AI Platform to Automate B2B Sales Outreach and CRM Workflows
$7.000.000

project valuation

500%

faster lead discovery and qualification

45%

reduction in GTM tooling costs

$7.000.000

project valuation

500%

faster lead discovery and qualification

45%

reduction in GTM tooling costs

ABOUT PROJECT
We’ve helped Project to transform a basic outreach prototype into a full-scale AI platform that automates the entire B2B sales pipeline — from lead discovery to multi-channel engagement. As a result, sales teams using the platform have seen up to a 5× productivity increase and a 40% reduction in manual CRM work.
Location:
USA
Project:
SalesTech platform
Date:
2024 - present
Industry:
SalesTech, SaaS
CLIENT & Business context

Project was founded to solve a fundamental pain point: modern B2B sales teams are drowning in disconnected tools, wasting time on manual tasks and rigid workflows. The goal was to create an AI-native GTM system that centralizes campaign planning, outreach, and CRM updates in one seamless flow.

  • High cost and complexity of running outbound sales across multiple SaaS tools
  • Lack of intelligent automation and personalization at scale
  • Need for real-time control over campaigns and performance
Goal & Constraints
From Fragmented Tools to One Smart, AI-Powered System
01/
Replace 3–5 disconnected tools with one smart system
02/
Enable natural language workflows powered by GPT
03/
Deliver full multichannel outreach across email, LinkedIn, and phone
04/
Product approach
As the core development partner, our team focused on:
01/
Scaling AI workflows across all user-facing features
02/
Refactoring codebase to improve quality, readability, and performance
03/
Redesigning architecture to support modular growth and efficient AI task orchestration
04/
Technical Architecture

Core Stack & Infrastructure

  • Backend: Node
  • Frontend: React, TypeScript
  • Database: MongoDB
  • AI Layer: GPT via OpenAI API
  • Cloud Infrastructure: AWS-native components for scalability

System Modules

UI/UX Features

Integrations

Key Features Built:

  • Natural language-driven campaign builder
  • Multichannel execution engine (email, LinkedIn, phone)
  • AI-powered lead enrichment and contact validation
  • Real-time analytics and reporting interface
  • Prompt-based agent execution logic for GTM use cases
JTBD
UI/UX Features

Real-time analytics and reporting interface

Real-time analytics and reporting interface

Planned features
01/

Inbound GTM support using buyer intent signals

02/

AI agent marketplace (customizable GTM workflows)

03/

Deep integrations with Salesforce, HubSpot, and Slack

04/

API connectors to platforms like Apollo, Clearbit, LinkedIn

05/
Tech Stack & Tools Used
Node
React
TypeScript
MongoDB
AWS
OpenAI

Get in touch with us!

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  • vlad
    Vladyslav Tamashchuk
    CEO | Founder
    $100
    Consultation fee
  • max
    Max Blokhin
    Account Manager, Chief Sales Officer
    $0
    Intro call
  • oleh
    Oleh Chervinskyi
    Upwork Manager – Leadgen & Sales
    $0
    Intro call