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// CASE STUDY 07

AI-ASSISTED PROSPECTING

LifeDesk CRM

A personal CRM that turns local business discovery into a reviewed prospect list and organized outreach workflow.

Role
Full-stack product development
Platform
Private web application
Core stack
React · Supabase · AI workflows
LifeDesk CRM empty-state home page with example searches and no prospect records
Current app screenshot from its empty-state development preview. No prospect or contact records are shown.
// 01 / THE STORY

Why this was built.

01

The challenge

Finding businesses in a target area meant repeating searches, copying contact details, and deciding from scattered clues which companies were worth approaching. I wanted a prospect list I could trust before making a call or sending an email.

02

The approach

I made natural-language search editable, then separated discovered candidates from approved prospects. Duplicate checks, source evidence, and confidence stay visible; AI can help qualify a lead and draft outreach, but I review each step before using it.

03

What it delivers

LifeDesk CRM turns area-based discovery into an organized pipeline of reviewed prospects, contact context, and draft outreach. Calls and emails remain deliberate actions I take myself.

// 02

Key capabilities

// 03

Architecture

Interface
React 19, TypeScript, and Vite
Data
Supabase Postgres with row-level security
Discovery
Geoapify candidate search and Google Places enrichment
AI
AI assistance through secure server functions, with human approval in the workflow
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