symplr
315 Capitol Street, Suite 100,
Houston, 77002, TX,
United States
Houston, 77002, TX,
United States
1 866-373-9725
Professional Services
symplr Technographics
symplr Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by symplr and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1300 symplr employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that symplr has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Certinia PSA (ex FinancialForce PSA) for Professional Services Automation in 2021, LiveChat for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems symplr is running and its propensity to invest more and deepen its relationship with Oracle , Certinia , Salesforce 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 symplr revenues, which have grown to $300.0 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 symplr 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.
symplr Tech Stack and Enterprise Applications
symplr ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2019 | 2019 |
In 2019, symplr implemented Oracle NetSuite ERP as its ERP Financial system. The deployment supported accounts payable and core accounting activities across more than seven legal entities and included day-to-day operations performed by an AP specialist based in Houston, TX.
Configuration emphasized the Accounts Payable module in Oracle NetSuite ERP, with functional workflows for invoice coding and processing, vendor payment preparation, credit memo entry, and recording of deposits. Vendor master data processes were established to capture W-9 documentation, create vendor records in the accounting system, and support 1099 review and processing as part of tax compliance routines.
Operational coverage centered on the accounting and vendor management functions, with responsibilities including account research and cleanup of aging balances, vendor onboarding tasks, and routine deposit processing across entities. Governance and process structure documented AP specialist tasks for coding, payment orchestration, credit memo handling, and 1099 compliance within the Oracle NetSuite ERP environment.
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symplr ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Certinia | Legacy | Certinia PSA (ex FinancialForce PSA) | Professional Services Automation | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, symplr implemented Certinia PSA (ex FinancialForce PSA) as its Professional Services Automation platform to formalize PMO-led delivery, portfolio management, and resource planning across its Professional Services organization. The deployment centered on embedding Certinia PSA into the services delivery lifecycle, aligning project governance and forecasting with the PMO to support standardized, repeatable SaaS implementations and cross-department coordination.
Certinia PSA was configured to support core Professional Services Automation capabilities including resource management and capacity planning, project tracking and milestone control, time and expense capture, billing and invoicing workflows, and financial forecasting for services revenue. The implementation emphasized utilization reporting, portfolio-level visibility, and project-level financial controls to enable the PMO to conduct regular portfolio reviews and identify risks and dependencies.
Operational coverage extended across Professional Services, the Project Management Office, customer success and delivery teams, and interfaced with sales, implementation, training, and billing processes to automate handoffs and streamline project-to-billing continuity. Integrations focused on system touchpoints typical for PSA deployments, namely CRM and billing systems and internal reporting tools, to ensure data flows for scope, resource assignments, timesheets, and revenue forecasting.
Governance changes were driven by the PMO, which instituted standardized project management methodologies, resource allocation policies, portfolio review cadences, and change control procedures within Certinia PSA. The rollout supported role-based access and reporting for PMO leaders and delivery managers, and emphasized process discipline around scoping, estimation, risk management, and escalation to improve consistency of implementations.
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Revenue Cycle Management | ERP Services and Operations |
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2025 | 2025 |
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symplr AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, symplr deployed LiveChat on its website to enable real time customer engagement. LiveChat is implemented as an embedded web chat widget paired with an agent console, providing session routing and visitor context features consistent with Chatbots and Conversational AI platforms. The deployment focuses on website contact flows and supports customer support and sales inquiry handling.
Configuration emphasized widget placement, canned responses, chat transcript capture, and agent workflow rules, reflecting common functional modules for Chatbots and Conversational AI. The implementation operates as a customer facing conversational layer for agent assisted interactions, using routing rules and stored transcripts for asynchronous review. symplr LiveChat Chatbots and Conversational AI supports customer support and sales engagement through standardized routing and transcript driven review.
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symplr Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
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2023 | 2023 |
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symplr Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2024 | 2024 |
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symplr Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Management | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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symplr CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2023 | 2023 |
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Account Based Marketing | CRM |
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2021 | 2021 |
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CRM | CRM |
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2018 | 2018 |
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Customer Engagement | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2025 | 2025 |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2016 | 2016 |
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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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2025 | 2025 |
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symplr ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2019 | 2019 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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symplr PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Project Portfolio Management | PPM |
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2024 | 2024 |
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Project Portfolio Management | PPM |
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2024 | 2024 |
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symplr SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Configure Price Quote (CPQ) | SPM |
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2025 | 2025 |
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symplr PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2021 | 2021 |
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symplr 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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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at symplr
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Manager, Accounts Receivable | Manager | Finance | |
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Services Operations Analyst, Professional Services | Non Manager | IT | |
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Manager, Professional Services | Manager | Operations | |
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Team Lead, Professional Services Implementation | Non Manager | Operations | |
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Senior Project Manager | Manager | Operations | |
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Lead Project Coordinator/Project Manager/PMO | Manager | Operations | |
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Apps Being Evaluated by symplr Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from symplr IT executives and key decision makers. This section highlights symplr's latest recorded technology evaluations, including webMOBI Event Management for Event Management on 2025-11-14, Paychex PEO for PEO (Professional Employer Organization) on 2025-07-07, and symplr GRC for Governance, Risk and Compliance on 2024-06-04. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the symplr digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-11-14 | symplr | Evaluated | webMOBI | webMOBI Event Management | Event Management | Collaboration |
| 2025-07-07 | symplr | Evaluated | Paychex | Paychex PEO | PEO (Professional Employer Organization) | Professional Services |
| 2024-06-04 | symplr | Evaluated | symplr | symplr GRC | Governance, Risk and Compliance | TRM |
FAQ - APPS RUN THE WORLD symplr Technographics
symplr is a Professional Services organization based in United States,
with around 1300 employees and annual revenues of $300.0 million.
symplr operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Certinia PSA (ex FinancialForce PSA) and LiveChat,
covering areas like ERP Financial, Professional Services Automation and Chatbots and Conversational AI.
symplr has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Certinia and LiveChat, Inc..
symplr recently adopted applications including
Salesforce Agentforce Revenue Management (formerly Salesforce Revenue Cloud) in 2025, Salesforce Service Cloud in 2025 and Salesforce Sales Cloud in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of symplr’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates symplr’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 symplr technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.