Plumb
1227 Prospect Street Suite 200,
La Jolla, 92037, CA,
United States
La Jolla, 92037, CA,
United States
1 619-225-9322
Professional Services
Plumb Technographics
Plumb Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Plumb and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 41 Plumb employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
Plumb has purchased the following applications: Sage Intacct for ERP Financial in 2023, Olark Live Chat for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Plumb is running and its propensity to invest more and deepen its relationship with Sage , Olark , Microsoft 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 Plumb revenues, which have grown to $6.0 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 Plumb 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.
Plumb Tech Stack and Enterprise Applications
Plumb ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2023 | 2023 |
In 2023, Plumb implemented Sage Intacct as its ERP Financial application. The deployment establishes Sage Intacct as the core finance and accounting system for the 41 employee professional services firm, centralizing billing, invoicing, and financial recordkeeping for the organization.
The implementation was configured as a cloud hosted SaaS deployment and focused on standard ERP Financial modules including general ledger, accounts receivable, accounts payable, cash management and financial reporting. Given Plumb's professional services profile, configuration included project accounting and time and expense billing workflows, together with automated approval routing and bank feeds to support reconciliations and cash visibility.
Operational coverage centers on the finance and accounting function, supporting revenue recognition, billing operations and month end close processes. Governance was implemented through role based access controls and structured approval workflows to support internal controls and auditability. Plumb’s public website references Sage Intacct, indicating the system is used as the company’s ERP Financial backbone.
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Plumb AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Olark | Legacy | Olark Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Plumb deployed Olark Live Chat on its website. Plumb uses Olark Live Chat as a Chatbots and Conversational AI application to support customer service and lead capture for its professional services business.
The deployment is an embedded site widget connected to a browser based agent console, using standard chat capabilities such as real time messaging, chat transcripts, proactive messaging workflows and basic visitor context. Configuration emphasizes lightweight admin controls and role based agent access, reflecting the company size of 41 employees and the need for simple agent routing and session handoffs between support and sales.
Operational scope covers inbound web traffic and customer inquiries routed to customer support and sales staff, with chat records captured for follow up within existing service and sales processes. Governance is managed through the Olark admin console, including operator account management and transcript retention settings, and the rollout was implemented on Plumb’s public website.
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Plumb Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Plumb implemented Microsoft 365 for Collaboration. The deployment establishes a cloud tenant running Microsoft 365 with Exchange Online email, Microsoft Teams for synchronous collaboration, SharePoint Online for intranet and document libraries, OneDrive for individual file sync, and Office desktop and web apps to support knowledge work.
Plumb is using Microsoft 365 on their website and has the suite provisioned for companywide use across its 41 employees in the United States, supporting professional services delivery, client communications, and internal operations. Governance is organized through the Microsoft 365 admin tenant with centralized user provisioning and access controls, and the configuration aligns with standard Collaboration workflows such as shared document collaboration, team chat, and calendar coordination.
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Plumb CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | 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 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 | CRM |
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2020 | 2020 |
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Plumb 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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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Plumb
| First Name | Last Name | Title | Function | Department | Phone | |
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Controller | Director | Finance | |
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President | CXO | Finance | |
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Director Information Technology | Director | IT | |
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Apps Being Evaluated by Plumb Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Plumb IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Plumb digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Plumb Technographics
Plumb is a Professional Services organization based in United States,
with around 41 employees and annual revenues of $6.0 million.
Plumb operates a diverse technology stack with applications such as
Sage Intacct, Olark Live Chat and Microsoft 365,
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Plumb has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Olark and Microsoft.
Plumb recently adopted applications including
Sage Intacct in 2023, Microsoft 365 in 2021 and Hotjar in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Plumb’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Plumb’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 Plumb technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.