SALES OSComplete control over your
sales & operations
The secure internal workspace for the MergeX team.
Manage sales pipelines, track client accounts, and store contracts under protected single sign-on.
About Sales OS
Enterprise sales velocity,
reimagined for MergeX.
MergeX Sales OS is a highly confidential, custom-tailored command center engineered to orchestrate B2B sales development, customer experience, and client delivery.
Moving beyond traditional disjointed CRM pipelines, Sales OS unifies your entire pipeline lifecycle. From automated ICP lead qualification and client onboarding states, to secure workspace delegation and client contract vaulting-your sales velocity is accelerated and protected under rigid enterprise single sign-on.
Platform Capabilities
Clear pipeline metrics & secure document controls
All the internal tools your team needs to manage clients, track pipelines, and speed up operations.
Lead & Client Tracking
Know exactly where every deal stands. Track lead activity logs and progress across all brands.
Separate Brand Dashboards
Keep client data organized. Access individual brand dashboards and activity timelines securely.
Secure Document Vault
Protect client contracts. Store signed proposals, specifications, and client agreements safely.
Pipeline Analytics
Track team speed and sales performance. View visual charts of pipeline health and deal metrics.