The Agency Holdco, Inc
331 N. Foothill Rd., Suite 100,
Beverly Hills, 90210, CA,
United States
Beverly Hills, 90210, CA,
United States
1 424-230-3700
Construction and Real Estate
The Agency Holdco, Inc Technographics
The Agency Holdco, Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Agency Holdco, Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 700 The Agency Holdco, Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Agency Holdco, Inc has purchased the following applications: Sage Intacct for ERP Financial in 2017, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing 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 The Agency Holdco, Inc is running and its propensity to invest more and deepen its relationship with Sage , Microsoft , DocuSign 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 The Agency Holdco, Inc revenues, which have grown to $110.0 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 The Agency Holdco, Inc 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.
The Agency Holdco, Inc Tech Stack and Enterprise Applications
The Agency Holdco, Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2017 | 2017 |
In 2017 The Agency Holdco, Inc implemented Sage Intacct for core ERP Financial operations supporting its Accounting and Finance function. The implementation aligned directly with the Director of Accounting and Finance and positioned accounting staff to own month end routines and financial statement preparation within the Sage Intacct environment.
Sage Intacct was configured to support general ledger accounting workflows, monthly opening and closing of accounts, preparation of balance sheets, fixed assets accounting, profit and loss reporting, and trend analysis. Configuration emphasis in Sage Intacct focused on chart of accounts structure, recurring period close procedures, and financial reporting views that staff accountants use for balance sheet and P and L production.
The company recruiting materials note that experience with Bill.com and Broke Wolf platforms is a plus, indicating operational familiarity with third party billing and brokerage workflow tools even though specific integrations are not documented. Operational coverage is centered on general accounting, fixed assets, and financial reporting activities for the U S construction and real estate operations of The Agency Holdco, Inc.
Governance and process ownership were assigned to the Director of Accounting and Finance with day to day execution by a staff accountant role responsible for general ledger entries, account reconciliations, monthly close tasks, and financial account preparation. The implementation narrative positions Sage Intacct as the transactional and reporting backbone for the companys ERP Financial accounting processes.
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The Agency Holdco, Inc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, The Agency Holdco, Inc implemented Microsoft 365 for Collaboration across its corporate and field workforce. The implementation established Microsoft 365 as the enterprise collaboration platform supporting email, file collaboration, and internal communications for the company.
Microsoft 365 was configured to provide core Collaboration capabilities including hosted email, document storage and sharing, and real-time communication tools. The deployment surfaced Exchange Online email functionality on the public site, with evidence showing Office 365 Mail in use for inbound contact and email routing, and included standard document collaboration and cloud mailbox services associated with Microsoft 365.
Operational coverage extended across corporate departments and agent-facing functions typical of a construction and real estate firm, with Microsoft 365 supporting business functions such as corporate IT, sales and marketing, and property operations. Tenant-level configuration and user provisioning aligned the platform to role-based access and departmental collaboration workflows, enabling centralized mailbox and document access control while supporting distributed agent usage.
Governance centered on centralized administration within the Microsoft 365 tenant, using built-in identity, access, and policy controls to manage email, document sharing, and collaboration permissions. The Agency Holdco, Inc used Microsoft 365 to unify Collaboration tooling and to route website-originated emails through Office 365 Mail as part of its operational communications architecture.
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The Agency Holdco, Inc Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, The Agency Holdco, Inc implemented DocuSign eSignature as a Digital Signing solution on its public website. The deployment embeds DocuSign eSignature into client-facing workflows to capture legally binding signatures for listing agreements, purchase offers, and agent commission documents, surfacing signature requests directly on the website while preserving verification metadata.
Configuration emphasizes web-embedded signing and template-driven envelope creation, leveraging reusable templates, role-based recipient routing, and automated signature sequencing consistent with Digital Signing capabilities. Automated reminders and full audit trails are configured to standardize execution across transaction types and provide verifiable execution records.
Operational scope centers on transaction and sales functions, supporting real estate agents, transaction coordinators, and client interactions through the public website in the United States. The website-based implementation centralizes signature capture, reducing manual handoffs between agents and back office staff and creating a single point for client document execution.
Governance and process changes included standardizing document templates, enforcing recipient roles and signing order, and retaining signed documents with audit events for compliance and recordkeeping. The architecture emphasizes embedded signing workflows and template governance, with DocuSign eSignature used as the primary Digital Signing capability on the company website.
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Web Content Management | Content Management |
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2021 | 2021 |
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The Agency Holdco, Inc CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Construction CRM | CRM |
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2016 | 2016 |
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Customer Support | 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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2012 | 2012 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | 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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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2020 | 2020 |
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The Agency Holdco, Inc PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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Transactional Email | PaaS |
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2019 | 2019 |
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Transactional Email | PaaS |
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2020 | 2020 |
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The Agency Holdco, Inc 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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The Agency Holdco, Inc 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at The Agency Holdco, Inc
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Director Of Finance And Accounting | Director | Finance | |
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Apps Being Evaluated by The Agency Holdco, Inc Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Agency Holdco, Inc IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Agency Holdco, Inc digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD The Agency Holdco, Inc Technographics
The Agency Holdco, Inc is a Construction and Real Estate organization based in United States,
with around 700 employees and annual revenues of $110.0 million.
The Agency Holdco, Inc operates a diverse technology stack with applications such as
Sage Intacct, Microsoft 365 and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
The Agency Holdco, Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, Microsoft and DocuSign.
The Agency Holdco, Inc recently adopted applications including
DocuSign eSignature in 2021, About Livefyre in 2021 and HappyFox Help Desk in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Agency Holdco, Inc’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The Agency Holdco, Inc’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 The Agency Holdco, Inc technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.