Outreach
Outreach is an agentic AI platform for B2B revenue teams. It runs AI agents across prospecting, deal management, forecasting, coaching and account expansion, combining multichannel engagement sequences with conversation intelligence in a single sales execution workspace.
What is Outreach?
Outreach is a revenue orchestration platform published by Outreach Corporation, a Seattle company whose site dates its founding to 2014. It gathers the work of a B2B selling team into one place: account research and prospecting, multichannel sequences, deal and pipeline management, conversation intelligence and revenue forecasting.
What the vendor puts forward is its layer of AI agents. Omni answers questions and takes action across accounts, opportunities and meetings, from the web application, mobile or Slack. Research, Deal, Revenue and Personalization agents handle account digging, deal inspection and message drafting, while a Meeting Prep Agent assembles a briefing before each call. Agent Studio configures ready-made workflows on a visual canvas, and a Knowledge base holds case studies, white papers and battlecards so generated content stays on brand.
Conversation intelligence transcribes calls in real time, flags action items, scores sentiment and surfaces competitor mentions through AI Topics Explorer. Forecasting adds scenario planning, rollups, trends, territory management and multi-currency support. Outreach MCP, offered as both server and client, connects the platform to the rest of a go-to-market stack. Access is through the web application, a mobile app, Slack and an API. Siemens, Amplitude and Omniplex Learning appear as customers.
What it does
- Prospect and manage accounts with AI research and multichannel engagement sequences
- Inspect, guide and close deals with deal insights, health alerts and mutual action plans
- Record, transcribe and analyse sales conversations as they happen
- Coach representatives at scale with automated scorecards, call playlists and live content cards
- Forecast revenue with AI projections, scenario planning, rollups and trends
- Protect renewals and expand accounts by flagging churn risk early
- Build and run sales workflows as configurable agents on a visual canvas
When to use Outreach / When not to
A quick filter to help you decide if Outreach is the right fit.
When to use Outreach
- Account executives and account managers running complex B2B deals who need account research, deal inspection and follow-up handled for them
- SDR and BDR teams doing outbound at volume, who live in sequences, tasks and meeting scheduling
- Sales leaders and revenue operations teams that are judged on forecast accuracy and pipeline visibility
- Customer success and renewals managers who need early warning on churn risk and structured expansion plays
- Enterprises consolidating several point tools into one platform, with the tech spend saving that comes with it
When not to use Outreach
- Individual sellers, freelancers and very small teams, for whom an enterprise, sales-led platform is oversized
- Anyone who wants a free plan or an instant self-service sign-up, since every package goes through a quote
- Buyers who must compare published prices before agreeing to talk to a sales representative
- Organisations whose security policy forbids connecting a vendor to corporate mailboxes, calendars and call recordings
- People under 18, and organisations located in United States embargoed countries or on restricted-party lists
How to use Outreach
A typical end-to-end flow, from setup to results.
