Pivotree
6300 Northam Drive,
Toronto, L4V 1H7, ON,
Canada
Toronto, L4V 1H7, ON,
Canada
1 877-767-5577
Professional Services
Pivotree Technographics
Pivotree Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pivotree and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 Pivotree employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Pivotree has purchased the following applications: Sage Intacct for ERP Financial in 2019, Hubspot Live Chat for Chatbots and Conversational AI in 2021, Zoom for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pivotree is running and its propensity to invest more and deepen its relationship with Sage , HubSpot , Zoom Video Communications 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 Pivotree revenues, which have grown to $69.0 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 Pivotree 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.
Pivotree Tech Stack and Enterprise Applications
Pivotree ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2019 | 2019 |
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Pivotree AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Pivotree implemented Hubspot Live Chat on its website. Pivotree deployed Hubspot Live Chat, a Chatbots and Conversational AI application, to provide web-based customer engagement, inbound lead capture, and initial inquiry triage. The implementation centers on the Hubspot Live Chat widget embedded across public pages, creating conversational entry points tied to Pivotree’s contact workflows.
The Hubspot Live Chat configuration includes chatflows for visitor routing, automated bot responses for qualification, a shared conversation inbox for agent handover, and reusable canned replies to accelerate responses. Functional modules implemented reflect core Chatbots and Conversational AI capabilities including session handoff to live agents, context capture for contact records, and form-less lead capture through conversational prompts.
Operationally the deployment impacts marketing and sales functions and is managed through HubSpot’s chat configuration and inbox administration, with governance focused on response SLAs, approved message templates, and handoff rules between bot and human agents. The rollout was executed as a web channel for customer engagement, with ongoing transcript review and iterative chatflow refinement used to tune conversational behavior.
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Pivotree Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Pivotree implemented Zoom as its Audio Video and Web Conferencing solution. Pivotree uses Zoom on their website to provide browser-accessible meetings, client-facing conferencing, and virtual briefing rooms for professional services delivery.
The deployment leverages core Zoom capabilities including meetings, webinars, screen sharing, cloud recording, and in-meeting chat to support client workshops, scoping sessions, and internal collaboration. Operational scope covers client services, sales, and client success teams, with Zoom embedded on the public website to enable direct meeting joins and browser-based attendance without separate client software. Governance is oriented around centralized account provisioning and meeting configuration standards to control recording, access, and branding within Pivotree s professional services delivery workflows.
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Pivotree eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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eCommerce | eCommerce |
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2022 | 2022 |
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Pivotree CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2019 | 2019 |
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Customer Support | CRM |
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2022 | 2022 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Listing Management | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Pivotree IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2023 | 2023 |
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Pivotree ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Pivotree PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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Pivotree 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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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Pivotree CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Pivotree
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Executive Officer | CXO | Operations | |
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Chief Financial Officer | CXO | Finance | |
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President and Chief Operations Officer | CXO | Operations | |
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Chief Revenue Officer | CXO | Sales | |
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Apps Being Evaluated by Pivotree Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pivotree IT executives and key decision makers. This section highlights Pivotree's latest recorded technology evaluations, including Integra Centros ERP for ERP Financial on 2025-12-13, TCS BaNCS for Core Banking on 2025-12-13, and DailyPay for Earned Wage Access on 2025-12-13. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pivotree digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-12-13 | Pivotree | Evaluated | Capita Integrated Business Solutions | Integra Centros ERP | ERP Financial | ERP |
| 2025-12-13 | Pivotree | Evaluated | Tata Consultancy Services | TCS BaNCS | Core Banking | ERP Services and Operations |
| 2025-12-13 | Pivotree | Evaluated | DailyPay | DailyPay | Earned Wage Access | HCM |
| 2025-12-13 | Pivotree | Evaluated |
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Field Service Management | ERP Services and Operations |
| 2025-12-13 | Pivotree | Evaluated |
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Payment Processing | ERP |
| 2024-06-02 | Pivotree | Evaluated |
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Workforce Management | HCM |
FAQ - APPS RUN THE WORLD Pivotree Technographics
Pivotree is a Professional Services organization based in Canada,
with around 500 employees and annual revenues of $69.0 million.
Pivotree operates a diverse technology stack with applications such as
Sage Intacct, Hubspot Live Chat and Zoom,
covering areas like ERP Financial, Chatbots and Conversational AI and Audio Video and Web Conferencing.
Pivotree has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, HubSpot and Zoom Video Communications.
Pivotree recently adopted applications including
Flexera Cloud Management Platform in 2023, Mirakl Marketplace Platform in 2022 and FreshDesk Customer Support in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pivotree’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pivotree’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 Pivotree technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.