Zymplify: AI revenue operations and content tools(opens the agency's site)
AI features for content execution and revenue intelligence on a sales and marketing platform, with one central data view.
.jpg)
BiztechCSSkill
CRM Integration case studies
Published CRM Integration projects from AI and automation agencies in the Administrate directory.
114 case studies · See all CRM Integration agencies
BiztechCSLife sciences service provider: Odoo ERP with 21 CFR Part 11(opens the agency's site)
An Odoo ERP replaced spreadsheets with compliant datasheets, automated quote-to-service orders and technician planning.
BiztechCSOpsCTRL: cloud plant monitoring platform with SCADA(opens the agency's site)
A web and mobile platform on AWS with SCADA and IoT links for live plant monitoring and automated onboarding.
BiztechCSCG Controls: operations management app(opens the agency's site)
An internal app for an Irish automation firm covering client and staff management, invoicing and reporting.
BiztechCSNot-for-profit care provider: Dynamics 365 Field Service scheduling(opens the agency's site)
Replaced spreadsheet scheduling across three aged-care and disability programs with Field Service and Power Platform.
VADEN ConsultancyHealthcare engagement firm: Dynamics 365 CRM and web portals(opens the agency's site)
Centralised healthcare data, appointments and case records with CRM, portals, workflow automation and reporting.
VADEN ConsultancyFleet operator: Power Platform damage claims system(opens the agency's site)
Digitised vehicle damage claims, evidence upload, approvals and reconciliation on Power Platform and Dynamics 365.
VADEN ConsultancyFinance provider: Dynamics 365 loan application portal(opens the agency's site)
Moved manual loan and investment applications to a secure portal with workflow, documents and payments.
VADEN ConsultancyAlfred: utilities and insurance app with AWS Bedrock support agent(opens the agency's site)
Built the member app, unified checkout and vendor integrations, plus an AI agent that answers queries and hands off to staff.
AArbisoftedX: Open edX course platform development(opens the agency's site)
Helped build the open-source Open edX platform, improving Studio tools and links to third-party learning systems.
AArbisoftKAYAK: apps, test automation and machine learning(opens the agency's site)
Long-term partner on KAYAK's iOS and Android apps, web and mobile test automation, data extraction and ML work.
AArbisoftState Library of NSW: crowdsourced transcript editing platform(opens the agency's site)
Built a Rails platform where volunteers correct machine transcripts of the library's historical sound recordings.
rreinteractiveGKR Karate: QR check-in app synced with Salesforce(opens the agency's site)
Replaced paper class sheets with a QR code check-in app that syncs attendance data both ways with Salesforce.
rreinteractiveAPCO: member portal with Salesforce integration(opens the agency's site)
Scoped and built a Rails member platform with content, events and learning tools, linked closely to Salesforce.
rreinteractivePenrith City Council: Microsoft 365 Copilot readiness assessment(opens the agency's site)
Reviewed tenant permissions and data sharing, ran six workshops and produced a Copilot rollout roadmap for a Sydney council.
DData#3Energy Queensland: modern workplace and Copilot readiness(opens the agency's site)
Refreshed devices, moved endpoints to Intune and Defender, piloted Azure Virtual Desktop and assessed readiness for Copilot.
DData#3RSM Australia: Dynamics 365 CRM fixes and workflow automation(opens the agency's site)
Fixed structural issues in a Dynamics 365 CRM, added automated workflows and trained the in-house team in good practice.
DData#3Healthcare nonprofit: AI agent for permission reviews(opens the agency's site)
An AI agent does a structured first pass on access requests while human reviewers keep final approval.
AAlphaBOLDEngineering consultancy: AI work breakdown and estimating(opens the agency's site)
An AI platform turns uploaded scope documents into draft project estimates.
AAlphaBOLDIndustrial distributor: AI shipment intake in Dynamics 365(opens the agency's site)
An AI courier log reads waybills and fills Dynamics 365 shipment records.
AAlphaBOLDAvelo Airlines: AI-enabled Dynamics 365 Contact Center(opens the agency's site)
Joined phone, chat and case channels on one platform with AI-assisted service and automated routing.
AAlphaBOLDChatNest AI: support and lead chatbot(opens the agency's site)
A site chat widget that answers from docs, qualifies leads into a CRM and escalates hard cases to Slack.
EEmcee IT Solutions LLCTradius: on-demand trades marketplace app(opens the agency's site)
A mobile app that quotes emergency callouts, matches nearby tradespeople and holds payment in escrow.
EEmcee IT Solutions LLCIntrepid Innovations: Web3 investment platform(opens the agency's site)
An on-chain seed investment syndicate with accreditation checks, milestone treasury releases and voting.
EEmcee IT Solutions LLC