CRM & Pipeline
Your inbox is now a pipeline
Every reply and call outcome becomes a deal card. Drag it from replied to won and track open value, no separate CRM required.
ATDMSN+1k
Trusted by 1,000+ businesses growing revenue with outbound
Pipeline · Default WorkspaceLive
50 open deals$546k open value55 total
Contacted30
Jane Doe
Acme Inc
SaaS-Q3inbound
Tomás Rivera
Northwind
Chen Wei
Loop
Replied3
Ana Pereira
Initech
SaaS-Q3Interestedwarm
Kenji Watanabe
Sonic
Objectionpricing
Grace Liu
Meridian
SaaS-Q3Referralreferral
Interested3$55k
Sam Osei
Umbrella
SaaS-Q3enterprisewarm
Nora Haddad
Vertex
champion
Qualified2$52k
Hana Kim
Stellar
SaaS-Q3enterprise
Marco Rossi
Aurora
champion
Auto-addedfrom a reply
$546kOpen pipeline
How it works
From first reply to closed deal, in one board
Automatic
1
A reply becomes a deal
A reply on LinkedIn or email creates a deal card automatically.
AI intent
2
AI sorts it by intent
Interested, objection, referral, not now: AI moves the card to the right stage.
Drag to close
3
You work it to won
Drag deals across stages, add value and close dates, and watch open pipeline update live as you go.
Where replies turn into revenue
A CRM that fills itself
Most tools stop at the reply. Outboundry carries it to closed.
$546k
Open pipeline value, tracked live
12
Stages from contacted to won
2
Views, board & list
6
Currencies for global deals
Drag-and-drop board
Move deals from replied to won with a drag
A kanban of every open deal with owner, channel and value. Drag to update.
- Twelve stages, fully customisable per workspace
- Owner, channel, campaign & tags on every card
- Live open-value totals per column
Board · group by stage
Interested3$55k
Sam Osei
Umbrella
SaaS-Q3enterprise
Nora Haddad
Vertex
champion
Oliver Bennett
Kite
warm
Qualified2$52k
Hana Kim
Stellar
SaaS-Q3enterprise
Marco Rossi
Aurora
champion
Meeting3$94k
Lee Wang
Hooli
SaaS-Q3champion
Fatima Noor
Axiom
enterprise
Won3$92k
Isabelle Roy
Cobalt
champion
Peter Novak
Delta
warm
Replies land as deals
Every reply becomes a deal, sorted by intent
AI classifies each reply and files the deal, so your pipeline stays current.
- Interested, objection, referral, not-now & more
- Confidence score on every classification
- Works across LinkedIn and email replies
Incoming replies → pipeline
SOInterested · 92%
Sam Osei · Umbrella
“Can you show how the sequencing works?”
KWObjection · 71%
Kenji Watanabe · Sonic
“Pricing looks higher than the others…”
GLReferral · 64%
Grace Liu · Meridian
“Not me, talk to our RevOps lead.”
Unified deal timeline
Every touch on one contact, in one thread
Invites, messages, emails, calls, notes and stage changes in one timeline.
- Email + LinkedIn activity, side by side
- Notes, calls & tasks logged inline
- Automatic system events, stage moves, enrolments
Sam Osei · Umbrella · timeline
Email reply · Interested
3h ago
“This is timely, we're onboarding 4 reps next month. Can you show how the sequencing works? Thursday works.”
Stage changed to Interested
3h ago · automatic
LinkedIn message sent
1d ago
Email opened · 3× · clicked pricing link
1d ago
Value & forecasting
Know what your outbound is actually worth
Add value and close date, and see live pipeline and forecast.
- Deal value & expected close date per card
- Open value totalled by stage and pipeline
- Six currencies for global teams
Pipeline · summary
Open value
$546k
Won this quarter
$92k
Avg. deal
$11k
Open value by stage
Interested
$55k
Qualified
$52k
Meeting
$94k
Negotiation
$98k
Views, groups & filters
Slice your pipeline any way you work
Board or list. Group by stage, owner, tag or status.
- Board & list views of the same data
- Group by stage, owner, tag or status
- Search & filter across every deal
List · group by stage
BoardList
Group: Stage ▾| Deal | Stage | Owner | Value |
|---|---|---|---|
| Sam Osei Umbrella | Interested | Priya | $25k |
| Hana Kim Stellar | Qualified | Priya | $30k |
| Lee Wang Hooli | Meeting | You | $40k |
| Victor Almeida Vanta Loop | Negotiation | You | $60k |
| Isabelle Roy Cobalt | Won | You | $40k |
Fills itself from everything
Deals flow in from every corner of Outboundry
Campaign replies, WhatsApp, Dialer outcomes, Reply Agent hand-offs and imported leads all land as deals.
- Auto-created from campaign replies
- Handed off by the AI Reply Agent
- Imported from Lead Finder or a CSV
- Moved by call outcomes: meeting booked, callback, not interested
Pipeline sources
Campaign replies
SaaS-Q3 · Multi-touch
AI Reply Agent hand-off
Meeting booked · moved to Interested
Lead Finder import
FinTech CFOs · 40 leads
CSV import
Q4 target accounts
FAQ
CRM & Pipeline questions, answered
What is the Outboundry Pipeline?
It's a built-in CRM that turns your Unified Inbox into a deal pipeline. Every reply from LinkedIn or email becomes a deal card you can drag through stages, from contacted to replied to qualified, all the way to won, without paying for or syncing a separate CRM.
How do deals get created?
Automatically. When a lead replies to one of your campaigns, Outboundry creates a deal and files it into the right stage based on the AI's read of the intent. Deals also flow in from the Reply Agent, Lead Finder and CSV imports, and you can add one manually anytime.
Does it track LinkedIn and email together?
Yes. Each deal has a unified timeline that merges LinkedIn invites, messages, emails, opens, clicks, calls, notes and system events into one chronological view, so the full relationship lives on a single card.
Can I customise the stages?
Absolutely. The pipeline ships with a full set of stages from Contacted to Won and Lost, and you can rename, reorder, hide or add stages to match how your team actually sells.
Can I forecast revenue?
Yes. Add a value and expected close date to any deal and Outboundry rolls it up into live open-pipeline and won totals, by stage, by owner and across the whole pipeline, in any of six currencies.
Board or list, which do I get?
Both. Switch between a drag-and-drop kanban board and a dense sortable list of the same deals, and group either view by stage, owner, tag or lead status.
Start in minutes
Turn every reply
Turn every reply
into a deal you can close
A pipeline that fills itself, from replied to won.
Join 1,000+ teams turning outbound into revenue with Outboundry.