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Welcome to CustomerOS

CustomerOS enables you to manage and automate your entire customer lifecycle from prospecting to in-life. It is designed from the ground up to be multiplayer, real-time and integrate data from all sources.

If you struggle having organised, up to date data at your fingertips to know what your next steps should be to drive sales, CustomerOS is for you. You and your sales team will always have access to the most current information on leads thanks to CustomerOS’s in-house data graph that is constantly kept up to date with live data, while it’s multi-channel outreach capabilities will help automate and personalise timely communications with prospects and customers alike.

Additionally, seamless integration with your current tools like Slack for real-time notifications and powerful ad retargeting tools on the platforms where your customers are will streamline your sales processes.

Dive into the documentation to discover how to leverage these tools for a more efficient, data-driven approach to growing your business!

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Example Use Cases

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Adaptive Lead Scoring and Prioritization

Use CustomerOS to surface high-potential inbound opportunities to the right team member:

  • Use AI to evaluate Ideal Customer Profile and Aspirational Customer Profile
  • Consider multiple data points scraped from public and private data
  • Automatically adjusts scores based on new information
  • Based on scores send to correct team follow-up

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Dynamic Account Prospecting

Automatically identify and target potential customers based on past deal data:

  • Ingests characteristics of closed-won and closed-lost deals
  • Identifies similar companies and people in the market
  • Continuously scan for signals that targets are ready to buy and assign owners

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Sales Pipeline Automation

Streamline sales operations through automated workflows:

  • Create and manage follow-up tasks and reminders
  • Provides real-time pipeline visualization
  • Tracks performance metrics and KPIs
  • Automates routine sales administration tasks

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Customer Journey Orchestration

CustomerOS enables mapping and automation of entire customer lifecycles:

  • Creates personalized customer interaction paths
  • Triggers automated actions based on customer behavior
  • Coordinates multi-channel communication
  • Adapts journey flows based on customer responses
Data Model