Native CRM

05Native CRM

Your contacts, accounts, and pipeline. One CRM, no extra subscription.

A full CRM is built in to manage your contacts, accounts, and sales pipelines. Outbound runs in the same place your reps work the deal. Every email, meeting, note, and task lives directly on the contact record. If your team already has a CRM, our implementation team can wire up a sync during onboarding.

Contacts, accounts, deals, and pipelines. All in one workspace.
No separate CRM bill. Your team works where outbound runs.
Live timeline per contact. Emails, meetings, notes, tasks, and replies in order.

What's inside the CRM

app.reachiq.ai/contacts/james-rodriguez

James Rodriguez

Chief Revenue Officer

james@scalepath.io

First NameJames
Last NameRodriguez
Email Addressjames@scalepath.io
Mobile Number+1 415 555 0142
LinkedIn URLlinkedin.com/in/james-rodriguez
Job TitleChief Revenue Officer

Task scheduled

Send ROI calculator + customer refs to James after Mon discovery.

Apr 1, 202607:24 PM

Email 2 of 5 sent

Post-meeting follow-up · ROI for similar-size SaaS

James, great chat earlier. As promised, here are 2 ROI case studies from peer Series-B teams that ran the same play, plus the proposal and timeline we discussed.

visibilityOpened 4× replyReplied

Mar 28, 202609:14 AM

Meeting booked

Discovery call · 30 min · Mon Mar 30 · 2:30 PM

James picked the 2:30 PM slot from the calendar widget in your reply. Calendar synced, prep brief auto-shared.

Mar 26, 202611:42 AM

Note added

CRO confirmed budget for Q3. Wants tailored ROI deck and 2 customer refs from similar-size SaaS teams.

Mar 24, 202604:18 PM

Email 1 of 5 sent

Opener · AI-personalized on Series B signal

visibilityOpened 3×

Mar 20, 202610:23 AM

Companies

Update

ScalePath Solutions

Computer Software

Revenue operations platform for B2B SaaS companies. 120 employees · Series B (2024).

Employees: 120

What's inside

Three views, one source of truth.

The CRM is the same place outbound runs from. Switching views switches lens, not data. Contacts roll up to accounts, accounts roll up to deals. The pipeline view (Kanban or table) lives inside Deals.

person01

Contacts

Every prospect with their full profile, live activity timeline, ICP score, and the campaigns they're enrolled in. Filter, group, save views per role.

domain02

Accounts

Company-level rollup. Buying committee, open deals, last touch per contact, total pipeline value. Click any contact to drop into their record.

view_kanban03

Deals

Each opportunity with stage, value, expected close, primary contact, and the activity that moved it. Custom stages per pipeline, custom required fields per stage. Switch to Kanban for the pipeline view, or stay in table view; same data either way.

One workspace

The CRM your reps work in is where outbound runs.

Most outbound platforms push everything to your CRM and hope the sync holds. We invert that. Outbound activity lives natively where the deal lives. Your CRM stays a record, not a translator.

The bolt-on stack

Outbound tool + separate CRM, two-way sync, three integrations.

The standard pattern outside ReachIQ. Three subscriptions, three places a contact's data lives, three places the sync can break.

Two subscriptions.Outbound seat fee plus a per-seat CRM bill. Stacked on every new hire.
Sync lag and conflicts.An email logged in the outbound tool shows up in the CRM 5 to 60 minutes later, sometimes never.
Two sources of truth.Reps look in one place, AEs in another. Pipeline numbers diverge between teams.
Field mapping breaks silently.A new custom field on one side doesn't reach the other. Reports look fine until they don't.

Native

One workspace. One source of truth.

Contacts, accounts, deals, outbound activity, and the AI live in the same database. Nothing to sync because nothing was ever apart in the first place.

One bill.The CRM is included, not an add-on. Your seat fee covers the whole stack from outbound to close.
Zero sync delay.An email sent is logged the same instant. The deal record updates as activity happens, no nightly batch.
Reps and AEs in one place.The hand-off from outbound to close is a click, not a CSV import and a field-mapping debug session.
Custom fields propagate everywhere.Define once, available in every view, every report, every export, every integration.

Already have a CRM you love?

Sync to HubSpot, Salesforce, or Pipedrive.

Plenty of teams have a CRM their reps already trust. We don't force a switch. Our implementation team wires up the sync during onboarding on a need basis when clients ask, so the integration is set up correctly for your specific workflow rather than left as a self-serve toggle.

HubSpot

Contacts, deals, activities.

Wired up during onboarding. Contacts, deals, and activity logs flow to HubSpot in real time. You decide which side is the system of record.

Field mapping per object
Conflict resolution rules per field
Audit log per sync direction

Salesforce

Accounts, opportunities, activities.

Implementation team handles sandbox-to-production parity and custom-object mapping so the sync matches your existing schema, not a generic template.

Sandbox and production parity
Custom object support
API rate-limit aware

Pipedrive

Pipelines, people, activities.

Pipedrive deal stages drive ReachIQ sequence enrollment. ReachIQ activity surfaces in the Pipedrive contact timeline, wired up during onboarding.

Stage-triggered sequences
Note and activity logging
Multi-pipeline routing

Questions

Native CRM, explained.

A real CRM. Three views (Contacts, Accounts, Deals) with the pipeline Kanban living inside Deals. Custom stages, custom fields, custom views, multi-pipeline forecasting, activity timeline, task management, file attachments, and a public API. It's the system your reps work the deal in, not a checkbox we added for marketing.

No. We sync to HubSpot, Salesforce, and Pipedrive when clients ask, set up by our implementation team during onboarding so the integration matches your workflow. Your existing CRM stays the system of record. Your team works in ReachIQ for the outbound and handoff motion, and the data flows back to your CRM. Most teams end up running both for a while, then consolidate when they're comfortable.

Yes. Custom stages per pipeline, custom required fields per stage, multiple pipelines per team, custom contact and account fields, and saved views per role. The Kanban view inside Deals respects every customization. The flexibility is what makes the CRM yours, not just a generic deal tracker.

Forecast by stage, by AE, by ICP segment, by source campaign. Pipeline-velocity, win-rate, and aging reports come pre-built. Custom reports are drag-and-drop. CSV and scheduled exports on every report. The numbers are live, not nightly-batched.

Owner, Admin, Member roles out of the box. Enterprise plan adds custom RBAC: per-pipeline visibility, per-deal ownership, per-account team assignment, field-level read/write. SSO via SAML, Google, or Microsoft on Enterprise.

Your contacts, accounts, and pipeline. One CRM, no extra subscription.

Your contacts, accounts, and pipeline. One CRM, no extra subscription.

James Rodriguez

Companies

Three views, one source of truth.

Contacts

Accounts

Deals

The CRM your reps work in is where outbound runs.

Outbound tool + separate CRM, two-way sync, three integrations.

One workspace. One source of truth.

Sync to HubSpot, Salesforce, or Pipedrive.

Contacts, deals, activities.

Accounts, opportunities, activities.

Pipelines, people, activities.

Native CRM, explained.

The rest of the platform.

Hyper-personalization

Automated Sequences

ICP Matching

Meetings

Data Enrichment

Lead Discovery

Email Health

See the CRM end to end.