SalesHive Platform. Your tools. Working together.
One workspace for outbound and the work around it: calling, email, replies, lists, deal rooms and AI projects that use the apps you already run. Run it with your own team, or have a SalesHive SDR team run outbound on it.
Our SDR teams run managed outreach on SalesHive, including a fleet software program with 564 meetings booked. See the result
Available actions depend on your workspace, connections and permissions.
Built where the work happens.
Our SDRs use SalesHive to run managed cold calling and email outreach. That experience informs the tools we build and the workflows we help teams implement.
- Meetings booked for a fleet software company
- 564
- Meetings with fleet leaders
- 84%
- Different companies met
- 560
October 2023 to October 6, 2026. A managed program run on the SalesHive platform.
Read the fleet software case study472 bookings with the people who use or choose fleet software.
For a software team with fewer than 20 employees.
Recorded bookings, not attendance or closed revenue. A managed-service result, not a standalone software result or guarantee.
Meet SalesHiveYour team, our team, or both.
Choose how much work you want to own. Platform access, implementation and a managed outbound program are different scopes.
For managed outreach, you review the team, Playbook and messaging before launch and billing. After launch, month-to-month cancellation requires written notice; outreach and billing end at the end of the next billing month. Annual plans carry a longer commitment. Confirm the terms for your selected scope.
Start with the work you need to do.
From the next call to the next client meeting, explore the capabilities that support your team. Choose an area to see how it works and what it needs.
Power Dialer
Browser calling, recordings, transcription, and AI-assisted call notes for human reps.
See the dialerEmail & Cadences
Managed campaign agents write from approved context, with sending controls, reply handling, and suppression rules.
See the email platformAI Personalization
Campaign context and account information help shape relevant outreach within your configured settings.
AI personalizationSmart Inbox
Conversation context, drafting, and configured responder agents help handle replies and follow-ups.
Smart inboxList Building & Data
Build targeted lists with supported data sources, then review, enrich, and enroll contacts.
List building & dataIntent Signals
Track the profiles of key buyers and surface net-new connections as outreach-ready buying signals.
Intent signalsAI Projects & Agents
Describe a job, connect the right apps, and review the result. Schedule recurring work when the workflow is ready.
Meet the agentsConnectors & Integrations
Connect business apps and configure supported CRM syncs. Available actions depend on the connection and your permissions.
IntegrationsDeal Rooms
Shared spaces from intro call to signature, with booking, resources, and e-signature.
Deal roomsOnboarding
Playmaker captures your audience and offer to help build the Playbook for your managed outreach program.
OnboardingAnalytics & Reporting
Real-time dashboards across calls, email, and meetings, at the rep and team level, so leaders coach with data instead of guesswork.
Analytics & reportingEmail deliverability
Dedicated sending domains, authentication, measured volume, and monitoring support your email outreach.
Email deliverability
Start with your current CRM and one useful workflow. Confirm the connections, record mapping and permitted actions before moving more work.
03 / A useful first project
Give a recurring task a clear brief.
Choose a sales, marketing, or operations example. Add your context, connect the right accounts, and review the first result.
Choose a first project
Walk into the call prepared
- Bring
- The account, meeting date, CRM history and previous meeting notes.
- Review
- Check the account facts and open questions against the original notes.
Read the project brief
Prepare a brief for my next sales call using the account history and meeting notes I provide or connect. Include the previous discussion, agreed next steps, open questions and three useful questions for this call. Cite the sources for account facts. Flag missing or conflicting information. Keep the brief in this chat for my review; do not contact anyone or change CRM records.
Turn customer questions into content
- Bring
- An approved, anonymized list of customer questions, your audience and product facts.
- Review
- Check that the ideas answer real questions and every product claim has support.
Read the project brief
Use the approved customer questions, audience description and product facts I provide to suggest three useful content ideas. For each, include the question it answers, a working headline, a short outline and the source facts it needs. Recommend one to draft first and explain why. Do not include customer names or invent statistics, quotes or capabilities. Keep the ideas in this chat for review; do not publish or send anything.
Know what needs attention this week
- Bring
- The reporting dates and approved task updates or connected project records.
- Review
- Verify dates, owners and blockers. Separate confirmed status from suggestions.
Read the project brief
Prepare a weekly work summary from the task updates or connected records I provide, for the reporting dates I specify. Group the work into completed, upcoming and blocked. Include the owner and due date only when recorded, and link to the source where available. Flag missing updates and conflicting dates. Suggest the three next actions that need attention, separately from the recorded facts. Keep the summary in this chat for my review; do not change tasks or message anyone.
Example briefs to adapt. Confirm workspace access and required tools before running. Review one result before scheduling recurring work.
A conversation that leads to work.
Projects use the tools and accounts available to them. You set the goal, inspect the work, and refine it in the same conversation.
- Bring the context
Define a useful result.
Bring the records, documents, and instructions that define a useful result.
- Choose the connections
Set what the work can use.
Choose the accounts and permitted actions the work needs.
Explore app connections - Keep visibility
Review every run.
Review the conversation and results. Scheduled Projects keep a chat for each run.
Explore projects and agents
A connected app is not permission for every action. Review access, supported tools and approval settings for the workflow you want to run.
One useful workflow. Then the next.
Keep the systems that work for you. Our engineers can help scope the connections and implement a workflow.
- 01
Choose one useful result
Start with a recurring task your team can review.
More about choose one useful result
A sales-call brief, a pipeline summary, or a draft content plan gives you a concrete starting point. Define what a good result looks like before you automate the work.
- 02
Connect the right accounts
Give the project the context and tools it needs.
More about connect the right accounts
Check the available app connections, connect your accounts, and choose the permitted actions. Supported tools and triggers vary by app and workspace access.
- 03
Review the first result
Run the project, inspect its work, and refine the instructions.
More about review the first result
Check the facts, sources, and next steps against your expectations. Keep the first workflow small enough to verify before making it recurring.
- 04
Make useful work repeatable
Use a schedule or a supported event when the workflow is ready.
More about make useful work repeatable
Scheduled Projects create a chat for each run so you can review the work. Ask SalesHive for help with setup, connections, and implementation when you need it.
Bring the task, source records and a clear example of a good result. We will confirm workspace access, available tools and setup requirements for your use case.
SalesHive Platform FAQs
Keep your current systems, understand the permissions, and choose the workflow before you expand.
What is the SalesHive Platform?
Do I have to replace my CRM?
What happens to my existing contacts and lists?
Can I use projects for marketing and operations?
Is this the platform SalesHive uses internally?
How do the AI agents fit in?
Do I need a managed SDR program to explore the platform?
Bring your tools. Start with the work.
In 30 minutes, we look at the work you want handled, the tools you already use, and whether the platform, a managed SDR program or both is the right start.
We will confirm access, scope and setup requirements for your use case.