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Case Study

Cold Outreach

Internal CRM with AI for sales reps' cold outreach

AI-generated illustrative visualization, project under NDA
AI visualization, not a real screenshot

About the project

Cold Outreach is an internal tool for sales reps that I am currently working on. The app pulls information about companies from public data sources and lets reps interactively discover new potential customers. For a company they pick, AI then fills an email template into pre-prepared slots based on a description of the company, so the rep does not start from a blank page. The app also works as a CRM: it records contacts and communication and tracks when an email was opened and whether the recipient replied, so reps can see who is worth following up with.

Project information

Client

Client (under NDA)

Platform

Web application

Status

In development

Development time

Ongoing

Year

2026

Technologies used

Check out the stack I used for this project

Frontend

Next.jsReactTypeScript

Backend

PythonGemini API

Database

PostgreSQL

Key features

Pulling company data from public data sources

Interactive discovery of new potential customers

AI-filled email templates based on the company description

CRM records for contacts and communication

Tracking email opens and replies

Challenges

  • 1

    Reliably fetching and cleaning company data from public sources

  • 2

    The AI has to fill the template with something relevant, not a generic phrase

  • 3

    Tracking emails without them landing in spam

  • 4

    Making it easy to discover companies among a large number of records

Solutions

  • 1

    Regular fetching and normalization of data from public registries, including mining data from the Collection of Deeds

  • 2

    AI fills the template based on the company's description using the Gemini API, not just its name and address

  • 3

    Tracking pixels and links to measure opens and clicks

  • 4

    Filtering and interactive search across companies by chosen criteria

Results

Sales reps reach more companies in less time

Emails are personalized without extra manual work

Average email reply rate of 14%, compared to a typical ~2%

The app is currently being refined in live use

Development timeline

From analysis to deployment - how the project evolved

3 weeks

Analysis and data sources

Choosing public company-data sources, designing normalization

6 weeks

AI and templates

Connecting AI to fill templates based on the company description

5 weeks

CRM and email tracking

Contact records, tracking opens and replies

ongoing

Live use

Rollout to sales reps, tuning based on feedback

Have a similar project?

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