SDR Management Platform
Run your entire SDR operation from one platform.
Harvin brings sales intelligence, sales prospecting, outreach, meetings, and SDR team management into one connected workspace.
- SDRs can plan and execute
- SDR Heads can prioritize and manage
- AEs can collaborate and move opportunities forward.
Trusted by revenue teams at
- Pazo
- CometChat
- Zaggle
- Mynd
- Nova
- Xflow
- Wise
- Akamai
- CleverTap
- Wingify
The Problem
Your sales stack is connected. Your SDR operation isn't.
Every part of the SDR workflow has its own tool. Your CRM holds the records. Your sales engagement platform runs outreach. Your sales intelligence tool surfaces buying signals. Your dialer handles calls. Your dashboards track performance.
Your team is left stitching the operation together.
- CRMHolds the records
- Sales engagementRuns outreach
- Sales intelligenceSurfaces buying signals
- DialerHandles calls
- DashboardsTrack performance
The questions nobody can answer in one place
- 01
Who owns which accounts?
- 02
Are the right accounts being worked?
- 03
What is each SDR focused on?
- 04
What’s generating conversations and meetings?
- 05
Which reps need help?
- 06
Is all of this activity actually creating pipeline?
Bring the whole SDR operation together with Harvin.
Harvin connects sales intelligence, prospecting, outreach, meetings, SDR management and AE handoffs in one workflow, so your team can move from account signal to qualified meeting without losing context.
Explore the connected SDR operating platformThree Workspaces. One Platform.
Built around the people who run the SDR function. Harvin connects SDRs, SDR Heads, and AEs around the same continuous workflow.
For the SDR Head
SDR Team Management
- See team activity and SDR performance
- Monitor account coverage and execution
- Track meetings, campaigns and outcomes
- Identify where team needs attention
- Coach reps with the right context
For the SDR
Sales Prospecting & Outreach
- Prioritize your accounts and prospects
- Understand buying intent behind an account
- Manage email, campaigns, calls and tasks
- Stay on top of follow-up and meetings
- Keep your day focused on the right work
For the AE
Collaborate & Move Forward
- See the full context behind every SDR-booked meeting
- Review SDR discovery and previous interactions
- Prepare with account and prospect intelligence
- Capture meeting outcomes and feedback
- Move opportunities forward with context
Built around the people who run the SDR function — SDRs know what to work on, SDR Heads know where team needs attention, and AEs get full context before the meeting.
Every role in sync with one connected workflow
From a prioritized SDR day to a contextual AE handoff and connected management, Harvin keeps the entire SDR workflow in view.
Prioritized SDR days
Account signals, research, and context come together to help SDRs prioritize accounts, know who to contact and decide what to do next.
Complete SDR team visibility
SDR Heads get visibility into team performance, activity, meetings, campaigns and coaching needs without stitching reports across tools.
Context-rich SDR-to-AE handoffs
AEs get the full SDR journey behind every meeting, from account intelligence and discovery to previous interactions and talking points.
Continue the opportunity after the handoff
AEs can take opportunities forward from the same platform, with integrated Digital Sales Room workflows.
One connected SDR operation
Every action, outcome, and piece of feedback stays connected across SDRs, SDR Heads, and AEs, creating one continuous workflow from signal to opportunity.
Set up Harvin around the way your team works.
Harvin connects with your CRM as the source of data, and fits around the channels your team already uses — email, calling, calendar and Digital Sales Rooms for AEs.
Settings / Integrations
CRM sync
Your CRM
System of record
2,418
Accounts
9,730
Contacts
312
Opps
Accounts · contacts · opportunities · history
Calls · meetings · dispositions · outcomes
SDR workspace
Recently synced
1,284 records today
Initech Systems
Owner · Priya S. · Tier 1
Bill Lumbergh
VP Sales · Initech Systems
Call logged · Connected
Northwind Analytics · Arjun M.
Globex Cloud — Expansion
Discovery · $48,000
Bring accounts, contacts, opportunities and relevant history into Harvin, while your CRM stays the system of record.
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.
Good morning, Sarah
Your accounts, prospects and next actions for today.
8
Calls by 11 AM
3
Replies waiting
12
Follow-ups due
Work these first
Sorted by Harvin score
FinlyticsHiring Surge
Fintech · Bengaluru
ShipnestRecently Funded
Logistics SaaS · Mumbai
DatavineTech Migration
Data platform · Pune
CloudNestReplied 2d ago
Infra · Hyderabad
Replies waiting
Ritika MalhotraInterested
Head of Sales · Finlytics
Wednesday afternoon works for me. Please send over an invite.
Rohan DesaiMeeting Request
VP Ops · Shipnest
Let’s talk. Can we do 30 min next week?
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 Campaigns
Sequences, steps and the contacts in them.
Sequence
Fintech · Heads of Sales · Hiring surge
1Intro
Day 0 · 34 sent
2Follow-up
Day 3 · 21 sent
3Break-up
Day 7 · Queued
62%
Opened
14%
Replied
4
Meetings
Contacts in sequence
Ritika Malhotra
ritika@finlytics.io
Rohan Desai
rohan.desai@shipnest.in
Jessica Nguyen
jessica@datavine.ai
Arjun Mehra
arjun.m@cloudnest.io
Ananya Iyer
ananya@ledgerly.in
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
Make calls and keep track of every conversation.
