CustomerOS

About CustomerOS

CustomerOS is an all-in-one CRM platform that automates lead generation, customer data management, and billing processes, enabling teams to focus on high-priority sales opportunities. By integrating real-time data from over 110 platforms, it enhances productivity and provides actionable insights to drive business growth.

```xml <problem> B2B SaaS companies often struggle with fragmented customer data across multiple platforms, leading to inefficiencies in lead generation, sales processes, and customer relationship management. This lack of a unified view hinders effective collaboration between teams and limits the ability to extract actionable insights for business growth. </problem> <solution> CustomerOS is a unified GTM platform designed to consolidate customer data, automate key processes, and provide actionable insights for B2B SaaS companies. By integrating data from over 110 platforms, CustomerOS provides a comprehensive view of the customer lifecycle, enabling teams to auto-qualify leads, automate LinkedIn network growth, and receive real-time alerts for new prospects. The platform automates CRM updates, enriches lead profiles, and facilitates multi-channel outreach through email, phone, and LinkedIn. CustomerOS also offers revenue reporting, forecasting, and automated invoice generation with support for various billing models. </solution> <features> - Automated lead qualification using CRM data and social signals - LinkedIn automation for network growth - Real-time Slack notifications for new ICP (Ideal Customer Profile) customers - Website visitor identification to engage warm leads - Automated CRM updates and lead profile enrichment - Multi-channel outreach sequencing across email, phone, and LinkedIn - Ad retargeting management within a single platform - Revenue reporting and forecasting with real-time charts - Automated invoice generation with support for one-off, subscription, and usage-based billing - Webhooks for triggering external application workflows based on customer events - Headless CRM capabilities with full API control </features> <target_audience> CustomerOS primarily targets B2B SaaS companies seeking to streamline their go-to-market strategy, unify customer data, and improve collaboration across sales, marketing, and customer success teams. </target_audience> <revenue_model> CustomerOS offers tiered pricing plans based on usage and features, including options for monthly subscriptions and custom enterprise contracts. </revenue_model> ```

What does CustomerOS do?

CustomerOS is an all-in-one CRM platform that automates lead generation, customer data management, and billing processes, enabling teams to focus on high-priority sales opportunities. By integrating real-time data from over 110 platforms, it enhances productivity and provides actionable insights to drive business growth.

Where is CustomerOS located?

CustomerOS is based in London, United Kingdom.

When was CustomerOS founded?

CustomerOS was founded in 2022.

How much funding has CustomerOS raised?

CustomerOS has raised 2600000.

Location
London, United Kingdom
Founded
2022
Funding
2600000
Employees
16 employees
Major Investors
Y Combinator

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CustomerOS

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Executive Summary

CustomerOS is an all-in-one CRM platform that automates lead generation, customer data management, and billing processes, enabling teams to focus on high-priority sales opportunities. By integrating real-time data from over 110 platforms, it enhances productivity and provides actionable insights to drive business growth.

customeros.ai1K+
cb
Crunchbase
Founded 2022London, United Kingdom

Funding

$

Estimated Funding

$2M+

Major Investors

Y Combinator

Team (15+)

No team information available.

Company Description

Problem

B2B SaaS companies often struggle with fragmented customer data across multiple platforms, leading to inefficiencies in lead generation, sales processes, and customer relationship management. This lack of a unified view hinders effective collaboration between teams and limits the ability to extract actionable insights for business growth.

Solution

CustomerOS is a unified GTM platform designed to consolidate customer data, automate key processes, and provide actionable insights for B2B SaaS companies. By integrating data from over 110 platforms, CustomerOS provides a comprehensive view of the customer lifecycle, enabling teams to auto-qualify leads, automate LinkedIn network growth, and receive real-time alerts for new prospects. The platform automates CRM updates, enriches lead profiles, and facilitates multi-channel outreach through email, phone, and LinkedIn. CustomerOS also offers revenue reporting, forecasting, and automated invoice generation with support for various billing models.

Features

Automated lead qualification using CRM data and social signals

LinkedIn automation for network growth

Real-time Slack notifications for new ICP (Ideal Customer Profile) customers

Website visitor identification to engage warm leads

Automated CRM updates and lead profile enrichment

Multi-channel outreach sequencing across email, phone, and LinkedIn

Ad retargeting management within a single platform

Revenue reporting and forecasting with real-time charts

Automated invoice generation with support for one-off, subscription, and usage-based billing

Webhooks for triggering external application workflows based on customer events

Headless CRM capabilities with full API control

Target Audience

CustomerOS primarily targets B2B SaaS companies seeking to streamline their go-to-market strategy, unify customer data, and improve collaboration across sales, marketing, and customer success teams.

Revenue Model

CustomerOS offers tiered pricing plans based on usage and features, including options for monthly subscriptions and custom enterprise contracts.

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