Everything you need to
close more deals.
Replace your fragmented tech stack with a unified platform designed for speed, intelligence, and scale. From first touch to closed-won.
AI Pipeline Intelligence
AI deal scoring reads activity, stage history and stakeholder engagement to flag which deals are at risk and why. Forecast with rep submissions, manager rollups and next best actions on every deal.
Global Data Enrichment
Enrich leads, contacts and accounts through connected providers such as Clearbit, Apollo and ZoomInfo. SalesOS keeps filling in missing firmographics and titles so records stay current.
Automated Outreach
Sequences that send personalized email steps and queue call and LinkedIn tasks for reps, exiting automatically when a prospect replies or books a meeting. Personalization at scale.
Enterprise Security
Granular permission controls, field-level security, enforceable 2FA, SSO and SCIM, tenant isolation and full audit trails. Traffic is TLS-encrypted and stored credentials are encrypted.
Revenue Analytics
Real-time dashboards and reports that give you complete visibility into your sales performance. Track every metric that matters.
AI Sales Assistant
Your personal AI copilot that drafts emails, preps meeting briefings, and answers questions about the record on screen — using the platform LLM or your own provider key.
And so much more
Every tool your sales team needs, in one place.
AI Assistant
Always-on sales copilot
Meeting Scheduler
One-click booking
Email Sequences
Automated follow-ups
Click-to-Dial
Call from any record
Proposals
Generate & track
Activity Timeline
Complete history
Data Import
CSV, API, CRM migration
Role Permissions
Granular access
Built for every workflow.
From prospecting to closing, every stage of your sales process is covered.
Lead Management
Lead Scoring
AI-powered scoring based on behavior and fit
Lead Routing
Automatic assignment based on rules
Duplicate Detection
Intelligent matching and merging
Lead Capture
Web forms, email-to-lead and API
Communication
Email Tracking
Opens, clicks, and reply detection
Call Recording
Meeting and call transcription
Click-to-Call
Twilio dialing with call logging
LinkedIn Tasks
Sequence steps queued for reps
Automation
Sequences
Multi-step email and task cadences
Triggers
Event-based automation rules
Tasks
Auto-generated follow-up reminders
Workflows
Complex business logic automation
Analytics
Pipeline Reports
Stage conversion and velocity
Rep Performance
Activity and outcome tracking
Forecasting
Rep submissions and rollups
Custom Dashboards
Build your own views
Ready to transform your sales process?
Bring your pipeline over with a CSV import and try every core CRM feature free for 14 days. No credit card required.