One Platform. Zero Spreadsheets. Everything Connected.
ResellerOS automates the operational workflows that hold your revenue back — quoting, deal reg, ordering, asset tracking, and renewals — all connected.
The Ops Reality Nobody Talks About
Disconnected systems
Your CRM, quoting tool, and order system are three separate islands. Nothing syncs. ROSConnect eliminates the gaps with bidirectional sync to your CRM, ERP, and PSA.
See ROSConnect →Data re-entry at every step
Quote accepted? Re-key it into a PO. PO confirmed? Re-key it into the ERP. Invoice received? Match it manually. OrdersAI automates the entire data flow from accepted quote to PO to invoice to asset record.
See OrdersAI →Missed renewals and silent churn
Nobody flagged the expiration. Nobody tracked the warranty. The customer renewed with someone else, or didn't renew at all. AccountGrowthAI tracks every asset and alerts proactively at 90, 60, and 30 days.
See AccountGrowthAI →10 Days. Our Team Runs Point.
Standard implementation takes 10 business days. Our team handles setup, migration, and integration configuration while your team focuses on validation.
Data migration and system setup
Integration configuration (CRM, ERP, PSA)
Validation, training, and go-live
No consultant, no 60-day onboarding cycle, no dedicated admin required.
What Connects Today — and What's Coming
Live Integrations
- CRM: Salesforce, HubSpot, ConnectWise Manage, Microsoft Dynamics, Zoho
- ERP/Accounting: NetSuite, QuickBooks, Xero, Sage
- PSA: ConnectWise Manage, Autotask, HaloPSA
- Other: Slack, Microsoft Teams, DocuSign, Stripe
Coming Q2 2026
Direct distributor API connections (Ingram Micro, TD SYNNEX, Arrow, Carahsoft, and others). Today, QuoteAI handles vendor and distributor data through AI-first ingestion of any format from any vendor — PDF or spreadsheet.
Choose How It Fits Your Stack
Power Your CRM
Full platform alongside your CRM. Feeds it the data it's been missing.
ResellerOS for Salesforce
Native Salesforce app. Everything inside Salesforce.
ResellerOS as Your CRM
The whole platform, CRM included.
Built Into Your Tools
ResellerOS embedded into your existing systems.
Reduction in admin overhead. More hands to drive sales.
Standard implementation — our team runs point
Bidirectional sync with CRM, ERP, PSA
“We've radically transformed our quote-to-cash process by automating the most difficult parts over the last nine months, saving us hours every day. It now takes us just three minutes to go from quote to invoice.”
Tom S
Director of Operations, Carbon9