Saniiro

Client Overview

We embarked on developing an advanced, AI-powered solution to streamline operations for our internal processes. Our goal was to create an integrated CRM, accounting, and inventory management system that could help our teams efficiently manage customer relationships, financials, and inventory—all in one place.

Our in-house team developed a web dashboard and mobile app, incorporating AI technologies to automate tasks, provide real-time insights, and improve decision-making.

The Challenge

• Fragmented Systems: Previously, our CRM, accounting, and inventory management systems operated separately, causing inefficiencies and making it difficult to access unified, real-time data.
• Manual Workflows: A significant portion of tasks such as invoicing, inventory tracking, and financial reporting was still done manually, leading to delays, errors, and wasted resources.
• Limited Mobility: Our team members had to rely on desktop-based systems, which hindered their ability to manage tasks while on the move, especially in remote or client-facing situations.

Our Solution

We built an AI-powered solution consisting of two key components: a  web dashboard  for detailed analytics and management, and a mobile app for flexible on-the-go operations. The solution incorporated a powerful tech stack to meet the needs of our teams:

• Tech Stack:
• Web Dashboard: Built with Angular and .NET, the web dashboard provides a seamless user experience for business management with an easy-to-navigate interface.
• Mobile App: Developed using Ionic & .NET, the mobile app ensures a smooth cross-platform experience for real-time updates and access from anywhere.
• Hosting: The solution is hosted on a Windows Dedicated Server, providing secure and scalable infrastructure.

The integration of AI technologies played a central role in optimizing key business processes:

• AI-Powered Web Dashboard:
• CRM Insights: AI algorithms help analyze customer behavior, segment clients, and offer automated recommendations for better customer engagement and retention.
• Smart Financial Management: The AI tool in the dashboard automatically categorizes transactions, detects irregularities, and generates insightful financial reports.
• Automated Inventory Management: AI-driven forecasting ensures optimal inventory levels, reducing the risks of overstocking and stockouts by predicting demand patterns.
• AI-Integrated Mobile App:
• Real-Time CRM Management: The app allows sales and support teams to access customer profiles, track interactions, and follow up on leads, all from their mobile devices.
• Mobile Accounting: With AI-powered features, the app provides real-time financial updates, tracks expenses, and sends alerts for overdue payments.
• Instant Inventory Monitoring: The app displays up-to-date inventory data, allowing users to manage stock levels, reorder supplies, and view trends directly from their mobile devices.
• Cloud Integration:
• Unified Data Synchronization: The entire system, hosted on a Windows Dedicated Server, synchronizes data seamlessly between the web dashboard and mobile app, enabling real-time access to critical business data from anywhere.
• Scalability: Cloud hosting ensures that the solution can scale with future business growth, maintaining consistent performance and reliability.
• AI-Integrated Mobile App:

Results

• Increased Efficiency: Automation of core tasks, including customer management, financial tracking, and inventory control, led to a significant reduction in manual work and errors.
• Enhanced Customer Engagement: AI-powered insights helped us personalize customer interactions, improving satisfaction and retention rates.
• Improved Financial Management: AI tools provided accurate, real-time financial tracking, reducing errors and enabling better decision-making.
• Optimized Inventory Control: AI-based demand forecasting ensured accurate stock levels, reducing the likelihood of overstocking or stockouts and improving operational efficiency.
• Enhanced Mobility: The mobile app enabled our teams to manage key business functions from anywhere, improving responsiveness and productivity.

Conclusion

By developing this in-house AI-driven CRM, accounting, and inventory management solution, we have transformed our internal operations, enabling us to work more efficiently and provide a higher level of service to our clients. The integration of AI has automated many time-consuming tasks, while the web dashboard and mobile app ensure that our teams have real-time access to critical business data, wherever they are.

This project has not only streamlined our processes but also set the stage for future innovation as we continue to leverage AI to improve efficiency, reduce costs, and scale operations.