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AI-Integrated CRM and Sales Tools

In the realm of AI-Integrated CRM and Sales Tools, smartData stands as a trailblazer, redefining how businesses manage customer relationships and optimize sales strategies. Our journey in this domain is marked by a profound understanding of the pivotal role that AI-driven insights play in modern business operations.

Our solutions empower businesses to enhance customer relationship management and sales strategies with AI-driven insights. We understand that in a competitive market, personalized and data-driven interactions can drive customer loyalty and revenue growth.

Our expertise encompasses AI-integrated CRM systems, predictive sales analytics, and customer engagement tools. We ensure that businesses have the tools to tailor their interactions, predict customer behaviour, and optimize their sales funnels.

In addition to AI integration, our solutions prioritize user-friendly CRM and sales tools. We provide businesses with platforms that are not just efficient but also easy to use, enhancing adoption and engagement.

Join us in the journey of AI-Integrated CRM and Sales Tools, where smartData's experience, expertise, and commitment to excellence become your guiding force in transforming customer relationships and driving sales growth through AI-driven insights and strategies.

Recent Portfolio Projects

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Workers Quoting and insurance submission Platform

Workers Quoting and insurance submission Platform

The software is an online quoting and submission system. It works like amazon for insurance. It solves the problem of long waiting time for work completion in insurance industry and gets policy numbers out in few minutes. The product lines include contractor general liability, workers’ compensation, business owner’s policy & small business insurance, inland marine, builders risk, excess, commercial auto and contract bonds.

The platform is a managing general agent/ broker for commercial insurance. The software allows filling application online and sends application to underwriter to write policy and process submission after checking the consistency of information in application.

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Document and Process Automation Platform

Document and Process Automation Platform

An enterprise-level fintech & document-driven workflow automation platform. integrated document workflow solutions transform traditional roadblocks like accounts payable processing, document management, forms, and inventory/project management for industries including aged care, mining, retail, and manufacturing. It's an integrated platform allowing companies to plugin within other third-party platforms to handle & transmit data/info/processes etc in a secure & efficient manner.

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Cloud Workshop Management System

Cloud Workshop Management System

A web and mobile-based solution designed to modernize workshop and fleet operations, replacing a legacy desktop system. The platform streamlines fleet (trucks/trailers) management, inspections, inventory, job allocation, and reporting. Mobile apps for technicians and inspectors ensure field readiness, while integration with Verizon Connect (mileage tracking), odometer data, and XERO (accounting) supports real-time, accurate, and compliant operations.
The solution improves transparency in maintenance workflows, accountability in technician performance, and accuracy in financial reporting, while providing a scalable base for multi-workshop rollout.

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Queue Management Telehealth Platform

Queue Management Telehealth Platform

The Platform project aims to revolutionize the way patients and doctors connect for immediate consultations. Implementing first-in, first-out (FIFO) approach, the platform prioritizes patients based on the order of their requests, reducing wait times and enhancing patient satisfaction. Patients can provide detailed information about their symptoms, upload relevant images, and specify the type and duration of consultation they need, empowering doctors to make accurate diagnoses and treatment recommendations during video consultations. The platform ensures seamless and secure interactions, allowing patients to rejoin the queue if they accidentally close their browser. It also simplifies the prescription process with a secure payment gateway and facilitates the delivery of prescriptions. 

The Platform project aims to enhance accessibility to healthcare services, optimize patient-doctor interactions, and elevate the overall quality of care. By leveraging technology and incorporating innovative features, the platform strives to provide a seamless experience for patients and doctors alike. With its focus on efficient queue management, comprehensive patient information, secure interactions, and simplified prescription processes, the Platform aims to revolutionize the way healthcare consultations are conducted, improving access to care and facilitating better healthcare outcomes.

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NLP Analytics for EHR

NLP Analytics for EHR

This project is based on OCR using python. The data from documents (hand written or scanned), images, excel, CSV is read and converted into structured data using NLP (natural language processing) and natural language tool kit (NLTK). Important data fields related to patient's visit to clinic or hospital are extracted and stored for further analytics.

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Compliance Management System

Compliance Management System

In today’s regulatory environment, ensuring that service providers meet all compliance requirements is critical. Our platform is designed to address the complexities of managing and tracking compliance documents, a task that is often cumbersome and prone to human error when handled manually.
The platform provides a comprehensive solution by allowing users to upload, store, and manage compliance documents in a centralized repository. The system automatically tracks the status of each document, sending reminders for updates and flagging any discrepancies or missing documentation. Additionally, the platform supports robust reporting features, enabling government bodies and STRAT to generate detailed reports on the compliance status of all service providers in real-time.

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What our clients say about smartData

Christopher

Christopher

It’s been a great experience working with smartData. I am...

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Kent

Kent

I just want to say thank you to Mohit, Rohit...

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John

John

smartData have been a very attentive development company. They have...

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Bryan

Bryan

I could not be happier with my decision to select...

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smartData Benefits

Global Talent Pool

We boast nearly 1,000 highly skilled developers strategically positioned across three offshore locations, enabling us to deliver world-class software solutions. 

Proven Track Record

With a proven track record of delivering over 10,000 diverse software applications worldwide, we have honed our expertise to perfection.

Worldwide Presence

smartData Enterprises boasts a robust global footprint, with a strong foothold in key regions such as the US, Australia, Europe, and Japan.

CMMI/ISO certifications and accreditation

smartData’s CMMI Level 3 and ISO 9001:2015 certifications showcase our commitment to quality and consistency, with a focus on client success. As we aim for CMMI Level 4, we’re driving greater efficiency and innovation.