Case Studies

Dynamics CRM & Power Apps Implementation for a Full-Service Contractor Firm

Netsmartz unified a North American full-service contractor's sales, field operations, and external collaboration on Microsoft Dynamics CRM and Power Apps — eliminating spreadsheets, manual bill tracking, and disconnected systems.

Dynamics NAV to Business Central Migration for a Portable Facilities Provider

Netsmartz migrated a leading Australian portable sanitation and container solutions provider from legacy MYOB to Microsoft Dynamics 365 Business Central integrated with ProjectPro — unifying job-based operations across multiple business units.

How an IT Staffing Firm Closed 3 AI Pods in 60 Days with Netsmartz

Discover how a Denver IT staffing firm partnered with Netsmartz to deliver AI for their SaaS client—using a new model that turned a stalled project into $18k/month savings and three new revenue streams.

How a Fractional CTO Scaled AI Execution in Manufacturing Without Hiring

Learn how a fractional CTO partnered with Netsmartz to move a manufacturing client from hiring paralysis to production-ready AI—using the AI Pod model to protect his reputation and unlock recurring revenue.

Transforming a Leading Home Care SaaS Company into an AI-First Organization

Digitally Transforming Operations and Customer Journeys for a Leading Bath-Fitting Manufacturer

US-Based SaaS Company Leverages Netsmartz to Successfully Migrate from GCP to AWS

PayU Payment Gateway Integration via Salesforce B2C Commerce Cloud for LATAM

Envision integrated the PayU gateway into Salesforce B2C Commerce Cloud for a multinational retailer — enabling credit cards, debit cards, PagoEfectivo and Yape across Latin American markets with a fully responsive, locally compliant checkout.

Salesforce CRM Dialer Integration for Telecom Sales & Support — White Label Communications

Envision integrated a CRM-native Dialer into Salesforce for White Label Communications — driving a 40% rise in outbound productivity, 30% drop in admin tasks and a 40% lift in customer engagement.