Sources & scope
Connect Close, GoHighLevel, and Calendly with an explicit boundary: which pipelines, which locations, and which event types count.
Set the boundaryOpening deliberately
Run sales from one truth.
Know what every number can prove.
SalesOS is the sales intelligence layer for closer-led teams. It connects what your CRM says was won, what was booked, what was collected, and what is still unresolved, then keeps every answer tied to the records behind it.
Coming soon. Private access is already available to invited teams.
The sales truth gap
The funnel is connected.
Your systems usually are not.
Won deals live in the CRM. Bookings live in the calendar. Payments live in the processor. The month-end number lives in a spreadsheet, as whatever somebody typed on Friday. Every system tells its own version, and none of them agree on the timing, the scope, or the evidence. Commissions get paid on one. Forecasts get built on another. Leaders spend their energy reconstructing the truth instead of running the team.
SalesOS gives the team one place to see what is true, what is still unresolved, and exactly what the number can prove.
One sales truth
Every part of the number makes the others more useful.
SalesOS keeps the source, the rule, the figure, and the receipt connected. You can move from the month’s number to the exact record behind it without losing why it counted.
Classification
Name every record a deal, a collection, or out of scope, by rules you ratify from evidence and apply the same way every time.
Make counting explicitCollected revenue
One figure per reporting month in your workspace calendar, at full precision, beside what was counted, what was set aside by rule, and what is unresolved.
Read the true numberReceipts
Open any figure to the records behind it. Every dollar traces to a source record you can inspect, never to a total someone typed.
Keep evidence attachedCoverage
See what is connected, what is current, what is stale, and what has been retired, so a figure is never quietly older than it looks.
Know how fresh it isShared definition
Dashboards, commissions, and questions asked of SalesOS all read the same certified figure, so the number closers get paid on is the number you show the bank.
One definition, everywhereHow it works
A governed loop, built from evidence.
SalesOS does not manufacture certainty. It refuses to render a figure it cannot prove, and it shows you exactly what stands between the records and the number.
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1
Connect
Bring won deals, bookings, and payments from each connected source into one governed sales record.
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2
Resolve
Apply the rules you ratified to identity, scope, and classification. Anything the rules cannot place stays visible as unresolved.
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3
Read
See the month’s figure with its coverage, its sources, and its receipts disclosed on the same face.
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4
Keep history
Switch tools and the history stays true. A retired source remains a dated boundary, never a deleted row.
Designed for sales truth
Useful certainty without false precision.
Every number can be traced
Every figure leads back to the exact records that support it, and the receipt is visible even when it is empty.
Unresolved stays visible
A record the rules cannot place never becomes a confident zero. The figure waits for you instead of guessing.
Scope travels with the answer
Which sources, which pipelines, and which period a number covers are shown beside it, never assumed.
Built for closer-led sales teams
Sales should get easier to run as the team grows, and the number should get easier to trust.
SalesOS is for leaders who have outgrown the Friday spreadsheet and the end-of-month argument, and do not want another dashboard that is confident and wrong. Your data is yours. SalesOS is the truth on top of it.
SalesOS is coming soon
Run sales from numbers you can explain.
One certified number. The receipt for every dollar in it. Everything else stays unresolved until it is proven.
Invited teams can sign in