SalesOS

SalesOS: All Features✅AI-Powered Customer Persona

• Use AI to summarize interview notes into a persona!

• Extract pains, gains and interview summary to better understand what need your product fills for your customers

✅Interview Notes

• Tag meeting notes to contacts so you never lose them. Includes interview templates.

✅Sales Module

• Track collaborator and customer contacts using Kanban-style boards (from backend CRM)

• Direct view of Sales Orders from the Product Catalog Database

• Sales Funnel to help you visualize weaknesses in your funnel

✅Marketing, Sponsorship and Ads

• Plan marketing campaigns, sponsorships and ad spends

• Calculate return on ad spend/ quality of marketing automatically, and double down on your best channels

✅Product Catalog

• Keep track of inventory with inventory manager

• Track your sales by product

• Tag your promo material from the content database to your products

✅Outgoing Orderbook

• Easily add order into your orderbook, tag customers from the built-in backend CRM.

✅Invoice Template