AI-Driven CRM for Sales Outreach by Retool ProAI-Driven CRM for Sales Outreach by Retool Pro
Built with Retool

AI-Driven CRM for Sales Outreach

Retool Pro

Retool Pro

AI-Driven CRM for Sales Outreach

Project Description: This project focused on building a subscription-based external CRM platform using Retool for sales and marketing professionals across industries. Unlike traditional SMS tools, this system leverages iMessage APIs to initiate real human-like conversations using real USA phone numbers, enhancing open rates and improving customer trust. The CRM is split across two applications: an internal admin board and a public-facing dashboard for subscribed users, enabling scalable and intelligent outreach campaigns.

Business Outcome:

The CRM enabled users to run authentic outreach campaigns that felt personal and timely. With iMessage integration, users saw a 3× increase in open rates compared to Twilio-based tools. AI auto-responses reduced manual workload by 60%, and plan-based throttling ensured system stability and compliance. The platform now supports dozens of recurring subscribers with consistent performance and measurable sales outcomes.

Key Features

Admin Panel (Internal App)

Subscriber Management: Track and manage users who purchased plans via Stripe or PayPal.
Server & Line Configuration: Admins can deploy API servers, assign line numbers, and configure communication credentials.
Plan-Based Usage Limits: Apply send/receive limits dynamically based on a user’s subscription tier.

CRM Dashboard (Customer-Facing App)

Conversations: Real-time chat UI to message prospects, with contact management built-in. Auto-messaging uses iMessage APIs, ensuring high delivery & trust.
Analytics: Graph-based dashboards to track:
Response rate
Total/unresponded conversations
Average response time
AI Vectors Training: Users can upload and train custom responses for smarter replies. Supports context-aware responses powered by vector embeddings.
AI Auto-Responder (Workflow Automation): Users can toggle AI replies on/off per conversation. Auto-replies are triggered by incoming messages within a pre-set response time limit. Built using Retool Workflows for reliability and rule-based automation.
Usage & Billing Dashboard: Transparent breakdown of the user’s plan, limits, and past usage data.

💬 Messages

📇 Contacts

Technology Stack

Frontend: Retool (Admin and External Apps)
Backend: Custom API server for iMessage communication
Payments: Stripe & PayPal integrations
Automation: Retool Workflow Automation
Hosting: Deployed scalable backend server for real-time message delivery

Use Cases:

Sales teams running outreach campaigns with real phone numbers
Customer success reps managing follow-ups and conversations at scale
Automated lead nurturing via AI-powered reply logic
Subscription businesses offering communication tools as a SaaS
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Posted Jul 15, 2025

Smart CRM with iMessage API, run real outreach with AI auto-replies, plan-based usage, live analytics, and Retool workflows. Built for authentic sales at scale.