Practical guides. No fluff.
Lead generation, sales pipelines, and CRM strategy for solopreneurs and small teams.
Send a Roofing Quote Your Customer Can Sign From Their Phone in 60 Seconds
How a Phoenix roofer stopped chasing signed estimates by email. Mobile signature, signed PDF, pipeline auto-advance. Included on every RadiusOS plan.
Get a Real Estate Service Agreement Signed From Your Client's Phone
How agents replace DocuSign for buyer rep and listing service agreements. Send on Tuesday, signed before the showing on Saturday. Built into RadiusOS on every plan.
Send a Photography Contract Your Client Can Sign From Their Phone
Wedding and portrait photographers: replace the DocuSign and PDF-attachment workflow. Mobile signature, signed PDF, deposit reminder. Included on every RadiusOS plan.
Re-quote an Insurance Estimate in 60 Seconds
Photograph the adjuster's printed estimate. RadiusOS Snap to Quote pulls out the line items and drops them into a draft quote on the customer's record. One click, no retyping. Included on Pro.
Company Cam Alternative for Contractors Who Also Need a CRM
Company Cam handles job photos. RadiusOS Walk & Talk does photos, voice notes, AI summary, and CRM follow-up in one app. Free includes 1 preview per month; Pro is $19/mo for 30/mo with save-to-customer-record.
CRM Setup: A Practical Playbook for Solopreneurs, Trades, and Small Teams
Setting up your first CRM, or replacing one that became a chore? Six steps, 60 minutes, no enterprise sales process. The features that matter, the ones to skip, and how to land on a setup that runs itself.
The Best CRM for Every Industry: 23 Templates, One Tool
Most CRMs are one-size-fits-all. RadiusOS ships 23 industry-specific CRM templates - roofing, real estate, therapists, recruiters, and more - free to start.
Zapier on RadiusOS is Live in Beta, with 1 Free Zap on Every Plan
RadiusOS is now live in the Zapier App Directory as a public beta integration. Every plan, including Free, gets one active Zap. Pro and up are unlimited.
Electrician Lead Generation: How to Stop Losing $12K Jobs to a Missed Callback
Why electricians lose jobs they already won, and how to fix it. A pipeline that tracks every estimate, permit, and inspection so you stop forgetting the customer who called Tuesday.
Insurance Agent Pipeline: How to Stop Losing Renewal Commissions to Lapsed Policies
Why independent agents lose more money to forgotten renewals than to lost quotes, and a pipeline built around the lifecycle that actually pays - bind, retain, cross-sell, renew.
Solar Installer Lead Management: Why $40K Deals Die in Permitting (and How to Save Them)
Residential solar has a long sales cycle, complex financing, and permit timelines you don't control. A pipeline built for the actual lifecycle - not the SaaS-style funnel.
Therapist Client Management: A Pipeline for Inquiries, Intakes, and Returning Clients (Pairs With Your EHR)
Solo and small-practice therapists need a way to track inquiries, intake scheduling, and returning clients without putting clinical notes into the wrong system. Here's how that fits together.
Financial Advisor Client Management: A Pipeline for Discovery, Plans, and Quarterly Reviews
Solo RIAs, fee-only advisors, and breakaway advisors need a way to track prospects, plan presentations, and recurring reviews without storing regulated PII in the wrong system.
We Made AI Free on Every Plan. Here's the Math.
Every tier of RadiusOS now includes AI credits - 30/mo on Free, 300 on Pro, unlimited on Business and Team. Here's why we did it and what it costs us.
Why we don't have a "Deals" page (and why your template gives you one anyway)
Enterprise CRMs make you pick a primary entity. RadiusOS is template-first - your template chooses what a Record looks like. Here's why that's the better default for small teams.
The CRM for Personal Trainers Who Are Tired of Losing Leads in DMs
Free consults, trial sessions, 6-week packages, renewals, and the people who ghosted you in February. A coaching pipeline built for trainers.
I Built an AI Chat Into My Own CRM. It Uses the Same MCP Server You Connect to From Claude Desktop.
We shipped Ask RadiusOS - a chat panel inside the app that runs on the same MCP server external Claude Desktop, ChatGPT, and Cursor users connect to. One backend, two front doors.
How to Manage Your Entire Pipeline from Claude Desktop
Connect RadiusOS to Claude Desktop and manage contacts, quotes, invoices, and scheduling through natural language. Setup takes 2 minutes.
How to Manage Photography Clients Without Losing Bookings or Your Mind
A practical guide for freelance photographers on managing client inquiries, bookings, and gallery deliveries with a pipeline system that keeps every session on track.
Stop Tracking Your Fundraise in a Spreadsheet
How to manage 30+ investor conversations without losing your mind. A fundraising pipeline template built for founders.
AI Scoring, Smart Digests, Score Cards, and MCP Access - Now Live
RadiusOS just shipped AI deal scoring, daily pipeline intelligence, shareable score cards, and a 36-tool MCP server. Here's what changed and why it matters.
Plumbing Lead Generation: How to Get More Service Calls and Booked Jobs
Lead generation strategies for plumbing companies. Get more emergency calls, maintenance clients, and remodel jobs with proven marketing tactics.
Landscaping Lead Generation: How to Grow Your Lawn Care Business Year-Round
Lead generation strategies for landscaping and lawn care companies. Build a pipeline of recurring clients and seasonal projects that keeps crews busy all year.
Roofing Lead Generation: How to Get More Roof Jobs Without Buying Shared Leads
Lead generation strategies for roofing companies. Get more inspections, insurance claims, and replacement jobs with a year-round pipeline approach.
Painting Lead Generation: How to Book More Interior and Exterior Paint Jobs
Lead generation strategies for painting companies. Get more estimate requests, convert more bids, and build a pipeline that fills your schedule year-round.
Contractor Lead Generation: How to Fill Your Pipeline Without Lead Aggregators
Lead generation strategies for general contractors. Build a steady pipeline of remodel, renovation, and build projects without overpaying for shared leads.
HVAC Lead Generation: 7 Ways to Keep Your Schedule Full Year-Round
Proven lead generation strategies for HVAC companies. Get more service calls, maintenance contracts, and install jobs without overpaying for leads.
Creator and Influencer Outreach: How to Build Partnerships That Convert
Learn how to find, pitch, and manage creator partnerships at scale. Build an outreach pipeline that turns influencer campaigns into measurable results.
Job Search Lead Generation: How to Build a Pipeline of Opportunities
Treat your job search like a sales pipeline. Learn strategies to source opportunities, track applications, and follow up until you land the right role.
How to Get Freelance Clients: A Lead Generation Guide for Consultants
Practical strategies for freelancers and consultants to find clients, build a pipeline, and stop the feast-or-famine cycle.
Real Estate Lead Generation: 7 Strategies That Work in 2026
Actionable lead generation strategies for real estate agents. Learn how to generate buyer and seller leads and convert them with consistent follow-up.
Recruiting Lead Generation: How to Source Candidates That Actually Show Up
Proven strategies for recruiters to source better candidates, reduce ghosting, and fill roles faster with a structured pipeline.
How to Build a Sales Lead Pipeline That Actually Converts
Learn proven strategies to generate, qualify, and close B2B sales leads. Build a pipeline that turns cold prospects into paying customers.
Simplify your pipeline. Start free.
AI-powered deal scoring, email follow-ups, and pipeline management. Plans from $19/mo. No credit card required.
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