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● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

Newton & Newton
Location
3101 Breckenridge Ln, Suite 4B,
Louisville, 40220, KY,
United States
Website
https://www.plan-well.com/
Phone
1 502-777-0711
Artw industry
Banking and Financial Services
Employee
Revenue

Newton & Newton Technographics

Newton & Newton Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Newton & Newton and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Newton & Newton employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Newton & Newton has purchased the following applications: GReminders for Online Meeting Scheduling in 2026, WordPress for Web Content Management in 2021, Ugru CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Newton & Newton is running and its propensity to invest more and deepen its relationship with GReminders , Automattic , Ugru 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 Newton & Newton revenues, which have grown to $1.0 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 Newton & Newton 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.

Newton & Newton Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GReminders Legacy GReminders Online Meeting Scheduling Collaboration n/a 2026 2026
In 2026, Newton & Newton implemented GReminders on its website to enable client self-service booking and appointment management. The deployment emphasizes the Online Meeting Scheduling category, embedding the GReminders booking interface directly into the firm’s public site for customer-facing scheduling workflows. GReminders is configured to support core scheduling modules, including time-slot selection, booking rules, automated confirmations, rescheduling and cancellation handling, and calendar synchronization. The implementation uses GReminders reminder capabilities across email and SMS channels and standard calendar sync to ensure bookings surface in employee calendars and reduce manual coordination. Operational scope is focused on client-facing advisory and sales appointments for the ten-person Newton & Newton team, with centralized administrative controls for availability, booking policies, and notification templates. Governance and process changes center on defined booking windows, cancellation and reschedule policies, and site-level embedding that routes appointments into staff calendars and preserves booking records for operational oversight.
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Ugru Legacy Ugru CRM CRM CRM n/a 2016 2016
Newton & Newton implemented Ugru CRM in 2016. The implementation is described in Ugru customer testimonials for a Louisville, KY financial advisory practice in the United States, using Ugru CRM to support sales pipeline management and client tracking. As a small advisory firm of approximately 10 employees, the deployment is scoped to advisor workflows and practice management rather than broad enterprise functions. The narrative links the company, Ugru CRM, CRM and advisor business functions in a single implementation signal. Configuration and usage focus on CRM and workflow automation capabilities, inferred from the testimonial and Ugru product emphasis, including sales pipeline stages, contact and client household records, opportunity tracking, and task automation for follow ups and client lifecycle steps. Operational coverage centers on advisor business functions such as client onboarding, ongoing client service, and lead conversion within the advisory practice. The source does not list implementation partners or specific third party integrations.
CRM CRM 2021 2021
Digital Advertising Platform CRM 2013 2013
Tag Management CRM 2023 2023
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2021 2021
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
Web Application Firewalls (WAF), Phishing Protection CyberSecurity 2025 2025
IT Decision Makers and Key Stakeholders at Newton & Newton
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Newton & Newton Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Newton & Newton Technographics

Newton & Newton is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Newton & Newton operates a diverse technology stack with applications such as GReminders, WordPress and Ugru CRM, covering areas like Online Meeting Scheduling, Web Content Management and CRM.

Newton & Newton has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GReminders, Automattic and Ugru.

Newton & Newton recently adopted applications including GReminders in 2026, Cloudflare CDN in 2025 and Cloudflare Bot Management in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Newton & Newton’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Newton & Newton’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Newton & Newton technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.