Chesterfield, S41 9FG,
United Kingdom
CoolSpirit Technographics
CoolSpirit Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CoolSpirit and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 CoolSpirit employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that CoolSpirit has purchased the following applications: SAP Business One for ERP Financial in 2019, Hubspot Live Chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration 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 CoolSpirit is running and its propensity to invest more and deepen its relationship with SAP , HubSpot , Microsoft 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 CoolSpirit 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 CoolSpirit 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.
CoolSpirit Tech Stack and Enterprise Applications
CoolSpirit ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Business One | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019 CoolSpirit implemented SAP Business One to establish a consolidated ERP Financial backbone for its 30 person professional services business. The deployment positioned SAP Business One as the primary system of record for finance and customer data, aligning accounting, billing, and customer contact management under the ERP Financial application.
The implementation included core financial modules such as general ledger, accounts receivable, accounts payable, bank reconciliation, and billing, alongside customer master and basic CRM capabilities to support client engagements and invoicing workflows. Configuration emphasized compact data models and simplified chart of accounts appropriate to a small professional services firm, with reporting and journal posting workflows tuned for regular financial close cycles.
Operationally the rollout connected SAP Business One with marketing systems to help manage and update marketing databases within Mailchimp and SAP Business One. The integration established synchronized contact and customer record workflows so marketing lists in Mailchimp reflect updates made in SAP Business One, and marketing-originated contact updates feed back into the customer master for sales and finance use.
Governance focused on centralizing the customer master in SAP Business One and formalizing data stewardship between finance and marketing, with documented processes for how marketing database updates are approved and propagated. Role based controls in SAP Business One were used to restrict transactional finance tasks while enabling marketing users to maintain contact attributes needed for Mailchimp campaigns.
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CoolSpirit 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, CoolSpirit deployed Hubspot Live Chat on its public website as a Chatbots and Conversational AI solution. The deployment uses the vendor hosted chat widget embedded in site pages to provide real time visitor engagement and initial triage of enquiries. Hubspot Live Chat was configured for automated greeting messages, canned responses and lead capture forms to convert anonymous visitors into identifiable contacts within the HubSpot platform.
Operational ownership was assigned to marketing and client services, who manage chat routing rules, availability hours and response templates to align with a 30 person professional services firm operating in the United Kingdom. Configuration emphasized a lightweight, web first implementation with no on premises infrastructure, leveraging cloud delivery, session handoff to human agents and conversation transcripts retained in the HubSpot environment. Governance focused on scripted workflows and clear owner assignment to keep rollout and ongoing operations simple for a small firm.
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CoolSpirit Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 CoolSpirit deployed Microsoft 365 as its primary Collaboration platform. The company website explicitly references using Microsoft 365, and the deployment has been positioned to support core professional services workflows across the organization.
Microsoft 365 has been configured to provide standard collaboration modules including Exchange Online for email and calendaring, Microsoft Teams for real time chat and meetings, SharePoint Online for team sites and document management, OneDrive for individual file storage, and Office desktop and web applications for productivity. Configuration emphasis aligns with project centric file sharing, client-facing meeting workflows, and consolidated calendaring to support consultants and operations staff.
Tenant level governance is organized around Azure Active Directory identity and user provisioning, role based access for consultants and administrative staff, and policy controls for file sharing and external collaboration. Operational coverage is company wide within the United Kingdom and maps to business functions such as client delivery, sales and operations, making the relationship CoolSpirit Microsoft 365 Collaboration for professional services communication and document management.
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CoolSpirit Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2021 | 2021 |
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CoolSpirit CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Marketing Analytics, Lead Generation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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CoolSpirit 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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CoolSpirit CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at CoolSpirit
Apps Being Evaluated by CoolSpirit Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-07-22 | CoolSpirit | Evaluated | Barracuda Networks | Barracuda Web Security Gateway | Secure Web Gateways (SWG) | CyberSecurity |
| 2025-03-06 | CoolSpirit | Evaluated | Mimecast | Mimecast Email Security | Secure Email Gateways (SEGs) | CyberSecurity |