​
Standard Data Objects

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

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
  • Store company-specific metadata and custom fields

​
Contacts

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:

  • Name
  • Email Addresses
  • Phone Numbers
  • Job Roles
  • And Custom Attributes.

​
Users (Coming Soon)

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:

  • Website Visits
  • Usage details
  • Subscription details

​
Opportunities

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)
  • Expected close date
  • Associated stakeholders
  • Activity history and notes
  • Internal Owner

​
Tasks (Coming Soon)

Tasks are used to assign work to specific owners or groups for triage.

  • Task description
  • Created and due dates
  • Linked Companies and Contacts
  • Linked Users

​
Products (Coming Soon)

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:

  • Product Descriptions
  • Pricing
  • Bundles
  • Discounts
  • Accounting Software Metadata

​
Contracts

Contracts are created when an opportunity has been signed for. They represent the formal agreement between companies and include:

  • Terms and conditions
  • Contract value
  • Start and end dates
  • Service level agreements
  • Renewal terms
  • Payment schedules

​
Invoices

An invoice is generated when a Contract fulfills defined conditions to issue an invoice. Invoices contain:

  • Line items and pricing
  • Payment terms
  • Due dates
  • Tax information
  • Payment status tracking

​
Custom Data Objects

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.

IntroductionInbox