CSDP
CSDP Corporation is a privately held Irvine, California software and consulting firm that sells a nine-module Service Relationship Management (SRM) suite to enterprise service organizations, combining subscription software with consulting-led implementation across helpdesk, dispatch, inventory, depot, mobile, and cloud functions.
- Company typePrivate
- Founded2007
- HeadquartersIrvine, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What CSDP does
CSDP Corporation is a privately held US software and consulting firm founded in 2007 in Irvine, California, focused on Service Relationship Management (SRM) software for enterprise service organizations. It markets a unified nine-module suite branded under the "Customer Service Delivery Platform" name: SRM HelpDesk (call-center and case management), SRM Analytics (real-time reporting), SRM Mobile (field technician app), SRM Inventory (warehouse-to-truck stock and barcode tracking), SRM Cloud (cloud-hosted infrastructure), SRM Portal (self-service), SRM Dispatch (scheduling and live messaging), SRM Depot (depot repair tracking), and SRM Coach (process improvement consulting). The platform is positioned as bridging CRM and ERP to cover the end-to-end service lifecycle, and partners with AWS, Oracle, Microsoft, IBM, and Rocket Software for infrastructure and integration layers.
The company's go-to-market is a consulting-first, enterprise field-sales motion: free initial consultations and free demos act as entry points, followed by highly customized implementations tailored to client processes rather than the reverse. Revenue is generated through subscription licensing of the SRM software suite and professional services revenue from consulting engagements under quote-based annual pricing. The firm maintains 1-10 employees and operates with a lean, relationship-driven sales approach, evidenced by reference enterprise customers such as Whirlpool, Ricoh, Mitel, PSEG, and CSI.
Disclosed customer outcomes include a 15% boost in customer satisfaction, a 42% reduction in costs, a 31% increase in profitability, a 23% increase in first-call resolution via SRM Portal, and a 20% decrease in infrastructure costs via SRM Cloud. The company does not disclose revenue, funding, ownership structure, or detailed headcount, making independent financial benchmarking difficult. No AI/ML capabilities, API surface, or integration marketplace are documented in the source material.
CSDP firmographics
Firmographics- Name
- CSDP
- Legal name
- CSDP Corporation
- Website
- https://csdpcorp.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CSDP Corporation is a privately held Irvine, California software and consulting firm that sells a nine-module Service Relationship Management (SRM) suite to enterprise service organizations, combining subscription software with consulting-led implementation across helpdesk, dispatch, inventory, depot, mobile, and cloud functions.
- Ownership category
- akta.pro rank
CSDP industry classification
Industry- Product category
- Enterprise Service Management Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Core ERP Suites (Financials, Procurement, Projects) (HDAEAEAA)
- akta.pro secondary industries
- CRM Managed Services & Support (BPAEAGAD), ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)
Keywords
Where CSDP is headquartered
LocationHeadquarters
- HQ city
- Irvine
- HQ country
- United States
- HQ region
- North America
Markets served
CSDP business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Software Subscriptions: Subscription-based access to SRM software suite including HelpDesk, Analytics, Mobile, Inventory, Cloud, Portal, Dispatch, and Depot modules
- Consulting Services: Process improvement consulting services including team alignment, business process mapping, management strategy, and gap assessments
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Quote-based enterprise pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
CSDP product offering
Product offeringCore offering
CSDP provides an enterprise Service Relationship Management (SRM) software suite composed of eight integrated modules — SRM HelpDesk, SRM Analytics, SRM Mobile, SRM Inventory, SRM Cloud, SRM Portal, SRM Dispatch, and SRM Depot — that together cover service desk, analytics, mobile field operations, inventory, cloud delivery, customer portals, dispatch, and depot repair workflows. The software is complemented by SRM Coach, a consulting and best-practice advisory service supporting implementation.
Product overview
CSDP (Customer Service Delivery Platform) offers a unified Service Relationship Management (SRM) software suite consisting of nine integrated modules. The core platform includes SRM HelpDesk for customer service case management, SRM Analytics for real-time reporting, SRM Mobile for field technician support, SRM Inventory for supply chain tracking, SRM Cloud for infrastructure, SRM Portal for self-service, SRM Dispatch for job scheduling, SRM Depot for repair operations, and SRM Coach for process consulting. These modules work together as a cohesive business process system designed to improve operational efficiencies, reduce costs, and increase customer satisfaction and profitability.
Differentiator
Problem solved
Functional benefit
Brands
- SRM HelpDesk: Service request management software enabling case creation, technician assignment, and real-time customer communication across phone, email, and online channels.
- SRM Analytics
- SRM Mobile
- SRM Inventory
- SRM Cloud
- SRM Portal
- SRM Dispatch
- SRM Depot
- SRM Coach
Products and services
- SRM HelpDesk Service desk module of the CSDP SRM suite providing helpdesk ticketing and case management capabilities for enterprise service operations.
- SRM Analytics Analytics and reporting module of the CSDP SRM suite providing visibility into service operations performance.
- SRM Mobile Mobile field service module of the CSDP SRM suite enabling field technicians to access service information and workflows from mobile devices.
- SRM Inventory Inventory and parts management module of the CSDP SRM suite for tracking service parts and assets across service operations.
- SRM Cloud Cloud delivery module of the CSDP SRM suite providing cloud-based deployment and infrastructure for the SRM platform.
