Outreach

Turn a list of cold leads into booked 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.

canopyhq.co.uk/dashboard/sales/outreach
Call script · Phone systems
Can I speak to John Smith, please?
✓ Put through
✕ Not available
Lead profile · captured
Best contactJohn Smith
Current phone systemOn-prem Avaya
Contract renewsMar 2026
Interested?Yes

Guided 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.

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.