Outbound Operations Platform
Run outbound sales with discipline.Calls, routes, follow-ups, and AI in one system.
Built for teams doing real outreach. Secant Outreach CRM unifies lead management, route planning, dialer workflows, and AI outbound automation into one operational command center.
The Problem
Most CRMs track. Secant executes.
Reps miss follow-ups.
Leads get lost between tools.
No route coordination for field teams.
AI tooling is disconnected from workflow.
Campaign tuning depends on developers.
Leaders lack day-to-day operational visibility.
Mechanism
One workspace. Full control.
Import + assign
Bring in leads, clean data, set campaigns, and assign ownership.
Execute in queues
Reps run calls, field visits, and follow-ups through structured workflows.
Measure + tune
Admins monitor outcomes, update scripts, and tune campaigns without dev tickets.
Outcomes
Built for teams who actually do outreach.
Never miss follow-ups
- Scheduled next actions with standardized dispositions
- Priority scoring to surface what matters now
- DNC logic and interaction history in one timeline
Teams stop losing hot leads to tool handoffs.
Built For Scale
Operational discipline without engineering dependency.
| Platform | Primary orientation |
|---|---|
| HubSpot | Marketing-first CRM |
| Salesforce | Enterprise breadth with heavy overhead |
| Basic CRMs | Contact storage and lightweight pipeline tracking |
| Secant Outreach CRM | Execution-first, field-ready, AI-integrated |
Pricing
Simple tiers. Clear operational fit.
Starter
Small outbound team
- Lead + queue workflows
- Basic route planning
- Mailchimp sync
- Email support
Team
Growing sales operation
- Everything in Starter
- Dialer + advanced scoring
- Admin script governance
- Priority onboarding
Agency
Multi-client execution teams
- Multi-workflow control
- VAPI command center
- Advanced reporting
- Dedicated onboarding
FAQ
Answers for operators evaluating rollout.
Does Secant support both field and phone outbound?
Yes. Secant is built for mixed outbound teams with queue workflows, dialer operations, and route planning in one environment.
Can we manage AI outbound calls from the same system?
Yes. VAPI agent operations, queue assignment, outbound run controls, and monitoring are part of the admin command center.
How does Mailchimp integration work?
You can sync leads to audiences/campaigns, manage tags, and track sync records directly from lead and email workflows.
Do you support role-based permissions?
Yes. Admin and rep boundaries are enforced across workflow, data access, and operational actions.
How long does onboarding take?
Most teams can start with a pilot quickly. We focus on campaign setup, queue logic, and rep workflow standards first.
Final CTA
Built for real outbound teams. Ready to clean up execution?
Book a live walkthrough to map your current outbound workflow to Secant queue, route, dialer, and AI operations.