San Francisco, 94080, CA,
United States
Counsyl Technographics
Counsyl Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Counsyl and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Counsyl employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Counsyl has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Twilio Segment for Customer Data Platform in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Counsyl is running and its propensity to invest more and deepen its relationship with Oracle , Google , 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 Counsyl revenues, which have grown to $70.0 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 Counsyl 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.
Counsyl Tech Stack and Enterprise Applications
Counsyl ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, Counsyl implemented Oracle NetSuite ERP to consolidate back-office financial systems under the ERP Financial category. The Oracle NetSuite ERP deployment used a cloud SaaS architecture to centralize general ledger, accounts payable, accounts receivable, billing, fixed asset accounting, and financial reporting capabilities. Configuration emphasized a unified chart of accounts and automated period close workflows to standardize accounting processes across corporate finance and revenue operations.
The implementation targeted finance, accounting, revenue recognition, and procurement workflows, aligning system controls with month end and audit processes. Governance instituted role based access controls, segregation of duties rules, and standardized approval workflows to support financial compliance and month end close. Counsyl Oracle NetSuite ERP ERP Financial supports corporate finance and accounting functions through centralized ledger orchestration, billing to cash tracking, and consolidated financial reporting across the organization.
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Counsyl Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2011 | 2011 |
In 2011, Counsyl deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The deployment consolidated cloud-hosted productivity services for the corporate domain, centralizing email, calendaring, file storage, and real-time document editing under Google Workspace (Formerly Google G-Suite). Implementation coverage targeted organization-wide collaboration workflows across corporate functions, supporting internal communications and content creation processes.
Configured functional capabilities included Gmail, Google Calendar, Google Drive, Google Docs and Sheets, Google Meet, and the Google Workspace Admin console for centralized user and domain administration. Operational governance relied on platform-native admin controls, group-based access permissions, and sharing settings to manage user provisioning, content collaboration, and administrative oversight. The configuration aligns with Collaboration category workflows for corporate email and calendaring, synchronous meeting and conferencing, and real-time and asynchronous document collaboration.
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Collaboration | Collaboration |
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2019 | 2019 |
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Counsyl CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Segment | Customer Data Platform | CRM | n/a | 2014 | 2014 |
In 2014 Counsyl implemented Twilio Segment on their website, deploying Twilio Segment as their Customer Data Platform to centralize web event capture for marketing and analytics teams. The deployment collected web events directly from site interactions to build unified user profiles and maintain a single event stream for downstream use.
Configuration work focused on establishing a tracking plan, standardizing event schemas, and enabling identity stitching and event routing consistent with Customer Data Platform capabilities. Twilio Segment was configured to capture page views, clicks, and form submissions while preserving persistent identifiers for known users.
Operational coverage was limited to the website and supported marketing, product analytics, and customer engagement workflows, providing a centralized data feed for downstream analytics and engagement tooling. Integrations leveraged Twilio Segment routing to distribute events to downstream consumers in real time.
Governance emphasized centralized schema governance and consistent event naming across teams, with phased validation on the website to verify event quality before broader consumption. Counsyl using Twilio Segment as a Customer Data Platform directly supported marketing and analytics business functions by centralizing customer event data and standardizing telemetry.
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Counsyl PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2012 | 2012 |
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Counsyl 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Counsyl
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder|CEO | CXO | Finance | ||||
| Controller | Director | Finance | ||||
| Chief Commercial Officer | CXO | Finance |
Apps Being Evaluated by Counsyl Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||