CASE 02
Outbound Sales Platform
Cold outbound used to run on six rented tools that did not talk to each other. Now one platform runs the whole acquisition motion, finding and verifying leads, sending the email, placing the calls, and booking the meeting, with each company sealed in its own workspace.
- Role
- Design, build, automate
- Year
- 2026
- Stack
- Multi-tenant web app · Telephony · AI voice
- Status
- Live in production
01 The problem
Cold outbound is a stack of rented tools. One app for email, one for the dialer, one to verify addresses, one for the contacts, one to book the meeting, and a glue tool to hold it together. Each is a separate bill and a separate login. None of them share what they know. A lead lives in one app, the email history in another, the call notes in a third. The rep spends the day copying records between tabs and guessing which version is current. The bills stack up every month and the data stays scattered, so the team pays six times and still has no single view of who they reached or what happened next.
02 The system
One platform that runs the whole acquisition motion. It holds the leads, the companies, and the deals in one database, so every record sits in one place and stays current. Upload a raw list and it cleans the rows, drops the duplicates, verifies the email addresses, and scores each lead before a rep touches it. From there a rep writes one cold email, the platform personalizes it per lead, and it sends from a connected mailbox. The same rep dials straight from the browser, places AI voice calls, captures inbound through embedded forms, and turns a reply into a booked meeting without leaving the screen. Every company that signs up gets its own private workspace, walled off from the rest, and pays by plan. The whole path from finding a lead to booking the call runs in one tool instead of six.
03 How it holds up
It is a real product, not a demo. Teams sign up, get approved, and are billed by tier, the same way they would pay for any tool they rent. Each company’s data is sealed at the database level, so one workspace can never see another’s leads, deals, or numbers. The work that takes time, the sending, calling, verifying, and syncing, runs in the background, so the screens stay fast while it happens even when the lists are large. 29 test files plus an end-to-end suite cover the paths that matter, from signup and billing to the dialer and the booking step. Errors report themselves the moment they happen, so a broken send or a failed call surfaces fast instead of going quiet. This is built to carry a paying team’s daily work, not to look good in a screenshot.
04 The result
A team runs its entire acquisition motion in one place and drops the stack of tools it used to rent. Finding the lead, verifying it, reaching out by email and call, and booking the meeting all happen in one platform, with each company’s data its own. That means one bill instead of six, one login instead of six, and a single view of every lead from first contact to booked call. The path from a raw list to a meeting on the calendar gets shorter because nothing has to be copied between tabs along the way. It is one tool a team pays to use, and it does the work the six rented apps used to split between them.
· How it works
- 01
Sign up and get approved
A team requests access, an admin approves it, and a private workspace opens with its own sealed data.
- 02
Bring in the leads
Upload a list and the platform cleans it, removes duplicates, verifies the email addresses, and scores each lead.
- 03
Run the outreach
Write a cold email, let the platform personalize it per lead, and send from a connected mailbox.
- 04
Call and book
Dial from the browser, place AI voice calls, capture inbound through embedded forms, and turn answers into booked meetings.
- 05
Track and bill
Each team sees only its own pipeline and usage, and pays by plan tier, all in one place.
· Results
- Tests
- 29 files + E2E
- Model
- Multi-tenant SaaS
- Status
- Live in production
1. Each company's data is sealed at the database level, so one workspace can never see another's leads, deals, or numbers.
2. The slow work, sending, calling, verifying, and syncing, runs as background jobs, so the screens stay fast while it happens, and the paths that matter are covered by 29 test files and an end-to-end suite.