Dallas, 75254, TX,
United States
The Pursuant Group Technographics
The Pursuant Group Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Pursuant Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 The Pursuant Group 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 Pursuant Group has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2007, Hubspot Live Chat for Chatbots and Conversational AI in 2020, Zoom for Audio Video and Web Conferencing 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 The Pursuant Group is running and its propensity to invest more and deepen its relationship with Oracle , HubSpot , Zoom Video Communications 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 Pursuant Group revenues, which have grown to $11.0 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 Pursuant Group 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 Pursuant Group Tech Stack and Enterprise Applications
The Pursuant Group ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2007 | 2007 |
In 2007, The Pursuant Group implemented Oracle NetSuite ERP to consolidate ERP Financial processes for accounting and financial operations. The Pursuant Group Oracle NetSuite ERP deployment established a single cloud based financial system to serve the companys retail accounting needs and centralize transactional finance activity.
The implementation configured core financial modules including general ledger, accounts payable, accounts receivable, fixed asset management, and financial reporting, with automated period close workflows and a standardized chart of accounts. Oracle NetSuite ERP was provisioned to provide role based access controls and audit trails consistent with typical ERP Financial governance and compliance requirements.
Operationally the system supported finance and accounting functions alongside procurement and order to cash workflows, enabling unified financial records across retail operations. Implementation activities emphasized configuration of financial workflows, segmentation of duties through role profiles, and establishment of governance for monthly close and financial reporting processes.
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The Pursuant Group AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, The Pursuant Group implemented Hubspot Live Chat on its public website, establishing a web-native conversational layer for online customer engagement. The implementation uses Hubspot Live Chat as the primary web chat interface, positioned within the broader Chatbots and Conversational AI category to enable real time visitor interactions and lead capture at the site level.
Deployment centered on a JavaScript chat widget embedded in site pages, configured to present automated welcome messages and conversational capture forms. Hubspot Live Chat was configured with response templates and routing rules to surface conversations to designated teams, aligning the chat interface with standard conversational workflows and session logging.
Operational coverage focused on customer facing functions, specifically sales and service teams that handle incoming inquiries and qualification tasks. The implementation centralized web inquiries into Hubspot Live Chat conversation threads to create a consistent handoff between marketing generated contacts and operational responders.
Governance emphasized conversational ownership and inbox visibility, with routing configurations and response templates used to standardize first response handling and conversational escalation. The Pursuant Group’s use of Hubspot Live Chat kept the scope narrowly web centric, leveraging Chatbots and Conversational AI capabilities to capture and triage visitor interactions without disclosed integrations to external systems.
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The Pursuant Group Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2019 | 2019 |
In 2019, The Pursuant Group implemented Zoom for Audio Video and Web Conferencing. The Pursuant Group deployed Zoom on their website to enable direct web-based meeting access for customers and partners through embedded meeting links and client entry points.
Zoom was provisioned to support standard Audio Video and Web Conferencing capabilities including multi-party video and audio streams, screen sharing, in-meeting chat, and recording controls. The implementation emphasizes Zoom meeting hosting functionality and web conference access patterns typical for a vendor-facing site, with the Zoom application name surfaced as the customer interaction layer.
Operational coverage centers on client-facing and internal collaboration use cases, with host accounts assigned to staff who schedule and run web meetings from the site. Governance focused on account provisioning, meeting access controls, and administrative configuration to manage users and meeting settings, aligning Zoom with The Pursuant Group website as a primary real-time engagement channel.
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Collaboration | Collaboration |
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2012 | 2012 |
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The Pursuant Group Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Web Content Management | Content Management |
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2021 | 2021 |
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The Pursuant Group CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2021 | 2021 |
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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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2021 | 2021 |
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The Pursuant Group ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2021 | 2021 |
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The Pursuant Group 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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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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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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2015 | 2015 |
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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 The Pursuant Group
| First Name | Last Name | Title | Function | Department | Phone | |
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| CEO | CXO | Finance | ||||
| Chief Financial Officer | CXO | Finance | ||||
| Chief Operating Officer | CXO | Finance |
Apps Being Evaluated by The Pursuant Group Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||