SDR Management Platform
Run a high-performing SDR team from one place.
Manage your team, territories, accounts, outreach, conversations, meetings and performance with a clear view of what is happening and where your SDRs should focus next.
Built for SDR Leaders, SDR Managers, CROs and Sales Leaders
Trusted by revenue teams at
- CleverTap
- Tazapay
- VWO
- Increff
- Airmeet
- Nurix
- Mynd
- Venwiz
- Pazo
- CometChat
The problem
Your SDR team has plenty of tools.
You still don’t have one place to run it.
Your SDRs use sales engagement tools for email, calls and sequences. Your CRM records what happens later.
But managing the team still means piecing together spreadsheets, CRM reports, dashboards and different platforms to answer basic questions.
Harvin is an SDR management platform — one place to run the sales development team behind all of it. It holds territories and account ownership, prioritises each rep’s day from live buying signals, runs execution across email, dialer, tasks and a unified inbox, hands meetings to AEs with full context, and reports from accounts worked through to the pipeline they generated.
How it works
From signal to signed deal in four steps
Filter the universe, catch the move, score the window, launch the campaign. Each step hands its output to the next, so nothing is rebuilt by hand along the way.
Discover your ICP accounts
Narrow your universe by industry, geography, funding stage, headcount and business motion. The filters run against a live account graph, so the list you build today reflects the market today — not a CSV someone exported last quarter.
- Filter on firmographics, stack and motion
- Verified account intelligence, kept current
- A priority score on every match
- Save any filter set as a watchlist
Account explorer
248 match
Nike
D2C retail
Peloton
Health & wellness
Bose
Consumer electronics
Sonos
Consumer electronics
Target
D2C retail
Etsy
Marketplaces
Track real-time buying signals
Funding, hiring, scaling, M&A and layoffs are watched across every account you track. You hear about the move that opens a buying window while it is still open, not at the next quarterly review.
- Five signal types across your whole universe
- Minutes of latency, not days
- Delivered to Slack, email or your CRM
- Every alert carries its evidence
Signal feed
12 todayEvidence · careers page · +22 roles in 14 days
Evidence · team pages · 3 new offices listed
Score accounts and time your outreach
Every signal moves the account score, and every score is traceable to what caused it. Accounts in an active buying window rise to the top, with an estimate of how long that window stays open.
- Live score from the full signal history
- Business motion analysis per account
- Buying window with time remaining
- Threshold you set, shortlist we maintain
Account scoring
Ranked by score · why each one ranked
Nike
D2C retail · United States
Buying window open· 14 days left
Etsy
Marketplace · United States
Window closing· 5 days left
Launch campaigns and close deals
Take the shortlist straight into outbound. Pick the channels, let Harvin draft the angle from the signal that surfaced the account, and sync everything back to HubSpot, Salesforce or CSV.
- Email and cold calling from one screen
- Angle drafted from the detected signal
- HubSpot and Salesforce sync
- Full context on every account you touch
Campaign draft
Written from each account's top signal
Nike
Hiring velocityScaling GTM at Nike?
Noticed 22 open GTM roles in the last 14 days — teams hiring at that pace usually rebuild their pipeline motion at the same time.
Etsy
Stack expansionThe 9 new tools on your stack
Your team picked up 9 new tools this quarter. Whenever tooling moves that fast, sourcing tends to be the piece still done by hand.
HubSpot · Salesforce
One SDR management platform
Built around the way an SDR
team actually operates
Every surface an SDR team runs on, sharing one account graph: who owns what, which accounts are worth the time, the channels the work happens in, and whether any of it turned into pipeline.
Account Intelligence
Better outreach starts with better context. Harvin brings relevant account intelligence into the same place your SDR works — company context, prospect information, account history, buying signals, previous engagement and relevant changes around the business — so nobody spends the first part of every prospecting block doing manual research. So an SDR can understand:
- Why this account?
- Why this prospect?
- Why now?
- What could I talk about?
