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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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FoneKing – Power BI Reprots

FoneKing – Power BI Reprots

This project involves creating analytical reports and dashboards for retail sales and healthcare metrics. The store sales report tracks sales performance using key metrics such as total sales, targets, and period-based sales comparisons, with filters for date and location. The repair summary report provides insights into repair activities with visual charts and multiple filters. The top sales report highlights salesperson performance, while the top sellers report lists best-selling products. In healthcare, dashboards focus on patient-related metrics, engagement, and group analysis, offering insights into appointments, measures, and patient interactions with various filtering options for effective data analysis and decision-making.

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CACTIX SW ecommerce Project

CACTIX SW ecommerce Project

The project aims to develop a comprehensive e-commerce portal for SWP, an international photography agency specializing in school photography. The portal is designed to allow parents to view and purchase student photos, manage their children’s profiles, and communicate directly with SWP.
The development is divided into two phases. Phase 1 includes building the portal's core functionalities such as photo uploads, client and job management, access control, user roles, and basic reporting. Phase 2 focuses on implementing complete back-end services and workflows to integrate with the front-end components established in Phase 1.

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Revenue Cycle management

Revenue Cycle management

The primary objective of this project is to design and implement an event-driven backend system that automates the generation, validation, and delivery of healthcare-related EDI (Electronic Data Interchange) files, such as 834 (Eligibility and Enrollment), 837 (Claims), and 835 (Remittance Advice). These files are essential for secure, standardized, and compliant data exchange between healthcare providers, payers, and regulatory partners.

This system aims to:

  • Ensure compliance with HIPAA and EDI X12 standards through rigorous validation (via Cotiviti).
  • Enable seamless integration with external vendors like Avesis, Nations Benefits, and Reveleer through SFTP-based delivery mechanisms.
  • Maintain operational transparency and traceability using real-time monitoring and logging via SigNoz.
  • Support future scalability and workflow orchestration through modular design and integration with AWS services like SQS and Step Functions.
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What our clients say about smartData

Bryan

Bryan

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

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Jatin

Jatin

Team smartData guided us through every stage, from business analysis...

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Kent

Kent

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

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Gavin

Gavin

We recently partnered with smartData,for a critical workforce management project....

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Guy

Guy

We have been working with smartData Enterprises for over 1.5...

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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.