B2B OUTBOUND OS · SELF-HOSTED

More Than an Outbound CRM. Turn Your Customer List Into a Repeatable B2B Sales Process.

Knowledge → ICP → Research → Scoring → Strategy → Outreach → Follow-up → Sample / Quote.

Your own data. Your own mailbox. Your own AI key.

B2B Outbound OS

Customer ListKnowledge BaseEmail CenterDealsToday

Today’s work queue

128Accounts
24In Outreach
8Waiting Reply
3Sample / Quote
CompanyStatusNext ActionScore
Auto Tech StuttgartRepliedSend sample info92
MedFlex GmbHOutreachFollow up in 3 days78
Precision Parts Co.ResearchComplete research70
LIVE PRODUCT DEMOExplore this workflow →

THE SHIFT

A CRM Tells You What Happened. Your Outbound System Tells You What to Do Next.

Traditional CRM

  • Store contacts
  • Log activity
  • Track pipeline
  • Add notes
  • Set reminders

B2B Outbound OS

  • Define who is worth targeting
  • Research account context
  • Score against your ICP
  • Decide how to approach
  • Build the outreach strategy
  • Trigger follow-up
  • Track sample / quote / deal

KNOW · Knowledge Base

Teach the System How Your Business Sells.

Products, ICP, buyer personas, industry knowledge, buying signals and sales rules — stored in one place.

Products + ICP + Buyer Personas + Industry Knowledge + Buying Signals + Sales Rules

↓

Research · Scoring · Strategy · Messaging

Your knowledge defines the method. The system turns the method into action.

Knowledge base showing company sales knowledge and health score

IndustryAutomotive Parts Manufacturing

Primary FitOEM / Tier 1 Manufacturer

Secondary FitSpecialized Distributor

GeographyGermany / Czech Republic / Italy

ApplicationsOriginal equipment / Aftermarket

Target RolesPurchasing / Owner / Engineering

Positive SignalsNew product / Expansion / Hiring

ExcludeRetail / Consumer

DEFINE · ICP

Who Is Actually Worth Targeting?

Define the profile that separates a high-value target from a waste of time — industry, company type, geography, applications, roles and exclusions.

UNDERSTAND + PRIORITIZE

Research First. Then Know Who Deserves Your Time.

What does this company actually do? How closely does it match your ICP?

UNDERSTAND · Account Research

  • Website & business model
  • Products & applications
  • LinkedIn & hiring signals
  • Decision roles
  • Relevant business signals

PRIORITIZE · Explainable Score

Auto Tech Stuttgart · 92 / 100 · Tier A

  • + Strong ICP fit
  • + OEM manufacturing confirmed
  • + Relevant product line
  • + Expansion / hiring signal
  • + Decision role identified
  • − No recent sourcing activity
AI score with visible reasons for a target account

Not a black-box score — knowledge, ICP and account research, made visible.

DECIDE · Strategy

Who Should You Contact, Why Now, and With What Angle?

Decide the decision chain, the channel, the message and the next action before you send anything.

WHO → WHY NOW → VALUE ANGLE → CHANNEL → MESSAGE → NEXT ACTION
Multi-step outreach plan across email, LinkedIn and WhatsApp

The strategy becomes a concrete outreach plan, channel by channel.

EXECUTE

What Happens Next?

Email, LinkedIn and WhatsApp stay on one customer path. No-reply rules and cooling periods make sure nothing gets dropped.

Email center connected to the seller's own mailbox
Email Center on your own mailbox.
Follow-up tasks with no-reply and cooling rules
Follow-up engine: no-reply rules and cooling periods.
Deals pipeline with quote and sample history

Deals & Orders: from sample to quote to close.

ADVANCE · Sample / Quote / Deal

How Does the Opportunity Move After the Reply?

Built for B2B sales cycles where the real work starts after the first reply. Quotes, samples and deals stay on one record.

NOT ANOTHER CRM

Compare the Workflow, Not the Logo.

Generic CRMB2B Outbound OS
ContactsICP-based accounts
NotesAccount research
PipelineDevelopment strategy
TasksNext-action engine
AI emailKnowledge-driven messaging
Deal stageSample / quote / close
Generic AIYour own sales knowledge

Choosing between outbound tools? See the Best CRM for B2B Outbound Sales guide →

YOUR DATA, YOUR MACHINE

Self-hosted. Your own mailbox. Your own AI key. $99 once.

No per-seat pricing. No monthly subscription. Turn your existing list into a sales process that knows what to do next.

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