Doreach CRM combines campaign prospects and leads your team adds by hand. Move each record through one of eight stages, assign an owner, save notes, or block the person from future outreach.
Read the CRM summary tiles
The four CRM tiles show team-wide totals:
| Tile | What it shows |
|---|---|
| Qualified | Campaign prospects and manual leads in the Qualified stage |
| Booked | Campaign prospects and manual leads in the Booked stage |
| Stalled | Records in Replied, Qualified, or Nurturing that have not changed for at least 21 days |
| From outreach | Campaign prospects as a count out of all CRM records |
CRM summary tiles are read-only. They do not filter the list or change when you apply list filters. Use the Stage menu to filter CRM records.
Doreach refreshes Stalled overnight. Before its first calculation, the tile shows a dash and Not checked yet. Afterward, the tile shows when it was checked. A check older than 48 hours is marked as stale. New, Contacted, and Connected records do not count as stalled because campaign automation can leave them in those stages. Booked and Disqualified are completed outcomes and are also excluded.
Use the eight CRM stages
| Stage | Use it when |
|---|---|
| New | The person has entered the pipeline and no outreach has started |
| Contacted | Doreach or a team member has made the first outreach attempt |
| Connected | The person has accepted the LinkedIn connection request |
| Replied | The person has sent a reply |
| Qualified | The reply shows a relevant need and fit |
| Booked | A meeting has been arranged |
| Nurturing | The person may be relevant later |
| Disqualified | The person is not a fit or should leave the active pipeline |
Doreach creates campaign prospects at New and can update their stages as campaign events arrive:
| Campaign event | Automatic result |
|---|---|
| First outreach while the record is New | Contacted |
| Connection accepted while the record is New or Contacted | Connected |
| Any reply | Replied |
| Reply tagged Interested or Wants a meeting, unless the record is already Qualified, Booked, or Disqualified | Qualified |
| Reply tagged Not interested or Unsubscribe, unless the record is already Booked | Disqualified, and the person is blocked from all outreach. A record that is already Disqualified keeps its stage, and the person is still blocked. Changing that tag later by hand moves the record and undoes the block |
| Reply tagged Not now with a time to follow up, with Let AI act on replies on | Nurturing, and the owner is emailed a reminder on that date |
| Reply tagged Wrong person who names nobody to follow up, or says the person left the company, with Let AI act on replies on | Disqualified. The person is not blocked |
| Pending invitation withdrawn | Nurturing |
Doreach tags each reply by what it says. The tag decides the stage only while Let AI act on replies is on. With it off, every reply moves the record to Replied and you set the stage yourself. Reply tags explains the tags and both switches.
Doreach never sets Booked. Move a record there yourself once the meeting is arranged.
Automatic reply updates never move a record off Booked or Disqualified, and never lower Qualified to Replied. The one exception is changing a Not interested or Unsubscribe tag by hand, which moves the record to the new tag’s stage and undoes the block that tag caused. They can still change other stages you set by hand, such as Nurturing. Review the current CRM stage before using stage counts for pipeline reporting. You can still change any stage from CRM. Campaign prospects with an Inbox thread also have a CRM status menu in Inbox.
Change a stage from CRM
- Open CRM.
- Find the record in the pipeline list.
- Open its actions menu.
- Choose the new stage.
You can also open the record details before changing the stage. The activity timeline records stage changes and names the team member when that information is available.
To change a campaign prospect while reading a reply, open the Inbox thread and use the CRM status menu in the thread header. Setting Booked or Nurturing changes the Inbox next action to Follow-up. Setting Disqualified changes it to Closed. Other stage choices leave the current next action unchanged.
Assign an owner and save notes
Open a CRM record to see its owner, source, campaign context, signal, suppression state, notes, and activity timeline.
Use Owner to say who handles the contact. The Inbox shows the same owner on each of that contact’s threads, so there is one owner to keep up to date. Contact owners and internal notes explains where to change it.
Use Add note for qualification details or handoff context. CRM keeps each saved note with its author and date. Notes do not become messages to the prospect.
Block future outreach
Use suppression when the person opted out, is the wrong contact, or should not enter another campaign.
- Open the contact.
- Open the ⋯ menu and choose Block from outreach.
- Enter a reason and confirm.
The contact then appears in the Blocked view. Choose Unblock from the same menu when outreach is appropriate again.
Export the current CRM data
Use the stage, owner, campaign, and active or suppressed filters to narrow the view. Then select Export CSV.
The export includes name, company, title, stage, source, owner, campaign, account, signal, suppression details, LinkedIn URL, updated date, every contact field (work and personal email, phones, location and the rest) and one column per custom field. It does not include notes, the activity timeline, or conversation history.
The current export reads the first CRM results page for the chosen stage before applying owner and campaign filters. Treat it as an export of the current result set, not a complete database backup. Doreach does not currently provide webhooks or a live two-way CRM sync.