Deal Management Software
Close more pipeline with insights-driven deal inspection
Get a snapshot of every deal with insights across the opportunity lifecycle. Then, easily update any deal in the pipeline from a single location without flipping tabs. Outreach's deal management capabilities help improve AE and sales manager efficiency so that they can focus on closing deals.
Sales, Marketing, Rev Ops and Customer Success teams trust Outreach
Close more deals, faster
Spend more time actually selling
Improve rep efficiency by making it simple for reps to keep all of their deals up to date with a single grid view, including AI-recommended changes to your opportunity fields which eliminate the burden of manual updates.
Rapidly inspect every deal in the pipeline
Drive higher win rates and quota attainment across your teams. Outreach provides visibility into all deal details so reps can quickly spot and resolve risk to maintain deal momentum and advance more opportunities to the next stage.
Deal management features at a glance
Editable deal grid
Edit all deals in the pipeline from a single view -- updates automatically write back to CRM.
CRM validation
Ensure changes made in the deal grid comply with validation rules set in CRM.
Field change indicators
Keep every deal on track and eliminate the burden of manual edits with automatic updates to your opportunity fields.
Deal Agent
Keep every deal on track and eliminate the burden of manual edits with automatic updates to your opportunity fields.
Deal overview
Visual timeline of buyer and seller activities including calls, emails, and meetings
Activity timeline
Visual timeline of buyer and seller activities including calls, emails, and meetings
Health insights
Detailed view of Deal Health Scores including seven-day trends and suggested actions.
Topics
See what topics have been mentioned most recently, or compare across all emails and meetings.
Demo: Outreach deal management
The Outreach deal grid is your starting point for deal investigation: Do you have enough early-stage pipeline, or do you have deals that are stalling in the middle? View key details, sort and filter, and save views to continue tracking.
See the full power of the Sales Execution Platform
Create quality pipeline, maximize rep productivity, and drive predictable revenue growth with Outreach.
Hire AI Agents to provide insights and act on behalf of sellers across the entire customer lifecycle
AI-powered forecast projection and pipeline insights accurately predict revenue targets in real-time
Diagnose sales funnel and pipeline quality and adjust revenue forecasts as business changes based on risk, buyer sentiment, and pipeline performance
Get to quota with insights into how deals are progressing through the pipeline, where they are stalling, and what to do next
Capture all sales activity as it happens and engage customers across every channel, at scale. Revenue Agents handle sequencing so reps focus on conversations, not coordination
Guide customer conversations in real time with AI-powered battle cards, objection handling, and action-item detection. Coach reps during the call — not just after it's too late
Use real-time customer interactions and CRM data to prescribe account team actions, implement ai-powered customer engagement workflows, and enforce timely customer follow up
Outreach AI learns from your best reps and scales their behaviors across every seller. Capture relevant topics, buyer sentiment and team performance trends to provide coaching at scale
Align internally and externally with your stakeholders with success plans to increase deal velocity. Turn account plans into a compelling business case buyers can champion internally
