ExecOS
สร้างโดย - Aurum Labs
ติดตั้ง - <10 การติดตั้ง
ข้อกำหนด
แผน HubSpot สิทธิ์บัญชี HubSpot - ดูสิทธิ์บัญชี ที่จำเป็น
ประเภทสิทธิ์การเข้าถึง แชร์แล้ว การสมัครใช้บริการ ExecOS - ExecOS CRM, ExecOS Revenue หรือ ExecOS Enterprise แพ็กเกจ
ภาพรวม
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.
ฟีเจอร์
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.
ฟังก์ชันการทำงานแอป
ข้อมูลที่แบ่งปัน
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.
รีวิว
การกำหนดราคา
ExecOS CRM
US$299
/เดือนExecutive pipeline, forecast, risk, and performance reporting from HubSpot CRM.
$299/monthExecOS CRM
US$299
/เดือนExecutive pipeline, forecast, risk, and performance reporting from HubSpot CRM.
$299/month* ราคาที่แสดงนี้มีไว้เพื่อแสดงข้อมูลเท่านั้น ราคาทั้งหมดยังไม่รวมภาษี สิทธิพิเศษ ส่วนลด หรือตัวแปรราคาอื่นๆ คุณควรติดต่อพาร์ทเนอร์เพื่อรับข้อมูลราคาล่าสุดและถูกต้องที่สุด HubSpot จะไม่รับผิดชอบใดๆ ต่อข้อมูลราคานี้ซึ่งจัดทำโดยพาร์ทเนอร์ของเรา การกำหนดราคาอัปเดตล่าสุด: 04/11/2026
ข้อมูลเพิ่มเติม
สร้างโดย - Aurum Labs
ติดตั้ง - <10 การติดตั้ง
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