Walmart
walmart.com · High priority
AI Signal Detection
Five signal types are watched across your whole universe — funding, hiring, scaling, M&A and layoffs. Each one moves the account score, everything above your threshold is shortlisted automatically, and every point is traceable to the evidence behind it.
- Funding · Hiring · Scaling · M&A · Layoffs
- Threshold you set, shortlist we maintain
- Every score traceable to its evidence
- Scores move as the signals do
Account scoring
248 accounts · B2B SaaS, United States
Snowflake
Data cloud
Datadog
Observability
HubSpot
CRM & marketing
Okta
Identity
182 accounts below threshold · not surfaced
Watchlists
Group accounts into lists that mirror how your team actually sells — by industry, by funding stage, by competitor footprint, by rep. Each list tracks its own accounts and tells you the moment one of them moves.
- Build from filters, by hand, or CSV import
- Slack and email alerts the moment something changes
- Aggregate trends across every list
- Share lists across the team
Watchlists
3 lists · 81 of 248 accounts tracked
FinTech
24
MarTech
38
HRTech
19
Look-a-like Accounts
Point Harvin at a customer you already won, choose what actually makes it a fit — category, tech stack, headcount, region — and it returns the accounts that look like it. Tick the ones worth pursuing and launch a campaign to them without leaving the screen.
- Seed from any account or domain you already won
- Choose which traits to match on
- Every match scored, and the reason shown
- Shortlist and launch a campaign in one flow
Look-a-like Accounts
Top matches
of 248
Databricks
Data + AI platform
MongoDB
Developer data platform
ClickHouse
Analytics database
Elastic
Search & analytics
Similarity to Snowflake
New matches this week
31
Avg. match score
86
Team & Territories
Manage reps, ownership, territories and targets in one place, and organize and distribute the book of business across them. Every account has an owner, and every owner has a number — so coverage stops being something you reconstruct from a spreadsheet.
- Reps, ownership, territories and targets
- Organize and distribute accounts and leads
- Progress against each rep’s own target
- Unassigned accounts surfaced, not lost
Team & Territories
Reps
308 accounts owned
Sarah W.
West · Enterprise · 96 accounts
7/8
Marcus C.
East · Enterprise · 88 accounts
5/8
Priya R.
Central · Mid-market · 124 accounts
9/10
?41 accounts still unassigned
Campaigns & Channels
Build and manage prospecting sequences, then run them across email and tasks — with every reply gathered into one inbox. The rep works the prospect; Harvin keeps the activity attached to the account and the rep who did it.
- Campaigns and sequences built from the signal
- Outbound email workflows
- Tasks and follow-ups kept visible
- Every reply gathered into one inbox
Campaigns & Channels
D2C hiring play
4 steps
Unified inbox
3 new
Nike · VP Marketing
Happy to take a look
Peloton · Head of Growth
Circle back next quarter
Etsy · Director of Data
Call booked · 2:30 PM
Dialer
Call lists built from people, not rows — each contact with their persona, the ICP tier they fall in and the number to dial. Every call is recorded, transcribed and written back to the account, so the outcome lands without the rep typing it up afterwards.
- Contacts ranked by ICP tier and persona
- Direct numbers on the row, ready to dial
- Calls recorded and transcribed automatically
- Disposition in one click, saved to the account
Dialer
Contacts
of 8
Dana WhitfieldICP ALive
VP Marketing · Nike
Marcus HaleICP A
Head of Growth · Peloton
Priya RamanICP B
Director of Ops · Sonos
Alex TurnerICP B
Director of Data · Etsy
On the call
02:14
Dana Whitfield
VP Marketing · Nike
+1 (503) 555-0184
Recording
02:14Transcript and outcome saved to the account record.
Meetings & Handoff
Manage booked meetings and AE handoffs without losing the thread. The AE opens the meeting with the account context and previous conversations already attached, and records what happened in a click rather than a CRM workflow.
