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Overview
CustomerOS helps B2B teams identify in-market leads, accelerate pipelines, and gain actionable revenue insights. Although AI-generated responses sometimes feel too generic, its AI-driven deal intelligence and analytics provide precise guidance. This makes it highly suitable for medium to large sales and marketing teams focused on data-driven growth and improved performance.
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Starting Price
Custom
CustomerOS Specifications
Lead Management
Sales Pipeline Management
Contact Management
Sales Automation
What Is CustomerOS?
CustomerOS is a next-generation platform designed to help sales teams uncover and capture hidden revenue. It focuses on identifying in-market pipelines and qualifying leads through automated Ideal Customer Profile (ICP) matching. By providing a 360-degree view of the customer journey, the software empowers businesses to prioritize high-fit prospects and eliminate time wasted on non-converting leads. Its standout features include real-time pipeline analysis and automated lead scoring, which significantly boost efficiency for growing B2B organizations.
CustomerOS Pricing
CustomerOS pricing consists of the following two plans:
- Growth: $2,999/month
- Enterprise: Custom pricing
Disclaimer: The pricing is subject to change.
CustomerOS Integrations
CustomerOS supports integrations with various platforms, such as:
- Salesforce
- HubSpot
- Calendly software
- HubSpot Meetings
- Apollo
- Cal.com
- Google Ads
Who Is CustomerOS For?
CustomerOS software is ideal designed for:
- B2B sales and marketing teams
- Revenue leaders
- Sales development representatives (SDRs)
- Marketers
- Teams measured on revenue
Is CustomerOS Right For You?
CustomerOS is the perfect choice for B2B companies looking to scale their sales operations through data-driven intelligence. Its ability to automatically generate an ICP from your website keeps your sales pipeline full of high-intent prospects. By unifying support, success, and sales data, it provides the context needed to close complex deals faster. This platform, with a strong focus on high-growth sectors, is designed to deliver measurable, scalable return on investment through data-driven insights and efficient execution.
Still doubtful if CustomerOS software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
CustomerOS Features
Users can uncover the majority of website visitors who remain anonymous, identifying their companies and buying stage in real time. This feature qualifies leads against your ICP, routes high-fit prospects to sales immediately, and enables personalized engagement to maximize conversion potential.
This feature allows users to track which marketing channels and campaigns truly generate revenue rather than only leads. By filtering traffic through your ideal customer profile, teams can optimize spend, align sales and marketing, and focus efforts on high-value opportunities.
CustomerOS helps teams accelerate deal cycles by focusing on high-quality leads and channels that deliver real revenue. This feature reduces wasted effort, improves conversion rates, identifies top-performing campaigns, and enables sales teams to close faster by providing insights into ideal prospects.
The software provides automated prospect insights and verified contact data, empowering sales teams to personalize outreach efficiently. By reducing research time and delivering tailored messaging to high-fit leads, teams can increase engagement, strengthen relationships, and drive higher response and conversion rates.
CustomerOS enables teams to optimize content using AI-driven analysis tied to ICP behavior and revenue outcomes. It reveals engagement gaps, highlights winning topics and formats, and predicts pipeline impact. This helps marketers improve discoverability, guide buyers, and invest in content.
