Overloop Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

Overloop Review | 54 Data compared

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  • Starting price: 49 $/user/mo
  • Free plan: no
  • AI assistant: yes
  • Built-in quotes and invoicing: no
  • Workflow automation: yes

Overloop review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

7.7

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

7.7

Technical Score

40.0%

8.0

User score

Very good
7.7

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.0

Product & Pricing

25.0%

7.8

Core CRM

20.0%

7.1

Sales & Automation

15.0%

7.9

Integrations & Access

15.0%

9.4

Security & Deployment

Very good
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 7.1
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    8.8

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    4.0

    Built-in quotes and invoicing

  • 7.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    4.0

    Lead scoring

    25.0%

    4.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 4.0
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    4.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    4.0

    Mobile apps

    20.0%

    4.0

    Calling and dialer

  • 8.8
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    10.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • overloop
  • overloop
overloop
overloop

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform Overloop

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.0

Product & Pricing

25.0%

7.8

Core CRM

20.0%

7.1

Sales & Automation

15.0%

7.9

Integrations & Access

15.0%

9.4

Security & Deployment

7.7
Overloop has a technical score of 7.7 points, which is higher than 53.5% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
Overloop has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
Overloop has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

7.7

Overall score

40.0%

10

Price

8.4
Overloop has a quality-to-price ratio of 8.4 points, which is higher than 44.4% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

49 $/user/mo
Overloop starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
Overloop does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
Overloop offers a time-limited free trial.
14 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
Overloop has a lower minimum seat requirement.
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Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Overloop supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports lead management.
Chrome extension for LinkedIn prospect capture and web forms.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports deal and pipeline management.
Visual sales pipelines with customizable stages.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop lets users create custom fields.
Show more
AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

yes
Overloop includes native AI assistant capabilities.
AI-assisted email copy generator and response handling.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports configurable workflow automation.
Automated campaign triggers and workflow actions.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Overloop does not support lead scoring.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Overloop does not provide sales forecasting.
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Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Overloop provides a native integration marketplace.
Integrations with Salesforce, HubSpot, Pipedrive, and Zapier.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Overloop provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Overloop supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
Overloop does not provide official mobile apps.
Web app and Chrome extension; no native mobile app.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
Overloop supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports single sign-on.
Single sign-on supported for enterprise teams.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

GDPR compliant
GDPR compliant European cloud infrastructure.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop supports configurable roles and permissions.
Role-based security groups and granular permissions.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
Overloop provides audit logs of user or record activity.
Complete administrative audit trail of user activities.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web
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Overloop vs the average CRM platform

  • Supports single sign-on
    Overloop supports single sign-on, while the average CRM platform does not support single sign-on.
    Single sign-on supported for enterprise teams.
    What it is: Whether the CRM supports single sign-on.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: MEDIUM

    Overloop supports single sign-on, while the average CRM platform does not support single sign-on.
  • Native AI assistant
    Overloop includes native AI assistant capabilities, while the average CRM platform does not.
    AI-assisted email copy generator and response handling.
    What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
    When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

    Importance: MEDIUM

    Overloop includes native AI assistant capabilities, while the average CRM platform does not.
  • Omnichannel messaging
    Overloop supports omnichannel messaging, while the average CRM platform does not.
    Multi-channel outreach across email and LinkedIn.
    What it is: Whether the CRM supports omnichannel messaging through WhatsApp, SMS, or live chat.
    When it matters: It matters when sales reps engage prospects through modern messaging apps like WhatsApp or SMS rather than email alone.

    Importance: LOW

    Overloop supports omnichannel messaging, while the average CRM platform does not.
  • Automated sales sequences
    Overloop supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
    Multi-channel outbound sequences across email and LinkedIn.
    What it is: Whether the CRM supports automated sales sequences.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Overloop supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • What it is: Whether the CRM hosts customer data in European data centers or supports user-controlled self-hosting to satisfy GDPR requirements.

    Importance: LOW

  • More supported languages
    Overloop supports more interface languages than the average CRM platform.
    What it is: Number of localized languages available for the web, desktop, and mobile user interface.
    When it matters: Essential for multinational teams, European deployments, and non-English speaking sales representatives.

