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GOOD SALES STARTS WITH A CONVERSATION.

Human Salespeople.AI-Powered Management.More Sales Opportunities.

SalesOS combines real human sales representatives with AI-powered prospect sourcing, call intelligence, coaching, campaign management and live performance reporting. Hire a managed sales team from us, or use SalesOS to manage your own.

Human-led campaigns. Client-approved messaging. Clear accountability.

FIELD NOTE / 01THE HUMAN CONNECTION
REAL PEOPLE.REAL CONTEXT.
Someone who listens.

A real representative asks the next question, understands the context and earns the next conversation.

ONE PLATFORM. YOUR CHOICE OF TEAM.

A team from us. Or the team you have.

Choose the operating model that fits your business.

01 / WE RUN THE OPERATION

SalesOS Managed

A human sales team, with the research, campaign setup, AI-assisted coaching and oversight around it.

  • We organise callers, research and campaign operations
  • You approve the offer, claims and qualification rules
  • You receive reporting and review qualified opportunities
SalesOS Managed Request a Pilot →
02 / YOU RUN YOUR TEAM

SalesOS Platform

Your people. Your management. One workspace for products, prospecting, calling, evidence and coaching.

  • You employ and manage your sales representatives
  • You connect and authorise your provider accounts
  • SalesOS supports the workflow and evidence trail
SalesOS Platform Request a Demo →

FROM YOUR OFFER TO THE NEXT OPPORTUNITY

The work behind the conversation.

01

Define the offer

Agree your audience, approved claims, exclusions and what a qualified meeting means.

02

Source prospects

Review audience fit, provenance and suppression before contacts enter the queue.

03

Human calls

Real people listen, qualify, handle objections and agree the next step.

04

AI coaching / QA

Review permitted evidence, practise a specific behaviour and escalate exceptions.

05

Opportunities & reporting

Separate bookings, attendance, accepted opportunities and confirmed outcomes.

THE RIGHT VIEW FOR EVERY PERSON

What the client sees.
What the team acts on.

Explore illustrative workspaces. Real reports are built from your campaign events, with dates and denominators.

WORKSPACE PREVIEWIllustrative

A shared view of your campaign.

Reporting period: selected date range · No live results shown
Calls & conversations

Period, source events & denominators

Meetings

Booked, held and declined separately

Pipeline & lead sources

Accepted opportunities and attribution

Quality & campaign performance

Approved evidence and review actions

HUMANS IN THE CONVERSATION. AI AROUND IT.

One connected operating model.

Illustrative workflow

Verified company and contact facts

Review target fit, geography, source provenance and exclusions. Buying intent remains unknown until supported.

START WITH FIT, NOT GUESSWORK

A queue with a reason
behind every prospect.

Set your ideal customer profile. Review source facts. Enrich where authorised. Keep exclusions, costs and ownership visible.

Request a Demo →
Prospect reviewIllustrative
Approved industryService regionBuyer role
A
Example account AMatches approved filters
Review before import
B
Example account BLocation unknown
Needs evidence
C
Example account CExisting customer
Excluded
Review → Enrich → Eligible queue
Calling desk · Example MSP campaignIllustrative
CLIENT CONTEXT

Example IT Services

“We help local businesses review their IT support needs. Is that something you’re looking at?”

Pricing: only the approved client guidance.
No unauthorised discounts or savings claims.
Human conversationRecording off until permitted

Confirm the outcome → Save notes → Agree a follow-up

READY FOR THE NEXT CONVERSATION

Your caller’s desk.
Your client’s context.

Approved scripts, prospect background, phone controls and next actions in one place. Client switching resets the workspace and phone connection.

MANAGEMENT THAT FOLLOWS THROUGH

From call evidence
to the next better conversation.

A two-way exchange, with room for the caller’s explanation. Practice is followed by later comparable call evidence.

Illustrative conversation · not a real assessmentCALL EXCERPT · 01:12
“Please send some information and I’ll take a look.”

Observation: no specific next action is recorded in this excerpt.

Uncertainty: the excerpt alone does not explain why.

MANAGEMENT BY EXCEPTION

Several clients.
One clear command centre.

Representative allocationIllustrative capacity plan
Representative A
Client A · Dedicated
100%
Representative B
Client B · Shared
60%
Representative B
Client C · Shared
40%
People approve the important changes.

Capacity conflicts, budget limits, provider failures and quality reviews stay visible. Allocation is planned capacity, not delivered hours.

EVERY STAGE MEANS SOMETHING DIFFERENT

Make progress visible.

Sourced

An eligible prospect from an authorised source. No assumed buying intent.

Illustrative stage definitions. Rejection and loss reasons remain visible.

AUTHORITY, PERMISSION AND EVIDENCE

Safeguards built
into the workflow.

Controls support responsible operations. They do not replace legal review or guarantee compliance.

Before a call

Approved audience, script, caller identity, suppression and recipient calling window.

During a call

Human conversation; recording starts only through approved permission controls.

After a call

Restricted evidence, review and challenges, retention rules and audit history.

Before a change

Authorised client and manager approval. AI cannot make employment decisions.

A CAMPAIGN IS ONLY AS CLEAR AS ITS BRIEF

See a conversation for your industry.

Illustrative campaign brief

IT support review

Qualification questions
Who owns support? When is the current agreement reviewed? Which locations are in scope?

Expected output, not a guarantee
An agreed discovery call, or a documented reason not to proceed.

START WITH A CLEAR BRIEF

A pilot with a defined scope.
And a shared view of progress.

Agree representative allocation, campaign duration, lead criteria, reporting frequency, meeting acceptance and cancellation rules before launch. Pricing and setup fees are quoted for your approved scope.

Request a Pilot
  1. Discovery & offer review
  2. Audience, scripts & compliance approval
  3. Representative preparation & launch signoff
  4. Reporting, review & a decision on next steps

CLARITY BEFORE YOU START

A few useful answers.

Contact Us →
Do you supply the callers?

With SalesOS Managed, representative allocation and operating responsibilities are agreed in your contract. With SalesOS Platform, you employ and manage your own callers.

What does it cost?

Managed scope, pilot terms, setup fees and platform prices require an approved quote. Provider usage and included services are identified before you commit.

Can you guarantee meetings or revenue?

No. We agree qualification and meeting acceptance criteria, report actual activity and outcomes, and distinguish booked meetings from held meetings and accepted opportunities.

Who can access our data?

Company roles restrict access. Managed client users see explicitly published information for their own client workspace. Agency access is assigned and audited.

Are calls recorded?

Only under configured notice and permission rules. Retention, access and deletion requirements are reviewed before launch. Recording is not enabled merely because a call connects.

Is the service legally compliant?

The software supports controls; it does not replace legal review. US campaigns require qualified review of calling, recording, privacy, worker classification and contract requirements.

Can we see evidence?

Request a demonstration of the product. Public examples and the walkthrough use illustrative data. We do not publish invented testimonials or campaign results.

YOUR NEXT STEP

Who should you be talking to?

Tell us what you sell, who it helps, and where you want to go. We’ll start there.

Contact Us