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Personal ProjectAutomation

FlowPixel ClientPilot

A private CRM I built for my own outreach. It helps me find businesses that may need a website, research them with recorded sources, and draft emails that I approve and confirm before anything is sent.

Original preview illustration for FlowPixel ClientPilot

Overview

Finding businesses that may need a website takes a lot of research, and outreach has to be accurate and respectful. I built ClientPilot to keep that work in one place. It is a sales assistant, not a bulk mailer.

I can search for businesses, import the ones I choose, and research their websites and contacts. Every finding is stored as evidence with its source and time. The app then scores the lead, drafts an email with AI or a template, and waits for my approval and a final send confirmation.

This is a personal tool, not client work. The core CRM is working and tested. The connections to Google Places, Brave Search, Claude and Gmail are built and tested with simulated responses, but they haven't yet been verified against the real services.

The challenge

Outreach tools make it easy to send a lot of email, but also easy to contact the wrong people, state things that aren't verified, or ignore someone who asked not to be contacted. I wanted a process that puts accuracy and opt-outs first.

The approach

Human approval and compliance checks are part of the workflow. Every first-contact email needs my approval and a final send confirmation, opt-outs are permanent and override everything, and a suppression list and stop switch can block sending. The app records Gmail's real response and doesn't treat "accepted by Gmail" as delivered.

Key features

  • Lead CRM with search, filters, duplicate detection and history
  • Business discovery with the Google Places API
  • Website and contact research with stored sources
  • Explainable lead scoring
  • AI or template email drafts with human approval
  • Pipeline, printable proposals and reports

Highlights

Evidence for every finding

Research findings are stored with their source and time, so I can check where each fact came from.

A person approves first contact

Every first-contact email needs my approval and a final confirmation before it can be sent.

Opt-outs come first

Opt-outs are permanent and take precedence over everything else in the app.

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