SalesOS
AI-Native Sales Pipeline
From Lead to Close
Qualify leads with 4-dimension BANT scoring, generate proposals in minutes, and close with predictive pipeline analytics — all without a separate sales tool stack.
Capabilities
The full sales cycle — in one system
From inbound lead to signed proposal. Every stage has AI support, and every decision stays with you.
Lead Management
Structured lead intake with 4-dimension BANT scoring — Budget, Authority, Need, Timeline — built into the schema, not bolted on as a third-party layer.
Deal Pipeline
Visual pipeline with stage tracking, probability weighting, and activity history. Deals move forward based on real signals, not gut feel.
AI Proposal Generation
Generate client-ready proposals via the Agent Mesh. Pulls deal context, pain points, ROI estimations, and case studies into a formatted document ready to send.
Case Studies
Structured library of customer wins, formatted for reuse inside proposals. The AI matches case studies to prospect profile automatically.
Sales Analytics
Pipeline velocity, conversion rates by stage, rep performance, and revenue forecasting. One dashboard instead of four separate tool exports.
Email Sequences
AI-generated outreach sequences customized per lead profile. Approved by you before sending. Synced to Zoho CRM activity log automatically.
Audience
Built for people who close deals
Sales Teams
5–25 rep teams spending too much time on admin — data entry, proposal formatting, follow-up sequencing. SalesOS automates the volume work so reps focus on calls.
- Auto-populate CRM from email and call notes
- Proposals generated in minutes, not days
- AI-flagged deals that are going cold
Founders Doing Their Own Sales
Solo founders and early-stage teams without a dedicated sales function. SalesOS gives you the structure of a seasoned sales process without hiring a RevOps person.
- BANT qualification you don't need to invent
- Professional proposals without a template designer
- Pipeline visibility when you're also the CEO
Business Development
BD teams building strategic partnerships and long-cycle deals. SalesOS tracks complex multi-stakeholder deals with full activity history and automated follow-up reminders.
- Multi-contact deal tracking
- Relationship history surfaced in context
- Partnership proposal templates
Tool Replacement
Three sales tools. One platform.
The average sales stack costs $335–$565 per rep per month. SalesOS collapses that into one line item.
Sales engagement, sequences, and cadence management
SalesOS email sequences are AI-generated per prospect and require your approval before sending — ensuring personalization without volume spray.
Conversation intelligence and deal analytics
Pipeline analytics with predictive scoring surfaces deal risk and velocity. The trend-analyzer agent flags stalled deals before they slip.
Proposal creation, e-signature, document management
AI proposal generation via Agent Mesh creates structured, professional proposals including ROI calculators and matched case studies in under 5 minutes.
Lead data enrichment and prospecting
Integrates with Market Intelligence for business discovery and enrichment. Qualified leads flow directly into SalesOS pipeline with full context attached.
AI Agents
Agents that work as a sales support team
SalesOS routes tasks through the Agent Mesh to specialized agents that each own one part of the sales process. See all agents
master-orchestrator
Workflow Routing
Coordinates multi-step sales workflows. Determines which agent handles each task — qualification, proposal drafting, follow-up — and sequences them correctly.
competitor-watcher
Competitive Analysis
Tracks competitor pricing, feature announcements, and positioning. Surfaces competitive battlecards automatically when a deal involves a known competitor.
trend-analyzer
Pipeline Intelligence
Analyzes deal velocity, stage duration, and activity gaps. Flags deals at risk and suggests next-best actions based on historical close patterns.
content-creator
Proposal & Outreach
Generates proposal documents, email sequences, and follow-up messages customized to deal context. Pulls from the case study library automatically.
Workflows
How a deal moves through SalesOS
Three core workflows that run every week.
Qualify a Lead
~4 min- 1 Intake — Lead enters via form, email, or manual entry with company and contact data
- 2 BANT Score — AI evaluates Budget, Authority, Need, Timeline based on available signals
- 3 Enrich — Market Intelligence data attached to lead profile automatically
- 4 Route — High-score leads get assigned; low-score leads enter nurture sequence pending review
Generate a Proposal
~5 min- 1 Context Pull — Agent reads deal record: pain points, BANT, conversation history
- 2 Match Cases — Relevant case studies selected from library by industry and problem type
- 3 Draft — Full proposal with executive summary, solution design, ROI model, and pricing
- 4 Review — You review and edit before sending. One approval click to deliver
- 5 Log — Delivery event and open tracking recorded in deal timeline automatically
Pipeline Review
~10 min/week- 1 Scan — AI reviews all open deals for activity gaps, stale stages, and missed follow-ups
- 2 Surface — Risk-ranked deal list with recommended next actions per deal
- 3 Act — Approve follow-up sequences, update stages, or flag deals for deeper review
Reality Check
A sales rep's week
Same quota. Different amount of time spent on actual selling.
- Mon — Update CRM from memory. Forget three activities
- Tue — Spend 3 hours building a proposal in PandaDoc from scratch
- Wed — Send generic Outreach sequence. 2% reply rate
- Thu — Manager asks for pipeline forecast. Export spreadsheet, spend an hour
- Fri — 4 deals went cold this week. You didn't notice until Friday
- Mon — Pipeline review takes 10 min. AI shows 2 at-risk deals with suggested actions
- Tue — Proposal generated in 5 min from deal context. Edited and sent by 9:30am
- Wed — Approve AI-personalized sequence. 3 prospects reply same day
- Thu — Forecast is live and updated in real time. Manager has it before asking
- Fri — Closed 1 deal. Rest of time spent on new pipeline
Ready to spend less time on pipeline admin?
SalesOS is part of the Mahoosuc OS platform — one vendor relationship, shared context with Market Intelligence, no integration work.
Part of the Mahoosuc OS Platform