SALES CRM

Every meeting,
every lead,
one report.

Pipeline and reporting built on your own outbound. With meeting booking on, it measures meetings. With it off, it measures leads contacted. The reports never go dark.

Meetings bookedMode: meetings
8 WEEKS AGOTHIS WEEK
New36
Awaiting reply22
Needs your reply9
Meeting booked48
Won12
Booked48
Held41
Show rate85%
DUAL-MODE REPORTING

Booking on or off,
the reporting stays on

Measurement follows the way you run outbound. Hand over a meeting link and every report is built on meetings. Keep booking off and the same reports are built on leads contacted. You pick the unit — nothing goes dark either way.

Booking on → measured in meetings
Meetings booked, by week, campaign and owner
Meetings held, and the show rate behind them
Pipeline value sitting in booked, held and won
Meeting → opportunity movement, stage by stage
Booking off → measured in leads contacted
Leads contacted, by week, campaign and owner
Engaged and replied, split out from contacted
Qualified replies — the same unit your pricing is based on
Reply → qualified movement, stage by stage

Switch booking on later and meetings layer on top of the history you already have — the contacted-and-qualified series keeps running underneath it.

THE PIPELINE

Work the pipeline
where it was built

The lead, the conversation it came from and the meeting it produced are one record. Nothing has to be exported before it makes sense.

LeadsListBoard
New36
Awaiting reply22
Needs your reply9
Meeting booked48
Won12
Lost7
DMDaniel M.Ops lead · LogisticsIntent88
Meeting booked · Thu, 2:00 PM · Google Meet

One record, the whole story

Every lead carries its stage, its intent score and the thread it came from
Booked meetings attach to the record — time, attendees and the invite
List or board: the same pipeline, two ways to read it
Stages are yours — add your own, and the reports follow
What the agent knows about your positioning and targeting stays in Brain

The agent keeps working the same records while you do — a reply it handles moves the stage, and the reports move with it.

REPORTS

The reports an
outbound team reads

Every one of them reads from meetings when booking is on, and from leads contacted when it is off. Same report, same filters — a different unit underneath.

Meeting volume

Booked and held, week over week, so you can see outbound accelerate or flatten.

Show rate

What share of booked meetings were held, split by campaign and time of day.

Pipeline value

What's sitting in booked, held and won, using the deal value on each record.

Reply → qualified

Where conversations drop off between replied, engaged and qualified.

Source & campaign

Which campaign and segment earned each meeting — attribution back to the message.

Owner breakdown

Meetings and qualified leads grouped by the owner carrying each conversation.

CRM SYNC

Native pipeline.
Built to sync out.

The InboundIQ Sales CRM is where you work the pipeline outbound produced. It is not built to replace the system of record you already run - CRM push is being built against the four we support, and is not available yet.

01

Qualified leads land here first

Every interested reply becomes a record with its stage, intent score and the thread it came from.

02

You work it natively

List or board, stage by stage — no export and no second tool to open to see what outbound produced.

03

Built to sync out

CRM push is being built against HubSpot, Salesforce, Pipedrive and Close, so the system of record you already run stays the system of record. It is not available yet.

Related feature

Meetings Booked

Meetings are what this reports on. See how an interested reply becomes a confirmed meeting on your calendar, invite and Meet link included.

See the feature

Know what your
outbound produced

Turn on the Sales CRM and every meeting booked and every lead contacted is reported from day one.