Hypermoat for SaaS & B2B software
Signals, outbound, onboarding and renewals on one account record.
Campaigns, flows, chatbots, an AI agent and a CRM that knows every order, on Email, LinkedIn, WhatsApp and more. Built for how SaaS & B2B software teams sell and serve.
Ledgerly
Business account · replies in seconds
Hi Priya, noticed Finlytics is hiring 3 finance ops roles. Teams that size usually outgrow spreadsheets. Worth 15 minutes?
Voice note · 0:22 · Karan Mehta
Sure, Thursday works
Meeting booked · deal $7.7k
Email · preview
Ledgerly · this month
19%
reply rate
+24%
trial activation
112%
net revenue retention
reply rate
19%
trial activation
+24%
net revenue retention
112%
ready-made playbooks
14
Signal-based outreach, Cold outreach and more
i
Example results from Ledgerly, last 30 days on Hypermoat. Yours will depend on your audience and offer.
What gets in the way for SaaS & B2B software teams
01
Outbound blind to customers
Reps cold-email existing customers.
02
Trials don’t activate
Sign-ups never reach the aha moment.
03
Renewals surprise you
Churn shows up at renewal time.
Use cases for SaaS & B2B software
Signal-based outreach
Outreach
Reach accounts the day they hire, grow, post or change leaders.
See the playbook→
Cold outreach
Outreach
Multichannel sequences across email, LinkedIn, WhatsApp and calls, that skip your customers.
See the playbook→
Customer onboarding
Support
Welcome, set up and activate new customers with timely help on WhatsApp and email.
See the playbook→
Renewals and upsell
Sales
Renew on time, offer the right upgrade and flag risk from support history.
See the playbook→
Webinars and events
Marketing
Registrations, reminders, passes and recordings on the channel people read.
See the playbook→
Lead nurture
Sales
Stay useful until they’re ready, then hand them to sales with everything attached.
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LinkedIn outreach
Outreach
Profile visits, connection notes, messages and voice notes from each rep’s own account, inside safe limits.
See the playbook→
Cold email outreach
Outreach
Personalised cold email from warmed, rotated mailboxes, with AI first lines and replies in one inbox.
See the playbook→
Account-based outreach
Outreach
Coordinate every touch across a buying committee, with signals, website visits and deals on the account record.
See the playbook→
Appointment setting
Outreach
Turn interested replies into booked meetings in minutes, with reminders that cut no-shows.
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Outbound sales
Outreach
Find accounts, reach decision makers and turn replies into deals, with the full history on every record.
See the playbook→
Multichannel outreach
Outreach
Email, LinkedIn, WhatsApp, SMS and calls in one sequence that stops the moment anyone replies.
See the playbook→
Lead generation
Outreach
Build verified lead lists, enrich emails and phones, and send qualified leads straight into sequences or your CRM.
See the playbook→
Recruiting outreach
Outreach
Source candidates, reach them on LinkedIn, email and WhatsApp, and keep every conversation on one candidate record.
See the playbook→
Playbook preview
Playbook preview: Signal-based outreach
A buying signal fires. Click a step to see what the customer gets.
Ledgerly
LinkedIn · step 1 of 4
Signal · Account starts hiring
Glow Bar posted 2 purchasing jobs.
LinkedIn · preview
Live in a week
01
Connect HubSpot and your WhatsApp number
Most teams do this in the first hour.
02
Import contacts and opt-ins
From CSV, your old tool or your CRM.
03
Switch on signal-based outreach and cold outreach
Start from our templates, tuned for SaaS & B2B software.
04
Watch the revenue per message
Credited once, per step and per channel.
The channels SaaS & B2B software customers answer
Features that power it
SW
Signal watches
Outreach
Watch accounts, searches, keywords, posts and past buyers. New people land matched.
Explore the feature→
MS
Multichannel sequences
Outreach
Email, LinkedIn, WhatsApp, SMS and call steps with conditions that stop on reply.
Explore the feature→
WV
Website visitor ID
Outreach
See which companies visit your site and which pages they read, then act on it.
Explore the feature→
DA
Deals and pipelines
CRM & AI
Pipelines fed by replies, orders and signals, with the full thread on every deal.
Explore the feature→
PA
Prospecting and enrichment
Outreach
Search people and companies, then enrich emails and phones with credits shown first.
Explore the feature→
DS
Deliverability suite
Outreach
Warm-up, mailbox rotation, bounce limits and DNS checks that keep you in the inbox.
Explore the feature→
Connects to the tools you already use
H
HubSpot
Two-way CRM sync
ZC
Zoho CRM
Two-way CRM sync
GC
Google Calendar
Bookings and reminders
M
Meta
Ads, WhatsApp, Instagram
Z
Zapier
5,000+ apps
{ }
Custom events API
Anything onto the timeline
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
Every customer is one record: their chats on Email, LinkedIn, WhatsApp, orders, bookings, tickets and consent.
Rolls up to
Revenue from signal-based outreach, cold outreach, customer onboarding, in one number.
Account starts hiring
Signal-based outreach · Signal
Matched to the record
Signal-based outreach · Match
Timely intro
Signal-based outreach · Day 1
Deal created
Signal-based outreach · Reply
Customer story
Outbound finally knows who our customers are. We stopped emailing people with open tickets, which was embarrassingly common.
KM
Verified customer
Karan Mehta
VP Sales, Ledgerly
Common questions
Yes. Teams like Ledgerly use it for signal-based outreach, cold outreach, customer onboarding, with templates made for SaaS & B2B software.
Similar industries
Logistics & delivery
B2B
Proactive delivery updates, address fixes and COD collection.
See how it works→
Wholesale & distribution
B2B
Retailer ordering, price lists and dues in chat, not spreadsheets.
See how it works→
D2C & ecommerce
Retail
Turn one-time buyers into regulars across WhatsApp, Instagram and email.
See how it works→
