● Every feature. Zero bloat.

The all-in-one tool that punches above its weight.

Built for solopreneurs, realtors, and trades pros who need a real way to track customers and follow up - not an enterprise tool packed with features they'll never touch. Every feature below works on the free tier or an affordable paid plan. No per-person pricing. No locked-up AI.

Start free - no credit cardSee pricing →

Free forever. Set up in minutes, not months.

🤖

AI on the free tier

Customer scoring, what to do next, and a daily follow-up email - included free. Most tools charge $50+/person for this.

⚡

One-click execute

Free tells you what to do. Pro does it for you - one click sends the AI-written follow-up through Gmail.

🔧

Built for your work

Ready-made setups for sales, real estate, roofers, HVAC, contractors, painters, landscapers, plumbers. Or roll your own.

How RadiusOS thinks about data

Template-first, not entity-first.

Enterprise multi-object CRMs make you pick a primary entity - a Deal, a Contact, an Account - and then bolt the others on with multi-table joins. RadiusOS works the opposite way. Every item in your pipeline is a Record, and your template chooses the lens: a Deal in SaaS, a Listing in real estate, a Job in field service, a Client in coaching. Same schema underneath, different shape on top. Less navigation, fewer joins, faster reads.

Honest about fit: this isn't the right model for enterprise account-based selling with hierarchical Account → Opportunity reporting. We say so. When you should use a different CRM →

Walk & Talk

Photograph the job. Voice rides along. AI writes the recap.

Photograph the site. Talk as you walk. AI files the recap, drafts the tasks, and tags the contact. You review and approve.

FreeFree: one preview a month

One Walk & Talk preview per workspace per month. You see the full AI recap (transcript, summary, suggested tasks, reminders, tags) but can't save it to the customer. The Approve button is replaced with an upgrade card.

Pro+Pro: 30/mo, save to customer

30 walkthroughs per workspace per month. Tasks, reminders, and tags fan out to the customer automatically. Business and Team are unlimited.

  • ✓Record on your phone, mid-walkthrough
  • ✓Photos + transcript become the recap automatically
  • ✓AI proposes tasks, reminders, and tags - accept or edit each one
  • ✓One tap turns a walkthrough into a draft quote
  • ✓Public link with your branding, 30-day expiry, one-click PDF
  • ✓Start from Claude, Cursor, or ChatGPT via MCP
  • ✓Audio auto-deletes 7 days after approval
How it works in detail →

Free: 1 preview/mo (no save). Pro: 30/workspace/mo + save. Business + Team: unlimited + save.

Snap to Quote

Photograph the estimate. Get a draft quote in 60 seconds.

Photograph an adjuster's estimate. RadiusOS reads it, extracts the line items, and drafts a quote. Zero retyping.

FreeFree: not available

Snap to Quote runs during Walk & Talk processing, so it requires a paid plan.

Pro+Pro / Business / Team: every walkthrough

Runs once per walkthrough during processing. Up to 12 photos. "Use in a new quote" drafts the Quote on the contact in one click.

  • ✓Reads estimates, data plates, meters, permits, business cards
  • ✓Pre-fills line items on a draft quote
  • ✓Low-confidence rows tagged so you double-check the edge cases
  • ✓Linked back to the photo and walkthrough it came from
  • ✓Included with every Pro+ walkthrough
How it works in detail →

Included on every Pro+ walkthrough. Not available on Free.

Adjuster estimate
Claim 482-A · 1421 Maple St
$1,840.00
$4,440.00
$350.00
$210.00
Total
$6,840.00
✦Vision
60s
Draft quoteQUO-024
Item
Total
Tear-off & haul
$1,840
Shingle (24 sq)
$4,440
Flashing repair
$350
Drip edgeReview
$210
Total$6,840.00
Photo → draft quote, zero retyping
AI Intelligence

Know which customers need you - before they go cold

A 0-100 health score and a next-step on every customer card. No setup. Updates as they engage.

