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Welcome to SalesOS Documentation

SalesOS is a complete sales management platform that brings together CRM capabilities, gamification mechanics, and powerful automation to help your team close more deals and stay motivated. Whether you are a sales rep looking to understand the pipeline, an admin configuring your workspace, or a developer building integrations, you will find everything you need here.

User Guide

Learn how to use SalesOS day-to-day — manage leads, track deals, earn badges, and communicate with your team.

Admin Guide

Set up your company workspace, manage users and teams, customize fields and workflows, and handle billing.

API Reference

Integrate SalesOS with your existing tools using our REST API. Includes authentication, endpoints, and integration guides.

Support

Find answers to common questions, troubleshoot issues, and get in touch with our support team.

First Login

Get up and running in minutes

Pipeline Management

Master the Kanban sales pipeline

Gamification

Understand points, rankings, and badges

Invite Your Team

Add team members to your workspace

API Authentication

Start making API calls

n8n Integration

Automate workflows with SalesOS Connect

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What Makes SalesOS Different

SalesOS is not just another CRM. It is a platform designed specifically for sales teams that want to:
  • Close more deals with a visual Kanban pipeline and smart lead qualification
  • Stay motivated through gamification — rankings, badges, and challenges that turn selling into a rewarding experience
  • Save time with automation workflows that handle repetitive tasks
  • Stay connected with built-in team chat and real-time notifications
  • Make data-driven decisions with comprehensive dashboards and reports
  • Integrate everything through our API, webhooks, and pre-built connectors
SalesOS is available at app.play2sell.com. If you do not have an account yet, contact your company administrator or reach out to our sales team.