From first lead to signed order — on one surface.
The sales operations platform: one CRM for the entire revenue lifecycle. Leads with scoring and routing, a visual deal pipeline, quotes and orders, a connected inbox, forecasting, automation, and an AI copilot that risk-scores every deal — one workspace, one source of truth.
Your pipeline shouldn’t live in a spreadsheet.
Deals in one tool, quotes in another, the inbox somewhere else, and a forecast you rebuild every Monday from memory. salesOS runs the whole revenue motion on one dataset — pipeline, quoting, email, forecasting, and automation are native, not bolted on. And the AI watches every deal for risk instead of waiting to be asked.
Not one tool. Your whole revenue desk.
None of it is bolted on. Every function is native — same accounts, same pipeline, one login. Click a tab to explore it, or let the tour play.
The power of many. The simplicity of one.
One deal’s life, lead to cash
Follow Dan, a rep at Vertex Cloud, from an inbound lead to a signed order.
Everyone sees exactly what they should
See the whole quarter at a glance — weighted forecast, pipeline coverage, win rates, and who on the team is moving deals. Configure pipelines, scoring, and routing once; the system enforces them.
- Weighted forecasts by period, updated as deals move
- Analytics with win rate, cycle time, and a team leaderboard
- Configurable pipelines, stages, lead scoring and routing rules
- Workflow automation, audit log, and workspace-level controls
One workspace per deal — the timeline, emails, tasks, meetings, quote and next step all live together. The AI assistant flags risk before a deal quietly slips.
- Visual kanban pipeline with drag-and-drop stage moves
- A deal room with timeline, tasks, meetings and email threads
- Quotes with line items from the product catalog, then orders
- Connected inbox with templates — send without leaving the deal
Keep the engine honest — routing rules that assign every lead, scoring that ranks them, workflows that act on your data, and an API with signed webhooks for everything else.
- Lead scoring and round-robin routing rules
- Workflow automation across leads, deals and activities
- Product catalog and pricing that keeps quotes consistent
- API keys, signed webhooks, and a full audit log
salesOS, answered
What can salesOS do today?
The full platform is live: leads with configurable scoring and routing; accounts and contacts; deals on a visual kanban pipeline with configurable pipelines and stages; a deal workspace with timeline, tasks, meetings and AI risk signals; quotes with line items from a product catalog; orders; a connected email inbox with templates and compose; activities and tasks; period-based forecasts; analytics with KPIs, win rate and a team leaderboard; workflow automation; and platform features — API keys, signed webhooks, and an audit log. Outreach cadences are next on the roadmap.
How is salesOS different from a traditional CRM?
A CRM stores what already happened. salesOS runs the workflow — scoring, routing, pipeline, quoting, email, forecasting and automation are native, not bolted on through integrations. And the AI layer watches your pipeline for risk instead of waiting to be asked.
How do people get access?
Create a workspace and invite your team by email — each member sets their own password and lands in the shared workspace. salesOS runs on its own database with its own authentication, fully isolated from the rest of the suite.
Will it work with marketOS and peopleOS?
Yes. Every Rhenyx product shares the same platform philosophy and design language, so teams move between them without relearning anything. Leads sourced in marketOS flow naturally into a salesOS pipeline — no export-import cycle.
What is coming next?
Outreach cadences — multi-step, multi-channel sequences that draft and follow up automatically — are in active development. The core platform (CRM, pipeline, quotes, orders, inbox, forecasts, analytics, automation, API) is live today.
See your pipeline the way salesOS does.
Twenty minutes. We’ll load a deal, show the risk scoring and forecast live, and map how your team moves from lead to cash on one platform.