Relationship management
Centralize customer communications, lead management, and deal workflows in one composable platform that connects every customer interaction to your operational data. Transform scattered touchpoints into systematic revenue growth with scalable automation.
Connected customer operations
Real-time
customer history
(in one unified platform)
Automated
follow-up workflows
(no missed opportunities)
Minutes
to change workflows
(no waiting on consultants)
Transform customer chaos into systematic growth
Businesses lose revenue between scattered communications, manual processes, and disconnected sales-operations handoffs. Traditional CRMs capture contacts but miss the operational integration that drives real value. DOSS unifies every touchpoint, accelerating deal cycles and improving retention through intelligent automation and full operational visibility in real time.
Centralize customer data with operational context
Store all customer interactions, project updates, and account history alongside orders, production status, and financial data. Provide every team member with the full context needed for exceptional delivery.
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Unify customer, team, and project data for simplified account and lead management
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See complete customer timelines showing sales, operations, and support interactions
Automate lead capture and eliminate manual coordination
Automatically capture leads and customer communications, maintaining intelligent routing and follow-up workflows. Eliminate manual data entry, ensuring no opportunity falls through the cracks.
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Automate data capture from emails, forms, and other sources to reduce manual input
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Intelligently route leads based on customer type, deal size, and team availability
Execute flexible workflows that drive revenue
Manage the complete sales cycle from lead qualification to post-sales success with configurable workflows that adapt to your sales methodology, accelerate deal closure, and improve CLV.
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Customize workflows for managing deals, customer follow-ups, and post-sales processes
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Automate customer success tracking by milestone, production, and fulfillment status
Frequently Asked Questions
DOSS CRM is operations‑aware and composable, connecting leads, deals, and sales orders directly to production, inventory, and fulfillment. It centralizes key customer context and automates handoffs across ops. Note: it isn’t a full email inbox or sequencing tool—use your mail client or a dedicated sales engagement app for heavy email/follow‑up, while DOSS runs the operational workflow.
Capture emails, forms, and notes in one timeline tied to the account and related sales orders, projects, and invoices. Forms and messages can trigger follow‑ups, approvals, or handoffs automatically through workflows.
Yes. Route leads by source, size, territory, or rep availability and auto-create tasks, SLAs, and reminders. For email cadences and reply tracking, connect your mail or sales engagement tool; DOSS orchestrates the workflow and records the outcomes.
Use drag‑and‑drop stages with custom fields, approvals, and playbooks. On stage changes, workflows can create quotes, kick off production or onboarding tasks, and sync data to downstream systems.
Real‑time dashboards show pipeline health, conversion rates, SLA adherence, and revenue impact. Because CRM data is connected to operational tables, you can track from lead to fulfillment and CLV without reconciliation.
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