ClientOS is the sales CRM built for fast-moving teams. Capture and claim leads in seconds, log every call, and never let a follow-up slip — from your phone or iPad.
Built for sales reps, team leaders, and managers who live in their pipeline, ClientOS keeps your whole book of business one tap away.
WORK YOUR PIPELINE ANYWHERE
• See every lead by stage, source, and owner at a glance
• Open a lead to call, message, log the outcome, and set the next step
• Search and filter your pipeline instantly
NEVER LOSE A LEAD — THE BUCKETS POOL
• New leads land in a shared pool with a live response-time timer
• Reps claim leads in one tap; team leaders and managers assign them
• Color-coded SLA status shows what needs attention right now
FOLLOW-UPS THAT ACTUALLY HAPPEN
• Schedule a follow-up in seconds with quick presets (later today, tomorrow, next week…)
• A dedicated calendar of what's due today, overdue, and upcoming
• Reminders so the next touch never slips
CALLS & CONVERSATIONS
• Tap to call, then log the outcome without leaving the lead
• Keep a full history of calls and notes on every contact
• Reach customers on WhatsApp from the same screen
NUMBERS YOU CAN TRUST
• Sales Live leaderboard — today and month-to-date deals, ranked by rep
• Analytics for revenue, conversions, call activity, and lead sources
• Team and member reports for managers and owners
BUILT FOR TEAMS
• Invite teammates, set roles, and manage who can do what
• Role-based access for reps, team leaders, managers, and owners
• Push notifications keep everyone in sync
DESIGNED FOR iPHONE, iPAD & MAC
• A focused tab layout on iPhone
• A powerful split-view command center on iPad and Mac
• Light and dark mode, with full support for English, Arabic, Turkish, Italian, and German
Whether you're closing in the field or running the whole floor, ClientOS gives every lead the attention it deserves — and gives you the numbers to prove it.
Download ClientOS and turn your pipeline into closed deals.