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.
Commercial readiness
Verification required
- functionality
- Verification required
- deployment
- Verification required
- ownership
- Verification required
- licensing
- Verification required
- Commercial availability
- Verification required
Determine core owner; document transfer or retained ownership
Historical catalog evidence
Historical application label: Build-ready.
Original specification label: Build-ready.
No current release acceptance or completed commercial rights established by inspected records.
Historical labels and origin references do not verify demonstrated functionality, current commercial deployment, ownership, licensing, or sale approval.
Read the dated catalog reconciliationPortfolio descriptions, proposed pricing, integrations, and compliance statements require product-specific acceptance. An origin website is not proof of a licensed, independently deployed commercial product.
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.
Capabilities described in the portfolio
- —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.
Proposed posture & compliance requirements
Clean-transfer; shares lineage with donor outreach — the nonprofit keeps its donor edition.
Migration: Group B
In these solution packs
OutreachFirst CRM is proposed as an individual edition or part of these solution packs. Commercial availability and integrations require review.
Works with
These editions are grouped with OutreachFirst CRM in proposed solution packs. Shared sign-in and integrations require product-specific verification.