Frequently Asked Questions
Find answers to common questions about features, pricing, compliance, integrations, and getting started. For deeper technical details, visit our Answer Hub.
CorporateOS is an AI-powered B2B sales operations platform that automates lead generation, lead scoring, outreach, and CRM synchronization. It automates up to 80% of repetitive sales tasks so your team can focus on closing deals.
CorporateOS uses AI to discover leads from public data based on your custom targeting criteria - industry, company size, geography, technology stack. Every lead includes company context, AI scoring, and proof links to the original data source. You build your own pipeline instead of buying recycled contact lists.
Approval-first sending means no email leaves CorporateOS without your explicit sign-off. AI drafts personalized sequences, but every message enters an approval queue for human review before sending. This protects your domain reputation and ensures quality.
CorporateOS generates follow-up sequences using AI, but they still go through the approval queue. You can approve entire sequences at once or review each email individually. Send scheduling and rate limits are configurable per campaign.
Yes. CorporateOS uses multi-key deduplication across company name, domain, email, and phone - both within a single campaign and across all your campaigns. You never contact the same company twice from different campaigns.
The Offers module lets you create personalized proposals for qualified leads using their company data and context. Offers can be sent as part of your email sequence or as standalone communications.
Yes. CorporateOS supports bulk lead import with automatic deduplication against your existing database. Imported leads go through the same scoring and enrichment pipeline as platform-generated leads.
CorporateOS scores leads based on company fit (industry, size, technology), data completeness, and custom criteria you define. Scores help you prioritize the highest-potential leads, increasing conversion rates.
CorporateOS offers three plans: Starter at €549/month (€399/month billed annually), Basic at €1,799/month (€1,099/month annually), and Pro at €3,795/month (€1,899/month annually). Enterprise is available as a custom quote. Annual plans save up to 50%.
Starter includes 200 leads per month, AI lead generation and scoring, email sequences with approval-first sending, audit trails, and internal tooling. CRM sync is available on Basic and above.
CRM integrations (HubSpot, Zoho, Pipedrive, Notion, Google Sheets) are available on the Basic plan and above. The Starter plan includes internal tooling only.
CorporateOS offers a demo-first approach. Book a demo at corporateos.io/signup to see the platform and discuss which plan fits your needs. Contact sales@corporateos.io for trial availability.
Yes. You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle. Contact sales@corporateos.io for plan changes.
CorporateOS is designed with GDPR-oriented compliance: European data hosting, full audit trails with proof links, system-wide DNC enforcement, built-in opt-out handling, no open/click tracking, and configurable data retention. Final compliance depends on your jurisdiction and campaign settings.
No. CorporateOS does not use open tracking pixels or click tracking. This is a deliberate choice for privacy and deliverability - tracking pixels can trigger spam filters and raise privacy concerns under GDPR.
All CorporateOS customer data is hosted in Europe by design, using European data centers for storage and processing to support GDPR data residency requirements.
Every lead has a complete timeline: discovery date, data sources, enrichment applied, AI scoring rationale, email interactions (drafts, approvals, sends), and opt-out status. Proof links verify the original source of each data point.
Opt-outs are enforced system-wide across all campaigns. When a contact opts out via the /unsubscribe endpoint, they are automatically blocked from all current and future outreach. Blocklists are checked before every send.
CorporateOS integrates with HubSpot, Zoho CRM, Pipedrive, Notion, and Google Sheets. Features include bi-directional contact sync, deal stage mapping, custom field mapping, and activity logging. REST API, webhooks, Zapier, and Make are also supported.
No. CorporateOS is fully web-based. Access it through your browser at corporateos.io - no downloads, plugins, or desktop software required.
Yes. CorporateOS provides REST API access, webhooks for event-driven integrations, and supports Zapier and Make for no-code workflows. API access is available on Pro and Enterprise plans.
CorporateOS uses multi-provider enrichment with fallback chains. When a lead is discovered, multiple data sources are queried for company info, contacts, and tech stack. If one provider lacks data, the next is queried automatically.
Apollo sells access to a pre-built contact database. CorporateOS generates leads from public data based on your criteria. CorporateOS emphasizes compliance (approval-first, audit trails, no tracking), while Apollo focuses on database breadth. See our full comparison guide for details.
Clay is a data enrichment and workflow tool for building custom lead generation pipelines. CorporateOS is an end-to-end platform handling lead gen, scoring, outreach, and CRM sync. Clay requires more technical setup; CorporateOS works out-of-the-box with built-in compliance.
Outreach focuses on email sequencing and engagement for leads you already have. CorporateOS covers the full funnel from lead generation through outreach. If you need lead building + outreach in one platform, CorporateOS is more complete.
See our Best B2B Lead Generation Software 2026 guide at corporateos.io/guides/best-lead-generation-software-2026 for a detailed comparison table covering CorporateOS, Apollo, Clay, Outreach, and LeadIQ.
Visit corporateos.io/signup to book a demo. After your demo, you can choose a plan and start building campaigns immediately. The platform guides you through setting up your first campaign, targeting criteria, and email sequences.
You can set up your first campaign and start generating leads within minutes of account creation. Define your targeting criteria, let the AI find leads, review the results, and approve your outreach - all in the same session.
No. CorporateOS is designed for sales teams, not engineers. The interface guides you through campaign creation, lead review, and email approval. CRM integrations connect with a few clicks. API access is available for technical teams who want custom workflows.
All plans include email support at hello@corporateos.io. Enterprise plans include dedicated support and onboarding. You can also consult our Answer Hub at corporateos.io/answer-hub for detailed product information.