Overview
Instantly.ai is a B2B outreach platform that combines cold-email sending, deliverability and warm-up with a built-in CRM. As the product grew, the team needed experienced engineers who could ship new modules quickly without slowing the core platform down.
3techy worked inside their product team on CRM features, AI-powered personalisation tools and real-time interfaces, and built the Instantly.ai mobile app so users can manage leads on the go.
The challenge
Shipping fast on a product already at scale.
The client came with a roadmap and a growing list of feature requests from customers.
Complex CRM workflows
Leads, conversations and deals had to stay in sync with live email campaigns.
AI that sales teams trust
Prompt tools needed to produce personalised, on-brand copy while giving users control over the result.
Real-time expectations
Users expected replies and status changes to appear instantly, without refreshing.
Our approach
Working as part of their team.
We adapted to the client's tools and rhythm instead of the other way round.
- 01
Onboarding into the codebase
We learned the existing architecture and conventions before proposing changes.
- 02
Feature by feature
Each module was scoped with the product team, built behind reviews and released in small increments.
- 03
Mobile extension
Once the web modules were stable, we brought the key workflows to iPhone in a companion app.
The solution
CRM, AI and mobile, built to scale.
Our work focused on the parts of the product users touch every day.
Core CRM modules
Lead and deal management connected to campaign activity.
AI prompt tooling
Tools for generating and refining personalised outreach copy.
Real-time interface
Live updates for replies and pipeline changes across the app.
Instantly.ai Mobile
An iOS companion app for managing leads and replies away from the desk.
Outcomes
What we delivered.
- New CRM and AI capabilities shipped into a live product used by sales teams worldwide.
- Users can follow and respond to their pipeline in real time, on the web and on iPhone.
- A long-term engineering partnership that grew from web features to mobile.
