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Daily Lead Digest

CustomerOS delivers a daily snapshot of new leads, changes in buying stage, and accounts showing notable activity surges or slow-downs. This keeps your team aligned on where momentum is building (or fading) in real time.

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Weekly Pipeline Update

Each week, CustomerOS provides a summary of your pipeline health along with recommended next steps. These updates highlight key risks, opportunities, and ensure ready-to-buy prospects are surfaced automatically—so your team can focus on action, not admin.

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Delivery Channels

Notifications are delivered where your team already works, so no insights get lost:
  • Email → Daily and weekly summaries in your inbox for broader visibility.