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Description

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

Description

Weflow identifies revenue leaks instantly, allowing for timely intervention to resolve problems before they affect your forecasts. The platform offers deal signals that streamline the management of your pipeline. With comprehensive visibility into potential risks, necessary actions, and ongoing activities, representatives are guided toward achieving closed-won status. You can set up automations to receive immediate notifications and insightful views regarding your representatives' pipelines directly in your inbox or Slack channels. Weflow's pipeline management delivers essential deal insights, alerts, and signals to keep your transactions on course. By providing thorough visibility into risks and next steps, Weflow empowers reps to close deals successfully. Users of Weflow have reported an increased win rate ranging from 11% to 16%. Additionally, Weflow allows managers to swiftly assess pipeline health and equips reps with the tools they need to forecast confidently. Notably, Weflow customers enjoy a remarkable 92% accuracy in forecasting, which also enhances the quality of Salesforce data and ensures adherence to processes. This ultimately empowers teams to work more efficiently and make informed decisions.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Salesforce Yes 
6sense Yes 
Adobe Marketo Engage Yes 
Apollo Yes 
Calendly Yes 
Claude Yes 
Fathom Yes 
Fireflies.ai Yes 
Google Calendar Yes 
Google Drive Yes 
Google Meet Yes 
Google Sheets Yes 
Keap Yes 
Make Yes 
Microsoft OneDrive Yes 
Monaco Yes 
QuickBooks Online Yes 
Slack Yes 
SugarCRM Yes 
Zoom Yes 

Integrations

Salesforce Yes 
6sense No 
Adobe Marketo Engage No 
Apollo No 
Calendly No 
Claude No 
Fathom No 
Fireflies.ai No 
Google Calendar No 
Google Drive No 
Google Meet No 
Google Sheets No 
Keap No 
Make No 
Microsoft OneDrive No 
Monaco No 
QuickBooks Online No 
Slack No 
SugarCRM No 
Zoom No 

Pricing Details

$149/month
The Agent plan is $149/month for one leader and includes 150 credits/month. Agent Team is $119/user/month for at least 3 users, with annual options also offered. Full-app packages start at $1,250/month, or $1,000/month billed annually for the Leader package covering the leader plus up to 3 managed people; larger packages cost more, and Enterprise pricing is custom. Agent Access add-ons are $40 per desk/month or $400 per desk/year. One-time credit packs start at $100 for 100 credits. A free trial is available. Viewers and limited conversation and daily-brief access are free.
Free Trial Yes 
Free Version No 

Pricing Details

$39 per user per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Management OS

Founded

2026

Country

United States

Website

mgmt-os.ai

Vendor Details

Company Name

Weflow

Founded

2021

Country

Germany

Website

www.getweflow.com

Product Features

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Product Features

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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