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Know where every deal stands, at a glance.

Companies, deals and corporate accounts in the same place as your bookings and customer records. Move deals from first contact to signed, and never lose track of who to chase.

Deals, companies and corporate accounts

One sales view for new business and repeat business.

A board for every deal

Drag deals through your stages and see what the pipeline is worth.

  • Stages from lead to won
  • Deal value, probability and close date
  • Pipeline totals and weighted value
  • Deals in more than one currency
  • Notes and tags on every deal

Compare us with: Pipedrive · HubSpot Sales

Included with the sales pipeline

Everything your sales team needs, next to everything else.

A clear deals board

See every deal by stage, with values and close dates, and move them with a drag.

Pipeline totals

Know what the whole pipeline is worth, including a weighted view by probability.

Emails when deals move

Set an email to go when a deal reaches a stage, once an admin has switched that automation on.

One customer record

Deals sit with the contact’s bookings, orders and emails, so sales and service see the same story.

Corporate accounts

Agreed terms, named bookers, a booking portal and shared loyalty points for business customers.

Sync with your CRM

Two-way sync with HubSpot, Salesforce, Pipedrive, Zoho and Dynamics 365, switched on per connection with our team.

Every feature, in detail

Everything below comes with every plan, at one price per site, with no add-ons or per-user fees. Open each area underneath for the rest.

Every plan
What sets it apart
A Hot, Warm or Cold score on every deal from visits, replies and meetings✓ Included in every plan
Dev, your AI account director, scopes a new request across the whole AI team✓ Included in every plan (Beta)
Deals
A deals board you move by dragging✓ Included in every plan
Total, weighted value and open deals at a glance✓ Included in every plan
A list view with close dates and lost deals✓ Included in every plan
Deals in more than one currency✓ Included in every plan
An email when a deal changes stage, once an admin switches it on✓ Included in every plan
Companies
Company records linked to their contacts✓ Included in every plan
Duplicate company names matched✓ Included in every plan

More features, by area

4 features

FeatureEvery plan
Negotiated room rates for each account✓ Included
Named bookers for each company✓ Included
Monthly invoices for the account✓ Included
Bookers tag a booking personal or corporate in the portal✓ Included

8 features

FeatureEvery plan
Add or remove a company’s staff, or import them in bulk✓ Included
Import a cold prospect list from a spreadsheet or paste✓ Included
A corporate account’s bookings earn into one shared points pool✓ Included Beta
Membership seats held and assigned by a corporate account✓ Included
Group booking contracts created, sent, voided and versioned✓ Included
Deposit terms tied to the group contract✓ Included
A portal where the group organiser reviews and signs✓ Included
A corporate booking request form that routes bookers to the right site✓ Included

5 features

FeatureEvery plan
Reminders chase overdue corporate invoices for you✓ Included
The next corporate invoice created on schedule✓ Included
A warning before a negotiated corporate rate runs out✓ Included
Corporate accounts created from a spreadsheet✓ Included
Edit many corporate accounts at once✓ Included

1 feature

FeatureEvery plan
A card on file for each corporate account, for booked charges✓ Included

Make it yours. Let it do the legwork.

Work three ways: do it yourself, ask your AI teammate, or let them draft it and take over. A draft lands as a normal item you can edit, not a block of text to copy and paste.

The mDOS deals pipeline: open pipeline value, weighted value and open deals
1
MAKE IT YOURS

Your stages, your currency

Deals in more than one currency, with the stage-change emails you choose to switch on.

Hot · Warm · Cold: a live score on every deal
2
IT DOES THE LEGWORK

Deals that show their temperature

Every deal carries a live Hot, Warm or Cold score from visits, replies and meetings.

Dev, your AI teammate
3
YOUR AI TEAM

Dev drafts it, you take over

Do it yourself: scope a request and write the proposal.

Ask Dev: Dev asks every AI teammate for their part of a new request.

Or take over the draft: it lands as one proposal card in your approvals, which you edit before it goes anywhere.

What the AI team sent back for a demo hotel’s Christmas parties brief: a nurture email, social posts with generated pictures and a landing page with an enquiry form

FREE · NO ACCOUNT · NO CARD

Try the AI agents free (Beta)

Give it a simple brief and the AI team builds a campaign, emailed to you with a read-only link. The picture shows what came back for a demo hotel’s brief.

