OutreachFirst CRM
Pipeline, sequences, and engagement — re-tuned for revenue.
A relationship and outreach platform covering pipeline, sequences, and engagement tracking, re-tuned from donor outreach to sales and customer success. It gives revenue teams the cadences and visibility they need to move deals and retain accounts. Sold per seat with usage-based email and AI add-ons.
Who buys it
Heads of Sales and RevOps at SMBs, enterprises, and agencies.
Who uses it
Sales and customer-success teams, and agency account managers running outreach and pipeline day to day.
What it does
- —Pipeline management for tracking deals through to close
- —Outreach sequences and cadences re-tuned from donor outreach to sales and CS
- —Engagement tracking across every relationship touchpoint
- —Usage-based email and AI add-ons that scale with send and automation volume
- —Per-seat tiers spanning SMB sales teams through enterprise RevOps
- —Customer-success workflows for retention alongside net-new pipeline
Pricing
Proposed · illustrativeStarter seat
$25/user/mo
Entry per-seat tier for smaller sales and CS teams.
Growth seat
$75/user/mo
Higher per-seat tier for full RevOps deployments.
Usage add-ons
metered
Usage-based email and AI add-ons on top of seats.
Monetization model: Per-seat SaaS + usage add-ons.
Posture & compliance
Clean-transfer; shares lineage with donor outreach — the nonprofit keeps its donor edition.
Migration: Group B
In these solution packs
OutreachFirst CRMis sold on its own — or as part of a stack that solves a whole buyer’s problem end-to-end.
Works with
One login spans the suite. These editions are wired to OutreachFirst CRM through a shared pack — better together than apart.