A custom Sales OS: your sales data finally usable
Your CRM holds years of customer data. Yet nobody on the team can simply answer the questions that matter: which accounts deserve a follow-up this week, where the pipeline really stands, what generated the best deals last quarter. The problem isn't your CRM: a CRM is built to store, not to steer.
A Sales OS is the missing layer on top. A structured database that centralizes your sources, an interface built for your workflows (not a software vendor's), and automations that work while your team sells. It's not another subscription: it's your tool, and you own it.
Who it's for
I build Sales OS platforms for B2B SMBs and mid-market companies with an existing sales team and data scattered everywhere. Typical cases:
- A CEO steering sales by gut feeling because the numbers live in three tools and four spreadsheets
- A team paying for a full CRM (Salesforce, HubSpot, Pipedrive) but using it as a glorified address book
- A sales director whose Monday morning reporting costs someone two hours of Excel, every single week
If you already have a data team or an IT department that could build this in-house, you probably don't need me. My ground is the company that has the data and the budget, but not the profiles to turn one into the other.
What I actually build
The Sales OS rests on three building blocks, always the same, assembled around your workflows:
- A structured database, synced with your CRM and your other sources (invoicing, website, LinkedIn, business files)
- A custom interface: a control tower that shows each person what they need, from the CEO to the sales rep, without a three-day training
- Usage modules added over time: automatic account enrichment, outbound campaigns, meeting preparation, steering dashboards, sales coaching on real data
One important point: your CRM stays in place. The Sales OS reads it, enriches it and makes it usable. You migrate nothing, you abandon nothing, and if the Sales OS stopped tomorrow, your CRM would keep running as before.
How it works
- Scoping workshop: a session with your teams, on-site or remote, to map your data, listen to the people who use it and prioritize the use cases. You leave with the map and a plan, even if we stop there
- Foundations: the database, the sync with your tools, the interface and the first two modules. Delivered in weeks, not months
- Modules: we add the next use cases at your pace. One module = one concrete need running in production, not a roadmap line
- Sales Care: I maintain, monitor and evolve the system continuously. APIs change, so do your needs: the Sales OS keeps up
What it changes
One single source of truth instead of contradictory numbers in meetings. Decisions made on fresh data rather than gut feeling. Repetitive tasks (enrichment, follow-ups, reporting) running on their own. And an asset you own: the code, the database and the documentation stay with you, no matter what.
This is the system I run my own business on, every day: my CRM, my prospecting and my steering go through a Sales OS I built for myself. What I offer you is the version adapted to your company.
Frequently asked questions
No, and that's deliberate. Your CRM remains the company's memory; the Sales OS is the intelligence and action layer on top. Leaving a CRM that works would be a long, risky project with little upside. The only case where I recommend otherwise: when there is no real CRM, or when the team has abandoned it. That diagnosis is part of the workshop.
The code, the database and the documentation are yours from delivery. Any developer can take over the system: it's built on standard technologies (Supabase, n8n), not a proprietary black box. The Sales Care contract covers day-to-day continuity.
Because you probably already have three, and that's exactly the problem: every tool imposes its screens, its fields and its logic. The Sales OS adapts to the way you sell, not the other way around. And you stop stacking subscriptions for features nobody uses.
Custom quote, in three steps: the scoping workshop first, then the foundations, then modules at your pace. Every step has a standalone deliverable: you can stop after the workshop with your data map and your plan in hand. No commitment on the next step.
Where to start: 30 minutes on what you cannot see.
Describe your stack or your AI need by email. Within 7 days: a numbers-based diagnosis and a ROI-ranked action list. No strings attached.
Book my 30 min call Or even simpler: a 30-minute call, no slides.