Trusted by salespeople who work at these companies
Stop losing deals in the follow-up gap
Wealth management is a long, relationship-driven sale, and follow-up is what wins it. Outsales follows up consistently and personally with prospects and referrals, on top of your CRM, while you focus on advice.
The manual way
With Outsales
Follow-ups done by memory
Every lead followed up
Slow replies lose leads
Instant, personal replies
Old leads go cold
Database stays warm
Generic copy-paste emails
Written per contact
No follow-up tracking
Every touch logged
Every follow-up handled, for Financial Advisors
Outsales reads your CRM and email threads, writes the right follow-up, and sends it at the right time, for Financial Advisors teams.
Nurture prospects over the long cycle
Prospects rarely commit on the first touch. The AI keeps the relationship warm with relevant, personal follow-up until they're ready.
Follow up on referrals fast
New referrals get a timely, personalized introduction from you, so warm intros don't go cold.
Book review & intro meetings
Replies are detected and turned into booked meetings on your calendar, with the activity logged to your CRM.
Approval & control built in
Require review before any message sends, so outreach always fits your firm's tone and compliance expectations.
The system
Not a bundle of tools. One machine.
An Orchestrator reads what came in and decides who should act. Workers do a job from start to finish. Skills are what they reach for on the way. Everything writes to the same contact record, so what one of them learns the rest already know.
The Orchestrator
Every email, payment, chat and meeting goes through it. It decides which worker or skill should run, and writes down why, in plain English. There is no workflow builder to maintain.
Follow-up Worker
Reads the thread, works out when the next one is due, writes it and sends it from your inbox.
Meeting Notetaker
Joins Meet, Zoom and Teams. Records, transcribes and writes the summary onto the contact.
Personal Assistant
Messages you on Slack when a client writes. Reply, translate or archive without leaving it.
Seven skills
Where you work
Cold Email Software
Every message written from scratch for the person receiving it, then sent from your own inbox with daily caps and reply detection.
Sales Follow-up Software
Keep the CRM you have, or run without one. It decides when the next follow-up is due, writes it, and stops the second someone replies.
AI CRM
Contacts, notes and stages kept current by the workers, with every decision written down so you can read its work before you trust it.
Lead Scoring
Every contact scored 0 to 100 from your own emails, payments, chats and meetings, with the reason behind every move.
AI Email Writer
Teach it your brand, your products and the phrases you never want used. Nothing leaves with a placeholder still in it.
Switch one worker on
Connect what you already use and read what it decided by Friday. Start free, no credit card.