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Outreach/outreach/contacts

Contacts, the CRM that fills itself

Every account and its people, with a timeline that writes itself from your outreach activity. Your only manual inputs: notes and tasks.

Step by step

  1. 1

    Find an account

    Search by venue or location, or use the filter chips, venue types, import batches, and "has replied". The table shows Account, Stage, Contacts, Replied, and Last activity.

  2. 2

    Open the record

    Click a row. The account page shows the pipeline stage (changeable right in the header), an AI summary when one has been generated, and the full activity timeline.

  3. 3

    Read the timeline

    Emails, replies, sequence events, and stage changes file themselves, each reply tagged with its classified intent: interested, meeting request, question, objection, not interested, unsubscribe.

  4. 4

    Add what only you know

    "Quick note" saves call summaries and context (attach to the whole account or one person). "Tasks" tracks follow-ups with due dates, "Add", then mark done when handled.

Tips

  • ✓Cmd/Ctrl+Enter saves a note without touching the mouse.
  • ✓The "has replied" chip plus a venue-type chip is the fastest route to your warmest segment.
  • ✓People show a BEST badge on the strongest contact, that's who drafts address.

What you'll actually see

  • There is no add-contact button, people are discovered by research crawls and prospect imports. The empty state says it straight: "every email, reply and stage change files itself here, you never fill this in by hand."
  • The list shows the 200 most recently active records; narrow with search or filters to see more.
  • Notes and tasks are the only manual writes the CRM accepts, everything else on the timeline fills itself.
▸Video scripta 60-120s narration you can record as-is

This is Contacts, the CRM that fills itself, and I mean that literally. Every account here came from discovery or research; every row of the timeline wrote itself. Up top: search and filter chips, venue types, batches, and my favorite, "has replied". I'll open this golf venue. Header shows the pipeline stage, I can change it right here, and an AI summary of where things stand, generated automatically. Below, the timeline: the cold email we sent, their reply, classified "interested" by the AI, the follow-up, the stage change. I typed none of this. What I do type: the things only I know. "Quick note", I'll log this morning's phone call, Cmd-Enter to save. And a task: "send pricing sheet", due Friday. That's the deal with this CRM: notes and tasks are yours; everything else files itself. On the right, the people the crawler found, with a BEST badge on the strongest contact. No data entry, no stale records, the record is just true.