Sales & Marketing Automation Tool

Delivered a bespoke automation tool covering lead collection, prospect research, content generation, and publishing, reducing manual effort across sales and marketing operations.

The Challenge

Lemon Infosys, a software development company, was spending a disproportionate amount of their team's time on repetitive sales and marketing tasks, researching prospects, collecting leads from multiple sources, drafting outreach content, and managing publishing across channels. These tasks were necessary but low-leverage, consuming hours that could be spent on client delivery. Off-the-shelf marketing automation tools handled parts of the problem but couldn't be configured to fit their specific workflow and data sources. They needed a custom-built automation layer that could handle the end-to-end process, from lead discovery to published content, without manual intervention.

The Solution

Augmex designed and built a custom automation platform tailored specifically to Lemon Infosys's sales and marketing workflow. The tool automated lead collection from multiple sources, enriched prospect profiles with research data, generated personalized outreach content using configurable templates, and published or queued content across the relevant channels. An intuitive control dashboard allowed the team to monitor pipeline status, review generated content before publishing, and configure automation rules without technical support. Integrations with their existing CRM and communication tools ensured the automation enhanced rather than replaced their existing stack. The project was completed ahead of the agreed deadline, with the Augmex team taking full ownership of delivery.

How the Project Was Delivered

2 Full Stack Developers, 1 Project Manager. Delivered ahead of the agreed schedule. 12+ Months - ongoing.

Technology: Python, React, Node.js, OpenAI API, PostgreSQL, REST API integrations

The Results

  • Reduced Time Savings: Repetitive sales and marketing tasks moved into automated workflows
  • Lower Operating Cost: Manual effort and process overhead were reduced
  • Ahead of Schedule Delivery: Full automation tool delivered before the agreed deadline
  • End-to-End Process Coverage: Covers lead collection, research, content generation, and publishing

What the Client Said

Augmex approached this project like it was their own. They took full ownership from discovery through to delivery and gave us something that has changed how our sales process works. The time savings have been substantial, and they delivered early.