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support

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Description

CallSource - Own Every Prospect. CallSource is the most technologically-enabled business performance platform that maximizes our clients' revenues, profits, and brand reputation. CallSource was the first to offer call tracking and has since become a leader in actionable analytics. CallSource provides insights to help clients solve, strategize and implement solutions. CallSource has been recording and analysing over one billion phone calls since 1991. We provide cost-per-lead analysis and sales conversion percentages as well as sales recapture solutions and training and coaching solutions for thousands of businesses across the United States, Canada, and Australia. CallSource is a business that believes in improving the performance and accomplishments both of our clients as well as our employees.

Description

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

6sense No 
AgencyAnalytics Yes 
BoldSign No 
Codex CLI No 
Demandbase No 
Figma No 
Five9 Yes 
Gemini No 
Gong No 
Google Calendar No 
Google Contacts No 
Google Docs No 
Google Drive No 
Grok No 
Kixie PowerCall & SMS No 
Make No 
Pipedrive No 
QuickBooks Online No 
Read AI No 
monday CRM No 

Integrations

6sense Yes 
AgencyAnalytics No 
BoldSign Yes 
Codex CLI Yes 
Demandbase Yes 
Figma Yes 
Five9 No 
Gemini Yes 
Gong Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Docs Yes 
Google Drive Yes 
Grok Yes 
Kixie PowerCall & SMS Yes 
Make Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Read AI Yes 
monday CRM Yes 

Pricing Details

Pricing varies depending on package solutions. Month-to-month.
Free Trial No 
Free Version No 

Pricing Details

$149/month
The Agent plan is $149/month for one leader and includes 150 credits/month. Agent Team is $119/user/month for at least 3 users, with annual options also offered. Full-app packages start at $1,250/month, or $1,000/month billed annually for the Leader package covering the leader plus up to 3 managed people; larger packages cost more, and Enterprise pricing is custom. Agent Access add-ons are $40 per desk/month or $400 per desk/year. One-time credit packs start at $100 for 100 credits. A free trial is available. Viewers and limited conversation and daily-brief access are free.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CallSource

Founded

1991

Country

United States

Website

www.callsource.com

Vendor Details

Company Name

Management OS

Founded

2026

Country

United States

Website

mgmt-os.ai

Product Features

Call Accounting

By-Extension Reporting No 
Call Duration Yes 
Call Monitoring Yes 
Call Volume Yes 
Caller Identification Yes 
Inbound Reporting Yes 
Outbound Reporting Yes 
Unattended Call Management No 
Who Answered Log Yes 

Call Recording

Archiving Yes 
Call Sharing No 
Distributed Call Recording Yes 
Event Triggered Recording Yes 
File Transfer No 
Instant Retrieval No 
On-Demand Recording No 
Recording Bookmarking No 
Scheduled Recording No 
Screen Activity Recording No 
Video Call Recording No 

Call Tracking

CRM Yes 
Call Log No 
Call Recording Yes 
Call Routing Yes 
Caller Identification Yes 
Campaign Management Yes 
Conversion Tracking Yes 
IVR / Voice Recognition Yes 
Keyword Tracking Yes 

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking Yes 

Marketing Analytics

A/B Testing No 
Campaign Management Yes 
Channel Attribution Yes 
Customer Journey Mapping No 
Dashboard Yes 
Performance Metrics Yes 
Predictive Analytics No 
ROI Tracking Yes 
Social Media Metrics No 
Website Analytics Yes 

Reputation Management

Campaign Management No 
Gamification No 
Response Management Yes 
Review Generation No 
Review Monitoring Yes 
Sentiment Analysis Yes 
Social Media Metrics No 
Social Media Monitoring No 
White Label No 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Review Management

Campaign Management Yes 
Dashboard Yes 
Negative Feedback Management Yes 
Response Management Yes 
Review Monitoring Yes 
Review Notification Yes 
Review Request Yes 
Sentiment Analysis No 
Social Sharing No 
White Label No 

Product Features

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

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