The revenue platform for teams that sell what they deliver.
SalesOS connects marketing, sales, delivery, and finance in one workspace — so every deal is qualified, closed, delivered, invoiced, and rewarded from the same source of truth.
- One record from lead to cash
- Forecast tied to capacity
- Quote-to-cash in 27 currencies
- Governed AI, full audit trail
No credit card required · Guided onboarding included
The platform
One platform. Every revenue motion.
SalesOS replaces the patchwork of CRM, spreadsheets, proposal tools, invoicing, and commission trackers with a single connected system your team can trust.
Capture & qualify
Forms, website tracker, public API, and explainable scoring feed your pipeline with the right leads.
- Hosted & embedded forms
- UTM attribution
- ICP fit scoring
Pipeline & CPQ
Configurable pipelines, weighted forecast, and branded offers with secure legal acceptance.
- Multiple pipelines
- Guided quoting
- Deal splits & targets
Capacity & margin
Tie every promise to resource load, delivery cost, and gross margin over 8–26 week windows.
- Weekly capacity view
- Utilization tracking
- Burndown analytics
Sequences & meetings
Multi-step sequences, tracked email, WhatsApp, and public booking with Google Calendar and Meet.
- Tracked Gmail
- WhatsApp Business
- Call intelligence
Quote to cash
Billing plans and reconciliation from planned to invoiced to paid — across 27 currencies.
- Keez & SmartBill sync
- Milestone billing
- AR aging
Commissions & analytics
Rules-based commissions, batch payouts, and a command center with governed AI insights.
- Tiered & flat rules
- Approvals & clawbacks
- Custom dashboards
The lifecycle
One customer record. Zero handoffs.
Solutions by role
Built for every seat at the revenue table.
Sales reps
Know what to do next, communicate from context, produce better offers faster.
Sales managers
See risk, activity, and commercial blockers early enough to change the outcome.
RevOps
Configure the revenue process once and measure it end to end.
Founders & CROs
See whether revenue is likely to close, deliver, and land profitable.
Finance
Connect accepted terms to planned, invoiced, paid, and compensated amounts.
Customer Success
Receive the promise and next steps in a structured, auditable handoff.
Integrations
Fits the tools your team already runs on.
Native connectors, a public capture API, hosted forms, a versioned external API with OpenAPI docs, a browser extension, and HubSpot import compatibility.
Data & privacy
Transparent about the data SalesOS accesses.
SalesOS connects to the tools you already use through your own accounts, and requests only the access each feature needs. You choose which connections to enable, and you can disconnect any of them at any time.
Read our Privacy PolicyWith your permission, SalesOS reads and sends email on your behalf to sync conversations, log activity, and send tracked messages from your own address.
SalesOS reads and writes calendar events to sync your availability, create bookings, and attach Google Meet links to scheduled meetings.
Information from Google APIs is used solely to operate the features you turn on. We never sell it and never use it for advertising.
SalesOS's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
Get started
See SalesOS running on your revenue process.
Tell us where your revenue process fragments today — a CODESILK specialist will walk you through a tailored SalesOS environment in 30 minutes.
- Personalized to your pipeline and delivery model
- Live Q&A with a senior product engineer
- Sample migration plan from your current stack