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 sales operations platform: B2B prospecting from public web data is the core workflow, with optional B2C campaigns (social/review signals, credits, workspace-gated) when enabled. It covers discovery, scoring, CRM sync, and—from the Growth plan—approval-first email outreach.
For B2B, AI discovers companies and contacts from public data against your ICP—every record gets context, scoring, and proof links. For B2C (if enabled), campaigns pull consumer prospects from public social and review signals. Nothing relies on you uploading purchased lists.
An optional in-app mode for workspaces it is activated on. It discovers consumer prospects from public social and review signals, runs on credits, and follows the same compliance posture as B2B (audit trails, suppression, no open/click tracking). There is no separate consumer marketing site—everything happens inside CorporateOS.
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.
Starter €549/month or €399/month billed annually; Growth €1,799/month or €1,249/month billed annually; Pro €3,795/month or €2,649/month billed annually; Enterprise is custom. Plans use credits (4k / 16k / 50k per month on monthly billing for Starter / Growth / Pro—annual billing has larger pools; see corporateos.io/pricing).
Starter includes prospect building, AI scoring, CRM sync for HubSpot, Zoho, and Pipedrive, exports/sheets, audit trails, and DNC handling—4,000 credits per month on monthly billing. Campaign email and approval-first sending start on Growth.
HubSpot, Zoho, and Pipedrive sync ships on Starter–Pro SaaS plans per corporateos.io/pricing. For Notion, Google Sheets, or other connectors, check corporateos.io/integrations for what your workspace can enable.
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 hello@corporateos.io for trial availability.
Yes. You can upgrade or downgrade your plan at any time. Changes typically take effect at the start of your next billing cycle. Contact hello@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.
Core CRM sync covers HubSpot, Zoho CRM, and Pipedrive with bi-directional sync, deal stages, custom fields, and activity logging on standard plans. Notion, Sheets, and other integrations depend on workspace setup—see /integrations. REST API, webhooks, Zapier, and Make are on higher tiers (API from Pro).
No. CorporateOS is fully web-based. Access it through your browser at corporateos.io - no downloads, plugins, or desktop software required.
Yes. REST APIs, webhooks, Zapier, and Make are supported for automation. API access is included on the Pro plan; Enterprise packages are custom.
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.