Question 1

Who is CustomerOS?

Accepted Answer

CustomerOS.ai is an all-in-one AI-powered platform for B2B sales, support, and success teams. It automatically surfaces highly qualified leads (based on your ideal customer profile), identifies each lead’s buying stage in real time, and then guides you on the next best action to convert them. In short, CustomerOS acts like an AI assistant for your sales pipeline – helping you focus on closing deals instead of crunching data.

Question 2

Who is CustomerOS for?

Accepted Answer

CustomerOS is designed for businesses that rely on outbound sales and want to scale their pipeline. It’s especially useful for B2B companies (like SaaS startups and sales teams) that need to identify “ready-to-buy” prospects from large lead lists. If you’re a sales or growth team looking to automate lead qualification, find high-fit prospects, and boost conversions, CustomerOS can help – from early-stage startups up to larger revenue teams wanting to accelerate growth.

Question 3

What are the main features of CustomerOS?

Accepted Answer

CustomerOS offers a robust set of features to streamline your go-to-market efforts. It automatically generates your Ideal Customer Profile (ICP) from your data and uses it to qualify leads, so only the best-fit prospects enter your pipeline. It tracks lead behavior in real time (for example, monitoring who visits your website or pricing page) to gauge intent. Additionally, CustomerOS integrates with your other tools (like Hubspot, Salesforce, Salesloft, Slack and email) to send real-time notifications and ensure all your customer data stays in sync.

Question 4

How does CustomerOS identify and qualify leads?

Accepted Answer

CustomerOS uses your data and AI to automatically identify who your high-potential leads are. It starts by analyzing your existing customers and website content to build an Ideal Customer Profile. Then it compares new leads or site visitors to that profile and tracks their engagement (for instance, if someone repeatedly visits your product and pricing pages). When a lead both fits your ICP and shows signs they’re “in-market” to buy, CustomerOS flags them as qualified. You’ll get a tailored account brief explaining why that lead is a good fit and what actions to take next to convert them.

Question 5

Does CustomerOS integrate with other tools or CRMs?

Accepted Answer

Yes – CustomerOS is built to work with your existing sales stack. It provides integrations and APIs to pull in data from your CRM and other systems, unifying everything in one place. For example, you can connect CustomerOS with Slack to get real-time deal alerts or lead updates delivered to your team. It also supports web tracking via a simple script on your site. In short, CustomerOS can sit on top of your current tools, ensuring you don’t have to rip and replace anything – it augments your workflow with AI-driven insights.

Outsmart every competitor in the room

Inconsistent competitive messaging

Reactive competitive response

Manual research overhead

Generic messaging

Blind outreach

What’s the advantage of out-preparing your competitors?

The problem:

The outcome:

Agents Powering this Solution

Competitors guessed, we closed

Competitors guessed, we closed

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We used to scramble to counter competitor claims. With CustomerOS, our reps now walk in with airtight positioning, helping us win 3 deals worth over $1M last quarter.

We used to scramble to counter competitor claims. With CustomerOS, our reps now walk in with airtight positioning, helping us win 3 deals worth over $1M last quarter.

Frequently Asked Questions

How does this solution remove manual research overhead?

How does it fix inconsistent competitive messaging and reactive responses?

How does it stop generic messaging and blind outreach?

What does “ready-to-buy” enablement look like in practice?

What basic company info do you provide?

How does researching a company improve my sales preparation?

How does this solution remove manual research overhead?

How does it fix inconsistent competitive messaging and reactive responses?

How does it stop generic messaging and blind outreach?

What does “ready-to-buy” enablement look like in practice?

What basic company info do you provide?

How does researching a company improve my sales preparation?

How does this solution remove manual research overhead?

How does it fix inconsistent competitive messaging and reactive responses?

How does it stop generic messaging and blind outreach?

What does “ready-to-buy” enablement look like in practice?

What basic company info do you provide?

How does researching a company improve my sales preparation?

How does this solution remove manual research overhead?

How does it fix inconsistent competitive messaging and reactive responses?

How does it stop generic messaging and blind outreach?

What does “ready-to-buy” enablement look like in practice?

What basic company info do you provide?

How does researching a company improve my sales preparation?

See who's ready to buy

See who's ready to buy

See who's ready to buy

See who's ready to buy