1 USER
Start with 1 user.
Perfect for the business owner or salesperson managing sales.
Capture Inquiries
Follow Up Consistently
Send Professional Quotes
Take Orders
SALES OSSales Execution CRM
Capture inquiries. Follow up consistently.
Sales Execution CRM
for B2B SMEs.
Capture inquiries. Follow up consistently.
Create offers. Convert faster. Track payments.
Drive revenue. Every day.
Capture Every Inquiry
From website, forms, email & WhatsApp
Follow Up Relentlessly
Tasks, reminders & escalations
Convert More Business
Better offers. Faster decisions.
Track Payments Relentlessly
Stay on top of dues. Improve cash flow.
A Revenue Execution System for B2B businesses.
Use SALES OS to generate revenue. Use your accounting software for accounts.
SSALES OS Dashboard
You and Your Team Will Always Know What To Do Next.
SALES OS keeps your sales moving with automatic reminders and notifications — to your team and your customers.
1
Inquiry / Prospect
New inquiry comes in
2
Pre-Sales
Call, understand requirement, qualify and build interest.
3
Qualified
Good fit? Hand over the opportunity to Sales.
4
Sales
Meet / understand in detail and create offer.
5
Offer / Follow-up
Create. Revise. Send.
6
Order
Customer confirms. You close the deal and grow.
Customer View
9:41◒ ◔ ▰
AABC Interiors Pvt. Ltd.
Hi Rahul,
Thank you for your interest in our products. We've received your inquiry.10:30 AM
Your inquiry has been assigned to Anita Sharma from our team. She will connect with you shortly.10:31 AM ✓✓
Hi Rahul,
I'm Anita Sharma here. I'll be your single point of contact.10:33 AM
We have sent you a quotation for your requirement. Please let us know your feedback.10:45 AM ✓✓
WhatsApp + Email Automation
Keeping everyone informed. Always.
WhatsApp Messages
Instant updates to your team and your customers.
SALES OS
Email Notifications
Detailed updates, reminders and escalations.
For Your Team
- Inquiry assigned
- Follow-up due
- Offer follow-up
- Escalations & reminders
For Your Customers
- Inquiry received
- Who is handling their inquiry
- Offer & follow-up updates
- Important communication
Sales Team View
9:41◒ ◔ ▰
Today's Work
Due Today (4)
Call Follow-upRahul Verma10:00 AMDue Now
Offer Follow-upSkyline Traders12:00 PMDue in 1 hr
MeetingDesign Hub03:00 PMUpcoming
Overdue Follow-upJain & Co.YesterdayOverdue
The right person knows. The customer knows. The next action is clear.
That's how deals move forward.
Explore the Modules
Sales OS Business Modules
Sales OS is a focused operating system for sales execution. Each module is purpose-built to keep your team disciplined, coordinated, and closing deals — without the overhead of a full ERP.
OFFERS AND QUOTATIONS
Send Quotes That Look Like Your Business Means Business.
Create professional quotations with product photos, pricing, taxes and terms. Share instantly and convert accepted quotes to orders in one click.
Professional & Branded
Use your logo, colors and terms. Look professional every time.
Photo & Item Details
Add product photos, descriptions, sizes, and more.
Revisions & History
Create multiple revisions and track the full history.
Share Instantly
Send via Email or WhatsApp with one click.
Convert to Order
When confirmed, convert the quote to a confirmed order instantly.
Your Company Logo
Furniture Studio
Premium Furniture. Beautiful Spaces.
QUOTATION
Quote No. QT-2025-00045
Valid Till 26 May 2025
Bill To
ABC Interiors Pvt. Ltd.
405, Skyline Tower, Andheri (E), Mumbai - 400069
Ship To
ABC Interiors Pvt. Ltd.
Site Address - Level 4, Skyline Tower, Mumbai - 400069
Item & DescriptionQtyAmount (₹)
Luxury Office Chair
Ergonomic high back chair
Executive Meeting Table
8 seater conference table
Visitor Chair
Mesh back visitor chair
Total (₹)1,27,400.00
Terms & Conditions
Prices are valid until the validity date mentioned above.
Prepared By
Rohit Sharma · Sales Executive
GROW AT YOUR PACE
Start Where You Are. Sell Better From Day One.
SALES OS adapts to the size of your sales team — start small, grow at your pace.
3 USERS
Already growing? Start with 3 users.
Bring your Pre-Sales and Sales team onto one connected system.
Pre-Sales Prospects
Sales Meet & Offer
Follow-ups & Reminders
Orders Closed
It Should Pay for Itself.
If SALES OS helps you win even one or two additional sales, the system can pay for itself.
Capture more inquiries
Follow up more consistently
Send better quotes
Close more opportunities
The real cost is not the software —
it's the inquiry you missed, the follow-up you forgot, or the quote that went cold.
Add users as your sales team grows.
Flexible. Scalable. Built for small B2B businesses.
Know what to do next. Follow through and Sell more.
Easy to start
Quick to set up
Simple to use
Works from day one
THE SALES FLOW
From Inquiry to Payment. One Clear Sales Flow.
SALES OS gives your team a simple, structured flow to capture, follow up and convert every opportunity into revenue.
Inquiry
Capture inquiries automatically.
Every inquiry enters SALES OS, gets recorded and becomes visible — so no inquiry is missed.
100% inquiry capture. Zero missed opportunities.
Assigned
Every inquiry gets an owner.
Automatically assign the inquiry to the relevant salesperson and make responsibility clear from the start.
Follow-up
Never lose the next action.
Tasks, reminders and escalations keep every inquiry moving.
Offer
Create. Revise. Send.
Build quotations quickly and keep every revision connected to the opportunity.
Hot Offer
Know where to focus.
See active opportunities requiring attention and keep negotiations moving.
Confirmed Order
Keep the customer order on record.
Convert successful offers into confirmed orders with a permanent reference.
Delivery Order
Know exactly what needs to be delivered.
Maintain a repository of every order, product or service to be delivered.
Payment
Record payment and close the order.
Record payments received against the order and close it when complete.
Every inquiry captured. Every opportunity owned. Every order recorded. Every delivery visible.
SALES OS keeps the complete revenue journey organised — from the first inquiry to order completion and payment.
Tasks that keep sales moving
Inquiry Follow-up
Quotation Reminder
Visit Task
Dispatch Follow-up
Payment Follow-up
Automation that works in the background
Inquiry created
→ follow-up task generated
Offer submitted
→ reminder task generated
Hot offer
→ escalation visibility triggered
Confirmed order
→ dispatch coordination task generated
Built for owner visibility
The product should feel operationally alive — focused on visibility, accountability, and follow-up discipline.
Inquiry Manager
128
↑ 18% vs last month
Offers
75
↑ 12% vs last month
Hot Offers
25
↑ 25% vs last month
Overdue Orders14
Payment Follow-up₹18.6 L
Dispatch Progress68%
Task Discipline82%
Tasks Overview
120
Total Tasks
Due Today18
Overdue12
Upcoming30
Completed60
Designed for growing SMEs
Ideal for SMEs using Tally or Busy
Works for direct and channel sales models
Sales execution without heavy ERP complexity
Built on Knowbuild's proven workflow foundation
Indicative Pricing
₹24,000/year + GST
3-user pack
Implementation timeline: 4–8 weeks
