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Welcome to CustomerOS

CustomerOS allows any sales organization to extend their team with AI agents that can use data in ways that were previously only accessible to enterprise sales teams.

By ingesting your customers and prospects data, CustomerOS Agents can exploit it to uncover opportunities, make observations and ultimately provide timely information that allows your team to drive revenue growth by focussing on the human side of sales, rather than on data manipulation. The application is designed from the ground up to be multiplayer, real-time and logically integrate data from all sources to a common data model.

If the hardest part of working out what the most important thing you need to be working on to drive revenue is having actionable customer data at your fingertips, 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 your 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