lexisOS
Setting things up…
Setting things up…
LinkedIn, email, SMS, and the deal itself live on the same Lead, Contact, or Deal record — not four tabs a rep has to reconcile by hand before a call.
A Lead, Contact, or Deal carries four tabs — Overview, Communications, Files, Automations — so a rep sees the LinkedIn message, the email reply, the SMS thread, and the workflow that’s running, in one place instead of switching tools to reconstruct the story before a call.
A role change, a company change, or a LinkedIn post keyword match surfaces the lead worth acting on.
A LinkedIn message, connect, or email send — sent automatically or held for approval, per how that step is set.
Email, LinkedIn DMs, and SMS all surface on the same record’s Communications tab.
A stage change or a reply applies the admin-defined scoring deltas automatically — no manual re-scoring.
The parts of the platform a rep actually touches between calls.
All ten LinkedIn actions run through your own paired browser session, with admin-set daily and weekly caps enforced before a job is claimed — a rep doesn’t have to think about pacing.
The Deals board is a genuine kanban, the default view for working a pipeline visually.
Every LinkedIn message, email, and SMS a workflow sends carries its own auto-send or approval-required setting.
Gmail, Microsoft 365, and any IMAP mailbox converge into one three-pane inbox tied back to the record.
Read and reply to LinkedIn messages without leaving LexisOS.
Bulk-edit fields, bulk status changes, and bulk add-to-list across Leads, Contacts, and Deals.
“You decide what sends itself.”
Start free and connect LinkedIn and your first mailbox — every reply lands on the record it’s about.