Outfound has a built-in CRM. When you open CRM from the menu, your lists are on the left, and each list has these views:
- Replies: replies to your campaigns; the unread count shows in the menu.
- All leads: everyone on the list; you can assign an owner, change the stage or set a follow-up for the people you select, all at once.
- Pipeline: a board of people arranged by stage.
- Tasks: people you set a follow-up date for; overdue tasks are marked.
- Companies: people grouped by company.
- List settings: pipeline stages and the default stage for new leads.
When you open a person you can Change stage (with a deal value and expected close date), Assign owner, set a Follow-up, Log activity and Add note, add tags, and see company information and the conversation history. The Add to campaign button in the person's detail can't be used yet; to email the people on a list, choose the list as the Target list in a new campaign.
You can save filters you use often as views, and star, rename or delete lists from the list switcher at the top left.
People get into the CRM from discovery results with Save to list.