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CRM Cold Outreach

Use CRM as the source of truth for outreach state.

Workflow

  1. Create or find the target company and contact.
  2. Create a deal only when there is a plausible opportunity.
  3. Log sent outreach as an email activity.
  4. Create a follow-up task with a concrete date.
  5. Respect do_not_contact status.

CLI Examples

crm companies create --name "Acme" --domain acme.com
crm contacts create --name "Riley Chen" --email riley@acme.com --company-id cmp_123
crm activities create --contact-id con_123 --type email --body "Sent founder-led CRM outreach v1."
crm tasks create --contact-id con_123 --title "Follow up on outreach" --due-at 2026-05-12T16:00:00Z

See outreach-template.