CRM & BUSINESS ACCOUNTS

Turn first conversations into long-term training relationships.

CertOS connects prospects, opportunities, proposals, quotes, contacts, contracts and Business Account 360 so your team can move from initial interest to active client operations without rebuilding the customer record.

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One connected customer record Sales-to-operations handoff Corporate training context

Northstar Training GroupOwner

CRM / PIPELINE

Opportunities

Track sales deals and move each opportunity from discovery through won or lost.

Open opportunities18

Open pipeline$42,850

Weighted pipeline$18,420

Won value$31,600

All 18Discovery 7Qualified 4Quote 3Proposal 2Contract 2

OPPORTUNITYACCOUNTSTAGEVALUENEXT STEP

Metro Dental GroupMetro DentalProposal$6,500Review scope

Harbor Preschool NetworkHarbor PreschoolQuote$4,800Send revision

Central Clinic Staff TrainingCentral ClinicDiscovery$3,200Call decision maker

THE CUSTOMER LIFECYCLE

Everything your team uses from prospect to active client.

Each CRM area works from the same organization context, so people, companies, commercial records and follow-up history stay connected.

Prospects

Track prospective individuals and prospective Business Accounts from first outreach through qualification.

Opportunities

Manage pipeline stages, estimated value, probability, expected close, next steps and linked sales records.

Quotes

Create standalone or opportunity-linked pricing, manage revisions and track commercial status.

Proposals

Shape scope, dates, solution recommendations and pricing approach before the final commercial agreement.

Contacts

Keep one shared identity record across student, instructor, prospect, employee, billing and client-contact roles.

Contracts

Carry customer and commercial context forward into agreements, renewals and the operations handoff.

Business Account 360

Manage the complete institutional relationship from prospect through active client, training, billing and compliance.

Duplicate & Data Cleanup

Review duplicate identities, import conflicts and data-quality issues before they fragment the customer record.

PROSPECTS

Capture both people and organizations before they become customers.

The prospect workspace combines prospective individuals and prospective Business Accounts, giving the team one place to review early-stage demand and create the next sales action.

Individual and Business Prospect views
Prospect counts and lifecycle status
Create individual or business prospects
Open the connected Contact or Business Account
Convert interest into an Opportunity

CRM / PIPELINEProspects

A combined view of prospective individuals and prospective Business Accounts.

Total Prospects26

Individuals19

Businesses7

Individual Prospects

AJAvery JohnsonWebsite inquiry

MLMorgan LeeReferral

JPJordan PatelWebsite inquiry

TRTaylor RiveraReferral

Business Prospects

Harbor Preschool Networkchildcare

Central Dental Partnershealthcare

BrightPath Home Carehome care

OPPORTUNITIES

Run the commercial pipeline with real operating context.

Track each deal from discovery through proposal, contract, won or lost. Opportunity records keep stage, value, probability, expected close, next step and customer context together.

Pipeline stages and weighted value
Search and stage filtering
Opportunity detail and editing
Expected close, probability and next step
Linked quotes, proposals, contracts and activity

PIPELINE WORKSPACEOpportunities

Open18

Pipeline$42,850

Weighted$18,420

AllDiscoveryQualifiedQuoteProposalContractWonLost

RECORDSTATUSVALUE

Metro Dental Staff TrainingProposal$6,500

Nurse Orientation ProgramProposal$8,250

School Safety RenewalProposal$3,400

CRM / OPP-000184

Metro Dental Staff Training

StageProposalProbability45%Expected closeOct 30

Business Account

Estimated valueNext step

Notes

Decision maker requested revised training dates and employee roster workflow.

PROPOSALS & QUOTES

Shape the solution first, then formalize pricing when the customer is ready.

Use proposals for scope, dates and recommended approach, then create formal quotes with revisions and status tracking without re-entering the customer or opportunity.

Standalone or opportunity-linked records
Proposal scope and solution narrative
No pricing, estimate-only or itemized pricing
Quote revision and validity tracking
Commercial records remain connected to the opportunity

SOLUTION & SCOPEProposals

RECORDSTATUSVALUE

Metro Dental – Staff TrainingDraft$6,500

Harbor Preschool RenewalSent$4,800

Clinic Compliance ProgramViewed$8,250

No pricing yetEstimate onlyItemized pricing

FORMAL PRICINGQuotes

RECORDSTATUSVALUE

Q-000184 · Metro DentalDraft$6,500

Q-000179 · Harbor PreschoolSent$4,800

Q-000168 · Northside ClinicAccepted$3,950

Revision trackingKeep commercial history without overwriting the prior quote.

