Case study · AI sales automation

AI CRM for sales

Our own sales system. It finds the right companies in the Bulgarian Commercial Register, hands them out to the sales team and uses AI to draft an individual first email or message for each one. Nothing goes out without review, and every address is verified before it gets an email.

I want a system like this

Client: Studio New Era
Industry: Studio New Era in-house product
Scope: WordPress, Claude API, CompanyBook.bg API, SMTP
Access: For the Studio New Era sales team

Sales pipeline with stages, lead temperature and delivery confirmation

Lead record with an AI draft of the first email

Three-step campaign with individual emails

1,000companies with contacts per import

3levels of checks on every address before sending

30emails a day per salesperson, 10 an hour

0repeat contacts: every company ID enters once

Product facts. Screens show demo data.

The brief

What we had to solve.

Salespeople lose hours searching for companies and contacts
Cold emails sound like a template and get no reply
Bulk sending damages the domain’s reputation

What we built

The solution, step by step.

The companies come to you

Filters by region, industry, revenue and website straight in the Commercial Register through the CompanyBook.bg API. One button imports up to 1,000 companies with email, phone and website, and the search picks up where it stopped yesterday.

Leads
API

Company search by region, industry, revenue and website

Fair distribution

Leads are handed out in rotation between the chosen salespeople. Every company ID is recorded for good, so no company gets a second email from another salesperson.

Team
Order

Round-robin lead distribution between salespeople

A pipeline that moves on its own

Eight stages from new inquiry to won client, with temperature and source for every lead. A sent email moves the lead automatically and shows the confirmation from the mail server.

Pipeline
Delivery

AI writes the first email for that company

Claude gets the industry, city, revenue and whether the company has a website, and writes 70 to 120 words in natural Bulgarian. If there is a website, it offers a free video audit. If not, it offers a new website. The salesperson reviews it and sends from their own mailbox.

Claude API
Personalisation

A campaign in three steps

Check the addresses, generate the drafts, send the selected ones. AI writes once per industry and the text is personalised for every company, which saves tokens across hundreds of emails.

Campaigns
Token savings

Every address checked before sending

Format and typos, the domain and the mailbox itself, without sending anything. Only a proven active address gets an email, and a circuit breaker stops sending after 3 bounces in an hour.

Deliverability
Domain protection

Three-level email verification and bounce protection

Autopilot at set times

At 09:00, 12:00 and 16:00 batches of 10 emails go out, on weekdays only and only to active addresses. The autopilot keeps the same limits as a person and sends a summary by email in the evening.