- Meetings assigned with full account context
- Previous conversations carried into the handoff
- Outcome recorded in one click
- Feedback loops back to the SDR who booked it
Meetings
Booked this week
46 total
Nike
AE Dana · yesterday
Peloton
AE Rob · Tuesday
Etsy
AE Dana · today
Reporting & AI Coaching
Connect execution with business outcomes — from accounts worked through to pipeline generated — and surface where reps can improve, so managers spend less time finding the coaching opportunity and more time coaching.
- The funnel from accounts worked to pipeline
- Break performance down by rep, territory, sequence or channel
- Patterns that show who needs coaching, and why
- Recommendations on where the team should focus next
Reporting & Coaching
Pipeline contribution
$1.4M
Needs coaching
2 reps
Dan L.
Activity high, few conversations
Marcus C.
Meetings rarely qualifying
Template Builder
Build your own campaign templates from reusable blocks — subject line, opening, the signal line, the call to action — with account and prospect fields dropped in as merge tokens rather than retyped for every send.
- Reusable blocks rather than one long body
- Account and signal fields as merge tokens
- Preview against the persona it will reach
- Shared across the team, versioned in one place
New Campaign Template
Blocks
5 in use
Preview
VP Marketing
Subject company is hiring across GTM
Hi first_name, noticed signal at your team — worth a look?
For your SDRs
Give every SDR a clear place to work.
Management visibility works better when SDRs get something genuinely useful in return.
Harvin gives every rep a focused workspace around their own accounts, prospects, conversations, tasks and meetings.
Instead of starting the day wondering what to work on, your SDR can open Harvin and answer:
- Who should I contact today?
- Why is this account worth my time?
- Who should I call?
- Who replied?
- What do I need to follow up on?
- What should I do next?
Your SDR stays focused on their book of business.
You get visibility without asking them to report every move.
Sarah’s day
Her accounts, her prospects, her next actions
8
Call before 11 AM
3
Replies waiting
12
Follow-ups due today
Work these first
Nike
Hiring · 58 open GTM roles
Peloton
Scaling · headcount +14% QoQ
Sonos
Hiring · 26 open engineering roles
Etsy
Replied 2d ago · follow up
Target
Stack change · 9 new tools
Replies waiting
Dana W. · VP Marketing
Happy to take a look — what does onboarding involve?
Alex T. · Director of Data
Can you send the case study first?
Execution
Give your team the channels they need without losing management visibility.
Run prospecting activity from the same SDR workflow.
Create and manage outbound sequences from the same place the account lives. The signal that fired decides the angle, and the address is found and verified before anything sends.
Every send, open and reply is written straight back to the account record — so the manager sees what went out without asking, and the next rep to open the account sees the whole history.
- Sequences built from the signal that fired
- Addresses found and verified before the send
- Sending domains warmed and authenticated
- Every send written back to the account record
Email sequences
34 contactsFilters
Step
Intro
Follow-up
Break-up
Address
Verified
Guessed
Persona
VP and above
Director
Manager
Engagement
Opened
Replied
No activity
Dana Whitfield
dana.whitfield@nike.com
Marcus Hale
marcus.hale@onepeloton.com
Ivy Chen
ivy.chen@bose.com
Priya Raman
priya.raman@sonos.com
Jordan Blake
jordan.blake@target.com
Nina Osei
nina.osei@underarmour.com
Dialer
Work prioritized call lists without building them. Harvin orders the day by ICP tier and live signal, and opens each contact with the reason they ranked already on screen.
The direct dial is verified on the same record the email came from, and the recording, transcript and disposition are saved against the account the moment the call ends.
