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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Revenue Grid serves as an AI-driven platform for Guided Selling, assisting sales teams with tailored, actionable insights that direct them towards effective strategies, highlight deals at risk, and identify the most impactful steps to take. This innovative approach to B2B sales emphasizes understanding and addressing the unique needs and challenges faced by sales teams. Our core belief is to deliver comprehensive, step-by-step support for every opportunity within a salesperson's pipeline, ensuring that teams are optimally positioned to achieve success. By providing complete transparency into the sales pipeline, ongoing deals, and team dynamics, we enhance the understanding of the sales process. Additionally, our platform automates routine tasks and empowers sales representatives to advance deals through the sales funnel effortlessly. With proactive Signals derived from AI analysis, comprehensive communication data, and established sales methodologies, sales teams receive clear guidance on deal status and engagement. This way, users can effortlessly track the progress of each deal, understand past activities, and anticipate future developments, leading to more informed decision-making and greater overall success.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Adobe Marketo Engage Yes 
Gmail Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Stripe Yes 
WhatsApp Yes 
Zoom Yes 
Canva Yes 
Docusign No 
Figma Yes 
Gainsight Yes 
Google Drive Yes 
Google Sheets Yes 
Kixie PowerCall & SMS Yes 
Microsoft 365 No 
Pipedrive Yes 
Visual Studio Code Yes 
Zendesk No 

Integrations

Adobe Marketo Engage Yes 
Gmail Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
Salesforce Yes 
Slack Yes 
Stripe Yes 
WhatsApp Yes 
Zoom Yes 
Canva No 
Docusign Yes 
Figma No 
Gainsight No 
Google Drive No 
Google Sheets No 
Kixie PowerCall & SMS No 
Microsoft 365 Yes 
Pipedrive No 
Visual Studio Code No 
Zendesk Yes 

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 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Management OS

Founded

2026

Country

United States

Website

mgmt-os.ai

Vendor Details

Company Name

Revenue Grid

Founded

2006

Country

United States

Website

revenuegrid.com

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 

Product Features

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management 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 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management No 
Reporting / Analytics No 
Sales / Voice Dialer No 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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