19 / 20 · AI-assisted prospecting
LifeDesk CRM
A personal CRM that turns local business discovery into a reviewed prospect list and an organized outreach workflow.
- Role
- Full-stack product development
- Platform
- Private web application
- Built with
- React, Supabase, AI workflows
The story
- 01
The challenge
Finding businesses in a target area meant repeating searches, copying contact details and judging from scattered clues which companies were worth approaching. The aim was a prospect list worth trusting before any call or email.
- 02
Our approach
We made natural-language search editable, then separated discovered candidates from approved prospects. Duplicate checks, source evidence and confidence stay visible; AI can help qualify a lead and draft outreach, but every step is reviewed before it is used.
- 03
What it delivers
LifeDesk CRM turns area-based discovery into an organized pipeline of reviewed prospects, contact context and draft outreach, while calls and emails stay deliberate, human actions.
What we built
- 01Turn a plain-language search into editable discovery filters
- 02Discover area-based business candidates with Geoapify
- 03Review duplicates, evidence and confidence before saving
- 04Approve leads before AI qualification and Places enrichment
- 05Draft personalized outreach for manual review and sending
- 06Track prospects, clients, tasks and calendar activity
Technology
- Interface
- React 19, TypeScript and Vite
- Data
- Supabase Postgres with row-level security
- Discovery
- Geoapify candidate search and Google Places enrichment
- AI
- AI assistance through secure server functions, with human approval in the workflow