SalesOps
Demo
SalesOps opens access for service teams · See operating model

The connected CRMthat helps you sell more

SalesOps automates pipeline creation, meeting admin, proposals, and CRM updates, so revenue teams can stop clicking and start closing more deals.

SalesOps dashboard with pipeline metrics, recent activity, pipeline overview, upcoming tasks, and source breakdown

Benefits of running every sales motion from one platform

One pipelineTrack leads, deals, tasks, meetings, and follow-ups from every channel in one place.
Less manual adminKeep owners, stages, next actions, and deal values visible without rebuilding context.
Channel claritySee which sources create pipeline and where each opportunity needs attention.
Manager visibilityReview activity, risk, and revenue movement without chasing status updates.
One pipelineTrack leads, deals, tasks, meetings, and follow-ups from every channel in one place.
Less manual adminKeep owners, stages, next actions, and deal values visible without rebuilding context.
Channel claritySee which sources create pipeline and where each opportunity needs attention.
Manager visibilityReview activity, risk, and revenue movement without chasing status updates.
Product views

Everything your team touches, in one operating layer.

The product surface mirrors the real sales motion: sources feed leads, leads become deals, and every next step stays visible.

Upwork$118K32 active
LinkedIn$96K44 sent
Inbound$172K21 qualified
Cold Email28%reply rate
SalesOps leads table with realistic records, channels, owners, deal values, and next actions
SalesOps deals table with realistic opportunities, pipeline values, stages, owners, and probabilities
Operating model

From scattered channels to measurable revenue.

SalesOps connects acquisition, qualification, deal execution, and reporting without forcing managers to rebuild context across tabs.

01

Acquire

Upwork, LinkedIn, email, inbound, and referrals feed one operating queue.

02

Qualify

Source, owner, stage, budget, probability, and next follow-up stay attached.

03

Advance

Proposals, meetings, tasks, notes, and risks move with every opportunity.

04

Report

Managers see channel ROI, funnel movement, at-risk deals, and forecast health.

Scope of control

Built for business development teams that need operational clarity.

No generic CRM theater. SalesOps gives owners the views, records, and reports that keep a multi-channel sales engine accountable.

Pipeline dashboard with channel, owner, revenue, and risk context

Lead table and kanban views with the same CRM source of truth

Proposal, meeting, follow-up, and task tracking on every record

Upwork job finder, case studies, templates, and outreach prompt logs

B2B campaign workspace with ICPs, data requests, verification, and sequences

Revenue reports that connect activity to closed-won movement