Intelligent Automation That Drives Better Data and Decision-Making.
ResellerOS enforces your quoting standards, protects every deal, and gives you the pipeline visibility your CRM was never designed to provide.
The Problems That Keep Sales Leaders Up at Night
Inconsistent quoting across reps
Every rep quotes differently. Different margins, different formats, different levels of accuracy. QuoteAI enforces margin guardrails on every outbound quote — your pricing rules applied automatically, every time.
See QuoteAI →Missed deal reg discounts
Your reps are supposed to register every qualifying deal. But tracking vendor portals across dozens of programs falls off the plate. DealRegAI automates submission and tracking — 5–15% margin captured per deal.
See DealRegAI → (Beta)Forecast is guesswork
You don't have a trusted top-down view of pipeline, margin, or financial performance. QuoteAI and OrdersAI provide real-time quoting and fulfillment data that feeds your CRM pipeline today. ROSIntel is coming soon.
ROSIntel: coming soonThe KPIs ResellerOS Moves
| Metric | How ResellerOS Helps |
|---|---|
| Quote-to-close rate | Faster quotes = faster responses = higher win rates |
| Deal reg compliance rate | Automated registration across vendor programs |
| Average margin per deal | Margin guardrails enforced at the point of quote |
| Quote cycle time | Save 6+ hours per rep per week on quoting |
| Renewal capture rate | Proactive alerts at 90/60/30 days (AccountGrowthAI) |
Fits Your CRM Strategy — Whatever It Is
Love your CRM?
ResellerOS powers the quoting and deal reg workflows your CRM can't — and feeds the data back. Your pipeline gets richer, not more fragmented.
CRM not delivering what you expected?
Stop paying for a platform that requires a consultant to make it useful. ResellerOS delivers real value from day one.
No CRM?
ResellerOS is your CRM with quoting, deal reg, order management, and pipeline visibility built for your business.
Deal reg discounts captured per registered deal
Margin guardrails enforced on every outbound quote
ROSIntel — decision-grade pipeline visibility
“ResellerOS has transformed our quote-to-order process. In one case, we processed a 1,500 line-item renewal in a matter of minutes. That kind of productivity is game changing.”
Sam B.
Director of Inside Sales, OCS