ClinchRev

The Challenge

B2B sales teams were stitching together 6 or more separate tools — an auto-dialer, an email sequencing tool, lead lists, a CRM, a billing platform, and a client portal — each with its own login, pricing, and data silo. Worse, every AI dialer on the market worked the same way: take whatever list you give it and start calling. No research, no qualification, no context — burned phone numbers, annoyed prospects, and wasted spend on leads that were never a fit. Teams needed outbound that behaves like a good SDR: research the prospect first, contact only real fits, and carry the context into every call and email — without hiring a floor of SDRs.

Our Solution

We built ClinchRev around Autopilot — an AI SDR motion that qualifies before it calls. Autopilot finds ideal buyers through the customer's Apollo account or an imported CSV, researches each lead against the business (website, LinkedIn, and more), records why it qualifies, and routes it into the right campaign. Only then does it engage: AI voice calls with sub-500ms response times that handle live objections and book meetings in-call, alongside personalized email written from each lead's research. Every call is recorded, transcribed, and outcome-tracked on local US numbers. The platform carries the deal from booked meeting to paid invoice — full CRM, deal pipeline, Stripe billing, and a self-service client portal — with team roles that scale from a single owner to an enterprise bench. The ReOps foundation meant authentication, payments, admin dashboards, and CI/CD were pre-built, so the team focused entirely on the AI qualification engine and sales workflow.

Key Results

• Autopilot runs the full outbound motion: find, qualify, route, call, email, book
• Every lead researched and qualified before the first dial — bad fits never contacted
• AI voice with sub-500ms response time handling live objections and booking in-call
• Personalized email written per lead from its own research, with automatic follow-up cadence
• Replaced a 6-tool outbound stack with one platform — through to invoice and client portal
• Local US numbers with full call recording, transcription, and outcome analytics