Is the outreach compliant with my firm's process?

Emails send from your address and you can require approval on every message, so outreach stays within your firm's review process.

Does it work with my CRM?

Yes. Outsales runs on top of your CRM, reads context, and writes every follow-up and meeting back to it.

Can it re-engage prospects who went quiet?

Yes — the AI re-engages stalled prospects on the right cadence so no relationship is forgotten.

Will the emails feel like me?

Each is written from scratch per contact using their context, in your voice — you can review before it sends.

Built for Financial Advisors teams

AI follow-up for
Financial Advisors

Outsales nurtures prospects and referrals, re-engages stalled leads, and books review meetings automatically — so relationships stay warm without you living in your inbox.

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

The Outsales way

Follow-ups done by memory

Leads fall through the cracks when you get busy.

→

Every lead followed up

AI follows up at the right time, automatically.

Slow replies lose leads

Hours or days to respond to a new inquiry.

→

Instant, personal replies

New leads get a tailored response in seconds.

Old leads go cold

Your database sits untouched and forgotten.

→

Database stays warm

AI re-engages past leads on the right trigger.

Generic copy-paste emails

Templated messages prospects ignore.

→

Written per contact

Each email composed from real context.

No follow-up tracking

You don't know who still needs a nudge.

→

Every touch logged

Activity written back to your CRM — nothing forgotten.

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.

Five agents. One sales force.

Each one masters a stage of the pipeline. Together they run sales end to end — so you don't have to.

Sequencer

Design entire multi-step outbound campaigns in a 5-minute chat with AI. Source, personalize, and send — at scale.

AI Email Writer

Write 500 emails with one set of rules. Teach the AI your brand voice, products, and guardrails in plain English.

Autonomous CRM

11 specialized AI Workers analyze every signal and act on your behalf — an Orchestrator runs the operation within your rules.

AI Follow-up for your CRM

Keep Pipedrive, HubSpot, Salesforce, or ActiveCampaign — add an AI layer that follows up from your inbox. Zero migration.

Buy Intent + Orchestrator

Score every contact on real buying signals — email, Stripe, Intercom, meetings — and auto-route the right action.

See your sales force in action

Connect your stack and watch the agents run your pipeline — start free, no credit card.

Start for free