Houston, 77043, TX,
United States
Poolsure Technographics
Poolsure Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Poolsure and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Poolsure employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Poolsure has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Salesforce Chat (formerly Salesforce Live Agent) for Chatbots and Conversational AI in 2019, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Poolsure is running and its propensity to invest more and deepen its relationship with Oracle , Salesforce , Google 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 Poolsure revenues, which have grown to $15.0 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 Poolsure 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.
Poolsure Tech Stack and Enterprise Applications
Poolsure ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014 Poolsure implemented Oracle NetSuite ERP to centralize its finance and receivables operations, deploying a cloud-based ERP Financial solution across the company. The implementation targeted the distribution business unit in the United States and aligned with the company size and operating model of approximately 100 employees. Oracle NetSuite ERP was positioned as the primary financial system for accounting, collections, and reporting.
Configuration focused on core ERP Financial modules including accounts receivable, cash application, general ledger, and financial reporting. Oracle NetSuite ERP was configured to support transaction coding and posting workflows, generation of customer accounting statements, and research of cash receipts and unallocated cash. Collections automation and receivables aging workflows were emphasized to organize outbound collections activity.
The system was used alongside desktop productivity tools such as Excel and Word to prepare reports and customer communications, reflecting an operational integration point for reporting and collections documentation. Operational coverage included finance and collections teams, with the system used to coordinate collections effort throughout the company and to maintain telephone and email contact records for receivable matters. Processes supported research and resolution of posting discrepancies and maintained client and customer confidentiality as part of routine AR casework.
Governance centered on centralized AR processes and defined workflows for collections and cash application, with staff responsibilities for outbound customer contact and receipt reconciliation. The implementation established system-driven reporting and assisted in financial management and analysis as requested by finance leadership. Controls emphasized secured access to customer financial data and systematic handling of unallocated cash within the Oracle NetSuite ERP environment.
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Poolsure AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Chat (formerly Salesforce Live Agent) | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, Poolsure implemented Salesforce Chat (formerly Salesforce Live Agent) on its public website to provide live web conversations for customers and prospects. The deployment leveraged Chatbots and Conversational AI capabilities to deliver real time chat sessions and to surface chat context for customer service and sales inquiries.
The implementation centered on a web embedded Salesforce Chat widget, configured with prechat forms, canned responses, session transcripts, agent presence, and queue based routing to align inquiries with sales and support teams. Salesforce Chat (formerly Salesforce Live Agent) was configured to capture chat transcripts and case context, using standard conversational interfaces and routing rules consistent with Chatbots and Conversational AI deployments.
Operational coverage focused on digital customer engagement for Poolsure’s distribution business, routing requests from the website to internal customer service and sales queues within the Salesforce platform. The architecture used a cloud hosted SaaS model, keeping the chat widget lightweight on the site and persisting conversation records into the Salesforce data model for agent follow up and case handling.
Governance included defining chat handling workflows, agent shift presence, and escalation paths to ensure web conversations were triaged between support and sales teams. Configuration emphasized conversational session logging and transcript retention inside Salesforce to support operational continuity and standard service workflows.
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Poolsure Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, Poolsure implemented Google Workspace (Formerly Google G-Suite) as its core Collaboration platform. The deployment provisioned Google Workspace SaaS for company email, calendar, and productivity applications across the organization of approximately 100 employees, aligning Poolsure Google Workspace (Formerly Google G-Suite) Collaboration with internal communications and document workflows.
Configuration emphasized standard Google Workspace modules including Gmail for corporate mail, Google Calendar, Google Drive for shared document storage, Google Docs, Google Sheets and Google Slides for collaborative authoring, and Google Meet for virtual meetings. Administration and access control were managed through the Google Admin console for domain configuration, user provisioning, and role based access to shared drives and folders.
Poolsure uses Google Workspace on their website to surface contact and communication channels back into corporate mail and scheduling workflows, indicating an operational connection between public site forms and internal Collaboration tooling. Operational coverage spans core departments such as sales, customer support and operations, with governance focused on centralized admin policies, shared drive permissioning and user lifecycle management to support day to day business functions.
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Poolsure CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Poolsure 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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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 Poolsure
Apps Being Evaluated by Poolsure Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||