B2B SaaS / Sales CRM

The Suave App Outreach - From a Complex Process to a Clear B2B CRM Sales Workspace

We redesigned the suave app’s fragmented B2B CRM outbound sales workflow into one prospecting workspace — map-based company discovery, AI sales briefings, cold email automation, and pipeline tracking — with about 65% fewer steps.

Year 2026
Before

Fragmented. Manual. Too many steps.

Email outreach icon for Suave CRM sales workflow Phone call icon for Suave CRM outbound sales Spreadsheet table icon for Suave CRM prospecting steps Document checklist icon for Suave CRM outbound sales Clipboard task icon for Suave CRM sales workflow
After

Unified. Intelligent. Effortless Outreach.

Map discovery icon for Suave CRM company search Map Discovery
Unified leads icon for Suave CRM sales pipeline Unified Leads
AI briefings icon for Suave CRM sales prospecting AI Briefings
Take action icon for Suave CRM outreach workflow Take Action
Trend icon for fewer Suave CRM prospecting steps

~65% fewer steps

Next Actions

Send Email Call action icon for Suave CRM sales workspace Call Create task action icon for Suave CRM workspace Create Task Add to sequence icon for Suave CRM email automation Add to Sequence

Key Performance Metrics

+65%

Fewer steps for routine B2B CRM outbound sales prospecting

+35%

Less effort to complete the same sales pipeline work

1

Connected CRM workspace from map discovery to cold email

3

Focused areas — Outreach, Targets, and Email automation

Overview

The problem, the approach, the result

Challenge

The original Outbound module in the suave app spread B2B CRM outbound sales work across several screens. Map-based company discovery, contact details, target lists, cold email, and pipeline history all lived in different places. Sales reps kept switching views and repeating steps — turning simple B2B sales prospecting into a slow, fragmented process.

Solution

We redesigned the suave app around one B2B CRM outbound sales workflow. Reps find companies on a map, review AI sales prospecting briefings, and move qualified prospects into the pipeline. Cold email automation and conversation history stay beside each company record, while Targets live in a focused area so daily outreach stays simple.

Outcome

Routine B2B CRM outbound sales now takes about 65% fewer steps. Teams move from map-based company discovery to a well-prepared cold email without losing context. The clearer experience in the suave app gives reps more time for customer relationships and shows how thoughtful CRM design turns fragmented prospecting into efficient B2B sales pipeline management.

Map discovery

B2B map-based company discovery without jumping between CRM screens.

In the suave app, sales reps choose a location and business type, then browse nearby companies on the map. They review company details in the same view and add only relevant prospects to the B2B sales pipeline — without leaving the discovery workspace.

  1. 1Search by location and business type for targeted B2B prospecting
  2. 2Review map results and company details before adding to the pipeline
  3. 3Stay in one CRM view from search to qualified target selection
B2B map-based company discovery without jumping between CRM screens. product screenshot for Suave Creators software development

AI prospecting

AI sales prospecting briefings before your first cold email.

Each company record in the suave app includes an AI-generated website summary, sales highlights, and suggested questions. Reps prepare and send cold email from the same screen, follow the conversation thread, and practise calls without losing B2B CRM context.

  1. 1Use AI sales prospecting research to brief reps before outreach
  2. 2Send cold email with company details and history in one CRM record
  3. 3Practise sales calls and review coaching feedback beside the pipeline
AI sales prospecting briefings before your first cold email. product screenshot for Suave Creators software development