# CustomerOS Reviews
**Vendor:** CustomerOS  
**Category:** [CRM Software](https://www.g2.com/categories/crm)
## About CustomerOS
CustomerOS helps it's users test and automate multi-channel plays across email, LinkedIn, website visitors and more. Get access now to what the best GTM teams build in-house.






- [View CustomerOS pricing details and edition comparison](https://www.g2.com/products/customeros/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+00%3A45%3A37+-0500&secure%5Bsession_id%5D=3c5d4484-09f3-4add-b3c3-36692cdb5969&secure%5Btoken%5D=600beaac277aa4ae7e9e041dcd85c19366f53964393ac41296174a2de77d2414&format=llm_user)

## CustomerOS Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications

**Generative AI**
- AI Text Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top CustomerOS Alternatives
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