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SalesOS
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A SalesOS for the mid-market

The sale is just the beginning

From the first right-fit account to the final payment, SalesOS connects sales, operations and finance. See what comes next, who owns it and what moves revenue forward.

Book a demoFollow the whole flow
2–4 weeksFrom a plan to a system your team uses
It all connects
Illustrative scenario · Fictional data
02/ 04
Give every conversation context

Keep qualification, history and the next action with each opportunity.

Your way of working, connected
ServicesDistributionIT & CMarketingManufacturing

Shared context for every team

Four perspectives, one business

Switch perspectives to see how it all connects

Workspace / Sales
S
Unified view

From your sales target to the next opportunity

Illustrative data
Annual target€1,200,000Example workspace
Active pipeline€480,000Example workspace
Opportunities24Example workspace
Commercial momentum
Next upEveryone knows what comes nextCustomer contextOwner and due dateFinancial impact

Conceptual platform illustration with fictional data, without results attributed to a customer

The complete picture

One platform for everything behind your next sale

When every team works in a different system, context gets lost between stages. SalesOS connects targets, customer relationships, delivery commitments and financial flows.

01

Build demand

Targets, ICP, AI research and qualification. Start with a commercial direction and reach the right accounts.

02

Connect execution

Pipeline, quotes, people and capacity. Commercial commitments stay connected to what you can deliver.

03

Track revenue

Planned, invoiced and paid. See the financial impact of each commercial relationship.

Connected processes

Keep your business moving between every stage

Explore the path from target to lead, lead to cash and B2B request to delivery.

ONE FLOW, END TO END

From target to lead

Start with the sales target and ideal customer profile. Build a list of relevant accounts, review the research and prepare outreach.

The next team starts with the whole context
Process illustration
STAGETHE CONTEXT THAT MOVES FORWARD

  1. Target & ICP

    Leadership & sales

    Sales target and ideal customer profile

  2. AI research

    Sales

    Relevant accounts, ready for review

  3. Accounts & contacts

    Sales

    Companies and people in the same context

  4. Review & import

    Sales

    Reviewed data before import

  5. Outreach & lead

    Sales

    A clear owner and next action

One commercial thread, through to the next action
How it works in practice

Research and enrichment use configured providers and budget caps. The team reviews results before import and decides whom to contact.

Explore the processes

Solutions

A SalesOS that speaks your industry’s language

Five perspectives on the same commercial, operational and financial data. Choose the flows relevant to your company.

01

Services

Turn every won project into a commitment you can deliver

02

Distribution

Make room for more orders with less manual work

03

IT & C

Keep projects, services and recurring revenue in the same picture

04

Marketing

Grow your agency’s client book while keeping margin in view

05

Manufacturing

Bring commercial demand closer to stock, delivery and distributors

AI with a clear role

Let AI do the groundwork for your team

Find right-fit companies, enrich data and connect agents to commercial processes. Keep control over access, budgets and the moments when your team steps in.

Explore AI in SalesOS
01 / Research

Relevant companies & contacts

ICP criteria · sources · configurable budgets

02 / Act

Connected agents & workflows

Follow-up · bookings · team handoff

03 / Control

Execution visibility

Permissions · history · access limits

Integrations

Make the systems you rely on work better together

Replace fragmented tools or connect SalesOS to existing systems. Together, define the source of each data type and the direction of synchronization.

Existing connectorsEnabled according to your setup
K

Keez

Invoices & reconciliation

SB

SmartBill

Invoice issuing

G

Google Workspace

Email, calendar & meetings

M

Microsoft 365

Email & calendar

W

WhatsApp Business

Customer conversations

F

Fathom

Meeting context

Accounting & ERP for your ecosystemIntegrations we scope together
S

SAGA

Romanian accounting

Ask for more information
WM

WinMENTOR

Accounting & business management

Ask for more information
WE

WinMENTOR ENTERPRISE

ERP for complex operations

Ask for more information
D

Microsoft Dynamics 365

Business Central & ERP systems

Ask for more information
O

Odoo

Business applications & ERP

Ask for more information
SAP

SAP Business One

Finance & operations

Ask for more information

Don’t see the solution you use?

Let’s integrate it together. Start with your data and processes, then scope the right connection through an API, files or a dedicated connector.

Let’s talk integration

SAGA, WinMENTOR and ERP systems are options for assessment and development on request, not connectors included by default. Versions, data access, sync direction, cost and timeline are confirmed before implementation. SmartBill supports invoice issuing; accounting synchronization and reconciliation depend on the provider.

REST APIOpenAPIMCPWebhooksChatGPT · Codex · Claude

You choose what connects and who gets access

Gmail enables email sync and sending from your address. Google Calendar enables reading and creating events for availability, bookings and Meet. You choose what to connect and can disconnect at any time. Google data is used for enabled features, not advertising, and is not sold.

Google data use follows the Google API Services User Data Policy / Limited Use. Privacy policy

Implementation

A clear path from today’s systems to SalesOS

Start with a priority process, validated data and acceptance criteria. Configure together, train the team and verify the outcome before launch.

01

Week 1

Agree what success means and get your data ready

02

Week 2

Build the first workflow your team can put to work

03

Week 3

Put SalesOS to work alongside your team

04

Week 4

Launch with confidence and a plan for what comes next

Timing is confirmed after reviewing data, integrations and scope. Extensive custom development is planned separately.

See the plan and success criteria

The next step

Your team sells better when it can see the whole picture

Start with a demo. Continue with your processes, data and goals.

Book a demoRequest a consultation