OptaReach is a multi-channel outreach platform built for people who need to find prospects, start conversations, and manage replies without juggling five different tools. It’s designed for agencies, sales teams, founders, and GTM operators who want to run outreach across multiple channels (like LinkedIn, email, X, Reddit, and more) while keeping messaging personalized and organized.
Instead of treating prospecting, sending, and replying as separate workflows, OptaReach connects everything into one system:
Prospects = the people/companies you want to reach
Lists = how you organize and segment those prospects
Senders = the accounts you outreach from (LinkedIn/email/X/Reddit, etc.)
Campaigns = multi-step sequences that send messages and follow-ups
Tracked Searches = monitoring keywords/posts to discover high-intent leads
UniInbox = one inbox for replies across channels, with tags and assignments
This article explains each module, what it’s used for, and how they fit together into a complete workflow.
Who OptaReach is for
OptaReach works best if you’re doing outreach regularly and you care about two things at the same time:
Scale (reach enough prospects to generate pipeline consistently)
Personal tone (messages that feel human and relevant, not spammy)
Common use cases:
Agencies generating leads for themselves or clients, running multiple workspaces and senders
Sales teams needing repeatable outbound sequences and a clean inbox process
Founders doing founder-led sales and demand gen across social + email
GTM teams combining listening (tracked searches) with targeted outbound campaigns
If you’re only sending a few messages per month, OptaReach might be more than you need. If you’re aiming for consistent weekly outbound, it becomes your daily operating system.
How OptaReach works at a high level
OptaReach is built around a simple flow:
Connect senders (your outreach accounts)
Collect prospects (import leads or discover them from tracked searches)
Organize into lists (segment by niche, persona, intent, location, etc.)
Launch campaigns (multi-channel sequences + follow-ups)
Manage replies in UniInbox (tag, assign, reply, and move to next step)
Measure and improve (iterate using campaign + sender performance metrics)
Once you understand that loop, the platform feels straightforward: every module exists to make one step of that loop faster and safer.
Core modules explained
1) Prospects
Prospects is your master database of leads. Every person/company you plan to contact lives here.
A prospect typically includes:
Basic identity fields (name, company, role)
Contact details (email, LinkedIn URL, X handle, Reddit username, etc.)
Enrichment fields (industry, size, location, notes)
Activity history (messages sent, replies, tags, statuses)
Why Prospects matters:
You don’t want leads scattered across spreadsheets, CRMs, and random exports. Prospects is the “single source of truth” so that campaigns, inbox replies, and tracked search findings all connect to the same lead record.
Common actions in Prospects
Add prospects manually
Bulk import prospects
Update properties (tags, status, notes)
View interaction history across channels
2) Lists
Lists are how you organize prospects into segments so campaigns stay targeted.
Think of a list as:
“This exact group of people should get this exact outreach strategy.”
Examples of lists:
“Marketing agencies (US) — owners”
“SaaS founders — recently raised”
“Recruiters — hiring SDRs”
“High intent Reddit posters — ‘need leads’ keyword”
“Warm leads — replied but not booked yet”
Lists help you:
Keep messaging relevant (higher replies, fewer complaints)
Test strategies on small batches before scaling
Route leads from tracked searches into the right follow-up flow
Common actions in Lists
Create lists and move/copy prospects
Tag lists for organization (client name, persona, niche)
Build “test lists” (small segments for quick experiments)
Export segments for reporting or CRM sync
3) Senders
Senders are the accounts you outreach from. Depending on your setup, a sender can be a LinkedIn profile, an email inbox, an X account, a Reddit account, etc.
Senders are where you configure:
Daily sending limits
Time windows / scheduling
Rotation rules (if you use multiple senders)
Safety settings per channel
Why Senders matters:
Multi-channel outreach only works long-term when you keep accounts healthy