The AI Sales Engagement Platform Built for Modern Outbound
Overloop brings multichannel outreach, B2B data, and configurable CRM connections into one sales workflow.
Start Free TrialWhat is a sales engagement platform?
A sales engagement platform is the execution layer a sales team uses to plan, send, and review buyer touchpoints across channels. It can work with a CRM, but it does not automatically replace the CRM as the system of record for accounts, pipeline, and forecasting.
Overloop's documented scope: B2B prospect data, email finding and verification, AI-assisted drafting, email and LinkedIn campaign steps, reporting, and configured CRM connections. The exact allowance and integration scope depends on the plan.
What the official product demo shows
The video above is Overloop's published product demo for creating a campaign. It demonstrates the campaign-building workflow, while current plan limits, data coverage, and CRM behavior should be verified in the trial and documentation.
How Overloop's sales engagement workflow works
Define the buyers
Search the 450M+ B2B prospect database or bring your own list, then filter for the market and roles that match your ICP.
Assess work emails
Use the built-in finder and email verification workflow to obtain a status before sending. Coverage and verification results vary by contact.
Build the campaign
Combine email and LinkedIn steps with configured timing and branching. Review channel requirements, stop conditions, and sending controls before launch.
Review the AI-assisted drafts
Overloop prepares copy from the prospect and company context available to it. Your team can edit and review the campaign before launch and remains responsible for factual accuracy, relevance, and tone.
Connect the handoff
Map the supported CRM fields and logging behavior for your provider and plan. HubSpot and Pipedrive are listed on Growth and Enterprise; Salesforce is listed on Enterprise.
What Overloop covers and what stays in your stack
This boundary matters more than a long feature checklist. Overloop is positioned as the outbound execution layer, while your CRM and specialist systems keep their own jobs.
| Sales need | Where it lives | What to verify |
|---|---|---|
| Prospect sourcing and email checks | Native in Overloop through its advertised 450M+ database, finder, and verifier. | Coverage, available fields, status quality, and credit use for your ICP. |
| Email and LinkedIn campaign execution | Native campaign steps, timing, branching, AI-assisted drafts, and reporting. | Channel requirements, approvals, stop conditions, and sending controls. |
| CRM mapping and handoff | Through a configured HubSpot, Pipedrive, or Salesforce integration, depending on plan. | Record types, field direction, sent-email logging, events, and reply behavior. |
| Pipeline, forecasting, CPQ, dialer, and conversation intelligence | Keep the CRM or a specialist tool for needs outside Overloop's documented core. | Do not assume the sales engagement layer replaces these systems. |
Review the documented HubSpot integration, Pipedrive integration, and Salesforce integration before implementation. Overloop's CRM documentation states that HubSpot prospect replies do not sync back from Overloop.
Plans, limits, and CRM availability
Published pricing is transparent enough to estimate fit before a call. These figures were checked against Overloop's official pricing page on August 1, 2026 and can change.
| 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 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; email accounts per user and active campaigns per account listed as unlimited | Salesforce, dedicated IP setup, 1:1 onboarding, and priority support |
Capacity note: “Unlimited” on Enterprise describes the published account and campaign allowances, not unlimited sending. Overloop says one credit is used to source a prospect and one credit to find a valid email address. See current plans, allowances, and trial terms before buying.
Is Overloop right for your sales motion?
Strong fit
B2B SaaS teams, agencies, founders, and lean SDR or BDR teams that want prospect data plus reviewed email and LinkedIn campaigns without an enterprise-heavy stack.
Validate before choosing
Phone-first teams, organizations needing deep forecasting or CPQ, teams expecting exhaustive real-time CRM sync, or buyers seeking a fully autonomous SDR with no human review.
Choose by CRM
Growth is the first published plan with HubSpot and Pipedrive. Salesforce is listed on Enterprise. Starter is not presented as a full CRM-integrated plan.
Choose by volume
Model prospect sourcing and email finding against 250, 500, or 1,000 monthly credits per user, plus the published email-account and campaign limits.
