Customer context beside the conversation
See the company, contact, and linked deal together in Gmail.
Finding the right company. Sending the first email. Booking the next conversation. Set the goal. AI handles discovery, outreach, and meeting coordination.
Plenty of sales tools. Still waiting on the next follow-up?
Prospects in a spreadsheet.
Conversations in your inbox.
Next steps in someone’s memory.
Researching companies, writing proposals, and copying deal updates leaves less time for the customer. You need more than another place to log work. You need a workflow that connects what you do now with what comes next.
Search OS starts where the work happens.
GMAIL, CONNECTED
Read an email, find the customer context, send a proposal, and decide what to do next. Keep the conversation and the deal connected.
See the company, contact, and linked deal together in Gmail.
Keep the background of what you proposed and how the customer replied.
See whether a conversation is a first outreach, a proposal follow-up, or a meeting in progress.
FROM LEADS TO MEETINGS
Spend less time deciding who to contact. Find companies that match your customer profile, research their business and official contacts, and automatically organize the context for a relevant proposal.
Not just another list. A clear next action for every prospect.
Different companies deserve different opening conversations. Prepare relevant messages, send according to your configured criteria, and automatically carry follow-ups forward with reply and conversation context.
Keep the conversation moving, from the first message to the next.
Based on your business priorities, here is an approach tailored to your team.
Personalize → Send → Understand repliesAI goes beyond the first send. It carries the conversation forward.
Illustrative automationKeep interested conversations moving toward a real meeting. Organize the reply context, coordinate availability and participants, and connect meeting preparation. Your team focuses on the customer.
Lead discovery, outreach, and meetings. One automated workflow.
“This looks interesting. Could we discuss it?”
AI identifies an intent to meetFrom understanding the reply to coordinating timing and preparing the conversation.
Illustrative automationAI THAT MOVES THE WORK FORWARD
From company research to relevant proposals, follow-ups, and meeting coordination. AI connects the repetitive work automatically, while customer history keeps the context for your team.
Use your target industry, market, and customer needs to organize prospects and reasons to connect.
Connect each company’s situation with your product’s value, rather than sending everyone the same introduction.
Use proposals and replies to prepare the next message and the context for a meeting.
ONE CONTEXT FOR THE WHOLE TEAM
Keep customers, deals, and tasks in the same workflow. Define who owns the next step and who can see the context, so the team can carry the conversation forward.
Share companies, contacts, and pipelines with the teammates who need them.
Assign deals and follow-up tasks to keep outreach and meeting preparation moving.
Set access to pipelines and contacts so teammates can collaborate within their roles.
THE CRM ESSENTIALS, TOO
Organize customer information by company and contact.
See deals through the stages your team works with.
Prepare and send messages suited to the prospect and proposal.
Connect the next contact and assigned work to customer history.
See inbox conversations alongside the deals they belong to.
Work together with clear ownership and access.
BUILT AROUND YOUR TEAM
We define the customer profile and proposal direction together. Search OS connects research, outreach, and follow-up so your team can focus on customers and meetings.
01 / Define together
Target industries, markets, proposition, and meeting criteria
02 / Search OS connects
Research, proposal preparation, outreach, and meeting coordination
03 / Your team focuses on
Product discussions, customer needs, and commercial decisions
LET’S BUILD YOUR WORKFLOW
We start with your ideal customer, existing lists, sales stages, and proposal direction. Together, we define the scope from research to outreach and meeting coordination, and shape a workflow your team can carry forward.
Talk through your sales workflowB2B teams with a defined customer profile, businesses entering new markets, and teams that want to connect prospect research with outreach and follow-up. We start by discussing your target customer and proposal direction.
Yes. We agree on the scope you need, from lead discovery to outreach, replies, and meeting coordination.
Proposals connect your product’s value with the prospect’s situation. Sender accounts, recipients, copy, and timing follow agreed criteria and approval.
Your team takes the conversation forward with the prospect’s interests and proposal history. We agree on any follow-up work you need.
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LET’S START A CONVERSATION
From lead discovery to outreach and meetings. Start automating the sales work around your team.
Start automating your sales