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Description
CustomerOS takes the guesswork out of lead generation by delivering a data-driven platform built to surface the most qualified B2B leads. By analyzing website data, it automatically creates an Ideal Customer Profile (ICP) and filters out unqualified prospects, ensuring teams only focus on high-fit leads. Its real-time intent tracking allows marketers to know exactly which stage each lead is at in their buying journey, from education to evaluation to purchase readiness. Each account brief provides detailed insights into lead behavior, reasons for qualification, and recommended next actions, making outreach more relevant and effective. The platform has been credited with boosting sales pipelines by 5x and helping teams close deals up to 30% faster. With a pay-only-when-you-book-a-meeting model, CustomerOS minimizes risk while maximizing ROI. Customers also benefit from lessons and strategies gained from the team’s prior $519M Voxbone exit, ensuring best-in-class GTM execution. Combined with AI-driven intelligence and compliance with SOC2, GDPR, and ISO27001, CustomerOS offers a modern, secure approach to accelerating growth.
Description
Implement the successful strategies from your top-performing representatives across the entire organization to enhance business development. Tailor the agents to align seamlessly with your team’s specific workflows for maximum efficiency. They will populate CRM fields, generate deals, and refresh information instantly according to established guidelines. Conduct in-depth research on companies and potential clients to improve your ability to target and assess leads effectively. Ensure that prospects receive timely follow-up communications while deal stages are updated automatically within the CRM. Craft and dispatch personalized outreach messages grounded in thorough research about companies and prospects. Leads are automatically assigned to the appropriate sales representatives based on various factors such as geography, timing, and product expertise. By automating CRM functions, you can establish a new pipeline aimed at closing more deals. Focus on engaging only with high-quality leads through meticulous research and an automated scoring system. Increase SDR productivity by automating customized follow-ups, while also handling meeting creation and rescheduling automatically, taking time zones into account. This approach guarantees prompt follow-ups with automated emails until a deal is finalized, ensuring no opportunity is overlooked. By integrating these practices, your sales process can become both more efficient and effective.
API Access
Has API
API Access
Has API
Screenshots View All
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Integrations
Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo
Integrations
Apollo
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Microsoft Teams
Salesforce
Slack
ZoomInfo
Pricing Details
$999/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CustomerOS
Founded
2022
Country
United Kingdom
Website
customeros.ai
Vendor Details
Company Name
Locale.ai
Founded
2019
Country
United States
Website
locale.ai/
