Sacramento, 95834, CA,
United States
Hyfin Technographics
Hyfin Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hyfin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Hyfin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Hyfin has purchased the following applications: Microsoft 365 for Collaboration in 2021, HaloCRM for CRM in 2024, Datadog APM for Application Performance Management in 2025 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Hyfin is running and its propensity to invest more and deepen its relationship with Microsoft , Halo Service Solutions , Apollo.io 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 Hyfin revenues, which have grown to $2.0 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 Hyfin 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.
Hyfin Tech Stack and Enterprise Applications
Hyfin Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
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Hyfin CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Halo Service Solutions | Legacy | HaloCRM | CRM | CRM | n/a | 2024 | 2024 |
In 2024, Hyfin implemented HaloCRM as its CRM for the North American client services team. The deployment centralized ticketing, reporting and communications into a single system, replacing Jira based workflows used for client requests and issue tracking.
Configuration focused on centralized ticket records and consolidated communications, and the implementation enabled real time dashboards and SQL reports for workload and trend analysis. HaloCRM functioned as the primary case management hub for client services, eliminating duplicated and lost tickets by centralizing status and audit trails.
Operational scope was focused on Hyfin's North American client services function, aligning ticket lifecycle processes and reporting standards to the CRM platform. The Halo case study documents governance changes around ticket ownership and reporting, which improved visibility and consolidated operational reporting.
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Marketing Automation, Sales Engagement | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2022 | 2022 |
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Hyfin ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Datadog | Legacy | Datadog APM | Application Performance Management | ITSM | n/a | 2025 | 2025 |
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IT Service Management | ITSM |
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2022 | 2022 |
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Hyfin PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2024 | 2024 |
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Hyfin 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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2024 | 2024 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Hyfin CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Endpoint Detection and Response (EDR) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Hyfin
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Hyfin Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-05-15 | Hyfin | Evaluated | Intuit | Intuit QuickBooks Payments | Payment Processing | ERP |