Management OS 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.
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Coaching is tailored to the individual and the specific people they're working with and the context of the moment. Before a difficult 1:1, a cross-functional standup, or a performance review, coaching arrives specific to that meeting, those people, and that interaction. Employees don't need to log into another system or think about what to ask. Cloverleaf anticipates what will be most helpful and delivers it in real time.
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Dealscale
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DemandFarm
DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts:
Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators.
Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place.
Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence.
DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant.
Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com
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Pricing
Pricing Starts At:
$149/month
Pricing Information:
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
Company Details
Company:
Management OS
Year Founded:
2026
Headquarters:
United States
Website:
mgmt-os.ai
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
In Person
Customer Support
Business Hours
Online Support
Management OS Features and Options
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