CustomerOS is built on a set of standard data objects that can be extended with custom objects to fit unique business models. All data objects of the same type have the same set of fields (that can also be extended with custom fields) within a Workspace.
Companies are typically the pivot point for most CustomerOS data. They serve as the central entity that connects various other objects within the system. Companies can:
Have multiple associated Contacts
Have multiple Opportunities
Hold multiple Contracts which generate multiple invoices
Contact objects represent individual contacts within the CustomerOS system. Contacts can be associated with multiple Companies and can be participants in various opportunities and contracts. Each person object contains essential contact information including:
Contact objects are extended by the User sub-object, primarily used for B2B SaaS applications. Users inherit all properties of Contact objects but gain additional capabilities such as:
Opportunities (deals in other CRMs) can be used to track potential business opportunities with prospects. They are linked one-to-many with Company objects. Each Opportunity includes:
Deal value and currency
Stage in the sales process
Probability of closing (which contributes to weighted pipeline)
Products are used to define how sell your product for contracting, billing/rating and invoicing.Products are synonymous with SKUs.They have attributes such as:
This is a paid feature. Reach out to your sales rep or support if you would like to get started.
Custom Data Objects are available for customers who need to extend the functionality of CustomerOS. Most B2B SaaS cases are covered by our generic model, however if you have more complicated needs such as marketplace tracking (buyers/sellers) or sales through channel partners/distributors please don’t hesitate to reach out to see if we can easily support your needs.