~40 min saved / deal
Deal → Cash
The moment a deal is won, OSLO drafts the invoice and payment link from the quote — no re-keying, no handoff email.
ONE PLATFORM
Eight disconnected apps. Or one that runs your business.
What you juggle today8 logins
ZohoCRM
PandaDocProposals
AsanaProjects
TrelloTasks
TogglTime
QuickBooksInvoicing
TypeformIntake forms
ZapierAutomations
Data scattered across tabs · copied by hand · no single source of truth
OSLOAll-in-one
Everything on the left — one login, one source of truth, seamless ops end to end.
- CRM & pipeline
- Quotes & approvals
- Projects & field service
- Invoicing & payments
- Automations
- Reporting & control
- Role-based access
- OSLO AI
AI-POWERED
OSLO reads across every module — surfacing the insight that used to hide between tools, and acting inside your guardrails.
WHAT OSLO HANDLES FOR YOU
Built for teams that need control, not more busywork.
Work moves through your existing tools with approvals, role guardrails, and a full trail behind every step. Every action is reviewable. Every outcome has an owner.
~25 min saved / job
Won → Scheduled
A closed sale lands on the job board with the scope already attached, ready to assign and dispatch.
2× daily sweep
Always watching
OSLO reviews pipeline, cash, and delivery twice a day and surfaces only what genuinely needs a person.
OSLO
Lead → Deal
Deal → Quote → Invoice
Sale → Job → Paid
THE OSLO WAY
One system.
Everything connected.
A lead becomes a deal. A deal becomes a quote, then an invoice. A sale becomes a job that gets scheduled, done, and paid — without anyone re-typing a single thing. That's not a feature. That's the whole point.
WHAT'S INSIDE
Everything a growing business runs on.
app.getoslo.ai/crm/pipeline
Qualified
Acme Corp — website
$12,500
Metro Cleaning Co.
$3,200
Proposal
TechStart — CRM setup
$4,800
Won
Try dragging a card to the right →
SALES & CRM
Every lead and deal on one pipeline.
Leads, deals, quotes, and approvals live in one place — so nothing is re-typed and nothing slips between stages.
- Quotes & e-approvals built in
- Drag a deal to Won — watch it flow
- One source of truth for the whole team
app.getoslo.ai/finance/invoices
INVOICE #1042
$4,800.00
Acme Corp
FINANCE
Get paid without the back-and-forth.
Invoices and payment links fire the moment a deal closes, and reconcile themselves when the money lands.
- Invoices raised the instant a deal is Won
- Razorpay payment links included
- Cash status without chasing anyone
app.getoslo.ai/field/schedule
Today · Field Schedule
HVAC service — Riverside Office
9:00 – 10:30 AM
Equipment install — Acme Warehouse
11:15 AM – 1:00 PM
Site inspection — Metro Cleaning Co.
2:30 – 3:15 PM
PROJECTS & FIELD SERVICE
What you sold is what gets delivered.
Jobs, schedules, and sign-offs are created straight from the sale and tied back to the deal — no hand-off gap.
- Jobs created from the sale automatically
- Schedules, checklists & sign-offs
- Delivery tied back to the deal
app.getoslo.ai/reports
Weighted pipeline
$0
↑ 18% vs. last quarterMarAprMayJunJul
REPORTING & CONTROL
One number you actually trust.
Real-time pipeline, cash, and delivery in one view — no exporting, no chasing five people for their version.
- Live pipeline, cash & delivery
- Role-based visibility
- No spreadsheets to reconcile
PREBUILT AUTOMATIONS
Set the rule once. Watch it run itself.
OSLO's automations move work through the exact path you'd take by hand — except they never forget a step, and they stop and ask the moment a rule says a human should decide.
AutomaticYou actOSLO holds
- 0sDeal marked WonYOU
The trigger. Nothing else to click.
- 2sInvoice drafted from the quoteAUTO
Line items, tax, and terms carried straight over.
- 3sHeld for approvalOSLO
Discount is above your 15% threshold, so it waits for a manager.
- 5sSent with a payment linkAUTO
Approved — client gets the invoice and a way to pay.
- 8sReconciled to the ledgerAUTO
Payment lands, books update, deal closes out.
GOVERNANCE
Active by default. Accountable by design.
OSLO acts fast because it acts inside the boundaries you set. Roles, approvals, guardrails, and a complete audit trail aren't add-ons — they're how the whole system works.
