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.

The application is developed for a personalized confectionery company operating in Australia since 2008 which aims to provide its customers' personalized chocolates/labels for their different occasions, events via high-end designs, flexible customizations and quality products with ease of delivery. Our team was involved to build an in-house CRM, artwork management and order management portal named “Charlie” for the client. Initially, the client was managing all this via different 3rd party applications but we developed a single system to manage all these activities. Orders in the application come from 3 different websites which client has along with few offline orders too. Our aim was to streamline this whole order management, artwork management process and give admin ease to give its customers a smooth service. We developed a CRM and artwork approval system including web forms to accept leads. The application allows us to pull data from Insightly CRM which the customer had been using for order management. Complete artwork management portal has been developed which allows customers to view their current artwork status and also send reminders to customers for approval on artwork so that once approved work can be sent for further order processing. Key functionality here was of tag and status management (similar to what ship station API does) where different tags/status of the order were managed and corresponding updates via email were sent to customers to keep them updated. Once artwork is approved, then order is processed and we have done integration with the “Dear Inventory” system to manage all the inventory and XERO API was integrated for invoice management.

Major challenges for public listed companies are to maintain their investor relations, communications, shareholder analytics and other governance needs. To address such challenges, this system has been designed & developed which is the only available system in Australia & New Zealand. The system is providing advice and support to Australian and New Zealand companies on how best to structure market sensitive announcements and deliver complex information to a wide range of stakeholders in the financial markets, media and wider investment community. Along with that system is assisting companies to take market & result-driven decisions to have efficient & controlled performance in the financial market.

The platform is designed to enable businesses to purchase manage their referral processes. It provides a comprehensive solution for businesses to set up and manage their referral programs, track and verify referrals, manage rewards, and interact with referrers. The platform offers both a web and mobile interface, with role-based access for users, businesses, and administrators.

A SaaS subscription-based solution to provide an efficient and easy-to-use mechanism for the construction companies/contractors, and supervisors to overcome the burden of managing complex operations in the construction industry with respect to lead management, estimation, quotation, inventory, supplier handling, compliance, audit, training, and work reporting.