Lead routing & scoring
Prioritize incoming enquiries and assign each to the right person. Give your team a clear owner and next step from the start.
Sound familiar?
Sales reps hate the CRM
Your team spends more time logging activities than selling. The CRM feels like paperwork, not a sales tool.
Leads fall through the cracks
Follow-ups get missed. Hot leads go cold. Nobody knows which prospects need attention because the pipeline isn’t up to date.
No visibility into the pipeline
Sales leadership can’t see what’s happening in real time. Forecasting is guesswork because data isn’t entered consistently.
Manual proposal and quote generation
Creating proposals takes hours of copy-pasting. Pricing errors slip through. Custom quotes require back-and-forth with operations.
Disconnected tools
Email, CRM, calendar, and phone live in separate worlds. Your sales team switches between tabs instead of closing deals.
Onboarding new reps takes too long
New salespeople take months to get productive because the CRM is complex, undocumented, and full of workarounds.
Give selling more room in the working week.
Think about your team
What could your reps stop typing twice?
Look at contact updates, meeting notes and follow-up tasks. Start where admin repeatedly interrupts a customer conversation.
Salesforce’s 2026 survey breaks down how sales reps spend their week. Manual data entry is part of the non-selling total.
What we build.
CRM automations and sales tools that eliminate busywork, keep deals moving, and give leadership real-time visibility into the pipeline.
Automated follow-ups
Schedule emails, reminders, and tasks around each deal. Keep conversations moving and pause automated messages when a customer replies.
Proposal automation
Turn deal details into a branded proposal with your agreed pricing. Give your team a draft to review without retyping the same information.
Pipeline dashboards
Real-time visibility into deals, stages, forecasts, and rep performance. No more Monday pipeline review spreadsheets.
Activity logging
Automatically log calls, emails, and meetings in the CRM. Reps spend time selling, not documenting.
Deal stage updates
Move deals forward when a meeting is booked, a proposal is sent, or a contract is signed. Keep the pipeline aligned with what actually happened.
Contact data enrichment
Bring useful company and contact details into your CRM from approved sources. Help reps prepare for conversations with less manual research.
Sales-to-delivery handoffs
Turn a won deal into an onboarding task or delivery project. Pass along the scope, contacts, and promises so customers never have to start over.
Renewal reminders
Surface upcoming contract renewals and accounts that need attention. Give the right rep time to start the conversation before a deadline passes.
We’ve done this before.
OVB Aero
Made client work easier with five tools in one CRM.
- Tools integrated
- 5
- Daily users
- 2,000
- Efficiency gain reported in a user survey
- 20–30%
“Felt like an extension of our internal team.”
Marian Pogran, OVB
OVB Multiprotokol
Freed up advisor time by halving protocol preparation.
- Less time to prepare a client protocol
- 50%
- Client protocols created per month on average
- 11,000+
“The Outloud team combined strong technical skills with a deep understanding of our business needs.”
Marian Pogran, OVB
OVB Moja Firma
Saved repetitive work with shared sales reporting.
- Reported time saving on repetitive tasks
- 20%
- Monthly active users
- 2,500
“Strong technical skills with a deep understanding of our business.”
Marian Pogran, OVB
How we get there.
01
Audit your sales process
We map your current sales workflow – from lead to close. We identify where deals stall, where reps waste time, and where automation has the biggest impact.
02
Design the automation
We design lead scoring rules, follow-up sequences, pipeline stages, and integrations. Aligned with how your best reps actually sell.
03
Build and configure
We set up automations in your CRM, build integrations with email and phone, and create the dashboards your sales leadership needs.
04
Launch and train
We roll out to the team, train reps and managers, and iterate based on real usage. Adoption is everything – we make sure it sticks.
50+
Projects delivered
10+
Years of experience
4.9*
Rating on Clutch
"The Outloud team combined strong technical skills with a deep understanding of our business needs.
Their mindset and flexibility made the collaboration feel like working with an extension of our internal team rather than an external supplier."
"Outloud's key strength is in UI/UX, the site & app are lively and represent our new brand well.
They understood what we were trying to achieve and delivered a website & app we are extremely proud of."
"They provided us with a good source of design foundations, fast delivery, and carefully prepared outputs.
I was extremely satisfied that together we created a product that we can be proud of."
"What impressed us most about this company was their exceptional creative thinking and the innovative ideas they brought to the table.
They demonstrated a unique ability to translate our specific requirements into practical yet imaginative solutions."
