Practical guides. No fluff.
Lead generation, sales pipelines, and CRM strategy for solopreneurs and small teams.
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.
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.
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.
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