Project Overview
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.
The Challenge
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 Leads went cold in the queue, follow-ups slipped, and pipeline data was always out of date.
- Reps lost hours daily to manual research and data entry
- Inbound leads sat unqualified and went cold
- Inconsistent, generic outreach hurt reply rates
- Pipeline forecasts were unreliable
Our Strategic Approach
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 Solution We Delivered
The platform delivers AI lead scoring, one-click personalized drafts, deal-health insights, and automatic CRM updates so data stays current without manual effort.
- AI lead scoring from intent and firmographic signals
- Personalized email and message drafting
- Next-best-action recommendations per deal
- Automatic CRM enrichment and activity logging
- Deal-health and risk insights
- Conversation summaries from calls and threads
Technologies Used
- LLM (GPT-4 class) — Scoring, drafting, and summarization
- Python / FastAPI — Scoring and enrichment services
- PostgreSQL — Lead, deal, and activity data
- React — Rep copilot interface
- Celery — Background enrichment and scoring jobs
- CRM APIs — Two-way sync with the sales system
Development Process
- Sales-process discovery — Shadowed reps to map where time was lost and where AI could help.
- Scoring model design — Defined intent signals and built the lead-scoring pipeline.
- Drafting & guardrails — Tuned outreach generation to brand voice with approval before send.
- CRM integration — Built two-way sync to keep records current automatically.
- Pilot & coaching — Ran a rep pilot and refined recommendations from feedback.
Results & Impact
Reps reclaimed selling time and engaged the right leads faster, lifting both activity quality and conversion.
- Lead response time reduced by 80%
- Qualified-meeting rate up 34%
- Reps saved roughly 9 hours per week on admin
- Forecast accuracy materially improved with live data
🎯 Key Takeaway
An AI sales copilot let the team focus on relationships and closing while automation handled research, drafting, and data hygiene.
Project Gallery
