What Is OutSales?

OutSales is an AI-powered sales automation platform that helps sales teams automate their follow-up emails, track deal progress, and close more deals. It connects directly to your Pipedrive CRM and Gmail account to handle the repetitive parts of your sales workflow so you can focus on building relationships.

How OutSales Works

OutSales uses an agent-based system where you create AI agents that automatically manage follow-ups for your sales pipeline. Here is how the process works:

1. A new activity appears in Pipedrive -- When a follow-up activity is created in your CRM pipeline, OutSales picks it up automatically.
2. AI generates a personalized email -- The agent analyzes the deal context, previous conversations, and CRM data to draft a tailored follow-up email.
3. You review and approve -- Depending on your settings, you can review each email before it goes out, or let the agent send automatically.
4. The email is sent via Gmail -- Once approved, OutSales sends the email directly from your connected Gmail account.
5. AI plans the next step -- After sending, the agent calculates the closing probability and schedules the next follow-up activity.

Key Features

• AI-Generated Follow-Up Emails -- Personalized emails based on your deal data, notes, and previous conversations.
• Closing Probability Scoring -- AI analyzes engagement patterns and deal data to give you a probability score for each deal.
• Automatic Activity Planning -- The next follow-up is scheduled automatically, with timing optimized by AI.
• People Trend Analysis -- Track how contacts are responding over time, with interest trend indicators and lead status scoring.
• Custom AI Prompts -- Fine-tune how the AI writes emails, calculates probabilities, and plans activities.
• Knowledge Base -- Upload company documents (product catalogs, sales playbooks) so the AI can reference them when writing emails.
• Team Collaboration -- Invite team members, assign roles, and work together on your sales pipeline.
• Reports and Analytics -- View activity trends, status distributions, completion rates, and follow-up results.

Who Is OutSales For?

OutSales is designed for sales teams and individual salespeople who use Pipedrive as their CRM and Gmail for email. It is particularly useful if you:

• Have a large number of deals to follow up on regularly
• Want to save time writing follow-up emails
• Need consistent, professional outreach across your pipeline
• Want data-driven insights into your deal progress

Getting Started

To start using OutSales, you will need:

1. A Pipedrive account with active deals and activities
2. A Gmail account for sending emails
3. A few minutes to set up your first agent

Head over to Creating Your First Agent to get started.