Briefs that reach the right person
Bring enquiries together and apply consistent qualification before follow-up.
Track: enquiry source and time to first contact
See the capabilitiesFor marketing agencies & teams
Grow your agency’s client book while keeping margin in view
Capture briefs, qualify opportunities and build quotes connected to team effort. Track retainers and projects in the same commercial and financial view.
SalesOS / Marketing
- 01Brief & source
- 02Scoring & follow-up
- 03Quote & retainer
- 04Team planning
- 05Billing & margin
Where context gets lost
A customer relationship your whole team understands
Leads land in multiple inboxes. Scope changes. The team and finance work from different versions of the agreement.
How it connects in SalesOS
The brief, quote, owner, resources and billing instalments share a common reference.
Workflow example
Here’s how your next opportunity could move forward
A monthly retainer with a separate launch project. The team sees estimated effort, while finance tracks recurring billing and project instalments separately.
- 01
Brief & source
- 02
Scoring & follow-up
- 03
Quote & retainer
- 04
Team planning
- 05
Billing & margin
Illustrative scenario, without results or data attributed to a customer.
What we can improve together
More clarity in the decisions that move your business
Start with the way you work today and choose the measures that matter for the first implementation phase.
A clearer view of the work involved
Connect projects and retainers with estimated delivery resources.
Track: estimated effort and team workload
See the capabilitiesA shared understanding of margin
Keep quotes, estimated costs and billing in the same commercial context.
Track: estimated margin and milestone billing
See the capabilitiesFeatures
The right tools for the way you work
01 / SalesOS
Capture & qualification
Bring enquiries from forms, imports and your website into a qualification process tailored to your company.
- Hosted or embedded forms and UTM attribution
- Website activity and lead source tracking
- Configurable scoring, ICP criteria and routing rules
- Conversion to contacts, companies and opportunities
In the context of your teamCapability illustration
02 / SalesOS
Conversations & meetings
Connect day-to-day communication with the actual state of the commercial relationship.
- Gmail and Microsoft 365, email and follow-up sequences
- Booking pages, calendars and Google Meet
- WhatsApp, SMS and voice agents through configured providers
- Meeting transcripts and actions through Fathom
In the context of your teamCapability illustration
03 / SalesOS
Delivery, capacity & margin
Connect commercial commitments with required resources and financial impact.
- Resource and cost estimates per opportunity
- Capacity forecasting and workload visibility
- Delivery handoffs and operational tasks
- Margin and resource utilization analysis
In the context of your teamCapability illustration
04 / SalesOS
Billing & collections
Track what is planned, invoiced and paid, starting from the same opportunity.
- Recurring, milestone and instalment billing plans
- Contractual instructions and annex-driven schedule updates
- Keez and SmartBill invoicing connectors
- Reconciliation, due dates, receivables and multi-currency reporting
In the context of your teamCapability illustration
Implementation
Start where a change will make the biggest difference
In a scoped 2–4 week plan: validate the data, configure the flow, train users and verify the outcome together.
See how we implementThe next step
Your team sells better when it can see the whole picture
Start with a demo. Continue with your processes, data and goals.