Organize customer work
Link contacts and companies, track opportunities and add fields that fit your process.
Contacts · Companies · Custom objects
YOUR CUSTOMERS. YOUR NEXT STEPS.
A workspace for your next customer.
Keep contacts, opportunities and follow ups together. Give your apps and assistants the same tools, with permissions and action budgets you control.
STEP 1
Sign in and choose a workspace
Use your Loamstack account and a workspace with CRM access. Setup and contact imports require workspace access.
- Apply the outreach template. Review it, then choose to set it up in your workspace.
- Add contacts and next steps. Link a company, record a note and create a task.
- Choose assistant access. Set permissions and an action budget before delegating.
CRM access must be enabled for your workspace. Account sign in may be unavailable while hosted setup is being configured.
FROM FIRST CONTACT TO FOLLOW THROUGH
Keep the context beside the next step.
A contact, its company and its opportunity belong together. Capture what happened, decide what comes next and make that work easy to find again.
Find work worth following up
Give each task an owner and due date. Save useful views and track opportunities through named pipeline stages.
Tasks · Pipelines · Reports
Choose assistant access
Give each connected app or agent its own scoped access, action budget and workspace permission rules.
Scopes · Budgets · Audit history
Start with a process you can adapt.
The outreach template gives a new workspace its structure. Apply it when you are ready, then bring your own contacts and customer work.
Review the setup guide- Campaign and product objects with contact relationships
- An acquisition pipeline and saved follow-up views
- A results dashboard and draft follow-up workflow
- Applying the template does not add sample customers or send messages. Review and publish its draft workflow before running it.
Before you start
Can I bring existing contacts?
Yes. After opening a workspace, import a CSV, map its columns to your fields and preview it before processing. Export records as CSV when you need a copy.
Does recording outreach send a message?
Email records, calls, meetings and drafts capture CRM activity. Recording them does not send email or prove delivery through an external provider.
Can I connect ChatGPT or Claude?
The regional API and MCP service support scoped clients. Public host connections require the production HTTPS and OAuth setup; directory listings are not live in this build.
Who decides what an assistant can do?
Your CRM administrator controls regional permissions, scopes, budgets and approval policy. A connected client may also require confirmation in its own interface.