One workspace, not five tools
Leads, pipeline, email, calling, proposals, and CRM sync live together.
Capture leads, call, email, and sync your CRM in one workspace — with AI doing the research and drafting so your reps spend the day selling.
Why SDR Room
Most teams juggle a CRM, a dialer, an email tool, and spreadsheets. SDR Room replaces the patchwork with one AI-first workspace.
Leads, pipeline, email, calling, proposals, and CRM sync live together.
Account research, first drafts, follow-ups, and lead scoring are prepared for your SDRs.
Calling, notes, and call history sit next to the lead. An AI voice agent for outbound is upcoming.
HubSpot, Salesforce, and Zoho stay in sync so managers see a live pipeline.
Companies, people, and the full outreach history sit on one record.
Role-based access, org-scoped data, and audit trails keep admins in control.
The difference
Leads scattered across sheets, inboxes, and CRMs.
SDRs spend hours researching and writing from scratch.
Separate dialer, email tool, and proposal software.
Managers chase reps for pipeline updates.
No shared history when a rep leaves.
Every lead captured, scored, and owned in one place.
AI prepares research and drafts in seconds.
Calling, email, and proposals built in.
CRM auto-syncs — live pipeline for managers.
The next rep sees the full account history.
Features
The modules your team already uses — wired together instead of bolted on.
Capture from forms, CSV, and CRM. Score and route who to call next.
Stages, deals, and forecasts on one board.
Draft with AI, schedule, track opens, and run follow-ups.
Dialer with notes, dispositions, and call history.
Research, drafts, coaching, and next-best actions.
Account context and people with full outreach history.
Two-way sync with HubSpot, Salesforce, and Zoho.
See who did what across leads, deals, and outreach.
How it works
Name the workspace and invite the SDRs who will work in it.
Connect CRM and email, and tune the AI — guided step by step.
Capture leads, call, email, and close — while pipeline syncs back to your CRM.
For the whole team
Sellers execute in the Sales Portal. Admins govern people and security in the Admin Portal.
For SDRs and AEs — day queue, team activity, and shortcuts to leads, email, and calling.
For org admins — people, roles, branding, security policy, and audit logs.
Permissions decide who can view, edit, or invite.
Every request is tied to membership — no cross-tenant leaks.
Activity logs track changes; secrets in snapshots stay redacted.
FAQ
Create an account, name your workspace, and invite the team. Connect CRM and email when you are ready to send.
Leads, pipeline, email, calling, proposals, companies, and contacts. AI prepares research and drafts so reps spend the day selling.
HubSpot, Salesforce, and Zoho, plus connectors for email and calendar.
SDRs and account executives work in the Sales Portal. Admins manage people, roles, and security in the Admin Portal.
Create a workspace, invite the team, and start from the first lead.