Sales automation software features
OutreachAuto is sales automation software for B2B outbound. Every feature serves one loop: find the right companies, write to them in your voice, send safely from your own inboxes, handle replies and book the meeting. Below is the full list, grouped the way your team will use it.
Prospecting and data
Your list is the foundation, so the software builds it from your own description of a good customer and keeps it clean.
- Account lists from an ideal customer description: industry, size, region, technology and role
- Public company data combined with your own CSV files and CRM imports
- Account brief for every company, written from its public website, open roles and news
- Exclusion lists for customers, open deals, competitors and domains you never contact
- Duplicate checks across sequences and workspaces, so one person never gets two campaigns
Writing and personalization
- First line and reason to reply written from each account brief
- Your offer, tone and phrases kept across every email, so messages sound like your team
- Sequences of 3 to 7 steps with delays you choose
- A/B variants of any step, compared by replies
- Edit any email by hand before or after you approve the sequence
Sending and deliverability
Sales automation software is only useful if the emails reach the inbox. OutreachAuto treats deliverability as a feature, not an afterthought.
- Sending only from your own domains and inboxes: Google Workspace, Microsoft 365 or any SMTP and IMAP inbox
- Inbox warmup before and during campaigns
- Daily sending limit per inbox, set by you
- Inbox rotation across every connected address
- SPF, DKIM and DMARC check before the first send
- Bounce protection that stops a sequence on the first bounce
- Sending inside the recipient's business hours and time zone
LinkedIn tasks without account risk
- Daily task list for each rep: view profile, connect, send a message
- Messages written from the same account brief as the emails, ready to paste
- LinkedIn steps placed inside the sequence timeline
- No bot logs into LinkedIn, so the rep's account stays safe
Replies and meetings
- Stop rules on reply, bounce and unsubscribe
- Out-of-office detection that pauses the sequence and resumes after the return date
- Reply labels: interested, meeting request, not now, wrong person with a referral, unsubscribe, out of office
- Suggested answer for every label, sent as is or edited
- Booking link and proposed times for interested contacts
- Booked meetings placed in your calendar and CRM with the thread attached
CRM sync and data ownership
- CSV export of contacts, sequences and activity on every plan
- Two-way CRM sync of contacts, activity and meetings on Growth and Scale
- Custom field mapping on Scale
- Export everything at any time, and delete it at any time
Team, workspaces and security
- Seats for each rep, from 1 on Starter to 15 on Scale
- Separate workspaces for brands or agency clients, from 1 to 15
- Roles and permissions on Growth and Scale
- Single sign-on with SAML, audit log and a DPA countersigned in the app on Scale
- Invoice billing on Scale
Compliance built into the sending engine
- Unsubscribe link and unsubscribe header in every campaign email
- One suppression list for the whole account, applied before every send
- CAN-SPAM field for your own physical business address
- Notes for GDPR legitimate interest and deletion on request
- Business contacts only
How the features work together in OutreachAuto
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1
Describe your ideal customer and offer, and connect your inboxes
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2
OutreachAuto builds the list and writes a brief for each account
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3
You approve the sequence it writes from those briefs
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4
It sends, follows up and creates LinkedIn tasks on schedule
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5
Replies come back labelled, and meetings land in your calendar and CRM
Every plan includes the core loop
LinkedIn task lists, reply classification, meeting booking, warmup, inbox rotation and deliverability checks are in every plan. Plans differ in inboxes, contacts, sequences, seats, workspaces and CRM depth. Starter is 49 USD a month billed yearly.
- Starter 49 USD
- Growth 124 USD
- Scale 299 USD
Questions about sales automation software
Do I need other tools next to OutreachAuto?
You need your own inboxes and, if you want sync, your CRM. Prospecting, enrichment, writing, sequencing, warmup, reply sorting and booking are part of the product.
Which features differ between plans?
Inboxes, new contacts per month, active sequences, seats, workspaces and CRM sync depth. Single sign-on, audit log, custom CRM fields, invoice billing and the countersigned DPA come with Scale.
Can I turn off a feature I do not want?
Yes. You can skip LinkedIn steps, keep CSV export instead of CRM sync, or write every email by hand and use only sending and reply sorting.
Does the software send from your servers?
No. Campaign emails always go out from the domains and inboxes you connect. OutreachAuto never sends your campaigns from its own addresses.
Can I try the software before I pay?
There is no free plan. You can try the loop on your own website once from the homepage before you choose a plan.
Try every feature on one real account
Enter your website, offer and ideal customer. OutreachAuto finds the first matching company and writes the first email for it.
