Track each contact through your 3-step email sequence
Full list of referral sources in your outreach network
| Name | Profession | Status | Flow | Last Email |
|---|
Enter the contact's information
Configure your practice information and email delivery
Control who can log in to the CRM
| User | Role | Created |
|---|
Track every action across your organization
| Timestamp | User | Action | Entity | Detail |
|---|
Create and manage tenant companies
| Company | Type | Users | Contacts | Status |
|---|
Create and manage email templates to use in your outreach flows
Click a variable to insert it at the cursor position in the body.
{{contactName}}Full name + title{{contactFirstName}}First name{{contactLastName}}Last name{{title}}Title{{profession}}Profession{{contactPractice}}Their practice{{senderName}}Your name{{practiceName}}Your practice{{phone}}Your phone{{address}}Your address{{website}}Your website{{websiteLink}}Website <a> tagDefine email sequences and assign them to contacts
Add email steps and waits. Drag to reorder.
No steps yet. Add your first email to get started.
Track your outreach performance and ROI
Track your outreach actions and follow-ups
Recent email and task activity across your team