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Performance Issues

If SalesOS feels slow or unresponsive, follow these troubleshooting steps to identify and resolve the issue.

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Quick Checks

Before diving into detailed troubleshooting, try these quick fixes:
1

Refresh the page

Press Ctrl + Shift + R (Windows/Linux) or Cmd + Shift + R (Mac) to do a hard refresh that clears the page cache.
2

Check your internet connection

Run a speed test at fast.com. SalesOS requires a stable connection with at least 5 Mbps download speed.
3

Try a different browser

Open SalesOS in a different browser to rule out browser-specific issues.
4

Check the status page

Visit the SalesOS status page to see if there is an ongoing incident affecting performance.

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Slow Page Loading

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Browser Cache

A full or corrupted browser cache can slow down page loading:
  1. Open browser settings
  2. Go to Privacy or History
  3. Click Clear browsing data
  4. Select Cached images and files (not passwords or form data)
  5. Clear and reload SalesOS

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Too Many Open Tabs

Each open tab consumes memory. If you have many tabs open:
  • Close tabs you are not actively using
  • Keep SalesOS in a dedicated browser window
  • Consider using a browser extension to suspend inactive tabs

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Browser Extensions

Some extensions can interfere with SalesOS:
  • Ad blockers — May block API calls or resources
  • Privacy extensions — May block cookies needed for authentication
  • Heavy extensions — Extensions that monitor all page content slow down rendering
Try disabling extensions one by one to identify the culprit, or test in an incognito window (where most extensions are disabled by default).

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Pipeline View Performance

If the pipeline specifically is slow:
A pipeline with hundreds of visible cards can be slow to render. Use filters to reduce the number of visible deals:
  • Filter by owner (show only your deals)
  • Filter by date range
  • Filter by priority or tags
  • Save the filtered view for quick access
Deals with many custom fields take longer to load. If your admin has added a large number of custom fields, consider whether all of them need to display on the card summary view.
If dragging cards between stages feels sluggish:
  • Reduce the number of visible cards with filters
  • Close other browser tabs to free up memory
  • Use the card menu to change stages instead of drag and drop

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Search Performance

If global search or filtering is slow:
  • Be specific — Use more specific search terms instead of single characters
  • Use filters — Combine search with filters to narrow the dataset
  • Wait for debounce — Search triggers after you stop typing for 300ms; do not press Enter repeatedly

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Real-Time Updates

If chat messages, notifications, or pipeline updates are delayed:

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WebSocket Connection

SalesOS uses WebSocket connections for real-time features. If real-time updates are not working:
  1. Check if your network or firewall blocks WebSocket connections
  2. Corporate proxies sometimes strip WebSocket upgrade headers
  3. VPNs can interfere with persistent connections
Test: Open the browser developer console (F12) and check the Network tab for WebSocket connections to SalesOS. If you see connection failures, contact your IT team about WebSocket support.

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Notifications Delayed

If notifications arrive late:
  • Check that desktop notifications are enabled in your browser
  • Verify your notification preferences in SalesOS settings
  • Ensure you have not enabled Do Not Disturb mode
  • Check if your browser is throttling background tabs (some browsers reduce activity for inactive tabs)
Pin the SalesOS tab in your browser. Pinned tabs are typically exempt from background throttling and maintain their WebSocket connections.

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Data Export Slowness

Large exports can take time to prepare:
  • Exports with fewer than 1,000 records should be nearly instant
  • Exports with 1,000-10,000 records may take 30 seconds to a few minutes
  • Exports with 10,000+ records are processed in the background; you receive an email when ready
To speed up exports, apply filters to reduce the dataset size.

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Device-Specific Issues

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Low-End Devices

If you are on an older or low-powered device:
  • Close unnecessary applications and browser tabs
  • Use the list view instead of the Kanban pipeline view (lighter rendering)
  • Avoid having multiple SalesOS tabs open simultaneously
  • Disable browser animations in accessibility settings

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Mobile Devices

SalesOS on mobile may feel slower due to:
  • Smaller screens require more scrolling and navigation
  • Mobile browsers have less memory available
  • Cellular connections may have higher latency
For the best experience, use SalesOS on a desktop or laptop computer.

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When to Contact Support

If performance issues persist after trying the above solutions, contact support with:
  • Your browser name and version
  • Your operating system
  • Your approximate location (for network routing analysis)
  • Which specific pages or actions are slow
  • A screenshot of the browser developer console (Network tab) showing slow requests
  • The approximate time when you experienced the issue

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