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Sales Engagement Platform, Sales Automation Software

About Outreach

Outreach is an AI Revenue Workflow Platform that serves Sales, Marketing, Revenue Operations, and Customer Success teams. It provides an end-to-end sales solution to forecast, coach, close deals, renew, expand, and build pipeline.

Outreach screenshot

Key Features

Key capabilities include:

AI Research and Personalization

Bring generative AI into seller workflows to reduce time spent on account research, planning, and personalization.

Forecasting and Scenario Planning

Use AI to predict revenue outcomes, analyze pipeline gaps for future quarters, and simulate forecasts for different scenarios.

AI-powered Coaching and Meeting Analytics

Scale coaching with AI-powered summaries, responsive Q&A, and meeting analytics in Kaia; AI identifies rep answers in calls and provides managers with deep links to moments in the call recording.

Prospect and Engage Accounts

Help sellers organize their books of business and send timely, relevant messages that lead to meetings and opportunities.

Summary

The platform integrates engagement, forecasting, coaching, and account management into one workflow, enabling mixed teams to operate with data-driven guidance and more predictable pipeline without relying on disjointed tools.

Engage

Not specified / Per user

  • Sequences, snippets, + templates
  • Smart Account Plan + prospect relationship maps
  • Smart Email Assist
  • Automations + triggers
  • CRM Sync, including custom objects
  • ...and more

Call (Voice package)

Not specified / Usage-based

  • Integrated Sales Dialer
  • Live Call Monitoring
  • Custom Call Dispositions
  • AI-Powered Call Summary + Q&A
  • ...and more

Meet

Not specified / Per user

  • Real-Time Call Recording + Transcription
  • AI-Powered Smart Meeting Assist
  • Automated Summary + Action Items
  • Comprehensive Search, Playlists + Clips
  • ...and more

Deal

Not specified / Per user

  • AI-Powered Smart Deal Assist
  • Deal Health Score
  • Deal Grid
  • Deal Overview with Activity History
  • ...and more

Forecast

Not specified / Per user

  • Pipeline Dashboard
  • Forecast Rollup
  • AI-Projection
  • Scenario Planning
  • ...and more

Amplify

Not specified / Consumption-based

  • AI Revenue Agent (Includes Account and Prospect Enrichment & Targeting, AI Personalization & Engagement)
  • AI Deal Agent
  • AI Research Agent
  • AI Conversation Agent (Coming Soon!)
  • ...and more

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