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Beta

CRM OS

CRM OS · Configurable shared business tools

A browser-only workspace configured for sales & marketing. Track your business using shared records and workflows. This beta is not a complete specialist CRM OS system; advanced industry features are not included.

No account needed · Saved on this browser only · Shared tools in beta, not a complete specialist system

What's included

  • Workspace overview
  • Stage-based pipeline
  • Contact records
  • Task tracking
  • Shared-record reports
  • Public outlet and private shared customer inbox
  • Settings and backup export

Suitable for

Sales teamsB2B service businessesAgenciesConsultancies

Industry

Sales & Marketing