Prospective property buyers often face delays in identifying suitable suburbs and properties, limited visibility into where they stand in the buying journey, and fragmented coordination between buyer's agents, support teams, and external parties such as conveyancers and inspectors. The client required enhancements to streamline client onboarding, automate workflow tracking across the buying process, and improve real-time communication across all stakeholders.
smartData enhanced the existing Milk Chocolate Property platform by optimizing the client and agent-facing Own™ portal with automated notifications, improved Game Plan™ workflows, AI-assisted suburb and property matching, and upgraded UX for registration, recommendations, and milestone tracking from exchange through settlement. The solution introduces structured client preference reuse, simplified onboarding, intelligent agent assignment tracking, and AI-assisted decision support to help clients evaluate suburb and property recommendations.
As a result, the platform improves operational efficiency, reduces lead-to-purchase turnaround time, enhances client engagement through proactive communication, and establishes a scalable foundation for future AI-driven property personalization and automated transaction coordination.

Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.

An AI phone agent for restaurants, designed to automate and enhance customer interactions over the phone. It handles orders, reservations, FAQs, and customer queries while seamlessly integrating with POS systems. With the ability to manage unlimited simultaneous calls, upsell intelligently, and provide real-time analytics, it reduces missed opportunities and improves customer satisfaction.

The objective of this project was to transform a fast-growing construction materials supplier into a fully integrated, AI-enabled digital operations platform.

The client was managing bulk orders, warehouse coordination, supplier procurement, and accounting across disconnected systems. This resulted in delayed responses, manual reconciliation, limited stock visibility, and heavy dependency on staff for routine customer queries.

Our goal was to build a unified ERP ecosystem using ZohoOne, fully integrated with MYOB for financial control, while embedding AI Agents to automate customer communication and operational support.

The AI Agents were designed to:

• Instantly respond to customer queries related to order status, invoices, and delivery timelines
• Reduce dependency on manual call handling
• Provide 24/7 support without increasing headcount
• Assist internal teams with quick data lookup and order insights
• Improve response time and customer satisfaction

This solution was not only about automation - it was about creating an intelligent operational backbone that improves efficiency, reduces overhead, strengthens financial accuracy, and supports scalable growth.

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.

We are developing a comprehensive, NDIS-compliant CRM platform for allied health service provider in Australia, focused on supporting children and young people with disabilities through therapies such as Occupational Therapy, Speech Therapy, Psychology, Physiotherapy, Counselling, and Behaviour Support.

The platform streamlines end-to-end operations including client onboarding, service agreement management, therapist workflows, session scheduling, case notes, and compliance-driven billing. It enables accurate NDIS service code mapping, automated invoicing aligned with different funding types (Self, Plan, and NDIA-managed), and real-time budget tracking to prevent over-claiming and reduce payment errors.