Recent updates

Turn conversations into pipeline. CustomerOS now connects to Fathom to pull insights directly from meeting transcripts and uncover ICP signals you’d never catch manually.

Automatically extract themes like budget, timelines, technical constraints, competitor mentions, or strategic priorities and use them to enrich lead profiles, refine lead scoring, and sharpen qualification.

Sync your Pipedrive deals without the spreadsheet gymnastics. CustomerOS now pulls your pipeline straight from Pipedrive, keeps opportunities, stages, and owners aligned automatically, and eliminates the stale snapshots that derail revenue conversations.

Layer real-time web intel and buying intent onto your synced deals to spot ICP-fit opportunities faster, reroute stalled accounts, and coach reps with live context instead of guesswork. Less “can someone update the CRM?”, more “we know exactly which deals close next.”

See which content drives pipeline and which needs improvement. The Content Performance dashboard maps your library by persona and buying stage, exposes coverage gaps, and flags broken links or pages that won’t scrape so issues get fixed before pipeline drops.

Overlay ICP engagement with targeting quality to surface “Winners,” “Retarget,” and “Kill” assets. Scale what converts for commercial leaders, strengthen what convinces technical buyers, and stop guessing what works. Faster insights, more revenue.

Use CustomerOS's webhooks to push your ICP-fit leads into Clay for prospecting.

Push any metadata you want from CustomerOS - including content consumed, information about the account or even their growth signals - and use your existing Clay sheets to do the rest.

Outreach made easy - CustomerOS now can push Ready to Buy leads into Apollo.io for fast prospecting and outreach sequencing.

CustomerOS will also check your CRM if an owner exists, assign one from your SDR pool if it doesn't and sync that to Apollo to - automate your high-intent ICP-fit lead outreach in minutes.

SDRs no longer need to hunt for context. With funding, industry, growth outlook, and opportunities in one place, the Company Overview makes lead prep faster and more consistent.

Leads no longer fall into limbo. With automatic assignment, new prospects are instantly routed to the right SDR, notified on the spot, and synced back to your CRM, so handoffs stay fast, clean, and trackable.

CustomerOS now syncs with your Hubspot Sales pipeline in just one click!

Sync your accounts, customers and deals into CustomerOS to improve your ICP matching and alert on signals for expansion and churn events on your site.

What sales platform would be complete without an integration to everyone's favorite, least favorite CRM - Salesforce.com.

Sync your leads, accounts and opportunities into CustomerOS to improve your ICP matching and alert on signals for expansion and churn events on your site.

We now only support using a reverse proxy situated on your own domain, not ours, bypassing content and ad blockers so you capture more traffic, more leads, and a truer picture of what’s working.