Outreach

Outreach

by Outreach • • Sales Engagement Software

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Outreach is sales engagement software for B2B revenue teams running sequences, calls, deals and forecasts on one login. Pricing is quoted, with no public tiers.

Outreach is a sales engagement and revenue execution platform for B2B teams that run outbound prospecting, deal cycles and forecasting in one place. It is made by Outreach, the Seattle company that has built this single product since 2014. The platform exists because revenue work is usually spread across a sequencing tool, a dialer, a call recorder and a forecasting spreadsheet, none of which hold the same record of what happened. Outreach keeps sequences, calls, meetings, deal notes and forecast rolls on one login, against the same CRM contacts and opportunities. Sales Engagement runs multi-step sequences across email, LinkedIn, SMS and calls, with templates and snippets, integrated A/B testing and a prioritized task queue that tells each rep what to work next. An integrated click-to-call dialer and meeting scheduler let reps connect and book without leaving the interface, and Smart email assist reads reply signals, so an out-of-office answer pauses a sequence instead of spending a step. Conversation Intelligence records and analyzes calls for coaching, while Deal Insights, Deal Management, Mutual Action Plans, Pipeline Management and Sales Forecasting carry the later stages. Agent Studio, Outreach Knowledge, Outreach MCP and the Meeting Prep Agent are the agentic layer, where AI agents research prospects, personalize messaging from internal documents and take the next step from a CRM event. Outreach suits B2B revenue organizations with specialized roles: sales development reps working outbound sequences, account executives managing long deal cycles, managers coaching from recorded calls, and revenue operations teams answerable for the forecast. It fits companies consolidating several sales tools onto one platform, and security reviews that ask for SSO, role-based access controls and audit trails over what an agent did. Customer success teams use the same platform for renewals and account expansion. It is bought per user with a consumption allowance of AI credits across four packages, and Outreach quotes each one rather than listing it. In practice Outreach sits between a CRM and the rest of the go-to-market stack. Engagement data from email, LinkedIn, SMS and calls syncs with CRM contacts and opportunities, and Outreach MCP opens that information and those actions to other tools and to agents. Everyday jobs include enrolling a lead into a sequence when a CRM event fires, preparing a rep for a meeting, building a mutual action plan with a buying committee, reviewing a recorded call with a new hire and assembling the weekly forecast. Teams extend it through the Outreach Marketplace and learn it through Outreach University and the Success Center.

Features

  • Included: Multi-step outreach sequences
  • Included: Multichannel sequence steps
  • Included: Sequence A/B testing
  • Included: Email templates with merge fields
  • Not included: Open, click and reply tracking
  • Not included: Mailbox rotation and sending limits
  • Not included: Mailbox warm-up
  • Included: Click-to-call inside sequences
  • Included: Meeting scheduling links
  • Included: Two-way CRM activity sync
  • Included: Prioritized daily task queue
  • Included: Automatic reply classification
  • Included: Sequence performance reporting
  • Not included: Shared sequence library
  • Included: AI-written outreach drafts
  • Included: Trigger-based sequence enrollment
  • Not included: Unsubscribe and do-not-contact handling
  • Not included: Built-in B2B contact database

Additional Features

  • AI Agents
  • Agent Studio
  • Outreach MCP
  • Outreach Knowledge
  • Meeting Prep Agent
  • Multi-step sequences
  • Email templates and snippets
  • Integrated A/B testing
  • Click-to-call dialer
  • Meeting scheduler
  • Smart email assist
  • Buyer sentiment analysis
  • Task prioritization
  • Sales playbooks
  • Conversation intelligence
  • Rep coaching
  • Deal insights
  • Deal management
  • Mutual action plans
  • Pipeline management
  • Sales forecasting
  • Account management
  • CRM engagement sync
  • Outreach Marketplace
  • SSO
  • Role-based access controls
  • Agent audit trails

Best for

  • B2B sales teams with separate SDR and account executive roles
  • Revenue operations teams answerable for the forecast
  • Sales managers who coach from recorded calls
  • Companies consolidating several sales tools onto one platform
  • Teams that run their pipeline in a CRM and want activity synced back
  • Enterprise security reviews that require SSO and role-based access
  • Customer success teams working renewals and account expansion
  • Buyers willing to go through a sales-led quote

Use cases

  • Running multi-step prospecting sequences
  • Booking meetings straight from a sequence step
  • Working a prioritized daily task queue
  • Enrolling a lead into a sequence when a CRM event fires
  • Reviewing a recorded sales call with a new hire
  • Building a mutual action plan with a buying committee
  • Preparing a rep for an upcoming meeting
  • Spotting deals that have gone quiet
  • Assembling the weekly revenue forecast
  • Planning and expanding named accounts
  • Personalizing outreach from internal sales documents
  • Rolling out one playbook across a distributed sales team

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