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SalesOS
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For B2B service companies

Turn every won project into a commitment you can deliver

Connect business development, quotes, team capacity and billing. From consulting to outsourcing, every commercial commitment has operational context.

Book a demoImplementation
Your way of working
SalesOS / Services
  1. 01Sales target
  2. 02Right-fit account
  3. 03Quote & resources
  4. 04Handoff & delivery
  5. 05Billing & margin
Sales / Operations / Finance
A platform illustration, shaped around your processes

Where context gets lost

A customer relationship your whole team understands

Opportunities in a CRM. Resources in spreadsheets. Billing in another system. The same information rebuilt by every team.

How it connects in SalesOS

The same opportunity connects the quote, effort estimate, handoff and billing plan.

Sales targetRight-fit accountQuote & resourcesHandoff & deliveryBilling & margin

Workflow example

Here’s how your next opportunity could move forward

A consulting engagement with an advance, delivery milestones and monthly billing. Sales sees capacity; finance sees what needs to be invoiced.

  1. 01

    Sales target

  2. 02

    Right-fit account

  3. 03

    Quote & resources

  4. 04

    Handoff & delivery

  5. 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.

01

Quotes grounded in realistic effort

Connect the quote with estimated resources and costs before making the commitment.

Track: quote turnaround and estimated margin
See the capabilities
02

Handoffs your team can rely on

Keep customer context when an opportunity moves to the delivery team.

Track: estimated workload and handoff tasks
See the capabilities
03

Revenue that’s easier to follow

Connect commercial terms with the billing plan and collections.

Track: planned, invoiced and collected
See the capabilities

Features

The right tools for the way you work

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

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
03 / 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
04 / 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

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 implement

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