Calabasas, 91302, CA,
United States
Marcus & Millichap Technographics
Marcus & Millichap Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Marcus & Millichap and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Marcus & Millichap employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Marcus & Millichap has purchased the following applications: SAP Concur Expense for Expense Management in 2012, Lever by Employ for Applicant Tracking System in 2014, Exterro Zapproved ZDiscovery for Legal Practice Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Marcus & Millichap is running and its propensity to invest more and deepen its relationship with SAP , Employ , ADP 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 Marcus & Millichap revenues, which have grown to $272.0 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 Marcus & Millichap 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.
Marcus & Millichap Tech Stack and Enterprise Applications
Marcus & Millichap ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Expense | Expense Management | ERP | n/a | 2012 | 2012 |
In 2012, Marcus & Millichap deployed SAP Concur Expense to centralize Expense Management for corporate communications and administrative functions. The implementation targeted departmental expense reporting and travel-related expense workflows at a firm with approximately 1,000 employees, embedding SAP Concur Expense into routine administrative operations.
The implementation focused on standard Expense Management capabilities, including structured monthly expense reporting, electronic receipt capture, and configurable approval workflows to support executive signoff. SAP Concur Expense was configured to handle the functional needs of executive assistants and departmental administrators, enabling consistent expense submission, policy-aligned approvals, and record retention for communications staff.
Operational use centered on the Executive Assistant to the VP of Communications, whose responsibilities included preparing monthly expense reports in Concur, managing records, and coordinating travel and meetings through Outlook. SAP Concur Expense operated alongside existing calendar and travel coordination practices, providing a dedicated expense reporting layer while administrative tasks such as appointment scheduling and travel arrangements continued to be managed within Outlook.
Governance included a monthly reporting cadence for expense submission and departmental onboarding and training to support new administrative hires and role transitions. Training and records management responsibilities were embedded into the department manager workflow, ensuring consistent use of SAP Concur Expense for expense capture and internal compliance related tasks.
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Marcus & Millichap HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Employ | Legacy | Lever by Employ | Applicant Tracking System | HCM | n/a | 2014 | 2014 |
In 2014, Marcus & Millichap implemented Lever by Employ as their Applicant Tracking System. Lever by Employ was deployed to power candidate intake and job postings directly through Marcus & Millichap's careers site on marcusmillichap.com, serving as the external applicant interface and the initial recruiter screening point. The implementation emphasized embedding branded job requisitions and application flows into the corporate careers site to centralize application capture and public job distribution. Configuration activity focused on aligning the Lever by Employ Applicant Tracking System with the firm's public hiring channels and candidate intake processes.
Functional configuration leveraged standard Applicant Tracking System capabilities, including job posting management, candidate pipeline stages, resume and application capture, interview scheduling workflows, and offer tracking to support talent acquisition. Operational ownership was aligned to recruiting teams and hiring managers, with Lever by Employ centralizing candidate records and application status visibility for those business functions. Governance work centered on standardizing posting templates and pipeline stage definitions to provide consistent candidate handling across openings. The narrative is limited to the deployment on Marcus & Millichap's website and the core ATS functional footprint.
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Payroll | HCM |
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2013 | 2013 |
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Time and Attendance | HCM |
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2021 | 2022 |
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Marcus & Millichap ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exterro | Legacy | Exterro Zapproved ZDiscovery | Legal Practice Management | ERP Services and Operations | n/a | 2019 | 2019 |
In 2019, Marcus & Millichap implemented Exterro Zapproved ZDiscovery as its Legal Practice Management application to support corporate legal, litigation intake, and compliance workflows. The deployment targeted the in-house legal team that provides high level administrative and legal support to the General Counsel and Deputy General Counsel, and it was positioned to standardize matter intake, subpoena response, and legal hold activities.
Exterro Zapproved ZDiscovery was configured to provide matter management, legal hold orchestration, custodial preservation tracking, and eDiscovery document collection and review workflows consistent with Legal Practice Management capabilities. Configuration emphasized automation of legal hold notices, custodial tracking and review queue assignment to align attorney and paralegal tasks with structured eDiscovery stages.
Operational coverage included attorneys, senior legal assistants and paralegals supporting property, agent and employee related matters across Marcus & Millichaps US operations, with primary administrative activity noted in Calabasas, California. During the same period the legal team also used Legal Hold Pro to initiate holds and Concur for submission of legal and vendor invoices, indicating parallel tooling for hold initiation and financial workflows alongside Exterro Zapproved ZDiscovery.
Governance centered on centralized matter intake and standardized subpoena handling procedures, clarifying responsibilities for demand letter preparation, CLE compliance tracking, and maintenance of the company Do Not Call registry within legal operations. Rollout focused on embedding formal legal hold and document collection workflows into daily attorney and support staff processes, ensuring the Exterro Zapproved ZDiscovery Legal Practice Management application mapped to existing operational roles and case handling practices.
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Real Estate Property Management | ERP Services and Operations |
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2013 | 2013 |
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Marcus & Millichap Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Marcus & Millichap Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2014 | 2014 |
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Marcus & Millichap CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Real Estate CRM | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2015 | 2015 |
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Marcus & Millichap 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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2020 | 2020 |
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Marcus & Millichap CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Marcus & Millichap
Apps Being Evaluated by Marcus & Millichap Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||