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What Are Leads in CustomerOS?

In CustomerOS, leads are companies — not individuals.
A lead is a company that:
  • Has been matched against your Ideal Customer Profile (ICP)
  • Shows intent or engagement signals across your channels
  • Is exposed to you as a sales opportunity within your workspace
Behind the scenes, every lead is linked to a central CustomerOS company object. This means you benefit from our continuously updated global research layer, which is re-assessed and re-framed to your specific ICP so that every lead you see is hyper-relevant.

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Key Attributes of a Lead

Each lead in CustomerOS includes:
  • Company Profile
    Firmographic and technographic data (industry, size, tech stack, revenue) enriched from the global company graph.
  • ICP Fit
    A dynamic assessment of how closely the company aligns to your Ideal Customer Profile.
  • Journey Stage
    Current stage in the Buyer’s Journey: Target, Education, Solution, or Evaluation. High-engagement evaluation leads flag for sales attention.
  • Touchpoints
    Logged interactions across ads, website, email, or meetings that show how the company is engaging.
  • Lead Briefs & Research
    Automatically generated summaries of company context, market positioning, and recent activity.
  • Contacts
    Key people at the company relevant to your sales motion (decision makers, influencers, champions).

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Why Leads Matter

  • Single source of truth: All sales, marketing, and research activities are tied back to the lead.
  • ICP-first approach: You’ll only see companies that match or nearly match your ICP — no wasted cycles on noise.
  • Continuously refreshed: Because leads are linked to the CustomerOS company graph, research and insights stay current.
  • Action-ready: Every lead is assigned a stage, with clear signals on what’s required to progress them.

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Working with Leads

  • View & Prioritize → See all active leads in your workspace, ranked by ICP fit and journey stage.
  • Research → Use lead briefs to prepare for outreach with contextually relevant insights.
  • Engage → Trigger outreach sequences or Slack notifications when leads progress stages.
  • Collaborate → Share notes, assign owners, and coordinate with your team in real-time.

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Next Steps

  • Explore Touchpoints to see how CustomerOS measures engagement quality.
  • Learn how Briefs give you ready-made research for every lead.
  • See how Contacts connect decision-makers to leads.