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LATYNEX
In-house product — not external client workCustom B2B prospect research and outreach workflow platform

Outreach Automation — B2B Prospect Research & Workflow System

A custom platform that turns manual B2B prospecting into a structured, auditable workflow: research, qualification, outreach drafts prepared for human review, and clear status tracking.

An in-house platform by LATYNEX Digital. Screens show synthetic demo data.

Outreach Automation case study: custom B2B prospect research and outreach workflow platform, demo view

Business challenge

The problem it solves

Manual B2B prospecting is slow and inconsistent. The same companies get researched twice, weak-fit leads take time, duplicate contacts creep into spreadsheets, and it is hard to see why a company was approached or what happened next.

Solution

What LATYNEX Digital built

A purpose-built platform that separates research from outreach, adds a quality review before a company moves forward, and keeps evidence, status and approvals in one place.

Key capabilities

What is in it

What we built

  • Candidate import with duplicate and fit pre-screening
  • Staged company pipeline from discovery to outcome
  • Opportunity scoring based on recorded evidence
  • Quality review for activity, contact quality and fit
  • Versioned outreach drafts prepared for human approval
  • Owner workspace: queues, dashboard, batches and follow-up tracking
  • Reply and unsubscribe handling with a shared do-not-contact list

Capabilities in the code

  • A repeatable research and qualification process instead of ad-hoc spreadsheets
  • Clear status and history for every company
  • No company is prepared for outreach without a quality review
  • Duplicate and do-not-contact protection built in
  • Outreach drafts can be reviewed and approved in the owner workspace. Automated sending is controlled through explicitly started batches, qualification checks, and sending limits.

Product showcase

The product, screen by screen

Outreach Automation dashboard with pipeline stages and company list, synthetic demo data
Pipeline overview and companies
Outreach Automation controlled sending batch: status, wave progress, per-mailbox limits and batch parameters, synthetic demo data
Controlled sending batches: status, waves and limits
Outreach Automation research batches and daily review queue, synthetic demo data
Research batches and daily review queue

Screens come from a demo environment with synthetic data. Interface text was translated to English for presentation, so these are localised composites, not untouched screenshots. All companies and addresses shown are synthetic.

How it works

From input to outcome

  1. 01

    Research and pre-screen

    Candidate companies are imported and screened for duplicates and fit before any further time is spent on them.

  2. 02

    Qualification

    Each company is checked for activity and contact quality, then scored on the evidence recorded for it.

  3. 03

    Human review

    Outreach drafts are prepared with their supporting facts and can be reviewed and approved in the owner workspace.

  4. 04

    Delivery and tracking

    The platform supports both manual outreach workflows and controlled automated email delivery through connected mailboxes. Automated sending runs only in explicitly started batches, within sending limits. Replies, unsubscribes and outcomes are recorded, so the pipeline always shows where each company stands.

Technical approach

How it is engineered

A custom TypeScript and Node.js application on PostgreSQL, with a React workspace for the team. Engineering scope: custom software development, workflow automation, data management and integrations. Architecture and operating details are shared on request.

Business applications

Where this kind of system is used

Status and limits

What this page does and does not claim

  • An in-house platform built as custom development. It is not offered as off-the-shelf software.
  • Not a bulk mailer: automated sending runs only in explicitly started batches, within sending limits and qualification checks.
  • Demo screens use synthetic data. No client names, sending volumes or results are shown or claimed.

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