Turn a list of cold leads intobooked calls
Outreach gives cold callers a focused workspace built on your New Lead pipeline — click-to-dial, a guided call script, captured intel and one-tap outcomes that write straight back to Autotask.
Lead details
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Call script
Phone systems — cold call ⌄Notes
Next action
Lead profile
1 of 6 capturedGuided call scripts with branching
Build your own branching scripts, or let reps talk naturally and simply fill the fields as the conversation flows. Every script keeps cold callers on message without sounding robotic.
Click-to-dial via 3CX
Dial straight from the lead with a single click through 3CX. Every call is auto-logged to the lead and surfaced in a running activity feed, so nothing slips through the cracks.
Capture intel as it happens
Record the decision-maker, their current system and the renewal date in the moment — the qualifying details that turn a cold name into a real opportunity.
One-tap outcomes
Book a second call, move the stage or schedule a call-back in a single tap — every outcome synced straight back to Autotask so your pipeline stays current automatically.
Built on your New Lead pipeline
Outreach lives on top of the leads you already have in Autotask, giving cold callers a focused workspace instead of a sprawling CRM to fight with.
Writes straight back to Autotask
Captured intel and outcomes flow back into Autotask the instant they happen — no double entry, no end-of-day admin, no leads forgotten in a spreadsheet.
A talk-track your reps actually follow
Pick a script and the talk-track appears right beside the dialer — merged with the live lead’s name and company. Reps stay on message without sounding like they’re reading a card.
- Live merge fields — {primary} and {company} fill in from the lead as you dial
- Section labels keep gatekeeper, discovery and pitch in the right order
- Switch scripts per call, or work without one and just fill the fields
- Answers save to the lead profile — qualifying intel captured as you talk
Call script
Phone systems — cold call ⌄Build and branch your scripts — no code
Write the questions reps follow, choose the answer type, and branch to the next question based on what the prospect says. Map answers to lead fields so the qualifying detail is captured the moment it’s said.
Tip: type {primary} or {company} to merge live lead data.
Turn your cold leads into booked calls
Give your reps a workspace built for the call — and let every outcome write itself back to Autotask.