ViBe://SALES

A Sales OS built for how your team actually sells.

Every sales team has a process that doesn't quite fit any off-the-shelf CRM. Custom stages, unusual deal structures, specific outreach workflows, proprietary forecasting logic. A Sales OS is built around your actual motion — not Salesforce's opinion of how enterprise sales should work.

What Your Team Currently Pays For

A collection of tools that don't know about each other.

A typical sales stack: a CRM at $90–$165/user/month, a sequencing tool (Outreach, SalesLoft) at $100–$125/user/month, a proposal tool (PandaDoc, Proposify) at $19–$50/user/month, and forecasting software or a manual spreadsheet. For a 10-rep team, that's $2,500–$3,500/month in sales tool subscriptions alone.

Each tool holds a piece of the deal story: the CRM has pipeline data, the sequencing tool has outreach history, the proposal tool has what was quoted. No single view shows the full picture — a manager who wants to understand a deal's health navigates four systems.

A Sales OS consolidates the entire sales motion into one system where every deal's complete history — from first contact to close — is visible in a single record.

What a Sales OS Covers

The full sales motion in one system.

  • Pipeline management with custom stages matching your actual sales process
  • Contact and account records with full relationship history and stakeholder mapping
  • Outreach tracking — email opens, clicks, replies, and call logs linked to the deal record
  • Sequence management for multi-touch outreach campaigns with automated follow-up steps
  • Proposal generation from deal data — no copy-paste, no version confusion
  • Forecasting by rep, team, and period — best case, commit, and pipeline coverage views
  • Win/loss analysis with structured capture of why deals are won or lost
  • Quota tracking by rep with attainment metrics and pacing indicators

Core Modules

Every function of a modern sales operation.

Pipeline & Deal Management

Visual pipeline with custom stages, deal aging alerts, and probability weighting. Every deal's full history — emails, calls, meetings, notes — in one record.

Outreach & Sequencing

Multi-step outreach sequences with automated task creation, email open tracking, and reply detection. Sequences linked to deal stage transitions.

Proposal Generation

Template-based proposal creation from deal data. Client name, scope, pricing, and terms pulled from the deal record — no manual drafting.

Forecasting

Rep and team-level forecasting with stage-weighted pipeline, historical close rates by stage, and monthly close projections updated in real time.

Win/Loss Analysis

Structured win/loss capture on every closed deal. Aggregate analysis by competitor, deal size, sales cycle length, and rep to identify patterns.

Cross-OS Integration

Deal close triggers project creation in Operations OS and billing setup in Finance OS — automatically, without any manual handoff step.

Data Migration

Your deal history moves with you.

We migrate your complete CRM dataset — all contacts, accounts, deal history, activity logs, and custom fields — into the Sales OS before you cut over. Your team doesn't start from a blank system. Every deal your reps have ever worked is searchable from day one.

Outreach history from sequencing tools, proposal versions from proposal tools, and call recordings from call intelligence platforms can all be imported and linked to the relevant deal records.

Hosting & Ownership

Fixed cost, no per-seat pricing.

A Sales OS runs on platform-tier hosting at $100/month as part of your Business OS, or as a standalone application at $50/month. Add 5 reps or 50 — the hosting cost doesn't change. There are no per-seat licensing fees, no sequencing-tool-per-seat charges, and no proposal-tool credits to manage.

Full source code is delivered to your repository. The system is yours to extend, maintain, or hand to another developer. No vendor dependency, no licensing renewal.

FAQ

Common questions about the Sales OS.

How is a Sales OS different from a custom CRM?+

A custom CRM replaces your contact and pipeline database. A Sales OS goes further — it includes the CRM function plus proposal generation, outreach sequencing, forecasting logic, win/loss analysis, and integration with your Operations and Finance modules. When a deal closes in the Sales OS, it automatically creates a project in Operations and a billing record in Finance.

Can the Sales OS handle complex sales processes with multiple stakeholders?+

Yes. We build multi-stakeholder deal tracking into the data model — each contact at an account has a role in the buying process, a relationship owner on your team, and a communication history. Deal rooms, shared materials, and approval chains can all be built for complex enterprise sales motions.

What forecasting methods can you build?+

We build any forecasting methodology your team uses: stage-weighted, category-based (best case, commit, upside), historical close rate by stage, and rep-level vs. team-level forecasts. The forecasting module reads from your live pipeline, so it's always current without manual data entry.

How does the Sales OS integrate with marketing or lead generation?+

We build lead capture integrations — form submissions, inbound email, or imported lead lists — that route new leads into the Sales OS pipeline with assignment rules, automatic enrichment triggers, and activity logging from first touch. The full sales motion, from first contact to close, is tracked in one system.

ViBe://SALES

Your pipeline. Your process. Your system.

A Sales OS built around how your team actually sells — pipeline, forecasting, outreach, proposals, and win/loss analysis in one system. $100/month platform hosting, no per-seat fees, full source code ownership. Start with a discovery call.