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What is SalesOS?

SalesOS is a sales management platform built for teams that want more than a traditional CRM. It combines deal management, gamification, and automation into a single workspace where sales representatives stay engaged and managers get full visibility into performance. The platform is designed around three core principles:
  1. Simplicity — A clean, intuitive interface that sales reps actually want to use
  2. Motivation — Gamification mechanics that keep teams engaged and competitive
  3. Visibility — Real-time dashboards and reports that give managers actionable insights

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Key Features

Sales Pipeline

A visual Kanban board where you manage deals from first contact to close. Drag and drop cards between stages, set values, and track progress in real time.

Lead Management

Capture, import, and qualify leads with custom fields. Score leads automatically and route them to the right sales rep.

Gamification Engine

Points, rankings, badges, and challenges that turn daily sales activities into a rewarding experience. Powered by the OpenBadges standard.

Team Communication

Built-in chat with channels and direct messages. No need to switch between apps — discuss deals right where you manage them.

Automation Workflows

Set up triggers and actions to automate repetitive tasks. Move deals automatically, send notifications, and update fields based on conditions.

Reports and Dashboards

Track KPIs, conversion rates, team performance, and revenue forecasts with visual dashboards you can customize.

API and Integrations

Connect SalesOS to your existing tools through our REST API, webhooks, n8n workflows, or pre-built ERP integrations.

White-Label Branding

Customize the platform with your company logo, colors, and branding. Make it feel like your own product.

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Who Is SalesOS For?

SalesOS is designed for:
  • Sales Representatives who need a clear, motivating workspace to manage their deals and leads
  • Sales Managers who want visibility into team performance with real-time dashboards and reports
  • Company Administrators who need to configure the platform, manage users, and control access
  • Developers who want to integrate SalesOS with other tools in their company’s tech stack

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Platform Architecture

SalesOS is a cloud-based platform accessible through any modern web browser. There is nothing to install — just log in at app.play2sell.com and start working. Under the hood, SalesOS is built on:
  • A multi-tenant cloud backend with PostgreSQL and Row Level Security
  • Industry-standard OAuth/JWT authentication and single sign-on (SAML, OIDC, social)
  • The OpenBadges standard for the gamification badge system
  • n8n (SalesOS Connect) for workflow automation and integrations
If you are new to SalesOS, start with the Getting Started guide to set up your profile and learn the basics of the dashboard.

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Next Steps

Getting Started

Set up your profile and explore the dashboard

Sales Pipeline

Learn how to manage your deals