Win More Business
Streamline your sales operations and boost win rates with integrated contact enrichment, email outbounding, and contract management
Accelerate
Your Sales Cycle
Shorten your sales cycle and close deals faster with insights and real-time customer data. Identify high-value opportunities, prioritize next actions based on engagement and buying signals, and deliver personalized, relevant experiences at every stage of the sales journey.
Increase
Sales Productivity
Maximize your sales team's efficiency and effectiveness with access to all the information you need to win deals together in one place. From automated data capture and real-time CRM sync to real-time insights and predictive analytics, you are able to streamline workflows, eliminate manual tasks, and focus your efforts on the highest-value activities that drive revenue growth.
Improve
Win Rates
Boost your win rates and close more deals with real-time data and actionable insights. Leverage advanced contact enrichment, ICP fit profiling, and real-time opportunity risk assessment to identify and mitigate potential roadblocks and deliver personalized, compelling experiences at every stage of the sales cycle.
Maximize
Revenue Growth
Focus on the prospects that will close fast, require minimal discounts, and stay with you for a long time. Optimize your resource allocation and make data-driven decisions that maximize revenue growth and customer lifetime value.
Opportunity and Pipeline Management
Efficiently manage your sales pipeline and prioritize high-value opportunities based on ICP fit. Gain real-time visibility into your pipeline health, track deal progress, and mitigate risks, ensuring you focus your efforts on the deals most likely to close.
Contact Enrichment
Gain a deeper understanding of your prospects with our advanced contact and organization enrichment capabilities. Automatically view firmographic, demographic, and behavioral data to your contact records, enabling you to personalize your outreach, build stronger relationships, and improve conversion rates at every stage of the sales funnel.
Email Outbounding
Streamline your email outreach efforts and increase response rates with our powerful email outbounding tools. Easily find verified emails, create and send personalized campaigns at scale, leveraging real-time performance analytics to optimize your messaging and delivery.
Email & Calendar Sync
Ensure your entire team always has the most up-to-date information with our seamless email and calendar synchronization. Automatically capture and log every customer interaction, from emails and meetings to calls and tasks, eliminating manual data entry and providing your team with a complete, accurate view of your customer relationship.
Reminders
Stay on top of your sales activities and never miss a critical follow-up with our intelligent reminder & alerts system. Automatically set and receive reminders for key tasks, such as following up after a meeting, sending a proposal, or checking in on a deal, ensuring you stay organized, responsive, and focused on driving your opportunities forward.
Real-time CRM integration
Empower your sales teams with real-time, bidirectional CRM sync that ensures your data is always accurate and up-to-date. Seamlessly sync information between your CRM and CustomerOS, enabling your team to access the insights they need, when they need them, and take action quickly to capitalize on opportunities and drive revenue growth.
Contract Management
Streamline your contract lifecycle management and close deals faster with our integrated contract management solution. From automated contract creation and version control to secure e-signature capture and real-time status tracking, CustomerOS simplifies the contracting process, reduces errors, and ensures compliance, enabling you to accelerate revenue recognition and improve the contracting experience.
