ConnectOS
CRM & Sales Operations
Track leads, follow-ups and deals without losing context.
Sales teams, agencies and service businesses
Concept preview · Sample data
YOUR TOOLKIT
The features that matter.
Open a module to explore. Final scope is agreed with you.
01Lead capture & assignment
Bring incoming enquiries into one place and assign each lead to the person responsible for the next step.
02Sales pipeline & deal stages
Define your sales stages and move opportunities through a pipeline the team can review together.
03Follow-up tasks & reminders
Schedule follow-ups and make pending tasks visible so promising conversations do not disappear in a chat history.
04Customer timeline
Keep notes, interactions and deal history together for a more informed customer conversation.
05Proposals & activity reports
Track proposal status and review sales activity using the reports agreed for your process.
06Team access controls
Control ownership and visibility by role, team or assignment according to your operating model.
Setup, integrations & ongoing support
- Bring leads from forms and existing records into one pipeline.
- Assign owners, schedule follow-ups and record conversations.
- Review deal progress and improve customer handovers.
Website forms, email workflows and approved messaging integrations can be connected.
Training, handover, licensing and maintenance are defined in your proposal.
Maintenance optionsSTART A PROJECT