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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.

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People

People objects represent individual contacts within the CustomerOS system. People can be associated with multiple organizations 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.

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Users (Coming Soon)

People objects are extended by the User sub-object, primarily used for B2B SaaS applications. Users inherit all properties of People objects but gain additional capabilities such as:

  • Subscription details
  • Usage details

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Organizations

Organizations are typically the pivot point for most CustomerOS data. They serve as the central entity that connects various other objects within the system. Organizations can:

  • Have multiple associated People
  • Have multiple Opportunities
  • Hold multiple Contracts which generate multiple invoices
  • Store company-specific metadata and custom fields

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Opportunities

Opportunities (deals in other CRMs) can be used to track potential business opportunities with prospects. They are linked one-to-many with Organization 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

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Tasks (Coming Soon)

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

  • Task description
  • Created and due dates
  • Linked Organizations and People
  • Linked Users

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Contracts

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

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

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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

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Custom Data Objects

Under Construction
IntroductionViews