If you are still selecting a category or vendor, compare sales engagement platforms in the separate guide. The landing page stays focused on Overloop's own product scope.
Customer workflows you can inspect
Overloop publishes customer stories with named companies and contacts. They are useful examples of workflows, but they are publisher-hosted case studies rather than independently audited benchmarks.
87seconds
The historical 87seconds customer story describes automated contact research and campaign setup. Its reported outcomes are customer-reported and are not a current or independently audited benchmark.
Marker.io
The Marker.io customer story describes a cold-email workflow tied to free-trial signups and a HubSpot handoff.
Ocelot
The Ocelot customer story describes an account-based email and LinkedIn motion used to reach education decision-makers.
Evidence boundary
Customer-reported outcomes are specific to those stories. They are not a promise of typical meetings, revenue, time savings, or deliverability for another team.
What to verify before you buy
- Data coverage. Test the finder, verifier, fields, geography, and credit cost against a representative sample of your ICP.
- Campaign controls. Confirm email and LinkedIn automation controls, review flow, timing, branching, stop conditions, and account requirements.
- CRM behavior. Test the exact mapping, logging, ownership, deduplication, event, and reply workflow your team needs.
- Capacity and cost. Model users, credits, connected email accounts, active campaigns, secondary domains, and any specialist tools that remain in the stack.
- Compliance and deliverability. Review privacy terms, lawful basis, sending setup, verification, monitoring, and retention. No platform makes every campaign compliant or guarantees inbox placement.
Frequently asked questions
What is a sales engagement platform?
It is the execution layer teams use to plan, send, and review buyer touchpoints across channels. It can work with a CRM, but it does not automatically replace the CRM's role as the system of record for accounts, pipeline, and forecasting.
Is Overloop a CRM?
No. Overloop is an outbound campaign execution platform with B2B data, email and LinkedIn steps, AI-assisted drafting, reporting, and CRM connections. Keep your CRM for system-of-record workflows such as pipeline management and forecasting.
Does Overloop support both email and LinkedIn?
Yes. Overloop supports email and LinkedIn steps within configurable campaigns. Timing, branching, stop conditions, approvals, and channel requirements depend on the workflow you configure.
Which CRMs integrate with Overloop and on which plans?
HubSpot and Pipedrive integrations are listed on Growth and Enterprise. Salesforce is listed on Enterprise. Mapping, record coverage, and logging behavior vary by CRM; Overloop's documentation says HubSpot prospect replies do not sync back from Overloop.
How much does Overloop cost?
As checked on August 1, 2026, Starter is $69 per user per month, Growth is $99 per user per month, and Enterprise is custom-priced. Current allowances and terms are maintained on the pricing page.
How do Overloop credits work?
Each user receives 250 monthly credits on Starter, 500 on Growth, or 1,000 on Enterprise. Overloop deducts one credit to source a prospect and one credit to find a valid email address, so credits are not the same as a fixed number of ready-to-contact leads.
Does Overloop include contact data?
Overloop advertises access to a 450M+ B2B prospect database plus an email finder and verifier. Coverage, available fields, and verification results vary by contact and market, so test the data against your ICP.
Is outreach personalized by AI?
Overloop uses AI to prepare outreach drafts from available prospect and company context. Teams can review and edit the campaign before launch and remain responsible for factual accuracy, relevance, and tone.
How does Overloop support GDPR requirements?
Overloop publishes privacy and data-processing documentation. Buyers should verify the hosting region, subprocessors, and DPA applicable to their workspace. The platform does not make every campaign compliant automatically; customers remain responsible for lawful basis, targeting, notices, retention, and execution.
How can I try Overloop?
Overloop advertises a 14-day free trial with no credit card required. Use the trial to validate data coverage, campaign controls, CRM behavior, and fit for your sales motion before buying.
See Overloop against your sales motion
Use the demo to review how your ICP, channel mix, CRM, and expected volume map to the documented product scope and published limits.
Book a demo