ExecOS
Built by - Aurum Labs
Installs - <10 installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared ExecOS Subscription - ExecOS CRM, ExecOS Revenue, or ExecOS Enterprise plans
Overview
1/9
ExecOS turns HubSpot commercial data into a management view built for executive decision-making.
Instead of rebuilding pipeline reviews across CRM dashboards, spreadsheets, forecasts, and management reports, ExecOS organizes the signals leadership needs into one consistent operating view.
Connect your HubSpot account to see pipeline position, weighted forecast, movement, stage velocity, win/loss performance, deals at risk, recommended actions, and Data Trust indicators.
ExecOS CRM works directly from HubSpot CRM data. ExecOS Revenue can also combine that commercial view with recognized revenue, budgets, and targets uploaded from finance systems, helping leadership connect pipeline and bookings to actual financial performance.
ExecOS is designed for revenue operations leaders, sales executives, finance leaders, and CEOs who already have commercial data in HubSpot but need a clearer, repeatable way to understand what changed, what matters, and where action is required.
HubSpot remains the system of record. ExecOS provides the management layer around it and does not require a CRM migration.
Features
Executive commercial overview
See pipeline, weighted forecast, booked performance, key risks, and commercial health in one executive view. ExecOS turns HubSpot CRM data into a consistent management summary so leadership can understand where the business stands without rebuilding the report manually.
Pipeline and forecast reporting
Track open pipeline, weighted forecast, stage mix, close timing, and performance by pipeline or owner. ExecOS helps sales and revenue leaders move beyond raw deal lists and evaluate the quality, timing, and coverage of the current forecast.
Deals at risk
Identify deals that need attention based on factors such as stage age, close-date risk, stalled movement, and missing or inconsistent CRM data. ExecOS gives leaders a focused view of the opportunities most likely to affect forecast confidence.
Recommended commercial actions
Turn reporting into a prioritized action queue. ExecOS highlights the deals and data issues that warrant attention so sales leaders can focus reviews on the specific follow-up, cleanup, or management actions that matter most.
Data Trust
Measure the quality of the CRM data behind the commercial view. ExecOS surfaces missing, stale, or inconsistent deal information so leadership can understand when the forecast deserves confidence and where data-quality problems need to be addressed.
App Functionality
Shared Data
Deals | ||
Companies | ||
Owners | ||
Commercial targets / budgets | ||
Contacts | ||
Calls | ||
Meetings | ||
Tasks | ||
Email Activities | ||
Tickets | ||
Users | ||
Deals | ||
Contacts | ||
Companies |
ExecOS provides executive commercial reporting using HubSpot CRM data. HubSpot remains the system of record. ExecOS does not create, modify, or delete CRM records or configuration.
CRM reporting: ExecOS reads deals, companies, contacts, owners, pipelines, properties, and associations to calculate forecasts, pipeline movement, velocity, win/loss performance, risk, recommended actions, and data-quality indicators.
Sales activity: ExecOS reads calls, meetings, tasks, and email activities to assess engagement and identify opportunities requiring attention. Email access is optional. Reporting depends on available data and permissions.
Tickets: Optional read access provides account-level service activity indicators. ExecOS does not modify tickets.
HubDB: Customers can optionally manage targets, budgets, and configuration through HubDB. When authorized, ExecOS can read, create, update, and publish HubDB tables and data. These permissions are not required for CRM reporting.
Financial data: ExecOS Revenue customers can upload financial actuals, budgets, and targets into isolated workspaces. This data is not automatically written to HubSpot.
Access and control: Access is limited to the authorized HubSpot account and granted permissions. Customers can disconnect or uninstall ExecOS to revoke access. Workspace data retention and billing are managed separately.
Reviews
Pricing
ExecOS CRM
$299
/monthExecutive pipeline, forecast, risk, and performance reporting from HubSpot CRM.
$299/monthExecOS CRM
$299
/monthExecutive pipeline, forecast, risk, and performance reporting from HubSpot CRM.
$299/month* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/04/2026
More info
Built by - Aurum Labs
Installs - <10 installs
Categories Languages this app is available in English
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