The AI SDR for Prospecting and Outreach
Bring B2B prospect search, available buyer context, AI-assisted drafting, and email plus LinkedIn campaign steps into one reviewable workflow.
Start free trialWhat is an AI SDR?
An AI SDR is software that assists with repeatable sales development work: finding potential buyers, gathering available account and contact context, preparing outreach drafts, and helping run configured campaigns. It should extend a sales team rather than hide where human judgment is still required.
Overloop's documented scope: B2B prospect data, email finding and verification, AI-assisted drafting, email and LinkedIn campaign steps, reporting, and configured CRM connections. Your team still owns the ICP, offer, factual review, replies, qualification, and buyer relationships.
See the campaign workflow in the official demo
The video above is Overloop's published tutorial for creating a campaign. It shows how a user builds the workflow in the product; use the trial and current documentation to verify data coverage, plan limits, sending controls, and CRM behavior for your own setup.
How Overloop works as an AI-assisted SDR
Define the audience and offer
Your team sets the ICP, buying roles, exclusions, value proposition, and campaign objective. These commercial decisions are inputs to the workflow, not decisions the software can validate for you.
Find matching B2B profiles
Search the advertised 450M+ B2B prospect database with available filters or bring your own list. Test coverage and field quality against a representative sample before scaling.
Prepare context and drafts
Overloop uses the prospect and company context available to it to prepare email and LinkedIn copy. Generated details still need checks for accuracy, relevance, tone, and recipient suitability.
Configure the campaign
Combine email and LinkedIn steps with timing, branching, exclusions, and stop conditions. Use the email verification workflow and review sending requirements before launch.
Preview, launch, and hand off
Preview the campaign, edit the copy, confirm channel controls, and test the handoff. Replies, live qualification, and buyer conversations stay with your team, while CRM behavior depends on the provider and plan.
What the software assists with—and what stays human
| Sales task | Overloop's role | Your team's role |
|---|---|---|
| ICP and offer | Uses the audience, filters, instructions, and campaign configuration you provide. | Choose the market, buying roles, exclusions, value proposition, and success criteria. |
| Prospect sourcing | Provides search across its advertised database plus email finding and verification. | Validate coverage, relevance, available fields, email status, and credit economics. |
| Research and drafting | Prepares copy from the prospect and company context available to the workflow. | Check claims, facts, tone, personalization, recipient suitability, and campaign-level quality. |
| Campaign execution | Runs configured email and LinkedIn steps, timing, branching, and reporting. | Set account requirements, exclusions, limits, stop rules, monitoring, and escalation paths. |
| Replies and qualification | Supports the handoff and can use the listed Calendly integration for scheduling workflows, but is not presented as an autonomous reply or qualification agent. | Handle replies, objections, qualification, meetings, exceptions, and relationships. |
| CRM and pipeline | Connects supported fields and logging behavior for the selected CRM and plan. | Keep the CRM as the system of record and test mapping, ownership, deduplication, and reporting. |
Choose the operating model, not just the label
“AI SDR” can describe very different products. Decide how much work you want software to assist with and where your organization requires human control.
| Model | Useful when | Boundary to verify |
|---|---|---|
| AI-assisted SDR workflow | You want faster prospect sourcing, context preparation, and multichannel campaign drafting while reps keep control. | What can be previewed, edited, limited, paused, stopped, and handed off. |
| Broader autonomous agent | You are prepared to test wider delegation across research, outreach, replies, or scheduling. | Which actions are actually performed, which require approval, and how exceptions and errors are handled. |
| Human SDR | The motion depends on live research, nuanced qualification, calling, objection handling, or relationship development. | How software supports the rep without replacing judgment, accountability, and buyer interaction. |
For category boundaries, read the separate AI SDR vs AI GTM agent guide. For vendor discovery and comparisons, use the AI SDR tools comparison. This page stays focused on Overloop's product.
Campaign controls to verify in your trial
- Draft mode. Confirm where the campaign uses AI-assisted copy and where you want manually authored steps.
- Preview and editing. Inspect a representative sample, not only the best-looking draft, and correct unsupported or irrelevant details.
- Audience exclusions. Check suppression, deduplication, existing-customer, competitor, geography, and role filters before activation.
- Channel rules. Review email-account setup, LinkedIn requirements, timing, Smart Limits, branching, pause behavior, and stop conditions.
- Reply handoff. Define who monitors responses, qualifies interest, handles opt-outs, resolves exceptions, and updates the CRM.
Plans, credits, trial, and CRM availability
These public figures were checked against Overloop's pricing page on August 1, 2026 and can change. Use them to model fit, then confirm the current terms before buying.
| Plan | Price | Published allowance | CRM and technical scope |
|---|---|---|---|
| Starter | $69 per user/month | 250 credits per user/month, 1 email account per user, 3 active campaigns per account | Basic integrations such as Calendly, Slack, Chrome Extension, and Zapier |
| Growth | $99 per user/month | 500 credits per user/month, 3 email accounts per user, 10 active campaigns per account | HubSpot, Pipedrive, and REST API |
| Enterprise | Custom price | 1,000 credits per user/month; connected email accounts and active campaigns listed as unlimited | Salesforce, dedicated IP setup, 1:1 onboarding, and priority support |
Credit and capacity note: Overloop says one credit is used to source a prospect and one credit to find a valid email address. “Unlimited” on Enterprise describes published account and campaign allowances, not unlimited sending. A 14-day free trial is advertised with no credit card required. Check current pricing, allowances, and trial terms.
