AI Outreach CRM

Overview

A custom CRM that sits at the center of outbound sales, combining account and contact data with an AI engine that generates and schedules multi-channel outreach across LinkedIn and email. The system uses multi-variable inputs (industry, role, trigger events, ICP fields) to create tailored sequences and track replies, meetings, and revenue back to each campaign.

Pains

• Prospecting data lived in spreadsheets and generic CRMs that were not built for outbound, making it hard to segment by real ICP variables.
• Sales teams manually wrote LinkedIn messages and cold emails, leading to inconsistent quality and limited volume.
• Running experiments on angles, value props, and variables was slow because there was no structured way to test and compare results.
• Replies and meetings from LinkedIn and email were tracked in inboxes instead of being tied back to campaigns and variables.
• Leaders could not clearly see which combinations of industry, title, and messaging were actually generating pipeline and revenue.

Solutions

• Custom CRM that models accounts, contacts, and ICP fields so outreach can be truly multi-variable (industry, role, tech stack, triggers, and more).
• AI copy engine that generates personalized LinkedIn and email sequences from templates and variables, with human review where needed.
• Sequence builder for multi-step campaigns that coordinate LinkedIn connection requests, DMs, and email touches with scheduling rules.
• Two-way integrations that pull replies and meeting bookings back into the CRM and attach them to the right campaign and contact.
• Experiment dashboard that compares response and meeting rates across variables, angles, and lists so teams can double down on what works.
• Role-based views for founders, reps, and agencies so each sees the right mix of pipeline, tasks, and performance metrics.

Business achievement

• Shifted outbound from manual, rep-by-rep activity into a structured, testable system owned by the business.
• Enabled higher-volume, higher-quality outreach without needing a large team writing every message by hand.
• Gave leadership visibility into which audiences, offers, and angles actually create pipeline and revenue.
• Created a defensible outbound engine that can be tuned over time instead of restarting from scratch each quarter.

Saved hours

Sales reps and founders no longer spend hours per week rewriting variations of the same LinkedIn messages and cold emails. Prospect research, list building, and copy generation are driven from one system, freeing time for higher-value conversations and deal work.

ROI

Increased meeting volume and pipeline from the same or smaller team, with clearer insight into what drives results. The platform turns outbound from a cost center into an asset that can be scaled and licensed, with payback driven by additional deals closed from improved response and meeting rates.

Tech

• Next.js
• Node.js
• PostgreSQL
• Gemini & Claude
• LinkedIn + email integrations