Overloop is a dynamic CRM solution designed to enhance sales pipeline management and automate repetitive tasks. While some users note occasional delays in customer support response, its intuitive interface, powerful automation, and real-time analytics make it a powerful tool for sales teams. With flexible pricing and seamless integrations, Overloop helps businesses streamline operations and close deals faster.

Overloop Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What Is Overloop Software?

Overloop is a sales-focused customer relationship management software that simplifies lead tracking, email automation, and performance analytics. It caters to small and mid-sized businesses, helping sales teams prioritize leads, automate follow-ups, and measure campaign effectiveness. Key features include customizable pipelines, AI-driven insights, and multi-channel communication tools, enabling businesses to optimize their sales processes efficiently.

Overloop Pricing

The platform offers tiered pricing plans to accommodate= businesses of varying sizes. The details are as follows:

  • Starter Plan: $69/user/month (basic CRM features)
  • Professional Plan: $99/user/month (advanced automation & reporting)
  • Enterprise Plan: Custom pricing (tailored solutions for large teams)
Request a personalized Overloop pricing quote for your business today!

Disclaimer: The pricing is subject to change.

Overloop Integrations

The software supports integration with multiple systems and platforms, such as:

  • Microsoft 365
  • HubSpot
  • Salesforce
Watch the Overloop demo to learn more about its integration arrangements.

Who Is Overloop Software For?

Overloop is ideal for a wide range of industries and sectors, including:

  • SaaS companies
  • Real estate agencies
  • Marketing firms
  • Financial services
  • E-commerce

Is Overloop Right For You?

Overloop stands out for its sales automation capabilities, making it ideal for teams seeking efficiency and scalability. It complies with general data protection and regulation (GDPR) and offers enterprise-grade security, ensuring data protection. Recognized for its user-friendly design, Overloop is trusted by growing businesses worldwide.

Still doubtful if Overloop is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Overloop Features

Overloop lets you design tailored sales pipelines that mirror your unique sales process. The visual drag-and-drop interface makes it easy to track deals through each stage, while color-coding helps prioritize high-value opportunities. This ensures your team always focuses on the right leads at the right time for maximum conversion rates.

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The system automatically analyzes lead behavior and engagement to assign priority scores. By evaluating email opens, website visits, and interaction history, it surfaces hot prospects that need immediate attention. This eliminates guesswork and helps sales reps allocate their time more effectively to the most promising opportunities.

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Overloop's smart email sequences let you schedule personalized outreach at scale while maintaining a human touch. The system tracks opens, clicks, and replies to optimize send times and content. Automated follow-ups ensure no lead falls through the cracks, helping nurture relationships throughout the entire buyer's journey.

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Comprehensive dashboards provide instant visibility into team performance and pipeline health. Track key metrics like conversion rates, deal velocity, and forecast accuracy to identify bottlenecks. These actionable insights help managers make data-driven decisions to improve processes and hit revenue targets more consistently.

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Engage prospects across email, phone, and LinkedIn without leaving the platform. The unified communication log keeps all interactions organized in one place for full context. This omnichannel approach ensures consistent, timely follow-ups that build stronger relationships throughout the sales cycle.

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Frequently Asked Questions

Email, live chat, knowledge base, and phone support (Enterprise only).