Apex AI
Top-of-funnel sales automation that researches target companies, qualifies them against your rules, prepares approved outreach, handles replies, and delivers qualified leads — all under your control.
How it works
Eight stages from target company to qualified lead handoff. One continuous, controlled workflow.
Sales Plan Configuration
Define company and offer, target rules, buyer roles, message guidance, follow-up plans, email connection, sending limits, and lead handoff — once per campaign.
Add Target Companies
Add one company, upload a list, or let Apex find targets under your active sales plan.
Company Fit Analysis
Research each company, record sources, and apply your Company Fit rules with deterministic scoring.
Contact Discovery
Find one current contact in an approved role with valid email. If unverifiable, try another role or defer.
Outreach Preparation
Prepare messages under your sales plan. Edit any message or request a new version. Only exceptions need your review.
Approve & Start
One approval activates the complete plan. Runs through Microsoft 365 or Classic Outlook with sending controls.
Handle Replies
Classify replies, handle opt-outs, stop follow-up after response. Never chase someone who already engaged.
Qualified Lead Handoff
Download CSV or JSON and import into your sales system. Your reps receive leads.
Capabilities
Designed for a specific workflow. Here's what that looks like.
Capabilities
- Research and qualify target companies with custom rules
- Find contacts in approved buyer roles
- Prepare approved outreach messages
- Handle replies and stop follow-up after response
- Deliver qualified leads via CSV/JSON export
- Full audit trail on every AI action and human decision
- Isolated client environments with encrypted access
Built for
- Sales Directors and program owners managing top-of-funnel
- One controlled workflow — target research through qualified lead handoff
- Microsoft 365 and Classic Outlook email integration
- Full audit trail on every AI action and human decision
- Isolated client environments with encrypted access
- CSV or JSON lead export into your existing sales system
Architecture
Built for trust and isolation.
Isolated Environments
Each client has a dedicated application service, database, secrets vault, jobs, caches, logs, and audit trail.
Controlled Access
Separate platform and client sessions. Platform roles: Owner, Administrator, Observer. Observers cannot enter client environments.
Audit Trail
Records for access grants, revocations, sensitive activity, lifecycle actions, and sales-development events. Critical evidence protected from normal deletion.
Interested in Apex AI?
Built for Sales Directors and program owners who want controlled top-of-funnel automation.
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