Bonita Springs, 34135, FL,
United States
Crestwood Associates Technographics
Crestwood Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Crestwood Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 Crestwood Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Crestwood Associates has purchased the following applications: Microsoft 365 for Collaboration in 2017, WooCommerce for eCommerce in 2017, Zoominfo Platform for Account Based Marketing in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Crestwood Associates is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Zoominfo 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 Crestwood Associates revenues, which have grown to $14.0 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 Crestwood Associates 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.
Crestwood Associates Tech Stack and Enterprise Applications
Crestwood Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017 Crestwood Associates implemented Microsoft 365 as its primary Collaboration platform. The company publicly references Microsoft 365 on its website, indicating a cloud tenant deployment supporting core collaboration services for its United States based professional services operations.
The Microsoft 365 implementation centers on standard Collaboration capabilities including Exchange Online email, Office productivity apps, SharePoint Online for intranet and document management, OneDrive for Business for user file storage, and Microsoft Teams for real time communications and meetings. Administration is organized around a centralized Microsoft 365 tenant and identity services consistent with the platform, providing consolidated user provisioning, role based access and tenant level policy controls across departments. This configuration aligns Crestwood Associates Microsoft 365 Collaboration with typical professional services workflows for project delivery, internal knowledge sharing and firmwide communications.
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Crestwood Associates eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2017 | 2017 |
In 2017, Crestwood Associates implemented WooCommerce on its corporate website, deploying the application as the companys eCommerce platform. The implementation positions WooCommerce as the site-level storefront to manage product catalog, shopping cart, checkout flows, and storefront merchandising on crestwood.com, with the software operating as a WordPress extension within the content management layer.
Operational ownership of WooCommerce is managed through the WordPress administration console, with marketing and operations maintaining product and pricing records and the storefront supporting customer-facing ordering and payment workflows. The deployment centralizes online ordering and product presentation for sales and marketing functions, and governance is exercised through site-level content and commerce workflows that control product publishing, pricing updates, and order handling.
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Crestwood Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoominfo | Legacy | Zoominfo Platform | Account Based Marketing | CRM | n/a | 2024 | 2024 |
In 2024, Crestwood Associates implemented Zoominfo Platform for Account Based Marketing. The Zoominfo Platform is instrumented on Crestwood's public website to enable account identification, on‑site lead capture, and targeted engagement workflows for prospect discovery and contact resolution.
Configuration emphasized Account Based Marketing capabilities including account profiling, contact and company data enrichment, intent signal monitoring, and curated target account list management, aligned with professional services go to market processes. Governance and operational ownership were assigned to marketing operations and sales enablement, with a phased rollout across demand generation and client engagement teams to operationalize targeted outreach and prospecting workflows.
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Crestwood Associates PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Crestwood Associates IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Crestwood Associates CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Crestwood Associates
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| COO | CXO | Finance | ||||
| Partner | Manager | Finance | ||||
| Co-Founder and Partner | CXO | Finance |
Apps Being Evaluated by Crestwood Associates Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||