PART OF YOUR HARTBEAT OS EXPERIENCE

See the next opportunity.
Know the next step.

Keep your sales conversations organized with a visual view of the journey from new lead to customer.

Discover HartBeat OS

Business tools. One HartBeat OS experience.

CRM Pipelines

A clearer picture of your sales process.

Manage opportunities on a board built around your business.

  • Custom sales stages
  • Contact context and notes
  • Automated stage changes
CRM pipeline view displaying leads organized by stages such as new leads, contact made, proposal sent, negotiation, won, and lost deals

Product interface examples; screenshots contain sample data. Branding and available options may vary by configuration.

Build stages that fit your business

Name and organize the steps in your sales process.

Pipeline creation modal allowing users to define pipeline name and customize deal stages for lead management.

Follow every opportunity

Move contacts between stages on a drag-and-drop board.

CRM pipeline board showing contacts distributed across stages from new leads to closed deals with drag-and-drop management

Keep the conversation in context

Add notes and review contact information before your next follow-up.

Contact details panel CRM with profile information, communication options, and notes editor for managing customer interactions.

Update stages with automation

Use supported triggers to add leads or move them through the pipeline.

Automation rule setup assigning new sales to a specific CRM pipeline stage for streamlined deal tracking.

ONE HARTBEAT OS EXPERIENCE

Your tools are part
of something bigger.

Connected business tools

Build your presence, nurture relationships, and deliver your offers from your HartBeat workspace.

A practical place to start

Choose the business outcome that matters first. Let that goal guide your next step.

Room to build with you

HartBeat brings workflow planning and support to the way you want to work.

A few useful answers.

Must I use a fixed sales process?

No. Customize your stages to reflect how your business qualifies leads, presents offers, and closes work.

How do I get access?

Explore the tools inside HartBeat OS and talk with our team about getting started.

YOUR BUSINESS. YOUR NEXT CHAPTER.

Start with your goals.
Build with HartBeat OS.

Let’s explore the tools, setup, and support that fit the way you want to work.

Let’s talk about HartBeat OS

Already onboarded? Open your customer workspace ↗

YOUR BUSINESS. YOUR CHALLENGES. YOUR NEXT MISSION.

Meet the HartBeat OS
Architecture & Workflow Team.

What would you like to solve in your business? Explore how the HartBeat OS AI workforce can help with the challenges, workflows and outcomes that matter to you.

For a limited time, you may also connect directly with Richard Hart, the HartBeat OS Architect, subject to availability. Whether you meet with Richard or a member of our Architecture & Workflow Team, the focus is the same: understanding your goals and mapping a practical path forward.
Let’s Talk About Your Business

SECURITY & COMPLIANCE

Trust belongs in the architecture.

Security, human authorization, and responsible data handling are priorities in HartBeat OS’s design. Our compliance roadmap starts with defining scope, documenting controls, and validating them with evidence.

SOC 2Planning topicHIPAAPlanning topicISO 27001Planning topic

Framework labels are educational—not audit or certification badges. HartBeat OS is in development; no SOC 2 report, ISO certification, or HIPAA compliance status is claimed. Vanta is a platform to evaluate, not an announced provider or partner.

Explore our security priorities and compliance roadmap →