The platform
One relationship graph, with the work layered on top
Storm OS maps what your company actually has, a web of people and companies, and lets each relationship play every role it really plays for you. Everything below is in the product today, and three more modules grow on the same graph from here.
The relationship graph
People and organizations, never duplicated
Every person and company is one record carrying up to three roles, customer, investor, and partner, each with its own type, engagement level, and scores. Add a role with one tap and the record shows up in that pipeline, without a copy ever being made.
- Seven engagement levels, from Not Yet Engaged to Re-Engaging, the same across all three pipelines.
- Fit and activity scores built from scoring rules you control, with a panel that shows exactly why a score landed where it did.
- Duplicate detection when you add or import records, with a side-by-side merge that keeps every link intact.
Pipelines
Three pipelines on day one, each built for a different game
Selling, raising, and partnering do not work the same way, so their pipelines should not pretend to. All three arrive with researched stages and thresholds, and every one of them is data you can edit, not code you would have to write.
Sales
Deals carry amounts and stage probabilities, so the pipeline states a weighted forecast you can actually plan against. Line items, ramped pricing, and billing schedules live on the deal, ready for the contract.
Investor
The raise, modeled on how a raise actually moves: warm intros, first meetings, diligence, committed, wired. Check sizes roll up against your target so you always know how much is real and how much is conversation.
Partner
Partnerships carry no amounts, by design, because treating a reseller conversation like a deal ruins both. Progress is an agreement checklist moving toward live, and anything sitting too long gets flagged.
Staleness thresholds flag anything sitting too long in a stage and feed the Needs Attention list on your home screen, and you can add as many pipelines as you need, per product line, region, or experiment.
The command center
Home answers one question: what needs my attention right now?
A founder with ninety seconds between meetings needs the whole picture fast. Home is a configurable widget grid, all pipelines at a glance, today's tasks, stale deals, and upcoming closes, rendered instantly from cache, including offline.
- Widgets keyed to how you work: all-pipeline overview, needs attention, my tasks, recent records, KPI tiles.
- Tasks with natural due dates, reminders, and one-tap completion from anywhere.
- A unified timeline on every record: notes, calls, meetings, stage moves, and changes, in one stream.
Reports and dashboards
Answers without a data hire
Every pipeline gets its own dashboard automatically, with a stage funnel, movements, forecast, and stale deals, and a report builder lets you ask questions across all your records, saved and shared with your team.
- What's new, what's moved, what's closed, the questions you ask every week answered without setup.
- Group by any field including the custom ones you add, with tables, bars, lines, funnels, and single-number tiles.
- Every table exports to CSV whenever you want it.
Private Rooms
A page with your name on it, for the people outside your company
Investors, customers and partners need documents from you, and none of them should need a seat in your CRM to read one. A Private Room is a branded page holding exactly what one person or one company should see. They sign in with their own email and a password they choose, the room expires on a date you set, and you find out what they actually opened.
- Deal Rooms for investors: the model, the cohorts and the cap table in one place, with an expiry date.
- Onboarding Rooms for customers: a personalised room per account, holding the plan, the contract and the technical documents.
- Share Rooms for partners: co-marketing assets and joint pipeline documents, in a room you can close in one click.
- Grant a person or a whole company, and everyone linked to that company inherits access and loses it when they leave.
- Every visit, folder and download is recorded against a name, so you know what they read before you call them.
Offline first
The airplane test
Install it from your browser, no app store required. Your working set lives on the device, your edits wait in an outbox, and everything syncs when you are back online, with any conflict shown to you honestly instead of quietly overwritten.
Enterprise-grade bones
Small team, serious security
Your workspace is walled off inside the database itself, not just by our app code, so another customer's data can never reach yours. You can sign out any device, every administrative action is written to a log nobody can edit, and a full export of your workspace is one click away.
Row-level security · rotating sessions · audit trail · full export
One platform, growing by modules
Relationships first, then the work around them
Storm OS grows as one system on one bill, never as separate products stapled together. Each new module lands on the same graph, so a project, a campaign, or a support case attaches to the records you already keep.
Relationships
CRM · IRM · PRM
Shipping first
Projects
Delivery tied to your records
Phase 2
Marketing
Campaigns feeding the pipelines
Phase 3
Service
Support on the same graph
Phase 4
Ready in fifteen minutes on your phone. We timed it.
Sign up, let Storm OS read your website and propose your brand, and your pipelines are standing before the coffee is cold. Powered by relationship management best practices, not unnecessary AI “helpers”. $24 a month, 5 users included.
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