Building and Scaling a B2B Data Intelligence Platform with AI-Powered Verification and CRM Integration
Built and continuously scaled a B2B data platform that helps sales and marketing teams find, verify, and act on high-quality contact and company data, with AI-assisted verification, CRM integrations, and real-time signals.
About the Project
The client operates a B2B data platform designed to help sales and marketing teams find and use high-quality contact and company information. The platform delivers fresh, verified data on demand using a combination of AI and human research, so data is verified before it reaches the user rather than stored statically. Our team has been the core engineering partner for over 5 years, building the full product from filtering and enrichment through CRM sync, real-time signals, a Chrome extension, and a complete Angular migration.
- Comprehensive contact and company search with advanced filter builder and saved filter configurations
- On-demand data verification using AI and human research before delivery
- Salesforce and HubSpot integrations with full sync logging and activity tracking
- Real-time Signals feature alerting users to trigger-based changes in contact and company data
- CSV export across all data types for offline reporting
- Chrome extension built for internal use
- Full migration from Angular 14 to Angular 21
- Design system created and maintained across the product
Challenges We Solved
Stale, Statically Stored Data
Most B2B data platforms store contact records and deliver them as-is, leading to outdated information, high bounce rates, and wasted outreach. The client needed an on-demand verification model where data is checked fresh before delivery.
No Flexible Filtering or Segmentation
Sales and marketing teams needed granular control over targeting, including the ability to build, save, and share complex filter configurations for both contacts and companies, without requiring engineering involvement.
Disconnected CRM Workflows
Teams were manually exporting data and importing it into Salesforce and HubSpot, creating sync errors and slowing down outreach. A seamless bidirectional integration with full activity logging was required.
No Real-Time Intelligence Layer
Users had no way to know when important changes occurred in their target accounts or contacts. A trigger-based signals feature was needed to surface relevant updates without manual monitoring.
How We Delivered
Filter and Search Infrastructure
Built a comprehensive filter builder for contacts and companies with support for saving named configurations and sharing them with teammates. Integrated ClickHouse as the analytical backend to support fast queries across large datasets.
On-Demand Verification Pipeline
Designed and implemented the verification workflow combining AI-powered data checks with human research review. Users can define contact and company limits before triggering verification, giving control over usage and cost.
CRM Integrations and Sync Logging
Built native integrations with Salesforce and HubSpot, including OAuth flows, field mapping, bidirectional sync, and a comprehensive logging dashboard so teams can monitor exactly what was synced and when.
Signals Feature
Introduced a real-time signals system that monitors predefined triggers across contact and company data and notifies users of relevant changes, helping sales teams act on buying intent and data updates without manual checking.
Chrome Extension and Design System
Built a Chrome extension for internal team use and created a consistent design system across the product. Completed the full Angular 14 to Angular 21 migration with zero disruption to ongoing feature development.
Results That Speak for Themselves
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