- Call lists ordered by ICP tier and priority
- Direct dials verified on the account record
- The reason to call on screen while it runs
- Recording, transcript and disposition saved
Dialer
8 queuedFilters
ICP tier
Tier A
Tier B
Tier C
Line type
Direct dial
Switchboard
Best window
9 – 11 AM
2 – 4 PM
Any time
Last outcome
No answer
Voicemail
Connected
Dana Whitfield
+1 (503) 555-0184 · on the call
Marcus Hale
+1 (212) 555-0143 · 9:40 AM
Priya Raman
+1 (805) 555-0176 · 10:15 AM
Alex Turner
+1 (718) 555-0119 · 10:50 AM
Ruth Delgado
+1 (415) 555-0132 · 11:20 AM
Tom Reyes
+1 (617) 555-0167 · 11:45 AM
Tasks
Keep the manual half of the job visible. Not every next step is a sequence — one-pagers to send, meetings to confirm, accounts to re-work after a no-reply.
Each task carries the account it belongs to and the rep who owns it, so a follow-up that slips shows up on the manager’s screen rather than disappearing into someone’s notebook.
- Today, overdue and this week in one list
- Every task tied to its account and owner
- Created automatically from replies and calls
- Follow-ups that stop slipping between tools
Tasks
6 due todayFilters
Due
Today
Overdue
This week
Type
Follow-up
Send asset
Confirm meeting
Source
Auto-created
Added by rep
Owner
Sarah W.
Whole team
Follow up on pricing
Nike · Dana W. · 9:00
Send security one-pager
Peloton · Marcus H. · 11:30
Re-sequence after no reply
Sonos · Priya R. · 14:00
Confirm tomorrow’s meeting
Etsy · Alex T. · 16:15
Add new contacts from careers page
Bose · Ivy C. · 16:40
Log outcome from Tuesday’s call
Target · Jordan B. · overdue
Unified Inbox
Bring prospect replies and conversations together. Email, calls and tasks sit in one thread per prospect, in the order they happened.
Nobody reconstructs a conversation from four tools before a handoff — the AE opens the thread and sees every touch, who owns it and what the next step is.
- Replies, calls and tasks in one thread
- Owner and next step on every conversation
- Threads attached to the account, not a mailbox
- Nothing reconstructed from four tools later
Harvin keeps the activity connected to the account, rep and eventual outcome.
Unified inbox
3 newFilters
Channel
Calls
Tasks
Status
Unread
Replied
Archived
Sentiment
Positive
Neutral
Negative
Owner
Sarah W.
Whole team
Dana Whitfield
Happy to take a look — what does onboarding involve?
Marcus Hale
Not right now, circle back next quarter.
Alex Turner
Call scheduled · 2:30 PM
Priya Raman
Task due · send the one-pager
Ivy Chen
Who else should be on the call?
Jordan Blake
Forwarded to our head of ops.
Email sequences
34 contactsFilters
Step
Intro
Follow-up
Break-up
Address
Verified
Guessed
Persona
VP and above
Director
Manager
Engagement
Opened
Replied
No activity
Dana Whitfield
dana.whitfield@nike.com
Marcus Hale
marcus.hale@onepeloton.com
Ivy Chen
ivy.chen@bose.com
Priya Raman
priya.raman@sonos.com
Jordan Blake
jordan.blake@target.com
Nina Osei
nina.osei@underarmour.com
Create and manage outbound sequences from the same place the account lives. The signal that fired decides the angle, and the address is found and verified before anything sends.
Every send, open and reply is written straight back to the account record — so the manager sees what went out without asking, and the next rep to open the account sees the whole history.
- Sequences built from the signal that fired
- Addresses found and verified before the send
- Sending domains warmed and authenticated
- Every send written back to the account record
Dialer
8 queuedFilters
ICP tier
Tier A
Tier B
Tier C
Line type
Direct dial
Switchboard
Best window
9 – 11 AM
2 – 4 PM
Any time
Last outcome
No answer
Voicemail
Connected
Dana Whitfield
+1 (503) 555-0184 · on the call
Marcus Hale
+1 (212) 555-0143 · 9:40 AM
Priya Raman
+1 (805) 555-0176 · 10:15 AM
Alex Turner
+1 (718) 555-0119 · 10:50 AM
Ruth Delgado
+1 (415) 555-0132 · 11:20 AM
Tom Reyes
+1 (617) 555-0167 · 11:45 AM
Dialer
Work prioritized call lists without building them. Harvin orders the day by ICP tier and live signal, and opens each contact with the reason they ranked already on screen.
