Business Operating System
Business Growth, Made Simple
Import, Discover, and Build Funnels
Bring leads into BOS from manual lists, CSV files, connected tools, and future AI-assisted discovery workflows. Then organize them into contacts, organizations, pipelines, funnels, and campaigns.
This first CSV importer is built for simple lead lists. Each row can create a lead, and optional contact or organization fields can create connected records.
Current limitation: this first importer only supports basic comma-separated rows. A future parser upgrade will support quoted commas, escaped quotes, multiline fields, custom delimiters, preview, validation, duplicate detection, and field mapping.
After importing, review the results in Leads, Contacts, and Organizations. Upcoming versions will add row preview, validation, duplicate detection, field mapping, and AI-assisted cleanup before saving.
Longer term, this import path will also support Google Sheets, AI lead discovery, scraping workflows, funnel building, and connected apps.
CSV Import
First build targetUpload lead lists with names, contacts, emails, phones, websites, and sources.
Google Sheets
PlannedConnect a spreadsheet and turn rows into leads, contacts, organizations, and funnels.
AI Lead Discovery
PlannedUse AI-assisted search and scraping workflows to find leads, review results, and save approved prospects.
Calendly
PlannedConvert booked calls and form answers into contacts, leads, follow-ups, and pipeline activity.
Planned AI discovery workflows will help users search for leads, scrape public lead data, review suggested contacts, and approve prospects before they are saved into BOS.
Find Leads
Search by audience, location, industry, organization type, or campaign goal.
Review Results
Approve, reject, enrich, or organize discovered prospects before saving.
Build Funnels
Turn approved leads into pipelines, campaigns, templates, and follow-up workflows.
Funnel Builder
Build lead funnels by audience, source, organization type, stage, or campaign goal.
AI Templates
Generate emails, SMS messages, call scripts, follow-ups, and campaign sequences.
Approval Controls
Review scraped leads, AI enrichment, and paid AI actions before saving or running them.
Manual AI Helper Mode
Prepare prompts, templates, and context that users can copy into ChatGPT, Gemini, Claude, or another assistant they already use.
Bring Your Own API Key
Let workspaces connect their own OpenAI, Gemini, Claude, or future provider keys when they want direct in-app AI actions.
Approval-Based AI Spend
Require approval before paid lead scraping, enrichment, bulk campaign generation, or other higher-cost AI workflows.
CSV Preview and Validation
Preview rows, catch missing lead names, show duplicate warnings, and confirm field mapping before saving imported records.
AI Discovery Queue
Store AI-found prospects in a review queue so users can approve, reject, enrich, or add them to funnels.
Funnel Builder Flow
Turn imported or discovered leads into audience-specific funnels, campaign sequences, call lists, and follow-up workflows.
Google Sheets Connection
Let users connect a spreadsheet and reuse the same import path that powers CSV lead creation.