Make Every Customer a Success Story

Turn your customers into your compounding growth engine for B2B SaaS

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Grow with your best customers

Get a 10,000ft view of customers who are growing and which ones are stalling

Business growth dashboard showcasing a 10,000ft view of customer performance. Categories include 'Growing' and 'Declining' customer segments. Detailed metrics for organizations, covering Annual Recurring Revenue Forecast, Net Revenue Retention percentages, Renewal Likelihood timelines, estimated customer lifetime, and ICP Fit percentages.

All the data, all the revenue

See your revenue across the full lifecycle of your customers

Comprehensive revenue dashboard displaying a company's customer profile with sections for account details, ARR forecast, net revenue retention a contract summary that renews annually, and upcoming renewal and expansion opportunities, emphasizing complete revenue lifecycle tracking.

Fit your ICP as well as Levis

Find your Ideal Customer Profile and score all your customers against it

Digital dashboard showcasing a company's ICP (Ideal Customer Profile) fit evaluation with metrics on industry, personas, location, business model, tech used, funding raised, and employees. Highlighted percentages indicate how well each category matches the target ICP.

No code, no worries

Easily connect more than a 100 apps with no code or admin required

Screenshot of software settings menu highlighting 'Apps' section. Active apps displayed are Google Workspace and Hubspot. List of inactive apps includes Slack, Zendesk, Salesforce, Intercom, and Pipedrive.

"My boss actually knows what I do now."

"I know what fires need putting out, and which to let burn."

"I now have the tools to show Sales what happens when they overpromise"

Trusted by
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Let your data work as hard as you do.
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See every experience everywhere
See all your data on a single timeline. Emails. CRM. Meetings. Support tickets. And more.
Success at scale
Create a success plan. Blueprint it. Scale it across all your customers. Stay up to date with your next steps.
Answers, not just analytics
CustomerOS delivers answers that inspire, not just insights that expire

100s of apps.
Unlimited possibilities.

CustomerOS supports over one hundred apps out of the box and support for more is added every month

Let your data work as hard as you do.
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Your data is safe with us

CustomerOS has achieved SOC 2 Type I compliance in accordance with American Institute of Certified Public Accountant (AICPA) standards for SOC for Service Organizations also known as SSAE 18.

Achieving this standard with an unqualified opinion serves as third-party industry validation that CustomerOS provides enterprise-level security for customer data securely stored in the CustomerOS Cloud.

AICPA SOC 2 Certification badges, tested and attested by Prescient