Rev 2

CONTACTS

One person can hold multiple roles without becoming multiple records.

Contacts act as the shared people directory across CertOS. A single person can be a student, instructor, prospect, employee, decision maker, billing contact or client contact while preserving one identity.

Shared Contact identity
Multiple roles per person
Attribution and source detail
Business relationships and job context
Role-specific student and instructor fields

CRM / PEOPLEContacts

Active Contacts842

Students614

Prospects91

AJAvery JohnsonStudent · EmployeeMetro Dental GroupActive

MLMorgan LeeDecision MakerHarbor Preschool NetworkActive

TRTaylor RiveraInstructor · Employee—Active

SPSam PatelBilling ContactCentral ClinicActive

CONTACTS / NEW

Add Contact

First nameLast name

EmailPhone

□ Student□ Instructor□ Prospect□ Client Contact□ Billing Contact□ Decision Maker□ Employee□ Other

Business Account

CONTRACTS

Carry the accepted commercial context into operations.

Contracts can start from a proposal, quote or opportunity, then hold customer, terms, renewal information and the handoff that moves a closed deal into operational delivery.

Proposal, Quote or Opportunity source
Business Account and Contact selection
Effective, expiration and renewal terms
Customer acceptance lifecycle
Sales-to-operations setup handoff

CONTRACT DIRECTORYCustomer agreements

Total Contracts24

Open6

Accepted18

Contract Value$86,400

RECORDSTATUSVALUE

C-000241 · Metro DentalAccepted$6,500

C-000238 · Harbor PreschoolDraft$4,800

C-000230 · Central ClinicAccepted$8,250

STEP 1 · SOURCE

Connect the sales context

Proposal

Business AccountContract title

Effective dateExpiration date

Payment PolicyCancellation PolicyTerms & Conditions

BUSINESS ACCOUNT 360

See the entire institutional relationship in one workspace.

Business Account 360 keeps hospitals, schools, companies, agencies and other client organizations connected to people, pipeline, training, credentials, billing, contracts, documents, communications and reporting.

Prospect and active-client lifecycle
Connected people and account contacts
Corporate pipeline and revenue context
Training, credential and compliance views
Billing, documents, communications, timeline and reports

BUSINESS ACCOUNT 360

Metro Dental Group

Corporate · ACC-001284

Active people46

Compliance92%

Upcoming training3

YTD revenue$18,750

Outstanding$1,250

PRIMARY CONTACTMorgan Leemorgan@metrodental.example

BILLING EMAILbilling@metrodental.exampleNet 30

EMPLOYEE COUNT6846 connected people

ADDRESSNew York, NYCorporate account

OverviewPeopleTrainingCredentials & ComplianceBillingContractsDocumentsCommunicationsTimelineReports

Corporate pipeline2 open opportunities · $11,300 pipeline

Recent activityProposal viewed · 2 days agoRoster imported · 5 days ago

DUPLICATE & DATA CLEANUP

Keep one clean customer record as the database grows.

Data Cleanup surfaces duplicate identities, possible matches and import conflicts so the team can resolve record quality issues before they fragment history and reporting.

Duplicate and identity-conflict review
Confidence and source context
Record-type filtering
Open and resolved workflow
Import conflict visibility

CRM / DATA CLEANUPDuplicate & Data Cleanup

Data health monitored

Critical conflicts0

Possible duplicates7

Import conflicts2

Resolved this month14

Search record, reason or sourceAll record typesAll confidence levels

TYPEINCOMING RECORDPOSSIBLE MATCHREASONCONFIDENCEACTION

ContactMorgan LeeMorgan A. LeeSame email + phoneHighReview

BusinessMetro DentalMetro Dental GroupSimilar name + domainMediumReview

StudentAvery JohnsonAvery M. JohnsonSame phoneHighReview

CONNECTED BY DESIGN

One relationship from first interest through delivery and renewal.

CRM is not a separate address book in CertOS. It is the commercial layer connected to the same training, billing, certification and communication records your team uses after the customer says yes.

1Capture a prospect

2Qualify the opportunity

3Shape the proposal

4Formalize pricing

5Execute the contract

6Operate the Business Account

7Train, bill and renew

FROM PIPELINE TO OPERATIONS

See how CertOS manages the complete customer relationship.

We’ll walk through the CRM and Business Account workflows that fit your organization.

Book a Demo