Chat with us!We built an AI sales assistant that qualifies leads, drafts personalized outreach, and surfaces the next best action for every deal — giving reps an always...
My reps finally sell instead of typing notes — the assistant does the busywork and points them at the right deals.
VP of Sales
We built an AI sales assistant that qualifies leads, drafts personalized outreach, and surfaces the next best action for every deal — giving reps an always-on copilot grounded in real CRM data.
| Project Detail | Information |
|---|---|
| Project Type | Web |
| Industry | Sales |
| Technologies | LLM (GPT-4 class), Python / FastAPI, PostgreSQL, React, Celery, CRM APIs |
| Delivery Partner | mTouch Labs |
| Primary Outcome | Reps reclaimed selling time and engaged the right leads faster, lifting both activity quality and conversion. |
Reps spent more time on admin and research than selling. Leads went cold in the queue, follow-ups slipped, and pipeline data was always out of date.
We connected the assistant to the CRM and enrichment sources, using an LLM to score intent, generate tailored messaging, and recommend next actions — all reviewable by the rep before sending.
The platform delivers AI lead scoring, one-click personalized drafts, deal-health insights, and automatic CRM updates so data stays current without manual effort.
Scoring, drafting, and summarization
Scoring and enrichment services
Lead, deal, and activity data
Rep copilot interface
Background enrichment and scoring jobs
Two-way sync with the sales system
Shadowed reps to map where time was lost and where AI could help.
Defined intent signals and built the lead-scoring pipeline.
Tuned outreach generation to brand voice with approval before send.
Built two-way sync to keep records current automatically.
Ran a rep pilot and refined recommendations from feedback.
Reps reclaimed selling time and engaged the right leads faster, lifting both activity quality and conversion.
An AI sales copilot let the team focus on relationships and closing while automation handled research, drafting, and data hygiene.
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View case studyWhat businesses ask us most often about this project and how we built it.
It qualifies and scores leads, drafts personalized outreach, recommends the next best action for each deal, and keeps the CRM updated automatically.
No. It drafts outreach for the rep to review and approve, keeping a human in control of every send.
We build two-way sync with major CRMs so scoring, drafting, and activity logging stay in step with your system of record.
The assistant combines intent signals, firmographic data, and engagement history into a calibrated score that prioritizes the reps' queue.
Yes. Because the CRM stays current automatically and deal-health is tracked continuously, forecasts reflect reality far more closely.
mTouch Labs combines AI-powered development with deep industry expertise to deliver solutions faster.