- Request a demonstration or a quote: there is no open sign-up, and every package starts with a sales conversation
- Agree on a package and a credit allowance, then sign the order that opens the initial term
- Choose an onboarding path, from a self-serve package to full implementation and training with deployment resources
- Sign in through the Outreach account portal and set up administrators, single sign-on and role-based access
- Link at least one email account per authorised user, up to two accounts or one account and one alias
- Import calendars, social contacts, call history and call recordings, and upload the files the team works from
- Connect the tools the team already uses: video conferencing, Slack, the API and the MCP server or client
- Upload case studies, white papers and battlecards into the Knowledge base to ground AI-generated content
- Configure agents and workflows in Agent Studio, and set the permissions and audit controls each agent runs under
- Roll out to the team through Outreach University, the Success Center and the support portal, then work from web, mobile or Slack
Pros & Cons
Pros
- End-to-end coverage in a single platform, with a real consolidation argument behind it: one reference cites five platforms reduced to one and over 600,000 US dollars saved per year
- Conversation intelligence and AI coaching are available from the entry package, not reserved for the top tier
- Agent governance is explicit: configurable limits on what each agent may do, with an audit trail for every action taken
- Compliance is documented rather than asserted, with a data processing agreement, a published sub-processor list and named EU and UK representatives
- Customer ownership of data is stated without ambiguity in the terms of service
- Outreach MCP, as server and client, opens the platform to the rest of the go-to-market stack instead of closing it
- Generous API allowances from the first package, per-user pricing with no platform fee and support included
Cons
- No public pricing whatsoever: all four packages route to a quote, which makes independent comparison impossible
- No free plan, no free trial mentioned anywhere, and no self-service entry point
- The consumption side of the model, billed in credits per AI action, is hard to budget before real usage is known
- Orders are non-cancellable and non-refundable, renew automatically for twelve months and need thirty days' notice to stop
- The platform requires linking email accounts and can ingest emails, calendars, call history and call recordings
- The terms of service date from April 2024 while the privacy statement was revised in February 2026 and the product line has since changed
- No security certification such as SOC 2 or ISO 27001 and no hosting location appear on the pages reviewed
Pricing & Plans
Outreach publishes no free plan and no price. All four Amplify packages are quoted on request, so no entry price point or currency can be stated. Billing combines per-user platform access with consumption charged in AI credits, each discrete AI action carrying a predefined credit cost, and additional credit packs can be purchased at any time. The announced pricing drivers are team size and usage volume, the number of AI workflows activated, and the level of platform capability required. The pricing page states that there are no platform fees and that support is included. Paid add-ons cover Data Sharing, Connectors, Additional Instances and Listener Licenses; Outreach Voice calls and phone numbers are billed separately, as are the professional services packages used for onboarding.
- 10
- 000 AI credits
- 250
- 000 API calls
- 5 custom objects
- 500 MB of Knowledge. Price on request.
- 25
- 000 AI credits
- 250
- 000 API calls
- 5 custom objects
- 500 MB of Knowledge
- Plus support included. Price on request.
- 50
- 000 AI credits
- 500
- 000 API calls
- 10 custom objects
- 750 MB of Knowledge. Price on request.
- 100
- 000 AI credits
- 1
- 000
- 000 API calls
- 20 custom objects
- 1
- 500 MB of Knowledge
Data, GDPR & hosting
A consolidated view of how Outreach handles your data.
GDPR overview
GDPR implementation is concrete and documented rather than declarative. Outreach certifies to the EU-U.S. Data Privacy Framework, its UK extension and the Swiss-U.S. framework, and states that it falls under Federal Trade Commission enforcement. An Article 27 representative is named for the European Union, Rivacy GmbH in Hamburg, alongside a separate UK representative. A data processing agreement is incorporated by reference into the terms of service, a sub-processor list is published, and transfers rely on adequacy decisions, on the framework, or on standard contractual clauses. The privacy statement, last modified in February 2026, sets out lawful bases and lists rights of access, rectification, erasure, portability, withdrawal of consent, objection and restriction, plus post-mortem instructions for French residents. Requests go through a data subject rights portal or by email, unresolved framework complaints are referred to TrustArc, and the right to complain to a supervisory authority is stated.
Who owns the data?
Under the terms of service, the customer keeps full ownership of what it puts into the platform. Your Data covers address books, emails, calendars, social contacts, call history, call recordings and uploaded files, and Outreach states that it claims no ownership over any of it. Outreach retains the intellectual property in the platform itself. The company wears two hats: it is the controller of the personal data it handles for its own website and marketing purposes, and a processor for Client Data handled on a customer's instructions. Individuals whose data reaches Outreach through one of its customers must address that customer, which is the controller, rather than Outreach.
Reuse rights
Customers can use and take back their own data freely: it stays theirs and the vendor claims no ownership over it. On the vendor's side, the agreement lets Outreach collect and analyse customer data in aggregated form to improve the service and publish general statistics, provided no customer is identified and no personal data is disclosed. Personal data is otherwise used to run and administer the service, provide support, secure the platform against fraud and abuse, market to contacts according to their stated preferences, run events and meet legal obligations, on the basis of legitimate interest, contract or consent. Data received through Google APIs falls under Google's Limited Use rules, and Google Workspace data is explicitly not used to develop, improve or train AI or ML models. No equivalent general statement covers whether other customer data is used to train models, which is why the vendor's stance is recorded as unclear. Separately, under the California Consumer Privacy Act, Outreach reports having "sold" identifiers, online activity data and inferences to event sponsors, advertising networks and analytics providers, with an opt-out form provided.
