For sales directors
A pipeline you can trust
Targets, next steps and commissions live on the same deals. The team does the work, you see where to step in.
Where it gets stuck today
- Deals sit for weeks without a next step.
- Quotes wait for approval over email.
- Commission is calculated in a spreadsheet and disputed every month.
What changes with SalesOS
Targets per team and rep
See daily how much of the target the pipeline covers.
No deal without a next step
Tasks, meetings and emails sit on the deal, and stalled ones stand out.
Approvals in hours, not days
Rules on discount and value thresholds send the quote to the right person.
Commissions without disputes
Commission is calculated from invoiced and collected amounts, with clear rules.
Up and running in 2–4 weeks
We start with the process that costs you most today. The timeline depends on how ready your data and access are, and custom development gets its own plan.
Week 1
Agree what success means and get your data ready
Deliverable: agreed scope, data map and acceptance criteria.
Week 2
Build the first workflow your team can put to work
Deliverable: validated pilot workflow and trained key users.
Week 3
Put SalesOS to work alongside your team
Deliverable: acceptance checklist and resolved or explicitly accepted blockers.
Week 4
Launch with confidence and a plan for what comes next
Deliverable: documented acceptance and a plan for the next phase.
Common questions
Can we define our own pipeline stages?
Yes. Stages, probabilities and required fields are set per pipeline.
How are commissions calculated?
With configurable rules: on invoiced or collected amounts, with tiers, splits between reps and clawbacks.
Can reps work from their phones?
Yes. SalesOS works in the phone's browser, and the mobile app covers pipeline, activities and orders.
Can we import our existing pipeline?
Yes, from CSV, Excel or your current CRM, with a sample check before import.
See the pipeline for your team
We'll bring an example from your field and show what the first four weeks would look like.
- You pick the time right after the form
- You talk to someone who has rolled SalesOS out
- You leave with a plan, even if we don't continue