Your contacts, accounts, and pipeline. One CRM, no extra subscription.
A full CRM is built in to manage your contacts, accounts, and sales pipelines, so you don't need a separate subscription. Outbound runs in the same place your reps work the deal. Every email, meeting, note, and task lives directly on the contact record.
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.
James Rodriguez
- First NameJames
- Last NameRodriguez
- Email Addressjames@scalepath.io
- Mobile Number+1 415 555 0142
- LinkedIn URLlinkedin.com/in/james-rodriguez
- Job TitleChief Revenue Officer
Send ROI calculator + customer refs to James after Mon discovery.
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.
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.
CRO confirmed budget for Q3. Wants tailored ROI deck and 2 customer refs from similar-size SaaS teams.
Opener · AI-personalized on Series B signal
Companies
UpdateThree 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.
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.
Accounts
Company-level rollup. Buying committee, open deals, last touch per contact, total pipeline value. Click any contact to drop into their record.
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.
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.
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.
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.
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.
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
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
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
Native CRM, explained.
The rest of the platform.
See the CRM end to end.
20-minute demo. We'll walk through a real contact record, a live pipeline, and the two-way sync with your existing CRM.