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Product features

One workspace for winning roles and filling them.

A practical guide to account setup, client and candidate lists, campaign modes, safety controls, reply handling, and integrations.

Setup

Account connection

Link your LinkedIn profile through hosted auth. BriskReach never asks for your LinkedIn password, and the account appears in your workspace with a live connection status.

  • Hosted OAuth flow, no password sharing.
  • Live status badge for connected, pending, or disconnected accounts.
  • Multiple accounts per workspace for teams and agencies.
  • Disconnect and reconnect without losing campaign data.
Account connection in the BriskReach dashboard

Lead import & CRM

Upload client contacts or candidates, review records, and keep them in a workspace CRM before they enter a campaign. History stays available after campaign activity ends.

  • Required field: linkedin_profile_url.
  • Optional fields: first_name, last_name, company, headline, location.
  • Duplicate detection by normalized LinkedIn profile URL.
  • CRM statuses help separate active conversations, follow-up, not now, and not a fit.
Lead import and CRM table in BriskReach

Discover

Prospect and company discovery

Search for hiring managers, companies, candidates, and local businesses from the dashboard, then review staged results before they become CRM records. Discover is built to feed lead lists, not to start campaigns automatically.

  • Contacts mode finds people with source and account provenance.
  • Companies & Locations mode checks company and local-business targets.
  • Quota-aware jobs show usage before teams scale discovery work.
  • Reviewed records import into named lead lists for campaign selection.
  • History prefill lets teams rerun or refine prior searches without rebuilding the prompt.
Discover recommendations and prospect search in BriskReach

Hiring signals and role context

Discover also surfaces evidence-backed hiring signals so agencies can spot companies with role demand before building a campaign list.

  • Hiring-signal cards use watched-account evidence and source-backed summaries.
  • Role and market context help recruiting agencies focus on accounts that match the offer.
  • Signal views stay read-only until a user reviews the evidence and chooses what to import.
  • Find contacts can be used as a follow-up path after a company opportunity is identified.

Messaging

AI campaign drafts

Generate a reusable starting note and first message from audience, offer, goal, and tone. The draft is reviewed and edited before it becomes campaign copy.

  • Drafts use supported variables such as {first_name}, {company}, and {headline}.
  • AI does not send messages automatically.
  • Review warnings help avoid fake personal claims or unsupported language.
  • Saved copy can be reused across future templates and campaigns.
AI campaign draft assistant in BriskReach

Message templates

Save reusable connection notes and first messages so campaigns start from approved language instead of one-off drafts.

  • Variables: {first_name}, {last_name}, {company}, {headline}, {location}.
  • Create templates during campaign setup or ahead of time.
  • Preview how variables resolve before launch.
  • Reuse proven templates across multiple lists.
Message template management in BriskReach

Campaign builder

Create a client-development or candidate-sourcing workflow from selected leads, sender accounts, templates, and safety settings. The builder shows what will happen before activation.

  • Pick hiring-manager or candidate records from the unassigned CRM pool.
  • Assign one or more sender accounts.
  • Choose the campaign type that matches the lead relationship.
  • Activate, pause, resume, or archive campaigns at any time.
Campaign builder in BriskReach

Campaign types

Choose the outreach path that matches the lead.

Use connection campaigns to start a relationship, Sales Navigator InMail for eligible priority contacts, or Open Profile InMail for candidates and hiring managers who allow direct messages. Each path has different eligibility, limits, and safety checks.

Connection campaigns

Build a relationship with a connection request and optional follow-up.

Sales Navigator InMail

Send a credit-backed direct message to eligible priority contacts.

Open Profile InMail

Scan a list and message only profiles that accept direct messages.

Compare the three outreach modes

Safety & automation

Safety engine

Every campaign checks sender limits before actions are scheduled. The safety engine is designed to keep activity controlled and visible.

  • Working hours restrict sending to the account timezone window.
  • Warmup starts low and builds gradually from real campaign sends.
  • Random jitter adds 30-second to 4-minute delays between scheduled actions.
  • Daily caps enforce hard invite and message limits per sender.
  • Reply pause stops future automation for a lead immediately.
Safety controls in BriskReach

Scheduled queue

A cron-driven scheduler checks active campaigns, sender readiness, lead state, and daily capacity before creating idempotent action jobs.

