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SalesOS
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Features

Everything that moves your business, connected

From targets and prospecting to quotes, operations, collections and analytics. Explore SalesOS capabilities in the context of the entire commercial flow.

Book a demoImplementation
Every piece has a purpose
SalesOS / Platform
12functional areas in one system
  1. 01Find your directionTargets → ICP → Opportunities
  2. 02Connect your teamQuotes → Capacity → Delivery
  3. 03Follow the resultPlanned → Invoiced → Collected
Sales / Operations / Finance
A platform illustration, shaped around your processes
01 / SalesOS

Targets & pipeline generation

Turn commercial targets into a portfolio of relevant companies, entry points and next steps.

  1. Sales targets, teams and individual contributions
  2. Ideal customer profiles, target accounts and prioritization
  3. AI research and enrichment with sources and budget caps
  4. Candidate review and import into the pipeline
In the context of your teamCapability illustration
02 / SalesOS

Capture & qualification

Bring enquiries from forms, imports and your website into a qualification process tailored to your company.

  1. Hosted or embedded forms and UTM attribution
  2. Website activity and lead source tracking
  3. Configurable scoring, ICP criteria and routing rules
  4. Conversion to contacts, companies and opportunities
In the context of your teamCapability illustration
03 / SalesOS

Relationships & sales

Keep commercial context with each customer, from the first conversation to a decision.

  1. Configurable pipelines and stages, forecasting and activities
  2. Connected companies, contacts, leads and opportunities
  3. Custom fields, imports and duplicate management
  4. Playbooks, tasks and team handoffs
In the context of your teamCapability illustration
04 / SalesOS

Conversations & meetings

Connect day-to-day communication with the actual state of the commercial relationship.

  1. Gmail and Microsoft 365, email and follow-up sequences
  2. Booking pages, calendars and Google Meet
  3. WhatsApp, SMS and voice agents through configured providers
  4. Meeting transcripts and actions through Fathom
In the context of your teamCapability illustration
05 / SalesOS

Quotes & commercial agreement

Build quotes around services, products and negotiated terms.

  1. Product and service catalog, pricing and discounts
  2. Branded quotes, versions and approval
  3. Secure sharing and online acceptance
  4. Contract documents, annexes and billing instructions
In the context of your teamCapability illustration
06 / SalesOS

Delivery, capacity & margin

Connect commercial commitments with required resources and financial impact.

  1. Resource and cost estimates per opportunity
  2. Capacity forecasting and workload visibility
  3. Delivery handoffs and operational tasks
  4. Margin and resource utilization analysis
In the context of your teamCapability illustration
07 / SalesOS

Billing & collections

Track what is planned, invoiced and paid, starting from the same opportunity.

  1. Recurring, milestone and instalment billing plans
  2. Contractual instructions and annex-driven schedule updates
  3. Keez and SmartBill invoicing connectors
  4. Reconciliation, due dates, receivables and multi-currency reporting
In the context of your teamCapability illustration
08 / SalesOS

B2B portal & orders

Give partners a self-service channel connected to commercial and operations teams.

  1. Catalogs, price lists and customer-specific terms
  2. Requests for quote, approval and quick orders
  3. Warehouses, stock, reservations and partial deliveries
  4. Credit limits, documents, claims and EDI integration
In the context of your teamCapability illustration
09 / SalesOS

Automation & workflows

Configure what happens after an event: who takes ownership, what follows and when the team steps in.

  1. Visual editor with actions, waits and branches
  2. Events from leads, deals, forms and bookings
  3. Assignment, notifications, tasks, sequences and webhooks
  4. Execution history and cancellation of active runs
In the context of your teamCapability illustration
10 / SalesOS

AI in the flow of work

Research, analysis and agents connected to commercial context, with controlled access.

  1. Company and contact research with verifiable sources
  2. Conversational agents and human handoffs
  3. AI insights and assistance with commercial data
  4. ChatGPT, Codex and Claude through MCP and API
In the context of your teamCapability illustration
11 / SalesOS

Management & performance

A shared view of commercial performance, delivery and revenue.

  1. Configurable dashboards and reports
  2. Targets, forecasting and pipeline analysis
  3. Commission rules, approvals and payout batches
  4. Partners, contributions and commission splits
In the context of your teamCapability illustration
12 / SalesOS

Integrations & control

Replace fragmented tools or connect the systems that already work.

  1. REST API, OpenAPI, MCP and webhooks
  2. Roles, permissions and scoped API keys
  3. Company data isolation and audit logging
  4. Imports, exports and company-enabled connectors
In the context of your teamCapability illustration

Modules and integrations are enabled according to the agreed configuration. AI and communication channels may require third-party accounts and provider charges.

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

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