FreeFree: basic + 30 AI refreshes/mo

Auto-scored from engagement and velocity. Click “Refresh AI score” for a real Claude assessment - 30 free per workspace per month.

Pro+Pro+: real-time AI on every change

Re-scores every email and every step change. Ask “why?” for reasoning. One-click send the AI-written follow-up.

  • ✓Hot / warm / cool / cold labels at a glance
  • ✓One-line next-step: “No reply in 8 days - send the case study”
  • ✓AI follow-up on your dashboard so no one slips
  • ✓Spots patterns: “3 deals stuck at Proposal this week”
How it works in detail →

Free: basic scoring + 30 monthly AI credits across all AI features. Pro: 300 credits/mo. Business + Team: unlimited.

SC
Sarah Chen
↳ Send response now
87
MJ
Marcus Johnson
↳ No reply in 8 days
41
JP
Jordan Park
↳ Meeting scheduled ✓
94
74
AVG SCORE
✦
3 contacts need follow-up
today
Morning email

Pre-written follow-ups, waiting for you at sunrise

Five follow-ups, drafted overnight for your stalest customers. Open the app, review, hit send. Pro+ writes them in your voice.

FreeFree: 5/month, generic voice

Top 5 stalest customers get real drafts each month in generic AI voice. Past 5, you see a flag list. Toggle "See in your voice (Pro)" to preview the upgrade.

Pro+Pro+: 5 nightly, in your voice

Top 5 stalest customers drafted every night. No monthly cap. Voice profile refreshes weekly from your sent email.

  • ✓Nightly drafts for your top 5 stalest customers
  • ✓Pro+: matches your sent-email style, not generic AI voice
  • ✓Edit subject and body in-line before sending
  • ✓One-click send through Gmail, logged to history
How it works in detail →

Free: 5/mo generic-voice sample (flag list beyond that). Pro / Business / Team: 5 nightly drafts in your voice.

Morning Digest
Thu · 5 pending
Sarah Chen
Hi Sarah - following up on the proposal…
87
SEND
Marcus Johnson
Haven't heard back - any updates on your end?
54
SEND
Jordan Park
Wanted to check in about the renewal we discussed…
72
SEND
Written while you slept - approve & send
AI-Written Emails

On-demand follow-ups, ready in 3 seconds

One click and an AI follow-up is ready. Tuned to this customer's history, score, and step. Pro+ writes it in your voice.

FreeFree + Pro: uses AI credits

One credit per draft from your monthly pool (75 Free / 300 Pro). Opens in a compose window for you to send. Pro adds voice-matching; Free shows a preview toggle so you can see the upgrade.

Pro+Business+: unlimited, send inline

Unlimited drafts. Send straight from the card - no compose window, no copy/paste.

  • ✓Reads the thread, score, and step as context
  • ✓Pro+: matches your voice (weekly style profile)
  • ✓Loads in 3-5 seconds with prompt caching
  • ✓Business+: send inline, no compose window
How it works in detail →

Free: 30 AI credits/mo (drafts share the pool). Pro: 300/mo + voice-matched. Business + Team: unlimited + voice-matched.

SC
Sarah Chen
Proposal sent · 8 days ago
62
↓
AI-draftedjust now
Following up on the proposal
Hi Sarah, wanted to circle back on the proposal I sent last week. Happy to jump on a quick call to walk through any questions…
SEND
Edit first
Inbox auto-update

Contacts that add themselves

Your inbox writes to your CRM, not the other way around. We read new senders, extract their details, and create the contact while you sleep.

FreeFree + Pro: weekly nudge banner

We show how many unknown senders we found so you know what you'd be getting. Auto-create is a Business feature.

Pro+Business+: silent auto-create + on-demand button

Nightly cron creates contacts at ≥0.7 confidence. A Discover from Gmail button does on-demand sweeps with a 14-day lookback. ✨ markers on every auto-derived field.

