Custom prospect CRM
A custom-built CRM that beat Salesforce and HubSpot on cost, enriching 12,000 contacts and 7,000 companies automatically.
The challenge
The client was comparing Salesforce and HubSpot, but neither fit how the team actually worked, and the licensing cost for a team that size was hard to justify. A custom build ended up cheaper and closer to what they actually needed.
What was built
- A full CRM with per-member login and permissions, holding 12,000 contacts and 7,000 companies
- A company research agent that pulls information straight from a prospect's website and public presence
- A contact enrichment agent running a waterfall through Apollo and Clay, then checking LinkedIn for recent posts and news
The hard part
Sorting the data cleanly and keeping enrichment affordable at that scale. The company research agent runs on a local AI model instead of a hosted API, which keeps a job that could easily cost thousands a month down to almost nothing.
The outcome
A CRM that costs a fraction of Salesforce or HubSpot licensing, built exactly around how the team already works.
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