Overloop's pricing page also lists a Calendly integration that can let prospects book meetings and trigger workflows. That scheduling handoff is separate from autonomous reply handling or live qualification.
HubSpot and Pipedrive are listed on Growth and Enterprise; Salesforce is listed on Enterprise. Review the HubSpot, Pipedrive, and Salesforce integration pages for the documented scope. Overloop's CRM documentation says prospect replies do not sync back into HubSpot.
Is Overloop the right AI SDR workflow for you?
Strong fit
B2B SaaS teams, agencies, founders, and lean SDR or BDR teams that want prospect data plus reviewed email and LinkedIn campaigns in one workspace.
Validate the data
Test database coverage, filters, fields, finder results, verification status, and credits against your actual ICP and geography.
Validate the handoff
Test CRM mapping, logging, ownership, reply routing, deduplication, and the exact operating process your reps will follow.
Consider another setup
Phone-first teams, motions requiring autonomous reply handling, or organizations needing deep forecasting, CPQ, or conversation intelligence should plan specialist tools or a different operating model.
Customer workflows you can inspect
These are publisher-hosted customer stories with named companies and contacts. They provide qualitative workflow examples, not independently audited evidence or a promise of typical outcomes.
Ocelot
The Ocelot customer story describes an account-based email and LinkedIn motion used to reach education decision-makers.
Marker.io
The Marker.io customer story describes a cold-email workflow connected to free-trial signups and a HubSpot handoff.
87seconds
The historical 87seconds customer story describes contact research and campaign setup. Any reported result belongs to that customer story and period.
Evidence boundary
Customer-reported outcomes are not a guarantee of meetings, revenue, response rate, time savings, data accuracy, or deliverability for another team.
Documented privacy and security posture
Overloop publishes GDPR guidance, a privacy policy, a security policy, and a DPA. Review the listed subprocessors and processing locations for your deployment. Your organization remains responsible for lawful basis, targeting, notices, retention, access, and opt-out handling.
What to verify before you buy
- ICP fit. Run a representative audience through the available filters and review false positives, missing profiles, and field coverage.
- Draft quality. Test facts, relevance, tone, prompt inputs, and failure modes across several roles, industries, and geographies.
- Campaign governance. Confirm who approves the campaign, monitors execution, pauses it, handles opt-outs, and owns exceptions.
- CRM behavior. Validate mapping, record creation, sent-email logging, reply handling, ownership, deduplication, and reporting.
- Economics. Model users, credits, email accounts, active campaigns, sending infrastructure, and any specialist tools that remain in your stack.
Frequently asked questions
What is an AI SDR?
An AI SDR is software that assists with repeatable sales development work such as prospect search, context gathering, outreach drafting, and campaign execution. The sales team still owns the ICP, offer, factual review, replies, qualification, and relationship building.
What can Overloop's AI-assisted SDR workflow do?
Overloop combines a 450M+ B2B prospect database, email finding and verification, AI-assisted drafting, email and LinkedIn campaign steps, reporting, and configured CRM connections. Exact allowances and integrations depend on the plan.
Can Overloop replace a human SDR?
Overloop can reduce repetitive sourcing and drafting work, but it is not a substitute for human judgment. Your team remains responsible for positioning, campaign review, factual accuracy, replies, qualification, exceptions, and live buyer conversations.
Does Overloop book meetings or handle replies?
Overloop lists a Calendly integration that can let prospects book meetings and trigger workflows. That is different from autonomous reply handling, voice calls, or live qualification, which are not presented as its core AI SDR scope. Plan the reply and handoff process with your sales team and CRM.
Does Overloop support both email and LinkedIn?
Yes. Overloop supports email and LinkedIn steps in configurable campaigns. Review the account requirements, timing, branching, exclusion rules, stop conditions, and sending controls before launch.
How does Overloop personalize outreach?
Overloop prepares drafts from the prospect and company context available to it. Your team can preview the campaign and edit the copy, and remains responsible for checking factual accuracy, relevance, tone, and recipient suitability.
What contact data does Overloop include?
Overloop advertises a 450M+ B2B prospect database plus email finding and verification. Coverage, available fields, email status, and accuracy vary by contact and market, so test a representative sample of your ICP.
Which CRM integrations are available?
HubSpot and Pipedrive are listed on Growth and Enterprise, while Salesforce is listed on Enterprise. Mapping, record coverage, logging, and event behavior vary; Overloop's documentation says prospect replies do not sync back into HubSpot.
How much does Overloop cost and how do credits work?
As checked on August 1, 2026, Starter is $69 per user/month with 250 monthly credits, Growth is $99 per user/month with 500, and Enterprise is custom-priced with 1,000. One credit is used to source a prospect and one to find a valid email. A 14-day free trial is advertised with no credit card required.
How does Overloop support GDPR requirements?
Overloop publishes GDPR guidance, a DPA, its privacy policy, and documented security controls. That documentation does not make every campaign compliant automatically. Review the current subprocessors and processing locations, and confirm your lawful basis, targeting, notices, retention, access, and opt-out process.
Evaluate Overloop against your SDR workflow
Use a demo to review your ICP, data coverage, campaign controls, CRM handoff, and expected credit usage against the documented product scope.
Book a demo