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Outreach CRM

Prototype · industry-enabled

Segment outreach by industry as well as stage and response.

This revision adds an industry field to each contact, makes industry searchable and filterable, and preserves the time-of-day and template analytics from the previous version.

Initial message performance

Response rate by template 1 through 7.

Follow-up performance

Response rate by follow-up step.

Contacts

Search, industry filtering, stage, response, and next-step management.

NameCompanyPositionIndustryStageResponseNext Step

Contact detail

View and update a single record, then log outreach activity.

Import tools

Manual entry, LinkedIn URL intake, and spreadsheet upload.

Local backup

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LinkedIn URL intake
Prototype behavior: simulates enrichment so you can validate flow before connecting a final data source.
Excel / CSV upload
Prototype behavior: accepts CSV directly and treats Excel files as a UI placeholder for the final import parser.
Manual contact entry