The direct dial is verified on the same record the email came from, and the recording, transcript and disposition are saved against the account the moment the call ends.
- Call lists ordered by ICP tier and priority
- Direct dials verified on the account record
- The reason to call on screen while it runs
- Recording, transcript and disposition saved
Tasks
6 due todayFilters
Due
Today
Overdue
This week
Type
Follow-up
Send asset
Confirm meeting
Source
Auto-created
Added by rep
Owner
Sarah W.
Whole team
Follow up on pricing
Nike · Dana W. · 9:00
Send security one-pager
Peloton · Marcus H. · 11:30
Re-sequence after no reply
Sonos · Priya R. · 14:00
Confirm tomorrow’s meeting
Etsy · Alex T. · 16:15
Add new contacts from careers page
Bose · Ivy C. · 16:40
Log outcome from Tuesday’s call
Target · Jordan B. · overdue
Tasks
Keep the manual half of the job visible. Not every next step is a sequence — one-pagers to send, meetings to confirm, accounts to re-work after a no-reply.
Each task carries the account it belongs to and the rep who owns it, so a follow-up that slips shows up on the manager’s screen rather than disappearing into someone’s notebook.
- Today, overdue and this week in one list
- Every task tied to its account and owner
- Created automatically from replies and calls
- Follow-ups that stop slipping between tools
Unified inbox
3 newFilters
Channel
Calls
Tasks
Status
Unread
Replied
Archived
Sentiment
Positive
Neutral
Negative
Owner
Sarah W.
Whole team
Dana Whitfield
Happy to take a look — what does onboarding involve?
Marcus Hale
Not right now, circle back next quarter.
Alex Turner
Call scheduled · 2:30 PM
Priya Raman
Task due · send the one-pager
Ivy Chen
Who else should be on the call?
Jordan Blake
Forwarded to our head of ops.
Unified Inbox
Bring prospect replies and conversations together. Email, calls and tasks sit in one thread per prospect, in the order they happened.
Nobody reconstructs a conversation from four tools before a handoff — the AE opens the thread and sees every touch, who owns it and what the next step is.
- Replies, calls and tasks in one thread
- Owner and next step on every conversation
- Threads attached to the account, not a mailbox
- Nothing reconstructed from four tools later
Harvin keeps the activity connected to the account, rep and eventual outcome.
From meeting to outcome
Don’t lose visibility when the SDR books the meeting.
Meeting booked shouldn’t be the end of the SDR reporting funnel.
Harvin keeps the feedback loop going. AEs get a simple place to see:
- Assigned meetings
- Account context
- Prospect information
- Previous conversations
- Meeting notes
- Next steps
Your SDR manager gets the feedback needed to understand the quality of pipeline being created — without relying on AEs to navigate a complicated CRM workflow every time.
Meetings
46 bookedAssigned to me
Nike · discovery
Yesterday · 32 min
Peloton · intro
Tuesday · 25 min
Etsy · follow-up
Today · 3:30 PM
Status
Awaiting outcome
Recorded
Account context
D2C retail · 2.1M employees · Harvin score 94
Prospect information
Dana Whitfield · VP Marketing · dana.whitfield@nike.com
Previous conversations
2 emails opened · 1 call connected · booked by Sarah W.
Meeting notes
“Consolidating three vendors this quarter.”
Next steps
Security review · owner AE Dana · due in 5 days
Record what happened
For SDR leaders & managers
See the whole team.
Know where to focus.
A live view of your SDR organization across reps, territories, accounts, campaigns, conversations, meetings and pipeline — without maintaining another spreadsheet or chasing your team for updates.
- 01Know what’s happeningSee what each SDR is working on, which accounts are being covered and where activity is falling behind.
- 02Know what’s workingCompare performance across reps, territories, sequences, channels and account segments.
