CRM System · Built for a B2B services firm

Multi-Channel Outreach System in the CRM

The Problem

Outreach ran across five tools, and replies slipped through the cracks.

What We Built

One outreach system for email, SMS, and AI calls. Every reply lands in the CRM with the next step set.

Multi-Channel Outreach System in the CRM

How it works

The firm used one tool for cold email, another for texts, a dialer for calls, and a spreadsheet to track it all. Replies came in from everywhere, and some were never answered.

We built one outreach system inside their CRM. Contacts are verified, sequences run across email, SMS, and AI calls, and sending inboxes are rotated to protect deliverability. Every reply stops the sequence and lands in the CRM with an alert.

The team now works from one inbox and one pipeline.

What it does

Email, SMS, and AI Calls

One sequence across every channel.

Email Verification

Bad addresses are removed before sending.

Inbox Rotation

Sending is spread across inboxes to protect deliverability.

Replies Stop the Sequence

Anyone who replies is pulled out and flagged.

Instant Reply Alerts

The team is told the moment someone responds.

What it connects to

GoHighLevelHubSpotEmail inboxesSMSAI voice

Need something like this?

You bring the idea. We build it, end to end. The first call is free.

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Questions people ask

Can cold email, SMS, and calls run from one system?

Yes. One sequence can mix all three, with every reply tracked in the CRM.

How is deliverability protected?

With verified lists, several sending inboxes, and limits on daily volume.

What happens when someone replies?

The sequence stops for that person and the team gets an alert.

More of our work