Multi-tenant accounts, organizations and roles
Problem and target users
Problem: Sales and marketing data is often fragmented across CRM tools, spreadsheets, email, documents, advertising platforms and AI tools, leaving teams without a single source of truth or a consistent next action.
Intended for: Small and medium-sized businesses, B2B sales teams, agencies and companies that want one system for revenue, sales and marketing operations.
What the project is intended to include.
CRM contacts, companies and leads
Sales pipeline with Kanban view and Next Best Action logic
MarketingOS for campaigns, content and channels
AI Director and specialized agents for research, leads, sales, marketing, proposals, content and visuals
Knowledge Base for products, services, documents and market context
Proposal and commercial-document generation
Analytics, notifications and key-activity overview
Launch pricing designed for the first companies adopting RevenueOS.
14 days free, no card required. Annual billing is 10× the monthly price — effectively 2 months free.
Starter
1 user · 1 project · 1,000 AI credits/month · autonomy 1
Growth
3 users · 3 projects · 5,000 AI credits/month · autonomy 2
Scale
10 users · 10 projects · 15,000 AI credits/month · autonomy 2
How the workflow would operate step by step.
- 01
A company creates an organization and provides core business context.
- 02
Contacts and leads enter the central CRM and sales pipeline.
- 03
RevenueOS suggests next sales and marketing actions based on available data.
- 04
The user runs the appropriate AI agent, reviews the output and approves the action.
- 05
Proposals, activities and results remain tied to the same business context and can be analyzed through the dashboard.
Existing development work
- AI Revenue Operating System concept and core modules defined
- CRM, pipeline, MarketingOS, Knowledge Base, proposals and AI agents specified
- Multi-tenant SaaS direction defined with authentication, roles and tenant isolation
- A 14-day Starter trial with 1,000 AI credits and Founder launch pricing are active
No inflated claims
- This page does not claim every module and integration is production-finished
- Integrations with every advertising, CRM or communication platform are not promised without technical assessment
- AI outputs require human review before sending proposals, campaigns or messages
- Live Stripe billing is enabled only after final verification of the production key, webhook and end-to-end billing flow