Welcome to SalesOS
Your complete guide to using the SalesOS CRM platform.
SalesOS is an AI-powered Sales CRM and Revenue Intelligence platform designed for modern sales teams. Whether you're a sales rep closing deals, a manager coaching your team, a sales ops leader optimizing processes, or an admin configuring the system, this guide covers everything you need to know.
What's Inside
Getting Started
New to SalesOS? Start here to learn how to navigate the platform, set up your account, and get your team onboarded.
- Navigating SalesOS — Learn the layout, menus, and shortcuts
- Initial Setup & Onboarding — Configure your organization and import data
Core CRM
The heart of SalesOS — manage your leads, contacts, accounts, deals, and activities.
- Managing Leads — Capture, qualify, and convert leads
- Contacts & Accounts — Organize your customer relationships
- Deals & Pipeline — Track opportunities through your sales process
- Activities & Tasks — Stay on top of follow-ups and action items
Sales Operations
Streamline your quote-to-cash process with products, quotes, and orders.
- Products, Price Books & Pricing — Manage your product catalog and pricing
- Quotes (CPQ) — Configure, price, and quote with ease
- Orders — Track orders from creation to fulfillment
Communication
Keep your outreach organized and gain insights from every conversation.
- Calendar & Meetings — Schedule and track meetings
- Conversation Intelligence — AI-powered call analysis
- Email Templates & Campaigns — Scale your outreach
Analytics & Forecasting
Make data-driven decisions with dashboards, reports, and forecasting tools.
- Dashboard & Reports — Visualize your sales performance
- Forecasting — Predict revenue with confidence
AI & Automation
Let SalesOS's AI features accelerate your sales process.
- IRIS AI Assistant — Your intelligent sales copilot
- AI Agents — Autonomous agents for deal health, coaching, and more
- Playbooks — Automated sales sequences
- Automations & Workflows — Trigger-based workflow automation
Administration
Configure SalesOS to fit your organization's needs.
- Team Management & Roles — Manage users, roles, and permissions
- Pipeline Configuration & Custom Fields — Customize your CRM
- Integrations — Connect your tech stack
- Security & Privacy — Keep your data safe
Looking for Developer Docs?
If you're building integrations or working with the SalesOS API, check out our Developer Guides and API Reference.