  • Tick route finds active campaigns and operational sender accounts.
  • Accounts outside enabled working hours are skipped.
  • Warmup, daily caps, and account health are checked before scheduling.
  • Idempotent action records prevent duplicate sends.
  • The worker sends through the LinkedIn adapter and records the outcome.

Account Warmup

Account Warmup is an optional pre-outreach phase for newly connected accounts. It holds campaign sending for seven days while limited profile views and network post likes are scheduled inside the account’s working hours.

  • Profile views and network likes happen before campaign outreach is released.
  • A photo and headline precheck keeps an opted-in account pending until it is ready.
  • Daily caps & sending ramp remains the separate control for campaign volume after release.
  • The Accounts page shows pending, active, completed, and skipped states.

Insights

Analytics

Track client-development and sourcing activity, delivery health, replies, and workspace readiness from one dashboard.

  • Connected account count, campaign count, reply rate, and unread inbox.
  • Progress bars show completed versus failed actions.
  • Recent campaigns list includes status and creation date.
  • Metrics are based on recorded campaign events, not estimates.
Analytics dashboard in BriskReach

Lead priority scoring

Every lead carries a priority score and a Hot, Warm, or Cold band, so reps spend their limited daily invites and messages on the best leads first. The score is rule-based and shows its work, so it stays explainable instead of a black box.

  • A single priority pill on each lead shows the Hot, Warm, or Cold band with a 0 to 100 score.
  • Tap the pill for a plain-English list of the reasons behind the score, from replies and meetings booked to profile fit.
  • Filter by band and sort by priority to work the hottest leads top down.
  • Available on Pro and Agency.
Lead priority scoring in the BriskReach CRM

Unified inbox

Replies from hiring managers and candidates land in one inbox so the team can respond without switching LinkedIn profiles.

  • Conversation threads are grouped by lead across sender accounts.
  • Unread states show which threads need attention.
  • Manual replies are sent from active connected accounts.
  • Lead status changes to replied when inbound messages arrive.
Unified inbox in BriskReach

Reply notifications

BriskReach can notify the team when a hiring manager or candidate answers, so interested replies are handled before they go cold.

  • Inbound message webhooks mark conversations unread.
  • Campaign automation pauses for that lead.
  • Resend can send email alerts for new replies.
  • Slack, Teams, and Discord alerts can route replies to team channels.

Integrations

Live integrations

BriskReach connects to the core services needed for outreach, billing, notifications, and scheduling.

  • LinkedIn account auth, actions, and webhook events through the provider adapter.
  • Stripe Checkout, Customer Portal, and signed subscription webhooks.
  • Resend email notifications for inbound replies and contact forms.
  • Slack, Microsoft Teams, and Discord reply alerts.
  • Upstash Redis and QStash for campaign queueing and cron delivery.
Integrations page in BriskReach

Documentation

The docs site carries step-by-step setup details for campaigns, safety configuration, leads, inbox handling, and rented Reps.

  • Use docs for setup walkthroughs.
  • Use the feature page for high-level capability education.
  • Use comparison pages when evaluating alternatives.

Documentation

Step-by-step setup lives in the docs.

Use this page to understand what BriskReach does. Use the docs when you want exact setup steps for campaigns, safety settings, lead import, inbox handling, and rented Reps.

Read the docs

Compliance

Built with safety and platform rules in mind.

BriskReach helps teams run controlled LinkedIn outreach that respects platform limits and prospect preferences. Our safety engine is designed to reduce risk, not bypass it.

Reply-aware safety

Automation pauses immediately when a prospect replies. No follow-up messages are sent after a response is detected.

Working hours & warmup

Actions send only inside the account timezone. New accounts start with low volume and build gradually to stay within platform norms.

No bulk spam

BriskReach is built for targeted, personalized outreach. We do not support bulk unsolicited messaging or list bombing.

LinkedIn Terms compliance

Users agree to comply with LinkedIn's User Agreement. Our safety features help you operate within acceptable use limits.

BriskReach provides safety tools to help users stay within platform limits. Users are responsible for configuring settings appropriately and for any consequences of exceeding them. See our Terms of Service for full details.

FAQ

Common questions about features.

Put the safety engine in front of a real lead list.

Connect one account, import a focused list, and see how limits, replies, and inbox handling behave before you scale.