If you run a small B2B company, getting a steady stream of leads is the lifeblood of your business—but it’s rarely simple. There are a dozen tools out there promising to “revolutionize” your outbound process, but most just add more tabs, more busywork, and more headaches. So where does Overloop actually fit in? This is for founders, sales folks, and marketers who need something that just works without eating up your whole week.
Let’s get into what Overloop does, where it helps small teams, and where it falls short.
What Is Overloop, Really?
Overloop pitches itself as an all-in-one B2B lead generation and sales engagement platform. Translation: it’s supposed to help you find leads, contact them, and track what happens—all in one place. That means less spreadsheet wrangling and fewer browser tabs.
Here’s what’s actually inside the box:
- Prospecting database: Built-in access to company and contact info.
- Multi-channel outreach: Email, LinkedIn, voice calls, and tasks in one spot.
- Workflow automation: Set up sequences so nobody falls through the cracks.
- CRM-lite: Track deals, notes, and conversations.
- Collaboration: Basic team features, but not Salesforce-level.
On paper, it sounds like a dream for small B2B teams who just want to get on with the job. But “all-in-one” rarely means “best at everything,” so let’s break down what you get—and what you don’t.
Getting Started: Setup and User Experience
Honestly, setup is much less painful than with most sales tools. Overloop’s onboarding walks you through connecting your email, importing leads, and setting up your first campaign. Most folks will be ready to send their first batch of emails in about 30 minutes, give or take.
Pro tip: Use their sample campaigns as a template. You don’t have to reinvent the wheel on your first go.
Where it works: - The interface is clean—not overloaded. - Email and LinkedIn connections are straightforward. - You can import leads from CSV or use their built-in database.
Where it’s clunky: - If you want deep CRM customization, you’ll hit some walls. - The help docs are just okay—expect to Google a bit. - Some integrations (like with niche CRMs or custom workflows) require Zapier or workarounds.
Core Features: What’s Useful, What’s Not
Most small businesses don’t need 50 bells and whistles. Overloop focuses on a few things:
1. Prospecting & Lead Management
- Built-in database: You can search for contacts and companies by industry, size, etc. It’s not as deep as ZoomInfo or Apollo, but fine for most SMB needs.
- Lead import: CSV uploads are simple. No weird field mapping.
- Enrichment: Sometimes useful—fills in missing details like LinkedIn profiles.
What’s missing:
If you’re in a super-niche vertical or need ultra-precise targeting, you’ll run into dead ends fast. The data is “good enough,” not mind-blowing.
2. Multi-Channel Campaigns
- Email outreach: Overloop handles cold and follow-up emails, with simple personalization.
- LinkedIn steps: You can add profile visits, connection requests, and messages as steps in your sequence.
- Tasks & calls: Assign manual follow-ups or phone calls.
What works: - The campaign builder is drag-and-drop. You can quickly set up sequences like “email, wait 2 days, LinkedIn visit, follow-up email.” - Personalization tokens are easy to use, but don’t expect true mail-merge magic.
What doesn’t: - Advanced scheduling (like sending at local time zones, or skipping weekends) is basic. - Deliverability tools (like email warmup or spam checks) are barebones—use a separate tool if you send high volume. - LinkedIn automations tend to break if you go overboard, but that’s a LinkedIn issue, not just Overloop.
3. CRM & Reporting
- Deal tracking: Simple pipelines, deal stages, and notes.
- Contact history: See every touchpoint with a lead.
- Reports: Basic stats on opens, replies, and deal progress.
What’s great: - You won’t get lost in a maze of features. - The “activity timeline” is actually useful when you’re juggling conversations.
What’s not: - Forget about deep sales analytics or forecasting. This isn’t Salesforce or HubSpot. - Collaboration is minimal—if you need multi-person deal management, look elsewhere.
Real-World Workflow: A Day in the Life
Here’s how a typical small team might use Overloop:
- Find leads: Search for your target companies or import a vetted list.
- Set up a campaign: Build a sequence with emails, LinkedIn touches, and manual tasks.
- Hit go: Let Overloop send emails, schedule LinkedIn actions, and assign tasks.
- Track replies: Get notified when you get a response. Move real leads down your pipeline.
- Update deals: Add notes, mark deals as won/lost, and review simple stats.
You spend less time wrestling with tools and more time actually talking to humans. That’s the goal.
The Good, The Bad, and The Meh
The Good
- Affordable: Pricing is fair for what you get. No nickel-and-diming for basic features.
- No steep learning curve: If you’ve used any CRM or outreach tool, you’ll figure this out in a day.
- All-in-one (mostly): You don’t need to duct-tape five tools together.
The Bad
- Mediocre data: The built-in prospecting database won’t cut it for everyone. If you need enterprise-grade data, look elsewhere.
- Limited integrations: It works with the basics (Gmail, Outlook, Slack, Zapier), but not much else.
- No deep automation: For really advanced workflows, you’ll outgrow it.
The Meh
- Support: Average. Not bad, not great. Expect email support, not a dedicated CSM.
- Mobile: Works in a pinch, but it’s not a tool you’ll run from your phone.
- Deliverability: You’ll need your own SPF/DKIM setup and outside warmup tools if you care about inbox placement.
Who Should (and Shouldn’t) Use Overloop?
Good fit for: - Small B2B teams (1-20 people) doing outbound sales. - Startups that need to test and iterate quickly. - Agencies running prospecting for clients on a budget.
Not ideal for: - Large sales orgs needing deep reporting, segmentation, or custom workflows. - Teams obsessed with advanced automation or AI-powered sequencing (most of that is hype anyway). - Anyone needing a do-it-all CRM—this isn’t it.
What to Skip (and What to Double Down On)
- Skip: Fancy features you’ll never use. If you’re not doing voice calls, ignore that tab.
- Double down on: Quick campaign iteration. Try new sequences, tweak subject lines, and actually talk to your prospects.
A lot of small teams get hung up on perfecting their tech stack. Don’t. Find a tool that’s “good enough,” and focus on the outreach itself.
Bottom Line: Keep It Simple, Iterate Fast
Overloop isn’t magic, but it’s honest software that does what most small B2B teams actually need: find leads, reach out, and track conversations—without making your life complicated. If you want deep analytics or a “growth hack” silver bullet, look elsewhere. But if you want to spend more time getting replies and less time fighting with software, it’s worth a look.
Don’t overthink it. Pick something that works, get your campaigns out the door, and tweak as you go. That’s how you actually win at lead gen.