LeadOS
Lead generation and follow-up for B2B teams
The lead and CRM platform we built for our own sales team: it finds companies from real signals, finds the right contacts, prepares messages for review and keeps every follow-up on a schedule. Nothing is sent without a person's approval.
Built for and used by our own team. Early access for other teams can be discussed.
- Lead engine
- Contact finding
- Drafts and approvals
- Follow-up and call desk
- Pipeline, quotes and events
- Reports and mobile capture
Who LeadOS is for
Start with one high-value workflow and expand in controlled phases.
Project and industrial sellers
Teams that sell to contractors, fabricators and plants and track tenders, awards and events.
Small founder-led sales teams
Teams that need a disciplined follow-up routine without a heavy CRM.
Teams that sell several products
Companies that sell more than one product or brand and need leads kept apart and without duplicates.
Start with the paths that create risk, delay or leakage.
Leads from scattered places
Tenders, events, cards and referrals end up in notes, sheets and inboxes.
Follow-up that slips
Good leads go cold because the next step was never scheduled.
Duplicate and unchecked contacts
The same company is chased twice and addresses are used without a check.
What changes with LeadOS.
Signal-led leads
Leads are created from tender awards, hiring signals, events and referrals, with duplicates merged.
Review before anything goes out
Drafts are prepared for a person to edit and approve; one click sends a single email from your own workspace mailbox.
A schedule for every lead
Follow-up plans turn into tasks for email, WhatsApp, call or LinkedIn on the right day.
Configured to your terminology, workflows and approval limits.
Lead engine
Lead sources, scoring, and de-duplication across tenders, awards, hiring signals, events and referrals.
Contact finding
Company websites first, then provider lookups for named contacts, so details are checked before use.
Drafts and approvals
Brand- and product-aware drafts with compliance checks; nothing is sent automatically.
Follow-up and call desk
Chase plans, tasks and a call desk with WhatsApp and phone shortcuts and outcome logging.
Pipeline, quotes and events
Stages, quotes, a scheduler, exhibition lists and a digital visiting card.
Reports and mobile capture
Scorecard, forecast and activity reports, plus quick capture and share-to-capture on a phone.
From a signal to a scheduled follow-up.
Find
Pick up a signal such as an award, hiring notice or event.
Qualify
Score the lead and merge duplicates.
Reach
Find the contact and prepare a draft for review.
Follow up
Schedule the next steps by email, WhatsApp or call.
Close
Track the quote and the outcome.
LeadOS: frequently asked questions
Who is LeadOS for?
LeadOS is aimed at these kinds of operation. Project and industrial sellers: Teams that sell to contractors, fabricators and plants and track tenders, awards and events. Small founder-led sales teams: Teams that need a disciplined follow-up routine without a heavy CRM. Teams that sell several products: Companies that sell more than one product or brand and need leads kept apart and without duplicates.
What operating problems does LeadOS address?
Leads from scattered places: Tenders, events, cards and referrals end up in notes, sheets and inboxes. Follow-up that slips: Good leads go cold because the next step was never scheduled. Duplicate and unchecked contacts: The same company is chased twice and addresses are used without a check.
Which modules does LeadOS include?
LeadOS includes 6 modules: Lead engine; Contact finding; Drafts and approvals; Follow-up and call desk; Pipeline, quotes and events; Reports and mobile capture. Each is described on this page.
Does LeadOS send messages by itself?
No. Messages are prepared for a person to review. An email goes out only when someone clicks send on that one draft, and WhatsApp messages are opened for sending by hand.
Can other teams use LeadOS?
It was built for our own sales team. Early access for other teams can be discussed and would be set up as a separate deployment.
Does it work with Google Workspace?
It can send from a Workspace mailbox, log replies and create calendar entries once it is connected to your Workspace.
Run one LeadOS workflow first.
Bring the process that hurts most. We will map its operating record and show the approvals and evidence around it.