  • ✓Nightly scan finds senders you haven't added
  • ✓AI pulls name, title, company, and phone from the signature
  • ✓Personal-domain skip list so "Gmail Inc" never appears
  • ✓Filters newsletter blasts (real correspondents only)
  • ✓✨ markers tell you what came from the inbox vs. what you typed
How it works in detail →

Business + Team: nightly cron + on-demand button. Free + Pro: nudge banner only.

Inbox
3 unknown
Tom ReyesNew
tom@reyesroofing.com
Re: 1421 Maple St - estimate signed
Priya ShahNew
priya@northpoint-cap.com
Intro - Northpoint Capital
Drew AokiNew
drew@bluefieldhvac.io
Synced 2m ago · Gmail
✦Auto-add
nightly
New contactauto-added
TR
Tom Reyes
tom@reyesroofing.com
Title✦Owner
Company✦Reyes Roofing
Phone✦(612) 555-0184
✦From inboxconfidence 0.86
Contacts that add themselves
Ask RadiusOS (⌘/) + Claude / ChatGPT / Cursor

Run your business by asking - no clicks required

Press ⌘/ inside the app or connect Claude, ChatGPT, or Cursor. Same engine, two front doors. 36 actions, free on every plan.

FreeFree + Pro: free with credit metering

Connect Claude, Cursor, or ChatGPT from any plan including Free. Routine actions (search, create, list) are free forever. AI-flavored asks and chat use credits - 75 Free / 300 Pro.

Pro+Business+: unlimited

Unlimited AI asks and chat. 500-message-per-workspace-per-day soft cap as a safety guard.

  • ✓36 actions: search, create, update, send email, score, auto-fill, and more
  • ✓⌘/ in the app uses the same engine - same answers, same effects
  • ✓Works with Claude Desktop, ChatGPT, Cursor, Claude Code, and any MCP client
  • ✓Every reply links back to the customer's record
How it works in detail →

Free for every plan. AI-flavored asks use credits (75 Free / 300 Pro / Unlimited Business+Team).

Ask RadiusOS· via MCP
⌘/
Move Sarah Chen to the next stage
Done
Moved Sarah Chen from Inquiry to Site Visit.
▸move-contact-stage
Ask anything about your pipeline…
● Everything else you'd expect

The CRM basics, done without the bloat.

Visual board, tasks and notes, auto-email series, workflows, Gmail, quotes and invoices, calendar, dashboard, and reports. The pieces every CRM needs to ship, built clean and out of your way.

Applied2
Jordan Park
StartupXYZ
52
Apr 8
Priya Mehta
DeepMind
63
Apr 10
Screen1
Marcus J.
TechCo ↑ moving
Interview1
Sarah Chen
Acme Corp
87
🔥 Hot
Offer1
Alex Rivera
Stripe
94
★ Won
Visual board

See every customer at a glance

A visual board with custom steps. Drag a card; conversion rates and stage timing update on their own.

  • ✓Drag and drop with one-click undo
  • ✓Custom steps for any workflow
  • ✓Per-step conversion + average days at each step

Included on every plan.

TP
Tom Park
Acme Corp · Proposal stage
62
Send revised quote
OVERDUE
Due 2 days ago
Note · 3 days ago
Met at SaaStr. Interested in annual plan. Budget approved Q2.
Email sent · 5 days ago
Proposal attached - let me know what you think
Moved to Proposal · 7 days ago
Tasks & Notes

Every task, every note, on the right customer

Notes, tasks, and a full activity feed on every customer. Nothing slips.

  • ✓Tasks with due dates, reminders, one-click complete
  • ✓Notes with full-text search
  • ✓Every email, note, and step change in one feed

Included on every plan.

