Productivity

Stay focused on what matters and spend more time engaging with your prospects.

Productivity in Overloop free CRM
Tasks in Overloop free CRM
Emails in Overloop free CRM
Notes in Overloop free CRM
Activity Timeline in Overloop free CRM
Documents in Overloop free CRM

Features to boost your productivity

Tasks

Tasks are powerful to get things done. Create different kinds of tasks depending on your needs: action, call, email, etc. Tasks can be attached to organizations, prospects, or deals. Every morning we will send you an email reminder with everything you need to do.

Emails

Connect your own email account (Gmail, GSuite, Outlook, etc.) and start new conversations directly from Overloop.

Notes

Notes help you share information regarding an organization, a prospect, or a deal. They are used to highlight events. For example a phone call or an online conference. They can also be used to provide context to your teammates.

Activity timeline

See a visual history of everything that happened in an organization, a prospect, or a deal and always be informed before taking an action.

Documents

Attach your proposals, presentations, or any type of document to an organization, a prospect, or a deal.

Prospect engagement in Overloop free CRM

Your time is precious

Jumping between tools to find the right information is time-consuming and will depress your sales team. Overloop helps your sales team to do the most important part of their job: spend time engaging with prospects and customers.

Sales cockpit in Overloop free CRM

Sales cockpit

Our platform helps your sales representatives in their day-to-day job and helps them make the best decisions while staying focused and productive.

“By using Overloop, our SDRs can stay focused on the most important tasks of their job without having to jump between multiple tools.”

Maxence Lacroix. CEO, Javry

More features

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