  • Sienna, Marco, Rosa and 6 more desks
    Strategy, emails, social posts, a landing page and ads, checked for brand and compliance

What it replaces

A pipeline that already knows your customers.

Pipedrive

A visual deals board without a separate subscription for each salesperson.

HubSpot Sales

Companies, deals and emails live with your bookings and customer records, not in a separate system.

Spreadsheets of accounts

Corporate terms and bookers kept in one place, not in someone’s inbox.

YOUR AI TEAM, ON SALES

It keeps your pipeline moving

It works around the clock once you switch it on. Nothing goes out without your approval. Sam, our AI sales rep, is in Beta.

Nobody left waiting

Spots new leads and group enquiries nobody has picked up, and suggests the next step.

Pipeline tidy-up

Finds deals with missing details, duplicates or no recent activity, so the numbers stay trustworthy.

Accounts going quiet

Flags corporate accounts booking less than they did, with a reason to get back in touch.

Set up by real people, supported by AI. An mDOS Expert Partner sets up your stages and imports your deals with you and is a call away, while the AI team keeps the pipeline tidy and you approve every message it drafts.

Switch at your own pace

Keep your current CRM while its contract runs out, and move one team at a time. We bring your companies, contacts and open deals across, and agree a tailored switching plan with you.

How switching works

Three things no one else brings together

A pipeline only works if someone keeps it moving. mDOS adds AI agents that chase and tidy, and a team that helps you plan the outreach.

mDOS Visitor Intent: a company visiting the website scored Hot 94, with its visits and pages viewed, under the intent filters

World-leading software

Companies, deals and corporate accounts in the same place as your bookings and customer records, from first contact to signed.

See the software →
Four members of the mDOS AI team: Quinn (data, reporting and insight), Ivy (copywriting and content), Priya (reviews and reputation) and Theo (paid media)

Tireless AI agents

AI agents spot leads nobody has picked up, tidy deals with missing details or duplicates and flag corporate accounts booking less than they did.

Meet the AI agents →
The Mr Digital team walking together across a footbridge

Real experts driving it

An mDOS Expert Partner sets up your stages and imports your deals with you, and partner marketers help plan the campaigns that fill the pipeline.

Meet the people →
WORKS WITH YOUR TOOLS

Keep the tools that work for you. Replace the ones that don't.

Keep your CRM and website. mDOS adds the outreach, ads and reporting, and keeps your records in step.

Keep it. We connect to the systems you already rely on, so data flows into one place.
Or replace it. Switch over when you're ready, one system at a time. It's all included in mDOS.
See all integrations
CRM
HubSpotBeta
SalesforceLive
PipedriveLive
Zoho CRMLive
WEBSITE
WordPressLive
WebflowBeta
ADS AND EMAIL
LinkedIn AdsLive
Google AdsLive
MailchimpLive

Support from a real marketing team

mDOS is built and operated by MDOS AI LTD. When you message or phone us, real Marketing Experts answer, on every plan, led by our Founding Partner Agency, Mr Digital. Here are five ways we help you get results.

Chat with our marketing experts

Message us from any screen in mDOS. The people who answer are marketers from our partner agencies, not a call centre.

  • Live chat on every plan, from the Chat button on every page, and you can phone us when you need to
  • Answered by marketing experts from our partner agencies, the same people who run marketing for clients
  • Ask about the software or your marketing: setup, campaigns and results
  • AI support for quick answers whenever you need one

Included in every plan

Book a call

The mDOS Chat panel on the Your mDOS team room: a hotel asks for help planning an email and social push for Sunday lunch, and a strategist from the mDOS team replies

Questions about the sales pipeline

Deals move through Lead, Qualified, Proposal, Negotiation, Won and Lost, and the board totals each stage for you.
Yes. We bring your companies, contacts and open deals across as part of your switching plan.
Two-way sync with HubSpot, Salesforce, Pipedrive, Zoho and Dynamics 365 is switched on per connection with our team, so talk to us about your setup.
No. Hotels and venues use it for events and corporate sales, and service businesses use it for new clients.
No. There are no per-user fees, so the whole team can use it.

Included in every plan

The sales pipeline comes with everything else in mDOS, at one price per site. No per-user fees.