Full audit trail
Every action is logged and scoped to its workspace.
Run sales.
Close more leads.
ClientOS is the all-in-one CRM and sales operating system for teams that need structured pipelines, real-time visibility, and zero spreadsheet chaos, from contact form to closed-won.
Real-time
Live pipeline updates across the team
Multi-tenant
Built for teams of teams from day one
WhatsApp-native
Two-way messaging built in
PWA ready
Works offline and installs as an app
Everything in one place
Built for sales teams
From inbound capture to deal close, ClientOS gives your team the structure to stay aligned without juggling five different apps.
Lead capture, anywhere
Public contact forms, two-way WhatsApp, and manual entry. Every lead lands in one structured pipeline.
Customizable pipeline
Stages, sources, labels and permissions you control. Match the way your sales team actually sells.
WhatsApp native
Two-way conversations, template management, and per-team tokens. Chat where your customers already are.
Granular roles
Seven role permissions per workspace (from owners to viewers), with full audit trail on every change.
Lead-level finance
Track per-lead payments, project wins, and call events alongside your pipeline. Revenue stays attached.
Goals & leaderboards
Monthly targets, member leaderboards, and per-rep insights. Keep momentum visible to the whole team.
Analytics & reports
Daily, weekly, and monthly summaries with market-delta charts, conversion funnels, and revenue rollups.
Real-time activity log
Every action tracked, scoped to workspace. Perfect for audits, reviews, and onboarding new reps.
WhatsApp-native
Sell in your customer's inbox
Two-way WhatsApp is built in. Inbound messages create leads automatically, your team replies in-app, and templates keep everything compliant. Per-team tokens keep workspaces isolated.
- Two-way conversations from inside ClientOS
- Auto-create leads from inbound WhatsApp messages
- Template management: approved, reusable, on-brand
- Per-team WhatsApp tokens: no cross-workspace leaks
How it works
From first message to closed-won
- Step 1
Capture every lead
Contact forms, WhatsApp and manual entry all feed the same pipeline.
- Step 2
Work the pipeline
Move leads through your own stages, labels and sources, with roles that fit your team.
- Step 3
Track and close
Goals, leaderboards and reports keep the whole team pointed at revenue.
Built to be trusted
Your data stays in your workspace
Seven role permissions
From owners to viewers: everyone sees what they should.
Per-team isolation
Per-team WhatsApp tokens mean no cross-workspace leaks.
Your pipeline is waiting
Sign in and pick up where you left off, or open the dashboard to see every lead, deal, and target at a glance.