Pipeline
Stages, probabilities, owners, SLAs and custom rules.
RevenueOS CustomThe product already exists.
The product already exists.
We adapt it to your operation.
We do not rebuild a different CRM for every client. RevenueOS has a shared core and a configurable layer where Plan0101 adapts flows, data, integrations, automations and experience.
RevenueOS CoreShared product
Inbox & channelsLeads & dealsPipelineAI intelligenceProposalsAutomationsAnalyticsPermissions
Your company layerFields · workflows · integrations · branding · modules
What changesWe customize where
We customize where
your business is different.
The base product stays updatable and maintainable. Your company’s differences live in configuration and isolated modules, avoiding multiple impossible-to-maintain versions.
Data model
Fields, entities and views specific to your operation.
Automations
Follow-ups, approvals and event-triggered actions.
Integrations
CRM, ERP, WhatsApp, email, calendars, APIs and internal systems.
AI rules
Scoring, prompts, knowledge, approvals and team policies.
Branding
Brand, domain, copy, experience and organization-level configuration.
ArchitectureOne stable core.
One stable core.
Extensible layers.
We design customizations without breaking the core product. This allows the core to be updated while keeping each client’s specific layer separate.
Core product
Auth, workspaces, inbox, leads, deals, AI, proposals, automations and analytics.
Business configuration
Fields, stages, scoring, entities and operation-specific rules.
Custom workflows
Approvals, triggers, actions, automations and special integrations.
Controlled extensions
Custom modules without duplicating the platform or compromising security and maintainability.
ExamplesThe same engine.
The same engine.
Different operations.
These examples show how RevenueOS can change shape while remaining the same product.
Discovery, estimation and proposals
Pipeline by project, budget, decision makers, proposal, follow-up and commercial handoff.
Properties, prospects and visits
Real estate stages, lead sources, scheduling, follow-up and rules by transaction type.
Accounts, opportunities and scope
Discovery, proposal, stakeholders, documents, renewals and pipeline by service.
Quotes and long sales cycles
Products, owners, approvals, quotes, follow-up SLA and multiple decision makers.
Decision
Customize RevenueOS or build another platform?
The core problem is still sales / revenue.You need to change pipeline, data or integrations.You want to launch faster than building from scratch.
The core process is unrelated to RevenueOS.The business logic requires a different product model.You need a completely specific experience.
Start from a solid product, not a blank screen.
Tell us your process and we will explain what fits inside RevenueOS, what can be configured and what would need to be developed.
Discuss my version