What Smart Tech does

Smart Tech Inc. is a privately-held IT consulting firm founded in 2006 and headquartered in Huntington Beach, California. The company delivers CRM and Sales Performance Management (SPM) implementation services for two distinct customer tiers: small and medium businesses served primarily through authorized resale and configuration of Bigin by Zoho, and large enterprises served through authorized partnership-based implementation of Varicent (formerly IBM Cognos) and SAP Callidus SPM platforms. Named enterprise clients include McKesson, Chase, Moody's, Ryder, and RNDC, and the company markets its nearly two-decade track record as a core trust signal. The firm is founder-led by Ritu Arora Thakur (CEO and Founder) with no disclosed external institutional investors or funding rounds.

Smart Tech has built proprietary consulting IP to differentiate its practice from generic system integrators, including the CAST (Compensation Analytics and Systems Testing) methodology for testing compensation plans and workflows, the E3 (Establish, Evaluate, Evolve) framework for territory/quota/compensation design, the ZSmarts 4-Step Approach, and in 2024 the ZSmarts AI-powered business operating framework that bundles predictive lead scoring, NLP-driven customer engagement, recommendation engines, and process automation into a packaged SMB offering with its own microsite. The firm monetizes primarily through professional services (CRM and SPM implementation, configuration, testing, managed services, training, and change management) and secondarily through Bigin CRM subscription resale, including a promotional 1-Year 1-User FREE tier offered to workshop attendees.

Demand generation is multi-channel and event-driven: a recurring monthly calendar of webinars and workshops (Bigin CRM Workshop, a 3-part Revenue Operations series, AI Visibility workshops), in-person presence at SBE events across Austin, Houston, San Diego, Los Angeles, Boston, and New York, blog content authored by the CEO, LinkedIn and Facebook social presence, SEO-optimized service pages, and email newsletters. Pricing is quote-based for enterprise SPM and consulting engagements, while Bigin CRM follows a freemium-to-paid model. The company integrates across Google Workspace, Microsoft 365, Mailchimp, QuickBooks, the broader Zoho suite, and Zapier, positioning itself as an orchestration layer on top of heterogeneous SMB stacks.

Name

Smart Tech

Legal name

Smart Tech Inc.

Website

https://smarttechinc.net

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Smart Tech Inc. is a Huntington Beach, California-based IT consulting firm founded in 2006 that implements CRM (Bigin by Zoho) and Sales Performance Management (Varicent, SAP Callidus) solutions for SMBs and Fortune 500 enterprises, bundled with its proprietary ZSmarts AI business operating framework.

Ownership category

akta.pro rank

Product category

Business Consulting and Sales Performance Management

NAICS

Computer Systems Design Services (541512), Computer Systems Design and Related Services (54151), Other Scientific and Technical Consulting Services (54169)

SIC

Services-Computer Integrated Systems Design (7373), Services-Management Consulting Services (8742)

akta.pro primary industry

ERP, CRM & Enterprise Applications Consulting (BPAHAEAI)

akta.pro secondary industry

CRM Strategy & Consulting (BPAFAFAA)

Keywords

• Sales performance management
• CRM implementation services
• Business consulting services
• AI business framework
• Incentive compensation

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. CRM Implementation and Consulting Services: Professional services for CRM implementation, configuration, and workflow setup including Bigin by Zoho CRM deployment for small businesses and startups. Services include pipeline design, customer journey alignment, data migration, follow-up discipline, dashboards, integrations, training, and adoption support.
2. SPM Implementation and Managed Services: Sales Performance Management services including platform selection (Varicent, SAP Callidus), territory/quota/compensation plan design, implementation, testing and quality assurance, and ongoing managed services for enterprise clients.
3. Bigin CRM Subscription Resale: Resale and implementation of Bigin by Zoho CRM subscriptions for small businesses, including promotional offers such as 1-Year 1-User FREE CRM subscription for workshop attendees.
4. AI Assessment and Consulting: AI Readiness Assessment services providing businesses with customized reports on their current state, including AI Readiness and Visibility, Integration and Workflow Automation, Sales and Marketing Processes, Customer Acquisition, Engagement and Retention, and Data Analytics scoring.
5. Training Programs: Customized training programs for software proficiency, leadership development, and change management to ensure SPM/CRM adoption and team readiness.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Smart Tech Inc. provides business consulting, CRM implementation, and Sales Performance Management (SPM) services for SMBs and enterprises. The company delivers AI-powered business operating frameworks (ZSmarts), implements and resells platforms such as Bigin by Zoho CRM and Varicent SPM, and offers territory/quota/compensation plan design, testing, training, and managed services supported by proprietary methodologies (CAST, E3, ZSmarts 4-Step Approach).

Product overview

Smart Tech offers a portfolio of solutions centered on CRM and SPM platforms, with ZSmarts serving as the AI-powered business operating framework that ties these systems together. The product suite includes Bigin By Zoho as the core CRM for small businesses, Varicent as the SPM platform (delivered through authorized partnership), Smart Sales Performance Solutions for enterprise SPM services, and SMB Sales Made Simple solutions for small businesses. Supporting services include Business Operations Consulting, CRM & Customer Management, Growth Strategy & Planning, Sales Performance Improvement, and Data-Driven Decision Making. The interconnected architecture enables SMBs and enterprises to leverage AI-powered workflows across the customer journey from lead capture through revenue operations.

Differentiator

Problem solved

Functional benefit

Brands

• ZSmarts: AI-powered business operating framework that provides practical AI, CRM, customer engagement, planning, and operational systems designed for real-world execution.

