CG Custom CRM Gen
AI Business Development OS

Outbound from first-fit lead to booked meeting.

Custom CRM Gen helps agencies, consultants, and B2B service businesses find best-fit leads, research them, generate evidence-backed outreach, approve campaigns, manage replies, book meetings, and track pipeline.

Research

Audience and lead dossiers

Build ICP assumptions, compare segments, and score leads using source-backed pain, intent, reachability, and case-study fit.

Approval

Human-reviewed outreach

AI drafts messages and replies, but every external send stays gated by approval, policy checks, and evidence.

Meetings

Pipeline and call prep

Classify replies, stop follow-ups, book meetings, prepare call briefs, and move opportunities across a lightweight CRM pipeline.