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AI Automation / Sales Intelligence

How Metamorphix turns a raw prospect list into research-backed, CRM-ready outreach, automatically.

A Python automation that discovers and scrapes each prospect's web presence, extracts intelligence and verified decision-maker contacts with LLMs, scores fit, and drafts personalized multi-touch email sequences, then provisions accounts, contacts, scheduled sends, and follow-up tasks in Zoho CRM.

IndustryEdTech (K-12)
EngagementEnd-to-end automation build

Overview

Metamorphix's team was researching prospects by hand, hunting for the right decision-makers, and writing outreach one message at a time, a process that didn't scale. We built an autonomous pipeline that takes a list of target organizations and, for each one, assembles a complete research profile, identifies and verifies the key contacts, scores how well the prospect fits the product, and drafts a personalized outreach sequence, then loads it all into Zoho CRM, ready for a final human review before sending. Work that took an analyst most of a day now runs unattended at scale.

What we built

  • End-to-end prospect research: automated website discovery, tiered web scraping with PDF mining, and public-data enrichment for every account
  • LLM extraction of structured intelligence and buying signals from unstructured public web content
  • Decision-maker contact discovery with a verification waterfall (Apollo → Hunter → web search) and CRM-aware deduplication
  • Fit scoring that tiers each prospect and surfaces the most relevant, best-timed outreach angle
  • Personalized, guardrailed multi-touch email sequences provisioned into Zoho CRM as accounts, contacts, scheduled sends, tasks, and PDF briefings

Tech stack

PythonAnthropic ClaudeDeepSeekGoogle Sheets APIZoho CRM APIHunter.ioApolloApifyFirecrawlPydanticpytest

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