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THE OUTREACH WORKSPACE

Every lead.
Every conversation.
One clear next step.

Bring your people, deals, to-dos, calling and email together. A simple daily view helps your team know what to do next, with the right leads in the right hands.

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AMR INSTALLS WorkspaceYOUR WORKFLOW

From first contact
to the next conversation.

Keep the context. Know what comes next.

  1. Organize

    Campaigns, folders & lead lists

    01
  2. Connect

    Phone calls & personal email

    02
  3. Follow through

    Notes, outcomes & next steps

    03
Your team. Your permissions.

Lead access is granted by your administrator.

WORK WITH AMR INSTALLS

Your next opportunity starts here.

Create a contractor account, request to join our team, and download the onboarding documents AMR shares with you. Your application stays separate from the CRM until an administrator grants access.

Apply / contractor sign in
Campaign CRMPhone callingGmail, Zoho & OutlookFollow-upsControlled access

BUILT FOR THE WORK BETWEEN CONVERSATIONS

The tools to keep
your outreach moving.

One place to organize leads, take action and keep an accurate record—across every campaign.

01

Campaign workspaces & CRM

Keep each business or campaign in its own workspace. Track contact details, companies, lead status and notes, with search, filters and a pipeline overview.

02

Lead folders & list imports

Create named folders inside each campaign, import CSV lists into the right folder, map your columns and review import issues. Move selected leads between folders and export the leads you can access.

03

Phone calling & call queues

Work through an organized lead queue using your phone’s calling service. Keep your call script close, reserve leads during calls and record the outcome before moving on.

04

Follow-ups & calendar

Give every next step a date. Review upcoming and overdue follow-ups, open the linked lead, and keep notes alongside the conversation.

05

Gmail, Zoho & Outlook outreach

Administrators connect campaign senders, save personalized templates and signatures, preview recipients, and queue messages with sending limits, pause controls and delivery history.

06

Call history & conversation notes

Keep saved outcomes, call duration, contact-made details and notes together. Filter the history by campaign or folder and pick up the conversation with context.

07

Team access & lead permissions

The administrator approves members, assigns specific leads and can disable access. A newly approved member starts with no lead data until leads are assigned.

08

Team activity & reporting

Administrators can review recorded app sessions, activity, saved call outcomes and member totals. Team members work within their own permitted lead access.

09

Campaign logos & personal avatars

Give campaigns a recognizable photo or logo. Each user can upload their own profile photo, so workspaces and team members are easier to recognize.

10

Desktop & mobile access

Use the workspace on your computer or phone and add it to your home screen. Supported Android tools provide installation updates and administrator-controlled lead transfer.

11

Visual deals & sales pipeline

Move possible sales through clear stages, track values and next steps, estimate revenue using saved probabilities, and spot deals that need attention.

12

Today & team to-dos

Start with a simple daily overview. Assign jobs, choose due dates and priorities, and switch between a list and a board. Link work to the right contact or deal.

13

Tags, sources & custom fields

Group contacts with tags, record industry and lead source, add your own fields, and use transparent lead scores to organize your work.

14

Private documents & saved versions

Attach files to contacts, organize them in named folders, and keep previous versions. Document access follows each contact’s lead permissions.

15

Proposals & meeting plans

Create proposals from reusable templates and print or download them. Save meetings and export calendar files with reminders. Proposal acceptance is recorded manually.

16

Customer help & team guides

Track customer problems from Open to Resolved, assign the next step, record the solution, and share useful how-to guides with your team.

17

Automatic follow-up to-dos

Create rules that add a to-do when a lead is added, a deal changes stage, or a help request opens. Keep the next step from being forgotten.

18

Sales reports & forecasts

See win rates, won deal value, average deal size and time to win. Compare lead sources, review overdue work, and download a report of records you can access.

Calling uses your phone’s service. Email sending and mailbox setup are controlled by the administrator. Available records and actions depend on your access.

A PUBLIC OVERVIEW. A PRIVATE WORKSPACE.

A clear gate.
Access you control.

Reading this page doesn’t open the app. Identity, workspace membership and lead permissions are checked separately.

New members start with zero lead access. Only the administrator can grant access to specific leads.

  1. 1

    Sign in

    Sign into AMR INSTALLS Workspace. Use the same email your administrator approves.

  2. 2

    Get workspace approval

    Your administrator adds or activates your membership in Team & activity. Until then, the workspace stays locked.

  3. 3

    Work on your assigned leads

    Your administrator grants lead access separately. You see and work only with the leads made available to you.

READY FOR YOUR NEXT CONVERSATION?

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