One CRM for the entire revenue team — and it lives inside Claude and ChatGPT. You just ask.
Outreach sends as you, from your Gmail, threaded. It stops the moment someone replies. Nothing goes out until you approve the first draft.
See how sequences workA prospect replies. The draft is in Gmail — or Outlook — the meeting is on your calendar, and your team channel knows. You approve, it sends.
Meetings, mail, calendar, enrichment, migration — official marks, real scopes. See how each connects
Prospect the account, close the deal, onboard the customer, renew the contract. Same records, same conversation — whoever on the team is asking.
No seats, no onboarding fee, no tier where sequences finally unlock — and no admin to configure objects, territories, or permissions. Say what you need; the field exists.
See pricingforecast Q4 by territory and flag anything that slipped a stage this week.
add a “contract end date” field to companies and backfill it from the notes.
build a sequence for everyone who opened the pricing email but didn’t reply.
brief me on Acme Industrial before the 12:30 — who’s who, what was promised, what’s open.
give Priya read access to the East territory, nothing else.
which closed-lost deals from last year had budget objections — worth reopening this quarter?
log the lunch I just did — six people, $214, put it on the Acme record.
enrich the Atlanta list with titles and emails, and drop anyone who isn’t ops or finance.
merge the two Northway records and keep the older owner.
what’s our win rate when procurement joins the first call?
which contracts renewing this quarter have an open ticket older than two weeks?
set up onboarding for Acme from the standard playbook and invite their ops lead.
show me expansion candidates — accounts using more than 80% of what they bought.
Migration is a conversation, not a project. Connect HubSpot or Salesforce read-only, your AI proposes the field mapping, you say yes, and your book walks over — deduped, receipted, resumable. See the full comparison.
connected read-only · mapping proposed in chat · nothing changes in the old CRM · every record filed with a receipt