Sales OS: Integrated with AI-Powered Tools

Call tracking plays a crucial role in sales optimization by helping you attribute inbound calls to specific marketing campaigns, enabling you to identify which channels drive the most valuable leads. By recording and reviewing sales calls, your team can gain insights into customer behavior, improve call scripts, and ensure consistent quality across conversations. It also empowers you to identify high-performing sales reps and replicate successful conversations across the team.

Sales pipelines in IgniteOS provide a clear and visual overview of your entire deal flow. Instead of manually managing leads across scattered tools, you can easily monitor each stage of the sales process in one place. With the ability to create multiple custom pipelines, your team can manage unique workflows for different services or campaigns. You can also quickly spot bottlenecks, analyze deal velocity, and prioritize efforts to increase your close rate.

Prospecting inside IgniteOS is designed to accelerate lead generation and customer outreach with precision. Smart filters allow your team to find high-intent prospects based on behavior, industry, or engagement. With built-in email and call templates, your outreach becomes faster and more consistent. Lead scoring helps identify which contacts are most likely to convert, so your team can focus their efforts on the hottest opportunities first.

Manual actions in the sales process allow for personal, timely follow-ups—like calls, texts, or emails—that feel authentic but are scheduled through automated workflows. IgniteOS lets you queue these manual steps at specific moments in a lead's journey, combining automation with human interaction. This hybrid approach boosts engagement and ensures that no sales opportunity slips through the cracks due to missed follow-ups.

Effective task management is essential for keeping your sales process organized and consistent. IgniteOS allows you to assign tasks to specific team members, prioritize them based on urgency, and set due dates to ensure nothing is forgotten. Notifications and reminders keep everyone on schedule, while recurring tasks can automate routine follow-ups to maintain momentum with leads and clients.

An integrated calendar streamlines the scheduling of meetings, demos, and follow-ups, eliminating the back-and-forth of availability emails. With IgniteOS, your calendar syncs with Google or Outlook, allowing prospects to book time directly based on real-time availability. You can also send automated confirmations and reminders, reducing no-shows and keeping your pipeline moving.

A powerful CRM system is the backbone of any successful sales operation. IgniteOS gives you a centralized view of every client interaction—from emails and calls to notes and follow-ups—all in one timeline. This unified view helps sales teams personalize communication, track lead status, forecast revenue, and deliver a more consistent and professional customer experience throughout the sales journey.

The Affiliate Manager in IgniteOS helps you grow through partner relationships by simplifying campaign creation, tracking, and payouts. You can create custom affiliate links, assign them to partners, and monitor performance in real time. Managing communications, payouts, and performance reports from one place makes it easy to incentivize and grow an effective referral network that drives sales growth.

Creating and sending professional estimates can significantly boost your close rate. With IgniteOS, you can generate branded estimates quickly using pre-set service templates or custom quotes. Clients can review, approve, and even digitally sign your estimates, reducing friction and speeding up the buying decision. Approved estimates can then be converted directly into invoices or active projects, keeping everything flowing smoothly.