Data retention & training
Hosting summary
Outreach is a United States company and states that its service providers are located in the United States and in other countries, so personal data may be transferred to and processed outside the user's own country. No hosting country or region is published on the pages reviewed, which is why the structured hosting fields are left empty. Transfers out of the European Economic Area, the United Kingdom and Switzerland rely on adequacy decisions, on the EU-U.S. Data Privacy Framework and its UK extension, on the Swiss-U.S. framework, or on standard contractual clauses signed with customers, providers and partners. On security, the company describes encryption of data in transit and at rest, single sign-on, role-based access controls, regular review of its collection, storage and processing practices including physical measures, and a risk assessment before engaging any third party. A DNS lookup of the domain resolves to an Amazon CloudFront edge node, which indicates the content delivery network in front of the site rather than where the application and its data actually reside.
Where Outreach works
Country-level availability.
Not available in
Things to keep in mind
Risks and trade-offs to weigh before adopting Outreach.
- The contract binds harder than most: twelve-month terms renew automatically, thirty days' notice is required to stop them, and orders are otherwise non-cancellable and non-refundable
- The platform sits inside the mailbox. Email accounts must be linked, and emails, calendars, call history and call recordings can be ingested, which is a large surface of sensitive communication in one vendor's hands
- Outreach staff may access account data, including private prospect information and email content, to assist with setup or troubleshooting, and the terms disclaim liability for what that exposure reveals
- Under California law, Outreach reports having sold identifiers, online activity data and inferences to event sponsors, advertising networks and analytics providers, and states that it does not act on Do Not Track signals
- Access can be suspended or terminated with or without cause and with or without notice, and stored data may become unreachable if that happens
- Recording calls is legal only with proper consent, and the terms place that responsibility squarely on the customer, not on the vendor
- The human risk is quiet: when agents research the account, draft the message, summarise the call and predict the outcome, sellers can stop reading their own pipeline, and a confident forecast is still a forecast
Setup & Integrations
Technical difficulty
Moderate to high, and sales-led rather than self-service. There is no open sign-up: access begins with a demonstration or a quote. Every authorised user must link at least one email account, capped at two, and teams normally connect video conferencing, Slack, the API and MCP as well. Administrators configure single sign-on, role-based access and agent permissions. Outreach sells onboarding packages ranging from self-serve to full implementation and training, which is itself a fair indication that few organisations deploy it unaided. Outreach University, the Success Center and a support portal back the rollout.
Deployment
Integrations
Behind Outreach
Social
Resources
All the official URLs gathered for verification and reference.
Alternatives
Tools that compete with or complement Outreach.
Frequently asked questions
How much does Outreach cost?
Is there a free plan or a free trial?
How is credit consumption measured?
Who owns the data put into the platform?
What does Outreach connect to?
What is in place for GDPR compliance?
Should you pick Outreach?
Outreach is a mature product from an established vendor, sold to structured B2B revenue teams rather than to individuals. Its strength is coverage: prospecting, deal management, coaching, forecasting and account expansion sit in one platform, which is the consolidation argument the vendor leans on. The compliance side is unusually well documented for a sales tool, with a data processing agreement, a published sub-processor list and named EU and UK representatives.
The reservation is commercial. Nothing is priced publicly, all four Amplify packages route to a sales conversation, and the consumption side of the model makes a budget hard to set before signing. Orders renew automatically, are not refundable and need thirty days' notice to stop. Anyone evaluating it should have the credit cost of their real workflows written into the quote, and should read the terms, last updated in April 2024, against the product as it stands today.
- Choosing a selection results in a full page refresh.
- Opens in a new window.