Smith and Company
1527 Fifth Ave,
San Rafael, 94901, CA,
United States
San Rafael, 94901, CA,
United States
1 415-458-5100
Professional Services
Smith and Company Technographics
Smith and Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Smith and Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Smith and Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Smith and Company has purchased the following applications: FG Receivables Manager for AR Automation in 2019, Constant Contact Email Marketing for Marketing Automation in 2021, GoDaddy for Application Hosting and Computing Services in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Smith and Company is running and its propensity to invest more and deepen its relationship with Funding Gates , Intuit , Constant Contact 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 Smith and Company revenues, which have grown to $5.0 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 Smith and Company 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.
Smith and Company Tech Stack and Enterprise Applications
Smith and Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Funding Gates | Legacy | FG Receivables Manager | AR Automation | ERP | n/a | 2019 | 2019 |
In 2019, Smith and Company deployed FG Receivables Manager, an AR Automation application from Funding Gates, to centralize accounts receivable processes and accelerate collections workflows. Funding Gates provided a highly responsive engagement model and on-going training, and a customer testimonial reported that the change in AR processes was immediate and the FG Receivables Manager platform worked well for the firm.
FG Receivables Manager was implemented to automate core accounts receivable functions consistent with AR Automation capabilities, including invoice presentment, automated collections sequencing, customer communication tracking, and receivables reporting to support the finance and accounting function. Configuration was sized for a 50-employee professional services firm, with workflows adapted to smaller firm operational needs rather than enterprise scale.
Operational coverage focused on the accounts receivable team and finance operations at Smith and Company, with Funding Gates delivering ongoing training and process coaching to embed new collections and dispute management practices. Governance shifted toward centralized receivables workflows and standardized communication protocols, supported by the vendor’s training cadence and insights.
A public testimonial from Wendy Williamson at SmithCPAs highlighted Funding Gates’ responsiveness, effective AR platform, and continuing training as drivers of immediate improvement in AR processes. The narrative emphasizes FG Receivables Manager by name and positions it within the AR Automation category, linking the application to business function improvements in accounts receivable management.
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ERP Financial | ERP |
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2019 | 2020 |
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Smith and Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Constant Contact | Legacy | Constant Contact Email Marketing | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021 Smith and Company implemented Constant Contact Email Marketing to establish a Marketing Automation capability for client communications and business development outreach. The deployment focuses on email campaign delivery and subscriber management integrated with the company website, with the Constant Contact Email Marketing application serving as the primary tool for outbound marketing workflows.
The implementation emphasizes standard Marketing Automation modules, including contact list management, segmentation, email template creation, campaign scheduling, and basic automated follow up sequences. Configuration work centered on brand templates, consent capture flows, and scheduling rules to align campaign cadence with the firm s advisory calendar.
Integration scope includes embedding signup and subscription forms on the Smith and Company website to capture prospects and client opt ins directly into Constant Contact Email Marketing lists, and using the application s reporting and tracking capabilities to monitor deliverability and engagement. Operational coverage is concentrated in the marketing and client services functions within the firm, where users manage subscriber lists and run periodic campaigns.
Governance was structured around centralized list ownership, predefined campaign approval steps, and documented consent and unsubscribe handling to maintain compliance and list hygiene. Rollout was limited in scope to web driven capture and email campaign operations, with internal users trained on template management and scheduling workflows.
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Smith and Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy | Application Hosting and Computing Services | IaaS | n/a | 2013 | 2013 |
In 2013, Smith and Company implemented GoDaddy to host and manage its corporate website. Smith and Company uses GoDaddy, an Application Hosting and Computing Services provider, to support its public web presence and online client communications for the United States based professional services firm.
The GoDaddy deployment centers on web hosting and DNS management, with inferred support for SSL certificate administration and basic email hosting consistent with the Application Hosting and Computing Services category. Operational responsibility for domain and content updates is maintained at the site level and supports marketing and client-facing operations, with governance focused on domain ownership, publishing workflows, and routine site maintenance.
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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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Smith and Company
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Apps Being Evaluated by Smith and Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Smith and Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Smith and Company digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Smith and Company Technographics
Smith and Company is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Smith and Company operates a diverse technology stack with applications such as
FG Receivables Manager, Constant Contact Email Marketing and GoDaddy,
covering areas like AR Automation, Marketing Automation and Application Hosting and Computing Services.
Smith and Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Funding Gates, Constant Contact and GoDaddy.
Smith and Company recently adopted applications including
Constant Contact Email Marketing in 2021, Google Cloud Platform (GCP) in 2021 and FG Receivables Manager in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Smith and Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Smith and Company’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 Smith and Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.