Products and services

• ZSmarts AI-powered business operating framework providing practical AI solutions for SMBs across digital branding, planning & operations, sales frameworks, and marketing frameworks. Offered with AI assessment and subscription options.
• Smart Sales Performance Solution (Enterprise) Enterprise-level SPM services including platform selection (Varicent, SAP Callidus), territory/quota/compensation plan design, implementation, CAST-methodology testing and QA, managed services, and training/change management.
• SMB Sales Made Simple Affordable CRM and business solutions for small and mid-sized businesses, including AI-enhanced growth capabilities, CRM, intelligent workflows, reporting & analytics, security, and custom training.
• Business Operations Consulting IT consulting and technology solutions to streamline processes and improve efficiency across business operations, leveraging cutting-edge innovations for enterprises and SMBs.
• CRM & Customer Management Build stronger customer relationships and deliver exceptional customer experiences through CRM implementation, optimization, and customer management strategies.
• Growth Strategy & Planning Turn business goals into actionable strategies that drive measurable growth, including AI assessment and strategic roadmap development.
• Sales Performance Improvement Optimize sales processes and empower teams to achieve consistent results through SPM implementation, optimization, and performance management.
• Data-Driven Decision Making Leverage data analytics, dashboards, and metrics to make confident, impactful business decisions using AI-powered insights.

Quantifiable outcome

• Testing timeline compression from weeks to fewer weeks for Fortune 500 Varicent implementation
• +5 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability7 records

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Varicent (formerly IBM Cognos)coreTechnology or IntegrationAuthorized partner specializing in Varicent SPM platform implementation and optimization. Smart Tech has partnered with Varicent for sales performance management solutions, including incentive compensation implementations for Fortune 500 clients. The partnership involves platform selection, implementation, testing, and managed services.
• Bigin by ZohocoreTechnology or IntegrationAuthorized partner and reseller of Bigin CRM, a Customer Relationship Management solution designed specifically for small businesses and startups. Smart Tech offers workshops, implementation services, and promotional offers (1-Year 1-User FREE subscription) for Bigin customers.
• ZSmartscoreTechnology or IntegrationProprietary AI-powered business operating framework developed by Smart Tech Inc. ZSmarts is a structured framework that brings clarity, alignment, and consistency across digital branding, planning & operations, sales frameworks, and marketing frameworks. Offered as a core product with AI assessment and subscription options.
• CSUF Conrey Center for EntrepreneurshipminorOthersStrategic partnership with California State University, Fullerton's Conrey Center for Entrepreneurship. CEO Ritu Arora Thakur serves as mentor, sponsor, and advisory board member. Smart Tech provides sponsorship and hands-on mentorship to students and entrepreneurs.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Slalom Consulting: Slalom is a mid-size US-based consulting firm that builds and delivers CRM, SPM, and analytics solutions for both enterprise and SMB clients. Like Smart Tech, Slalom emphasizes onshore delivery models, verticalized CRM/SPM practices, and outcome-focused engagements, making it a close scale-and-model comparator.
• Hexaware Technologies: Hexaware operates a dedicated Sales Performance Management practice with implementation expertise across Varicent and SAP Callidus, identical to Smart Tech's core SPM stack. It serves Fortune 500 incentive compensation clients with onshore/offshore delivery models, mirroring Smart Tech's value proposition.
• Persistent Systems: Persistent Systems delivers CRM, SPM, and enterprise application consulting across multiple platforms with US delivery presence. Its size and mid-market/enterprise targeting make it a strong operational and scale peer to Smart Tech's CRM/SPM services.
• Birlasoft: Birlasoft is a mid-size IT services firm with a focused SPM and enterprise CRM implementation practice serving large enterprises. It competes directly with Smart Tech on Varicent/SAP-style incentive compensation implementations.

Broad incumbents

• Accenture: Accenture is the largest systems integrator with global CRM and SPM practices covering Salesforce, SAP, and adjacent platforms. While far larger and broader than Smart Tech, it competes for the same Fortune 500 SPM consulting mandates and represents the dominant alternative for enterprise CRM/SPM buyers.
• Deloitte Consulting: Deloitte has an established SPM and sales transformation practice built around technology platforms and incentive compensation design. It targets the same enterprise SPM buyer as Smart Tech but operates with vastly larger scale, global delivery, and proprietary accelerators.
• Cognizant: Cognizant offers enterprise CRM and sales transformation services including SPM implementation, making it a competing incumbent for large-scale incentive compensation projects. It shares the onshore/offshore delivery model and Fortune 500 target segment with Smart Tech.
• Wipro: Wipro is a global SI with extensive CRM and enterprise application consulting practices serving Fortune 500 clients. It overlaps with Smart Tech's enterprise customer base and offers comparable SPM and customer management services at much larger scale.

Others

• Zoho (Partner Ecosystem): Zoho is the platform vendor behind Bigin CRM, which Smart Tech implements and resells. Other authorized Zoho/Bigin implementation partners compete with Smart Tech for the same SMB CRM-implementation engagements, making them indirect peers within the same partner ecosystem.
• Freshworks: Freshworks provides CRM and sales automation platforms targeted at SMBs, the same buyer segment Smart Tech serves. While a software vendor rather than a services firm, it shapes the competitive landscape that Smart Tech's SMB consulting and AI advisory offerings must navigate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/smarttechinc.net
• LinkedInlinkedin.com/company/smart-tech-inc
• Xx.com/smartTe80743730

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Smart Tech