar, Google Drive with shared drives, Google Docs, Sheets and Slides for collaborative authoring, Google Meet for remote meetings, and the Admin console for user provisioning and group management. Governance is exercised via tenant-level admin controls and domain verification, focusing on access controls and collaborative file-sharing conventions to support client workstreams and internal project collaboration. The implementation reflects a category-aligned Collaboration architecture, emphasizing centralized cloud governance and cross-functional document and communication workflows for Conifer Research LLC.
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Conifer Research LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2015 | 2015 |
In 2015, Conifer Research LLC implemented Hubspot CRM. The deployment used HubSpot SaaS capabilities to embed HubSpot tracking code and web forms on the Conifer Research website for direct lead capture, and to provision a centralized contact database and basic pipeline management as the core CRM functionality.
The implementation focused on sales and marketing functions, centralizing website-sourced leads into Hubspot CRM as the company CRM to enable contact management, lead qualification workflows, and sales follow-up processes across the organization in the United States. Governance centered on operationalizing web-to-CRM workflows, standardizing form-based lead capture, and establishing handoff processes between marketing and sales teams while keeping the solution hosted and managed within HubSpot’s cloud platform.
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Marketing Automation | CRM |
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2021 | 2021 |
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Conifer Research LLC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2014 | 2014 |
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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 Conifer Research LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Owner | CXO | Finance | |
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Director of Business Development | Director | Finance | |
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Managing Director of Conifer Chicago | Director | Finance | |
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Apps Being Evaluated by Conifer Research LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Conifer Research LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Conifer Research LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Conifer Research LLC Technographics
Conifer Research LLC is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $7.0 million.
Conifer Research LLC operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Google Workspace (Formerly Google G-Suite) and Hubspot CRM,
covering areas like ERP Financial, Collaboration and CRM.
Conifer Research LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Google and HubSpot.
Conifer Research LLC recently adopted applications including
Hubspot Marketing Automation in 2021, Fastly in 2020 and Hubspot CRM in 2015,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Conifer Research LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Conifer Research LLC’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 Conifer Research LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.