- 03Know where to interveneSpot weak account coverage, missed follow-ups, declining conversion and reps who need coaching.
- 04Know what to do nextUse Harvin’s intelligence to identify the accounts, prospects, plays and actions your team should prioritize.
Team
4 SDRs · 82 convos · 23 meetings
Rep
Coverage
Convos
Mtgs
Sarah W.
West · Enterprise
24
7
Marcus C.
East · Enterprise
18
5
Priya R.
Central · Mid-market
31
9
Dan L.
Mid-market · Inbound
9
2
Needs attention
Dan L. — lowest coverage at 38%
Unassigned
41 accounts in no rep’s book
Territories
Ownership and coverage across the book
West · Enterprise
East · Enterprise
Central · Mid-market
UnassignedNo owner
Plan & assign
Give every SDR the right book of business.
Bring your target accounts and leads into Harvin, organize them by territory and distribute them across your team.
Know exactly who owns what and whether those accounts are actually being worked.
Territory Management
Set clear ownership across regions, segments or teams.
Account Distribution
Assign and redistribute accounts across SDRs.
Lead Management
Keep prospects connected to the accounts your team owns.
Coverage Visibility
See which accounts are active, untouched or falling through the cracks.
Targets
Set performance expectations across SDRs and teams.
Harvin intelligence
Turn team data into the next best action.
Another dashboard only tells you what already happened.
Harvin is designed to help your team decide what should happen next.
Instead of showing an SDR an AI score, Harvin can surface recommendations they can actually use.
Recommendations
What Harvin suggests the team does next
12 accounts Sarah should focus on today
Based on account fit, current signals and how similar accounts have performed.
Call these 8 prospects before 11 AM
Their profile and your team’s past performance suggest a stronger chance of connecting during this window.
These 5 prospects are showing the strongest buying signals
Move them higher in today’s priorities.
This sequence is outperforming your team’s baseline by 31%
See what’s working and apply the learning across the team.
Move this account from email to call
The current outreach pattern isn’t progressing. Harvin recommends changing the approach.
AI should make the SDR team better at deciding what to do, not give managers another collection of AI features to configure.
AI coaching
Know who needs coaching and why.
Managers shouldn’t have to inspect every activity or listen to every call to find opportunities to improve the team.
Harvin surfaces patterns that deserve attention. See:
Spend less time finding the coaching opportunity.
Spend more time coaching.
FOR CROs, SALES LEADERS & FOUNDERS
See what your SDR investment is producing.
You shouldn’t need three dashboards and a spreadsheet to understand whether sales development is working.
Harvin gives revenue leadership visibility from SDR effort to pipeline outcome. See:
The goal isn’t more SDR activity.
It’s a better-performing SDR organization.
What teams say
Revenue leaders who run outbound on Harvin
Deepak Lamba
Chief Revenue Officer
01 / 05
Harvin brought a level of precision to our outbound that complemented our in-house SDR team well. Their signal-driven approach ensured we were reaching the right accounts at the right time, and some accounts they sourced now sit among our top revenue contributors.
Onboarding
Live in three weeks.
Meetings from week four.
We handle the unglamorous part — domains, mailboxes and deliverability — so your first campaign lands in the inbox instead of the spam folder.
Week 1
Domains & mailboxes
Week 2
Inbox warm-up
Week 3
Campaigns live
Week 4+
Meetings booked
Week 1
Domains & mailboxes
We procure dedicated sending domains and mailboxes for you and configure SPF, DKIM and DMARC, so every message is authenticated before a single email goes out.
Daily sending volume
0%
SDR management platform
Run a high-performing
SDR team from one place
Give your managers the visibility to lead better, your SDRs the clarity to execute better, and your revenue team a clear view of what’s creating pipeline.
- No credit card required — free for the first 14 days
- We pull live signals on your own account list
- 30 minutes, no slide deck
Live buying signals
Your accounts · today
Snowflake
Stripe
MongoDB
Databricks
Snowflake
Hiring + stack expansion
Best reached in the next 14 days