San Diego, 92109, CA,
United States
FortuneBuilders Technographics
FortuneBuilders Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by FortuneBuilders and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 FortuneBuilders employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FortuneBuilders has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2011, Keap CRM for CRM in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FortuneBuilders is running and its propensity to invest more and deepen its relationship with Intuit , Google , Keap (formerly Infusionsoft) 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 FortuneBuilders revenues, which have grown to $20.0 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 FortuneBuilders 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.
FortuneBuilders Tech Stack and Enterprise Applications
FortuneBuilders ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, FortuneBuilders implemented Intuit Quickbooks Enterprise. The deployment established Intuit Quickbooks Enterprise as the company's ERP Financial application to centralize accounting and finance functions for its construction and real estate operations in the United States.
Configuration focused on core financial modules, including general ledger, accounts payable, accounts receivable, payroll and job costing, with financial reporting and a standardized chart of accounts tailored to project based accounting. Given the team's documented expertise in Excel and QuickBooks, the implementation included structured data imports, reconciliation templates and custom reporting workflows that leveraged Excel for ad hoc analysis and month end close activities.
Operational coverage encompassed the accounting and finance departments, with job cost tracking embedded into project accounting workflows to support construction project billing and cost control. The architecture was organized as a company wide finance system used by centralized finance staff and site accounting personnel across US operations.
Governance emphasized role based permissions, documented close procedures and phased training built on existing QuickBooks and Excel skills, rolled out by function to limit disruption. Change management concentrated on standardizing transactional workflows, reconciliations and reporting cadence to align field project accounting with corporate finance processes.
|
FortuneBuilders 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, FortuneBuilders implemented Google Workspace (Formerly Google G-Suite). The implementation established Google Workspace as the company's primary Collaboration platform and its presence is observable in the public website source.
Google Workspace (Formerly Google G-Suite) was configured to deliver core communication and content collaboration capabilities, including Gmail for corporate email, Google Calendar for scheduling, Google Drive and Shared Drives for centralized document storage, Google Docs and Google Sheets for real-time coauthoring, and Google Meet for video conferencing. The deployment leveraged the Google Admin console for user provisioning, group management, domain administration, and basic security and sharing controls to align collaboration capabilities with organizational roles.
The rollout provided organization-wide support for collaboration across sales, operations, and content teams, focusing on email, calendaring, document workflows, and virtual meetings. Governance centered on centralized admin policies and role-based group provisioning to standardize access and sharing workflows, while the website source indicates Google Workspace components are integrated into public-facing content management and authentication patterns.
|
FortuneBuilders CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Keap (formerly Infusionsoft) | Legacy | Keap CRM | CRM | CRM | n/a | 2011 | 2011 |
In 2011, FortuneBuilders implemented Keap CRM as its CRM on the company website. The deployment centered on web-embedded lead capture forms that feed a centralized contact database inside Keap CRM, enabling contact management and segmented lead lists. The implementation leveraged automated follow-up sequences and sales pipeline workflows, reflecting core CRM functional modules.
Operational ownership sits with marketing and sales teams, using Keap CRM to orchestrate lead routing, nurture sequences, and basic opportunity tracking. Governance was implemented through configured data hygiene rules and workflow-based lead assignment inside Keap CRM to standardize inbound lead processing. The configuration supports ongoing marketing automation and sales outreach directly through the Keap CRM instance used by FortuneBuilders.
|
|
|
|
|
Customer Support | CRM |
|
2016 | 2016 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2012 | 2012 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
FortuneBuilders ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Performance Management | ITSM |
|
2017 | 2017 |
|
FortuneBuilders PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2012 | 2012 |
|
FortuneBuilders IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Cloud Storage | IaaS |
|
2011 | 2011 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2011 | 2011 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at FortuneBuilders
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Founder & CEO | CXO | Finance | ||||
| Co- Founder and CFO | CXO | Finance | ||||
| COO | CXO | Finance | ||||
| Business Development Director | Director | Sales |
Apps Being Evaluated by FortuneBuilders Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||