Case Study — Portfolio

Leadnics

The AI-native CRM that works with you — not just for you.

A next-generation CRM where AI isn't a bolted-on feature — it's the operating system. Metafic designed and engineered Leadnics end-to-end: a platform that unifies contacts, deals, conversations, marketing and support, then puts a multi-agent AI brain on top that can think, decide and act across the whole revenue engine.

Built with Metafic.ai Pods Designed by Metafic Design Unlimited
Leadnics CRM dashboard — pipeline, revenue and deal analytics
Client
Leadnics
Category
AI-Native CRM (SaaS)
Scope
Product design + AI engineering
Platforms
Web · iOS · Android · Watch
The Challenge

Most CRMs are filing cabinets with a search bar.

You put data in, you pull reports out, and a "smart" feature occasionally suggests a follow-up. Leadnics flips the model. Built from the ground up around a multi-agent AI architecture, it treats the CRM as a living system the AI can read, reason over, and operate — safely, with the user always in control.

The result is a CRM that doesn't just store your pipeline. It coaches your deals, drafts your outreach, segments your audience, triages your tickets, and runs your follow-up — automatically.

150+

Governed AI tools over MCP

13+

Automation trigger types

7

Workflow step types

EN · AR

Bilingual, full RTL

What We Built

Intelligence with a seatbelt, across the whole revenue engine.

Leadnics AI — a write-capable co-worker

A multi-agent intelligence on a LangGraph supervisor. Ask in plain language and it routes to the right specialist — CRM, Knowledge (pgvector semantic search), or Analytics — then acts: creating contacts, moving deals, building segments. Every write surfaced for one-click confirm.

AI Cortex — deal intelligence that closes

A continuous deal-coaching layer: Deal Coach reads the health of every opportunity, Next Action recommends the highest-impact move, and the Sequence Optimizer tunes outreach — backed by Deal Health scoring and automatic social enrichment.

Native MCP — operate the CRM from any AI

A first-class Model Context Protocol server exposes 150+ governed tools, so Claude or any MCP assistant can run the entire CRM through conversation — every action flowing through the same propose-and-confirm safety model.

Automations & triggers

Visual multi-step journeys with 7 step types and 13+ triggers — from deal-stage changes to inbound email and product events. A cron engine processes enrollments every minute, with loop guards and suppression built in.

One platform, every channel

Sales CRM, omnichannel messaging, marketing campaigns & forms, a full help desk, and prospecting — unified on one source of truth, with an open API and outbound webhooks to plug into the rest of the stack.

Built for real businesses

Multi-tenant by design, role-based access, and enterprise-grade security (JWT + OAuth, encrypted secrets, hashed API keys). Fully customizable per workspace, bilingual English/Arabic, and in everyone's pocket with native mobile + Apple Watch apps.

The Product

Designed to feel calm, even when it's doing a lot.

Leadnics Deal Health — AI deal-decay detection and next actions
AI Cortex — Deal Health & next actions
Leadnics visual automation builder with branching conditions
Visual automation builder
Leadnics AI Cortex agents — Outreach Architect & Campaign Strategist
AI agents — outreach & strategy
Leadnics native mobile app home screen
Native mobile + Watch apps
How Metafic Delivered It

AI-accelerated engineering, subscription-grade design.

Engineered with Metafic.ai Pods

Leadnics was built end-to-end by Metafic.ai delivery Pods — AI-accelerated squads that pair senior engineers with an agentic build pipeline to ship production-grade software, from the LangGraph agent architecture and MCP server to native mobile apps, in a fraction of the usual time.

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Designed by Metafic Design Unlimited

Every screen — from the AI Cortex deal-coaching views and the visual automation builder to the native mobile and Apple Watch apps — was crafted by Metafic Design Unlimited, our subscription design team, with a system that holds up in both English and Arabic (RTL).

See Design Unlimited
1500+
PROJECT DELIVERED

Creating a full range of apps and software across all the platforms.

25+
COUNTRIES CLIENT ARE FROM

We are global at our core, understanding users and markets across the globe.

80M+
END CONSUMERS SERVED

Software-enabled platforms to completely change the way of UI/UX iterations.

90%
REPEAT CLIENTS OR REFERRALS

Aren't we just lovely?

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