How It Works: Collective OS Key Features

Transform your Firm with collective os

Discover the powerful features that make growing your organization easier and more efficient.

Overview

Collective OS provides a suite of features designed to multiply revenue opportunities, streamline your operations, and boost productivity.

Key Features

Talent Management

Sort through your internal network of employees and freelancers to find the right person with the right experience for the right job.

Partner Search

Expand your search beyond your own organization and discover partners and their talent who complement your services. Use advanced filtering to find the right person or partner to team up with.

Project and Service Offering Marketing

Communicate the types of projects your organization does to allow others to easily connect with you to help solve client problems or to build valuable networks.

Agency Contract Management

Manage your relationships how it makes sense for you by creating collectives that include terms – from countersigned contracts to simple rules of the road.

Case Study Management

Build standardized case studies to represent your organization; share, discover and use case studies across your entire Collective Partner Network.

Personalized Partner Matchmaking

Receive inbound warm introductions to other partnered organizations based on the types of channel partners you are looking for – find new leads, expand your offerings and more.

Key Benefits

Expand Your Arc Of Services: Find complementary partnered services to offer a “full service” solution.

Maximize Utilization: Increased inbound leads from other firms requesting your services.

Increase Efficiency: Streamline your sales efforts by centralizing and sharing data across partners.

Extend Your Bench: Never say “no” to revenue again.

Common Solutions

For Sales Leaders

Learn how sales leaders are winning more deals by expanding their offering and leveraging referral partners.

For Advisor Networks

Understand how advisor networks are cataloging expansive talent networks and improving matching to support their clients’ needs. Decide to monetize your advisors by sharing them with the Collective.

For Medium & Large Agencies

Uncover how larger agencies are increasing billable utilization, scaling their available resources, and leveraging a pool of sub-contracted referral partners.

For Firm Owners

Discover how business owners are accelerating their business growth via our platform.

For Boutique Agencies

Find out how smaller firms are accessing more opportunities via shared partnership networks.

For Holding Companies

Unlock the power of your existing networks, and improve M&A, through our partnership technology.

For Managing Talent Pools

Realize the full potential of your entire employee and freelancer team members. Manage and track their project-level experience to staff them more effectively.

For Growing Agencies

Reveal how growing agencies are leveraging the Collective network to compete in more lucrative and larger projects.

Transform your Firm with collective os

Overview

Key Features

Key Benefits

Common Solutions

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