    Importance: LOW

    Overloop supports more interface languages than the average CRM platform.2-4 languages vs English only
  • Native AI assistant
    Overloop includes native AI assistant capabilities, while the average CRM platform does not.
  • Automated sales sequences
    Overloop supports automated sales sequences, while the average CRM platform does not support automated sales sequences.
  • Omnichannel messaging
    Overloop supports omnichannel messaging, while the average CRM platform does not.
  • More supported languages
    Overloop supports more interface languages than the average CRM platform.
  • Supports single sign-on
    Overloop supports single sign-on, while the average CRM platform does not support single sign-on.

Total
Sales & Automation
Integrations & Access
Security & Deployment
  • 20 $/user/mo Higher recurring entry-plan price
    Overloop starts at a higher recurring entry-plan price than the average CRM platform.
  • Lower contact limit
    Overloop includes fewer contacts than the average CRM platform.
  • 5 GB Smaller file storage
    Overloop provides less file storage capacity than the average CRM platform.
  • No built-in quotes or invoicing
    Overloop does not include built-in quotes or invoicing, while the average CRM platform does.
    Sales engagement focus; does not include built-in quote builder.
  • Lower mobile app rating
    Overloop has lower mobile ratings or user experience than the average CRM platform.
  • No official mobile apps
    Overloop does not provide official mobile apps, while the average CRM platform provides official mobile apps.
    Web app and Chrome extension; no native mobile app.
  • 20 $/user/mo Higher recurring entry-plan price
    Overloop starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    Overloop starts at a higher recurring entry-plan price than the average CRM platform.49 $/user/mo vs 29 $/user/mo
  • Lower contact limit
    Overloop includes fewer contacts than the average CRM platform.
    What it is: The maximum number of contacts included in the compared plan.
    When it matters: It matters when the CRM must store a large address book without frequent upgrades.

    Importance: HIGH

    Good value: Higher included contact limit

    Overloop includes fewer contacts than the average CRM platform.5000 contacts vs unlimited contacts
  • No built-in quotes or invoicing
    Overloop does not include built-in quotes or invoicing, while the average CRM platform does.
    Sales engagement focus; does not include built-in quote builder.
    What it is: Whether the CRM includes native capabilities to generate price quotes, estimates, and invoices.
    When it matters: It matters when small businesses, freelancers, or consultants want to bill clients directly without paying for external invoicing tools.

    Importance: LOW

    Overloop does not include built-in quotes or invoicing, while the average CRM platform does.
  • Lower mobile app rating
    Overloop has lower mobile ratings or user experience than the average CRM platform.
    What it is: Real-world user satisfaction rating aggregated across iOS App Store and Google Play Store mobile apps.
    When it matters: Essential for field sales reps, mobile executives, and teams requiring reliable on-the-go CRM access.

    Importance: LOW

    Overloop has lower mobile ratings or user experience than the average CRM platform.no mobile app vs 4.0–4.4
  • No official mobile apps
    Overloop does not provide official mobile apps, while the average CRM platform provides official mobile apps.
    Web app and Chrome extension; no native mobile app.
    What it is: Whether the CRM provides official mobile apps.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    Overloop does not provide official mobile apps, while the average CRM platform provides official mobile apps.
  • 5 GB Smaller file storage
    Overloop provides less file storage capacity than the average CRM platform.
    What it is: Total cloud storage capacity provided for document attachments, customer files, and media.
    When it matters: Essential for teams storing contracts, proposals, presentations, and customer media directly in the CRM.

    Importance: MEDIUM

    Good value: 50 GB or more

    Overloop provides less file storage capacity than the average CRM platform.5 GB vs 10 GB
Total
Product & Pricing
Core CRM
Integrations & Access

Graphic comparison of Overloop and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Supports single sign-on
  • Supports omnichannel messaging
  • Automated sales sequences
  • European data residency
  • Wide multilingual language support (2)
  • Lower recurring entry-plan price (49 $/user/mo)
  • Role-based permissions
  • Lower minimum seat requirement (1 seats)
  • Supports contact management
  • Supports lead management

Cons

  • Limited included file storage (5 GB)
  • Subpar or missing mobile apps (no mobile app)
  • Lower included contact limit (5 contacts)
  • No built-in quotes or invoicing
  • No official mobile apps
  • No dedicated client portal
  • No in-quote online payments
  • No calling or dialer
  • No marketing automation
  • No project management

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