01
Conversations own message history.
Use the shared inbox for customer replies, conversation assignment, and communication context.
Your RevenueOS workspace
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RevenueOS
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Your operating tools
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How to use RevenueOS
Each kind of information has one owner.
RevenueOS connects the work without creating competing versions of the customer journey.
02
CRM owns the opportunity.
Keep customer identity, qualification, stage, owner, next action, and due date current.
03
Work management owns delivery.
Use it for delivery tasks, blockers, support exceptions, and operational ownership when enabled.
04
Billing owns commercial documents.
Use it for quotes, invoices, payments, and their status when enabled.
Your first 15 minutes
Learn one complete journey.
- Open the tools assigned to your role.
- Find your team inbox and pipeline.
- Capture or open an approved training lead.
- Set its owner, stage, next action, and due date.
- Prepare a follow-up without sending it.
- Record the outcome and close or advance the opportunity.
The routing rule
Work from the existing customer context.
Search by email, phone number, company, and known aliases before creating a new person or organisation. Duplicates fragment customer history and weaken reporting.
See the working rhythmBest performance
Every active opportunity needs four things.
Clear commitments make follow-up measurable and prevent work from depending on memory.
A named owner
One person is responsible for moving the opportunity.
A current stage
The stage reflects the real commercial position.
A specific next action
The next step is clear enough for someone else to understand.
A due date
The commitment has a date, not an open-ended intention.
Agent-assisted work
Brief the outcome, not just the task.
When an assistant is enabled, a good request contains six ingredients.
Review the Acme opportunity and its latest conversation. Summarise the buying signals, identify missing qualification information, and draft a concise follow-up email. Do not send it or change the opportunity stage.
A good working rhythm
Small habits keep the system dependable.
Prioritise
Review assigned conversations, overdue actions, priority follow-ups, and exceptions.
Keep context current
Update the owner, stage, next action, date, and meaningful outcome.
Close the loops
Clear urgent conversations and ensure active items have an owner and next action.
Improve the system
Review stalled work, duplicates, campaign performance, and automation opportunities.
Need help?
Report the issue once, with enough context.
Include the tool, record, time and timezone, expected result, actual result, and whether customer work is blocked. Remove passwords, keys, payment details, and unnecessary personal data.