Outpost CRM

AI copilot CRM that handles follow ups for client driven businesses

Beginner
Screenshot of Outpost CRM, AI copilot CRM that handles follow ups for client driven businesses

What is Outpost CRM?

Outpost CRM is a lead generation tool. Outpost is an AI first CRM for real estate agents and client driven businesses. It scores leads automatically, links email to contacts, books appointments, and automates follow ups through Routines, with a modular app design so teams only pay for the modules they use.

Outpost is a CRM built around the idea that the software should chase the deal, not the agent. Contacts sit at the centre of the system, and the platform uses AI to score each one automatically, drawing on what the homepage calls many data points, so the people most likely to move forward surface first. That prioritisation runs without manual tagging or list building. The inbox is the second pillar. Outpost ties itself into email and works out which messages belong to which contacts, keeping emails, meetings and calls in a single view instead of spread across tabs. From there, teams compose messages with variables and AI assistance, work a built in dialer, and book appointments through Outpost Booking to cut the scheduling back and forth. Deals get an intelligent flow of their own, and Outpost Routines let users automate anything from a single follow up to a multi step process. A calendar, tasks, documents, reporting widgets and client portals round out the core. Real estate agents are the clearest audience, and the homepage leans on brokerage adoption as proof. The broader pitch covers founders and any client driven business where follow up volume outpaces headcount. Outpost is modular by design: users pick the apps and extensions they need and pay only for those, which the company positions as cheaper than buying an all in one suite. Real time collaboration across a team, client portals and a consistent experience between mobile and desktop matter most when more than one person owns a relationship. The main caveat is that the AI is the product. Outpost makes strong claims about proactive automation, and it genuinely removes manual administration, but agents who want granular hand control over every scoring decision may find the autonomy a limitation rather than a feature. The module approach also means the final bill depends on what gets switched on, so the entry price and the working price are not the same thing.

How do you use Outpost CRM?

  1. 1Create your Outpost account
    Sign up with the free option and confirm your details. The 7 day trial starts from here, and no credit card is listed as required.
    Outpost CRM — Create your Outpost account
  2. 2Connect your email and import contacts
    Link your email so Outpost can match messages to people, then add your existing contacts so lead scoring has something to work with.
    Outpost CRM — Connect your email and import contacts
  3. 3Review AI scored contacts
    Open the contacts view and look at how Outpost has ranked leads. Start with the highest scoring ones rather than working the list top to bottom.
  4. 4Set up your booking link and calendar
    Configure Outpost Booking and the calendar so clients can claim a slot without email tag, and your tasks sit alongside the appointments.
    Outpost CRM — Set up your booking link and calendar
  5. 5Build your first routine
    Create a routine for the follow up you repeat most often, such as a nudge after a showing or an unanswered email, and let it run automatically.
    Outpost CRM — Build your first routine
  6. 6Invite your team and choose apps
    Add teammates for real time collaboration and switch on only the apps and extensions your workflow needs, given the modular pricing.

Pros and cons

Pros

  • Automatic lead scoring removes manual list triage and puts high intent contacts firstAI
  • Email sync connects messages to the right contact without hand filed recordsAI
  • Appointment booking cuts the scheduling back and forth with clientsAI
  • Routines support both simple follow ups and multi step automationsAI
  • Modular app model lets a team buy only the modules it actually usesAI

Cons

  • Homepage gives no concrete pricing, so real monthly cost cannot be assessed before signing upAI
  • AI driven prioritisation depends on data quality and may feel opaque to agents who want to control rankingAI
  • Core feature list is broad but specific integration depth is not documented on the homepageAI
  • Free trial is only 7 days, which is short for migrating an existing contact baseAI
  • Best fit is client driven sales; teams outside real estate will find much of the positioning irrelevantAI

How much does Outpost CRM cost?

Free trial

A 7 day free trial is offered with no credit card required. A free start option and a demo booking are also promoted on the homepage.

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Pricing

Outpost uses modular pricing: pick the apps you need and pay only for those, which the company claims costs significantly less than competing CRMs. No specific plan tiers or prices appear on the homepage, so exact figures require the pricing page or a demo.

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Support

Support is reachable through a dedicated support page, with a FAQ, customer agreement, handbook and system status page available as self serve resources.

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Integrations

Outpost describes a full ecosystem of apps, services and integrations and a modular app store model, but the homepage does not name specific third party integrations.

Features

Core features cover AI lead scoring across contacts, email sync that links messages to people, email composition with variables and AI help, a dialer, intelligent deal flow, appointment booking, Outpost Routines automation, calendar and tasks, client portals, documents, reporting widgets, real time team collaboration, and a modular app ecosystem.

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Frequently asked questions about Outpost CRM

  • How much does Outpost CRM cost?
    Outpost uses modular pricing: pick the apps you need and pay only for those, which the company claims costs significantly less than competing CRMs. No specific plan tiers or prices appear on the homepage, so exact figures require the pricing page or a demo.
  • Does Outpost CRM offer a free trial?
    A 7 day free trial is offered with no credit card required. A free start option and a demo booking are also promoted on the homepage.
  • How do you use Outpost CRM?
    The walkthrough on this page covers 6 steps: 1. Create your Outpost account 2. Connect your email and import contacts 3. Review AI scored contacts 4. Set up your booking link and calendar 5. Build your first routine 6. Invite your team and choose apps.
  • What platforms does Outpost CRM support?
    Outpost CRM is available on Web App and iOS.
  • What does Outpost CRM integrate with?
    Outpost describes a full ecosystem of apps, services and integrations and a modular app store model, but the homepage does not name specific third party integrations.
  • What are the limitations of Outpost CRM?
    Homepage gives no concrete pricing, so real monthly cost cannot be assessed before signing up. AI driven prioritisation depends on data quality and may feel opaque to agents who want to control ranking. Core feature list is broad but specific integration depth is not documented on the homepage.

Status

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Added10/22/2026

Platforms

Web AppiOS

Pricing

Free TrialSubscription