Beta
OS×Tracking

A pipeline that keeps files, tasks, and messages on every record.

OS× Tracking
Applied
AMAvery M.
JPJordan P.
Interview
RKRiya K.
Offer
Files, tasks & messages follow every candidate

What it is

Move people through stages — applicants, leads, or clients — with their files, notes, and conversations attached. The same engine runs as a hiring pipeline, a sales pipeline, or a client-onboarding flow, depending on how you label it.

PipelineFilesTasksMessages
Why it's good

Built to belong to the system.

One source of records

Tracking reads the same clients and identity as every other module — nothing is entered twice.

Connected by automations

Trigger rules move work into and out of this module automatically.

Roles & audit built in

Permissions and a full activity log come from the platform, not bolted on.

Your branding throughout

Anything a client sees carries your brand, not ours.

Scope

What's in, and what's not.

OS× modules stay focused. Each does one job well and hands off to the others.

  • Pipeline
  • Files
  • Tasks
  • Messages
  • Shared client & identity directory
  • Features owned by other OS× modules

Works with the rest of OS×