
Plauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced.
For Salesforce customers, Plauti covers the end-to-end data quality lifecycle:
Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start.
Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards.
Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting.
Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach.
All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams.
For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated.
Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.
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AdvancedMD is the all-in-one cloud-based medical office software trusted by thousands of independent practices to run smarter, faster, and more profitably. It unifies practice management, EHR, and patient engagement into a single seamless platform — eliminating the inefficiencies of disconnected systems.
The AI Clinical Assistant is at the core of the modern AdvancedMD experience. It powers ambient listening and auto-transcription, capturing patient conversations and turning them into structured chart documentation in moments — reducing note-writing from 15 minutes to seconds. AI-generated chart action items, pre-visit summaries, and insurance card capture further eliminate manual data entry, so your staff spends less time on paperwork and more time with patients. AI Narrative Insights continuously analyzes practice performance data, surfacing trends and opportunities you can act on directly from your dashboard.
On the financial side, AdvancedMD strengthens your bottom line with robust revenue cycle management, a multi-clearinghouse model including a Waystar partnership for cleaner claims, and computer-assisted coding to maximize reimbursement. The result: faster payments, fewer denials, and healthier cash flow.
Built on secure AWS infrastructure with Password Breach Detection, AdvancedMD keeps your practice protected and compliant — accessible from any device, anywhere, anytime. Whether you're a solo provider or a growing multi-specialty group, AdvancedMD scales with you — delivering an intelligent, unified experience that lets you focus on what matters most: your patients.
The future of independent practice isn't just surviving — it's thriving. AdvancedMD gives you the technology to do both, without the complexity.
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CareStack
CareStack offers a comprehensive cloud-based dental software platform designed to address scheduling, clinical, billing, patient engagement, and reporting requirements for dental practices of all sizes, from individual offices to extensive multi-site dental service organizations (DSOs). By incorporating features that promote centralization, automation, and detailed analytics, CareStack empowers dental organizations to fully realize the benefits and efficiencies that come with scaling their operations. This innovative solution is tailored to enhance productivity and streamline processes in the ever-evolving dental industry.
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Curve Hero
Curve Dental provides the leading all-in-one cloud-based practice management software for dental professionals and practices across the United States and Canada. From the start, the company has been singularly focused on the dental industry and is committed to delivering the best all-in-one dental practice management and patient engagement software for practices of all sizes.
Because Curve is 100% cloud-based, practices eliminate servers, manual updates, and IT complexity. Teams can access schedules, charts, treatment plans, and patient information from anywhere, on any device, with the highest standards of data protection and HIPAA compliance.
Practices save hours each week with automated workflows, AI-enabled insurance verification, online scheduling, digital forms, integrated payments, and powerful reporting dashboards. Our native dental imaging tools and modern charting experience streamline clinical workflows and help providers deliver exceptional patient care.
Built for startups, independent offices, and multi-location groups, Curve scales alongside your practice — offering flexibility, transparency, and tools designed to help you increase efficiency, improve collections, and grow with confidence.
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