Product · closed beta
From a lead to a client, without leaving.
Bring the leads or take ours. Sales OS mails them, calls them, and keeps the pipeline in one place.
Leads
Bring your own, or take ours.
Nothing starts with an empty database.
Import what you already have
Straight out of the CRM or lead source your team runs today.
Or source them from us
We supply the leads as well as the system that works them.
One record per lead
Mail, calls, replies and status all attach to the same place.
Written and sent for you.
Drafted against the lead in front of it, not a template with the name swapped.
Composed per lead
Each message is written for the person receiving it.
Follow-ups that react
Opened, replied or gone quiet changes what happens next.
Every send on the record
What went out, when, and what came back.
Calls
It picks up the phone.
A live voice conversation, dialled from the queue and transcribed as it happens.
- status
- contacted → qualified
- follow-up
- 2 April
- transcript
- attached to lead
Real-time voice
Answers at conversational speed, not after a pause.
Dialled automatically
Worked from the queue. Nobody sits with a list and a handset.
Transcribed and attached
What was said comes back as searchable text.
Pipeline
You can see where everyone is.
Status moves as the work happens, not when somebody remembers.
Status is a consequence
A reply, a call or a booked meeting moves the lead itself.
Segments worked differently
Who gets mailed, who gets called, and in what order.
First touch to signed
The whole history stays intact at every stage.
Access
It opens by contract, not by signup.
The closed beta is a working relationship rather than a waiting list.
B2B, and contracted
Agreed with your organisation. There is no self-serve door.
Usable now
Teams in the beta are running real outreach through it today.
Start with the form
Tell us where your leads come from and who works them now.
Status
What works, and what is coming.
Two things on this page are not built yet. Both are named here.
Lead import and management
Built · closed betaFrom the common CRMs and lead sources.
AI email
Built · closed betaComposing, sending and sequencing outreach.
AI calling
Built · closed betaQueued dialling, live voice, transcription.
Pipeline and status
Built · closed betaFirst touch through to client, with history.
Our own CRM
In developmentBeing built. For now Sales OS works alongside the CRM you have.
Workflows
In developmentYour own automations across the pipeline. Being built.