Substrata Partners

Custom Agentic Sales Application

A modular sales application with AI agents that handle lead sourcing, outreach sequencing, and pipeline operations. Each component is configured to the specific business, industry, and target market. The system runs autonomously with human oversight at decision points.

What It Does

Capabilities

Core modules. Each is configurable to the business context and integrates with existing tools.

Lead Mining

AI agents scan defined sources (conference attendee lists, press releases, industry directories), extract contact data, enrich it against third party databases, deduplicate against the existing pipeline, and score by fit criteria.

Outreach Automation

Generates multi-touch email sequences per contact segment. Templates are built around the specific business offering. Send pacing, daily volume caps, allowlists, and do-not-contact rules are enforced automatically.

Reply Tracking

Monitors connected inboxes for responses. Classifies reply intent (interested, not interested, out of office, bounce) and updates the pipeline record. Interested replies trigger stage advancement and notification.

Pipeline Management

Full CRM with kanban and table views. Contacts move through configurable stages. Supports bulk actions, advanced filtering, CSV import/export, and per-contact activity history.

Agent Orchestration

Named agents (mining, hygiene, outreach) execute specific tasks on demand. Every action is attributed to the agent that performed it. Full audit log of all automated activity.

Pipeline Hygiene

Scheduled scans detect stale leads, overdue follow-ups, duplicate records, and data conflicts. Results surface as actionable reports with one-click resolution.

The Process
01

Custom Lead Generation

Agents query configured sources, extract and verify contact data, score against fit criteria, and deduplicate before pipeline entry.

02

Agentic Outreach

Sequences are generated per contact with segment-specific messaging. Sends are paced, volume-capped, and monitored for replies automatically.

03

AI Assistant CRM Manager

All activity is logged. Pipeline stages update on detected events. Stale records, conflicts, and due dates surface without manual review.