Palo Alto, 94303, CA,
United States
Intellectsoft Technographics
Intellectsoft Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Intellectsoft and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Intellectsoft employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Intellectsoft has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, Hubspot CRM for CRM in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Intellectsoft is running and its propensity to invest more and deepen its relationship with Intuit , Google , HubSpot 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 Intellectsoft revenues, which have grown to $25.0 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 Intellectsoft 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.
Intellectsoft Tech Stack and Enterprise Applications
Intellectsoft 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, Intellectsoft deployed Intuit Quickbooks Enterprise as its core ERP Financial application. The implementation established Intuit Quickbooks Enterprise as the primary system for managing the companys finance and accounting workflows for the United States based professional services firm.
The configuration focused on standard ERP Financial capabilities including a unified general ledger, accounts payable, accounts receivable, project accounting for billable services, and consolidated financial reporting. The implementation included configuration of multi user access, audit trails, chart of accounts structure, and automated transaction posting to support regular financial close cycles.
Integrations reflected working knowledge of adjacent systems, with data exchange patterns built for Excel based data imports and exports, payroll connectivity using Paychex, and interfaces to other ERP and CRM systems used by the business. Operational coverage spanned finance, accounting, human resources for payroll coordination, and project delivery teams for billing and time capture reconciliation.
Governance emphasis included standardizing the chart of accounts, instituting repeatable month end close workflows, and implementing role based access controls and approval workflows to enforce segregation of duties. Control points and audit logging were instrumented to support internal review and financial reporting discipline while keeping the deployment aligned with ERP Financial functional practices.
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Intellectsoft Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013 Intellectsoft implemented Google Workspace (Formerly Google G-Suite) to establish a unified productivity and communication stack. The deployment standardized Collaboration capabilities including Gmail, Google Calendar, Google Drive and Google Docs to support document creation, scheduling, and team communication across the firm.
Administrative configuration used the Google Workspace admin console for domain management, user and group provisioning, role based access controls, and shared drive organization, aligning with standard Collaboration platform governance. The implementation underpins core business functions such as delivery, engineering, and corporate operations and serves as Intellectsoft’s primary Collaboration application.
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Intellectsoft CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2013 | 2013 |
In 2013, Intellectsoft implemented Hubspot CRM. The implementation centralized CRM capability for its professional services sales and marketing teams, leveraging HubSpot on the company website to capture inbound leads and profile prospects.
The Hubspot CRM deployment focused on standard CRM functional modules, including contact and company record management, deal pipeline management, marketing forms for web lead capture, email template libraries, workflow automation for lead routing, and reporting dashboards to monitor pipeline health. Hubspot CRM was configured to enforce consistent lifecycle stages and to support sales activity tracking and task automation aligned with professional services opportunity cycles.
Operational coverage emphasized sales and marketing functions, with the website integration serving as the primary lead source and the system of record for inbound prospect information. The implementation used native HubSpot web form capture and contact enrichment capabilities to reduce manual data entry while centralizing lead qualification and assignment within the CRM.
Governance centered on establishing data ownership, standardized pipeline stage definitions, lead routing rules, and role based access controls to support team collaboration and accountability. Change management included configuration-driven enforcement of workflows and training focused on consistent use of Hubspot CRM across the client facing organization.
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Customer Experience | CRM |
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2017 | 2017 |
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Customer Support | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Engagement | CRM |
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2018 | 2018 |
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Intellectsoft PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Intellectsoft 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Intellectsoft
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| CEO | CXO | Finance | ||||
| Financial Controller | Director | Finance | ||||
| Chief Operating Officer | CXO | Finance | ||||
| Co-Founder and CRO | CXO | Finance |
Apps Being Evaluated by Intellectsoft Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||