OutreachAI

One workspace for outreach, conversations, and the deals they become.

Import contacts, connect a mailbox, launch a sequence, and keep the reply, the task, and the opportunity on the same record.

Lead, campaign, reply, task, deal.

How a workspace starts

  1. 01

    People

    Import contacts or add one person. Campaigns, inbox, and deals use that same record.

  2. 02

    Mailbox

    Connect SMTP. The server is checked before the mailbox is saved, and the password is never shown again.

  3. 03

    Campaign

    Write the steps, publish a version, and enroll contacts. Sends are queued, not fired from the page.

  4. 04

    Follow-through

    Replies, tasks, and deals stay attached to the person you already added.