Deals & Pipelines

Drag & drop your deals in visuals and fully customizable sales pipelines.

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Deals & pipelines in Overloop sales automation & cold emailing software
Deals in Overloop sales automation & cold emailing software
Pipelines in Overloop sales automation & cold emailing software
Custom fields in Overloop sales automation & cold emailing software
Import deals in Overloop sales automation & cold emailing software

Sales pipelines

Deals

Deals are the center of your sales activities in Overloop. Create deals for a contact or an organization and attach tasks, notes, or documents.

Pipelines

Deals are organized in visual pipelines and stages. Pipelines are fully customizable.

Custom fields

Your business is unique, this is why we allow you to personalize Overloop with an unlimited number of custom fields. Leverage these custom fields in your deals to refine your sales process.

Import

Import your deals from a CSV or a spreadsheet or migrate from another CRM like Salesforce, HubSpot, Pipedrive, and more.

Pipelines probability & forecasting in Overloop sales automation & cold emailing software
Deal rotting in Overloop sales automation & cold emailing software

Get results

Deal probability & forecasting

Enter a deal value and winning probability, our forecasting tool will then predict your revenue.

Deal rotting

When a deal stays idle for too long, this is usually not a good sign. Use our deal rotting feature to highlight old deals in your pipelines.

“I love Overloop! We use it for sales outreach. It was so easy to set up and really helped us hone in our messaging. I’ve recommended it for every project I’ve done since!”

Angel A. Director of Impact Innovation

More features

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