Role-based access
People see only what their role allows.
Who can launch, edit, approve, or send is set by role — and enforced everywhere, not just hidden in the UI.
app.getoslo.ai/settings/roles
- View all pipeline
- Edit any deal
- Approve discounts
- Send invoices
- See financials
- Sign off jobs
- Manage members
Approval queue
Nothing risky ships without a human.
Discounts, big spends, refunds — anything over the line waits for the right person to approve or send it back.
app.getoslo.ai/approvals
Approval queue3 awaiting you
18% discount · Acme renewal
Above your 15% discount ceiling
from Priya, Sales
₹85,000 · field equipment
Above the ₹50k spend cap
from Field ops
₹12,400 refund · Metro Cleaning
Refunds always need a second pair of eyes
from Finance
Audit trail
Every action, on the record.
Each step — human or automated — is logged with who, what, and when. Full input-to-output visibility, always.
app.getoslo.ai/activity
Invoice sentDone
INV-1042 → acme@•••••.com with payment link
Automation · 15s
Approved quoteDone
Q-1042 · 18% discount signed off
R. Mehta · 1m
Held for approvalHeld
Discount above 15% threshold — routed to manager
OSLO · now
Drafting invoiceRunning
Building INV-1043 from won deal
Automation · …
Edit blockedBlocked
Role 'Sales Rep' cannot change won-deal value
S. Rao · 3m
Weekly digestDone
Pipeline + cash summary delivered to owners
OSLO · 2h
Guardrail engine
Your rules, checked before anything happens.
Discount ceilings, spend caps, data boundaries, brand tone — checked on every action before it goes live.
app.getoslo.ai/settings/guardrails
Reps can offer up to 10%. Anything higher routes to a manager before it sends.
Live check
Held for approvalRep applied 22% on the Acme renewal
THE AI LAYER
Ask OSLO.
It runs alongside you.
Ask it anything about your business in plain language and get an answer grounded in your real numbers — never the open web. It watches for trouble before it becomes a fire, and when it's time to act, it asks first. Every time.
- Answers grounded in your own data
- Flags problems before they escalate
- Acts only inside your roles and guardrails
- Never sends or changes anything without your OK
app.getoslo.ai/ask
CONNECTED, NOT WALLED OFF
Works with what you already use.
Link your CRM, payments, lead sources, and spreadsheets so OSLO acts across them — with the same roles and guardrails applied everywhere.
RazorpayPayments & links
SalesforceImport leads & deals
Meta Lead AdsCapture leads live
Google SheetsTwo-way sync
ExcelBulk import
GmailSoonSend & log
ZohoSoonCRM import
OdooSoonCRM import
GETTING STARTED
Set up in an afternoon, not a quarter.
01
Bring your data over
Import contacts, deals, and products in one pass — we'll walk you through it.
02
Add your team
Invite people, assign roles, and set who sees what across the business.
03
Let OSLO get to work
It starts learning your business from day one — no separate setup required.
QUESTIONS
Before you join.
Is OSLO a CRM, or something bigger?
Bigger. OSLO starts where a CRM stops — sales, delivery, and cash all live on one system, so nothing gets re-typed or lost in a handoff between teams.
How does it “run itself” without going rogue?
Automations move work along the exact path you define. Anything risky — a discount over your ceiling, a large spend, a refund — stops and waits for the right person. OSLO never sends, changes, or spends anything without a human confirming it first.
Can I control who can do what?
Yes. Role-based access decides who can launch, edit, approve, or send — and it's enforced everywhere, not just hidden in the interface. A rep can't approve their own discount or see another team's accounts.
What can OSLO's AI actually see and do?
OSLO only ever sees your own workspace data — never the open web — and it acts strictly inside your roles and guardrails. Every action it takes is written to the audit trail with who, what, and when.
Can I bring over what I already have?
Yes. Import contacts, deals, and products in one pass, or connect Salesforce, Razorpay, Meta Lead Ads, and Google Sheets so OSLO works across the tools you already use.
How do I get started?
OSLO is in early access. Hit “Get Early Access” to create your workspace and start running sales, delivery, and cash in one place — with OSLO's AI insight baked in from day one.
Put your business in motion.
One platform for sales, delivery, and cash — with AI insight baked right in. Get early access and start running it all in one place.
Free to start · No card required