01 · Sales & Customer Ops
Pipeline, contacts, and revenue — one calm workspace.
A modern tool built for enterprise and services teams — pipeline, contacts, and revenue analytics in one uncluttered workspace.
Nesmatrix BusinessOS is the system of record for commercial teams that have outgrown spreadsheets but don't want enterprise bloat. Every deal, account, and conversation lives in one place, so reps spend their time selling — not updating fields.
Built with the same precision we bring to genomics, it turns scattered sales activity into clean, decision-ready analytics: who's in the pipeline, what's likely to close, and where revenue is headed next quarter.
Leads arrive from forms, your inbox, and imports — deduped into one clean contact record.
Move deals through your stages; weighted values keep the pipeline honest.
Roll-ups update the moment a deal moves, so the number always matches reality.
Won deals hand off cleanly, and the full history stays on the account.
Drag-and-drop deal stages with weighted values and win-probability at a glance.
Every contact, account, email, note, and task unified on a single timeline.
Roll-up forecasts by rep, stage, and period — updated the moment a deal moves.
Log calls, emails, and meetings automatically and never lose a follow-up.
Tailor fields, stages, and automations to how your team actually sells.
Role-based permissions and a full audit trail across every record.
Keep every opportunity moving with a clear, shared view of next steps.
Replace gut-feel projections with live, weighted revenue analytics.
Give sales, success, and leadership the same accurate customer record.
Yes — bring contacts and deals in by CSV or API, and duplicates are merged as they land.
Account management, success, and services teams share the same records and pipeline views.
Always. Export any object to CSV or read it live through the API — nothing is locked in.
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