Ritika Malhotra
Head of Sales · Finlytics
Direct dial verified
Cold call opener
Hi Ritika, this is Sarah from Harvin. Did I catch you at a bad time?
I noticed Finlytics is hiring six SDRs this quarter. Most heads of sales I speak with say their reps spend too much time researching and too little time talking to buyers…
Disposition
Up next in your queue
Rohan Desai
VP Ops | Shipnest · +91 98XXX X4127
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
Every next step, tied to its account.
Send pricing one-pager
Ritika Malhotra · FinlyticsAuto
Call back after no answer
Rohan Desai · ShipnestAuto
Confirm Wednesday’s meeting
Jessica Nguyen · Datavine
Re-sequence after no reply
Arjun Mehra · CloudNestAuto
Log outcome from Tuesday’s call
Ananya Iyer · Ledgerly
Add new contacts from careers page
Kabir Shah · Paystream
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.
Email Inbox
Every campaign and work-email conversation in one place.
Campaign Inbox
All campaign replies
Work Email
Your company inbox
Ritika Malhotra
Oct 18
Re: Finlytics × Harvin: more qualified meetings
Thanks, these are helpful. Wednesday afternoon works for me.
Rohan Desai
Oct 18
Re: Shipnest × Harvin
Let’s talk. Can we do 30 min next week?
Jessica Nguyen
Oct 17
Re: Datavine × Harvin
Could you send the case study first?
Arjun Mehra
Oct 17
Re: CloudNest × Harvin
Not right now — circle back next quarter.
Email Campaigns
Sequences, steps and the contacts in them.
Sequence
Fintech · Heads of Sales · Hiring surge
1Intro
Day 0 · 34 sent
2Follow-up
Day 3 · 21 sent
3Break-up
Day 7 · Queued
62%
Opened
14%
Replied
4
Meetings
Contacts in sequence
Ritika Malhotra
ritika@finlytics.io
Rohan Desai
rohan.desai@shipnest.in
Jessica Nguyen
jessica@datavine.ai
Arjun Mehra
arjun.m@cloudnest.io
Ananya Iyer
ananya@ledgerly.in
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
Make calls and keep track of every conversation.
Ritika Malhotra
Head of Sales · Finlytics
Direct dial verified
Cold call opener
Hi Ritika, this is Sarah from Harvin. Did I catch you at a bad time?
I noticed Finlytics is hiring six SDRs this quarter. Most heads of sales I speak with say their reps spend too much time researching and too little time talking to buyers…
Disposition
Up next in your queue
Rohan Desai
VP Ops | Shipnest · +91 98XXX X4127
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
Every next step, tied to its account.
Send pricing one-pager
Ritika Malhotra · FinlyticsAuto
Call back after no answer
Rohan Desai · ShipnestAuto
Confirm Wednesday’s meeting
Jessica Nguyen · Datavine
Re-sequence after no reply
Arjun Mehra · CloudNestAuto
Log outcome from Tuesday’s call
Ananya Iyer · Ledgerly
Add new contacts from careers page
Kabir Shah · Paystream
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
Email Inbox
Every campaign and work-email conversation in one place.
Campaign Inbox
All campaign replies
Work Email
Your company inbox
Ritika Malhotra
Oct 18
Re: Finlytics × Harvin: more qualified meetings
Thanks, these are helpful. Wednesday afternoon works for me.
Rohan Desai
Oct 18
Re: Shipnest × Harvin
Let’s talk. Can we do 30 min next week?
Jessica Nguyen
Oct 17
Re: Datavine × Harvin
Could you send the case study first?
Arjun Mehra
Oct 17
Re: CloudNest × Harvin
Not right now — circle back next quarter.
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
Oct 26 – 29Mon
26
Tue
27
Wed
28
Thu
29
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
6 PM
Peloton
Intro
Okta
Pricing
Nike
Discovery
Adobe
Intro
Etsy
Follow-up
Twilio
Demo
Stripe
Demo
Gusto
Follow-up
Selected meeting
Yesterday
Nike · Discovery
Tue · 10:30 AM · AE Dana
Account context
D2C retail · Harvin score 94
Prospect information
Dana Whitfield · VP Marketing
Previous conversations
2 emails opened · 1 call · booked by Sarah W.
Meeting notes
“Consolidating three vendors this quarter.”
Awaiting outcome
Record what happened
Next steps
Security review · due in 5 days
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.
Testimonials
What teams say about 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.
FAQs
Need some clarity?
Everything you need to know about how Harvin connects and powers your SDR operation.
Harvin connects account research, prospecting, outreach, meetings, and AE handoffs into one unified SDR operating layer while your CRM remains the central system of record.
SDR management platform
Bring your SDR
operation together
Give your SDRs, SDR Heads, and AEs one connected platform to plan, execute, manage, and move opportunities forward.
- 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