- SRM Portal Customer self-service portal module of the CSDP SRM suite enabling end customers to access service information and request support.
- SRM Dispatch Dispatch module of the CSDP SRM suite for routing and assigning service work to field technicians.
- SRM Depot Depot repair module of the CSDP SRM suite for managing in-house repair operations and depot-based service workflows.
- SRM Coach Professional services/consulting offering from CSDP supporting implementation, best-practice enablement, and adoption of the SRM software suite.
Quantifiable outcome
- 15% boost in customer satisfaction
- +4 more outcomes
Companies that use CSDP
Customer profileNamed customers6 records
Segments2 records
Ideal customer profiles1 record
CSDP technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature9 records
CSDP partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Amazon Web Services (AWS)coreAWS is listed as a technology partner, providing cloud infrastructure for CSDP's cloud-based SRM solutions.
- OraclecoreOracle is listed as a technology partner, likely providing database or enterprise software infrastructure for SRM solutions.
- MicrosoftcoreMicrosoft is listed as a technology partner, potentially providing Azure cloud services or enterprise software integration.
- IBMcoreIBM is listed as a technology partner, potentially providing enterprise software or infrastructure solutions.
Scale indicators4 records
Recent moves5 records
Expansion highlights3 records
CSDP competitors and assessment
Company assessmentBroad incumbents
- ServiceNow: Dominant enterprise IT service management and workflow platform with an expanding Field Service Management (FSM) offering. ServiceNow overlaps with CSDP's service desk and dispatch functionality and competes for the same enterprise service operations buyers.
- Salesforce Field Service: Cloud-native field service solution from Salesforce, integrated with Service Cloud and CRM. Targets enterprise service operations across dispatch, scheduling, and mobile workflows — directly overlapping CSDP's CRM-bridging SRM value proposition.
- Microsoft Dynamics 365 Field Service: Microsoft's enterprise FSM offering, bundled with Dynamics 365 CE/ERP and Azure. Competes with CSDP for the same enterprise service management workloads, particularly among Microsoft-shop customers like Mitel-adjacent accounts.
- Oracle Field Service (formerly TOA Technologies): Oracle's cloud-based field service management solution integrated with Oracle CX and SCM. Competes with CSDP among Oracle-stack enterprise service operations.
- SAP Field Service Management: SAP's enterprise field service management offering integrated with S/4HANA. Competes for the same enterprise service operations buyers as CSDP, particularly in asset-heavy and manufacturing verticals.
Direct peers
- IFS: Enterprise software vendor with strong field service management, FSM, and ERP suite — purpose-built for asset-intensive service organizations in utilities, manufacturing, and aerospace. Closest direct mid-market competitor to CSDP's service-heavy enterprise niche.
- ServiceMax (PTC): Field service management platform owned by PTC, focused on complex asset and equipment service operations. Highly comparable to CSDP's depot, dispatch, and inventory modules for service-intensive industries.
- Astea International: Field service management software vendor focused on service organizations across industrial equipment, medical devices, and capital equipment verticals. Direct mid-market FSM peer with comparable dispatch, depot, and inventory capabilities.
- ClickSoftware (Salesforce-owned): Field service scheduling and optimization specialist, now part of Salesforce. Directly comparable to CSDP's Dispatch module for appointment scheduling, technician routing, and real-time customer communication.
Emerging players
- ServiceTitan: Vertical FSM platform focused on trades and home services (HVAC, plumbing, electrical). Comparable to CSDP's dispatch/depot/mobile functionality but targeting SMB trades rather than enterprise service organizations.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
CSDP social profiles
Digital presenceCSDP financial estimates
Financial estimateRevenue estimate
Valuation estimate
CSDP leadership team
Management profileNumber of profiles
CSDP funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CSDP M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CSDP
What does CSDP do?
CSDP provides an enterprise Service Relationship Management (SRM) software suite composed of eight integrated modules — SRM HelpDesk, SRM Analytics, SRM Mobile, SRM Inventory, SRM Cloud, SRM Portal, SRM Dispatch, and SRM Depot — that together cover service desk, analytics, mobile field operations, inventory, cloud delivery, customer portals, dispatch, and depot repair workflows. The software is complemented by SRM Coach, a consulting and best-practice advisory service supporting implementation.
Is CSDP a public or private company?
CSDP is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CSDP founded?
CSDP was founded in 2007. It employs 11 to 50 people.
Where is CSDP based?
CSDP is headquartered in Irvine, United States, in the North America region.
How does CSDP make money?
Two revenue lines are on record. Software Subscriptions are the primary driver. The others are consulting Services.
Who are CSDP's main competitors?
Broad incumbents on record are ServiceNow, Salesforce Field Service, Microsoft Dynamics 365 Field Service, Oracle Field Service (formerly TOA Technologies) and SAP Field Service Management. Direct peers are IFS, ServiceMax (PTC), Astea International and ClickSoftware (Salesforce-owned). ServiceTitan is listed as an emerging player.
Does CSDP have an API?
No public API is recorded for CSDP.
What industry is CSDP in?
CSDP's product category is Enterprise Service Management Software. Its primary akta.pro industry code is HDAEAEAA, Core ERP Suites (Financials, Procurement, Projects), with a secondary code of BPAEAGAD, CRM Managed Services & Support. Its NAICS code is 51821 and its SIC code is 7372.