📧 EmailDay 1
Quick intro - {{contact.first_name}}
Hi {{contact.first_name}}, I came across your work at {{contact.company}}…
Opens 68%
Clicks 24%
⏱ Wait+3 days
Auto-pause if replied
Sequence pauses automatically when contact responds.
📧 Follow-upDay 4
Still worth a conversation?
Just circling back in case this got buried...
Opens 41%
Replies 12%
Auto-email series

Multi-step outreach that stops when they reply

Series that auto-pause the moment they reply. No more “just checking in” after they've already said yes.

  • ✓Visual timeline: send → wait → follow up
  • ✓Auto-pause on reply (Gmail thread match)
  • ✓Open and click tracking per customer

Pro: 3 series. Business+: unlimited.

⚡
Trigger: Stage changed
When contact moves → Interview
▼
✔
Create task
"Prep research for interview"
▼
◆
Condition: AI score
Score > 75 or ≤ 75?
📧 Send sequence
🔔 Notify me
Workflow shortcuts

If this, then that - for your whole business

Triggers on step changes, new customers, emails, and tags. Built like Zapier, priced like nothing.

  • ✓Triggers: step change, new customer, email, tag
  • ✓Actions: create task, send email, move step, webhook
  • ✓Conditional logic on any field

Pro: 5 workflows. Business+: unlimited.

Inbox
Sarah Chen
Re: Offer letter follow-up
Sounds great, let me check with...
Marcus Johnson
Portfolio review + next steps
Love the case studies, when can...
Jordan Park
Interview -- Thursday 2pm
Confirmed, see you then!
Alex Rivera
Welcome aboard 🎉
Excited to have you on the...
SC
Sarah Chen
Acme Corp
● Interviewing
↻
Gmail synced · 4 threads
Re: Offer letter follow-up
Gmail Integration

Your inbox and your customers, finally in sync

Send, receive, and track email from inside the customer record. One-click connect. Auto-logged.

  • ✓Full thread history on every customer
  • ✓Compose, reply, forward without leaving
  • ✓Sends from Gmail are auto-logged

Free plan includes Gmail. No gating.

Quotes & Invoices

From estimate to signed approval to invoice to paid - without switching apps

Customers sign from their phone. No PDFs to print, no chasing signatures back. Track every dollar from first estimate to final payment.

  • ✓Line-item builder with tax + price list
  • ✓Customers approve and sign from their phone
  • ✓Signature, timestamp, and IP captured for the record
How it works in detail →

Quotes & invoices on all plans (5 active free, 25 Pro, unlimited Business+). Phone-signature approval included on every plan. Price list on Business+.

Price Book
Service call
/ visit
$89
HVAC tune-up
/ unit
$149
Filter replace
/ filter
$25
Labor - standard
/ hr
$125
→
Quote #Q-0241
Service call$89
Tune-up$149
Labor · 2hr$250
Total$488
Drop a priced item onto any quote - no retyping
Reusable Price List

Stop retyping prices on every quote

A reusable list of your services and prices. Drop a line onto any quote in one click.

  • ✓Preset prices, units, and tax rules
  • ✓Drop straight onto quotes and invoices
  • ✓Update once, every reference stays in sync

Business+: included.

Week
Month
‹
Apr 2026
›
Today
Mon
Tue
Wed
Thu
Fri
9 AM
9 AM
Site Visit
Tom Reyes
2:00 PM
9 AM
Follow-up Call
Sarah Chen
10:00 AM
9 AM
Team Standup
G
9:00 AM
9 AM
Google Calendar — synced 5 min ago
Scheduling & Calendar

Your calendar and your customers - finally in one place

Schedule customer visits and service calls. Two-way Google Calendar sync keeps both sides in step.

  • ✓Week and month views with event popovers
  • ✓Two-way Google Calendar sync (Pro+)
  • ✓Every event linked to the customer record

Scheduling included on all plans. Google Calendar sync on Pro+.

Contacts
142
↑ 12 this week
Avg AI Score
74
↑ 6 pts vs last week
Tasks due
8
3 overdue
Pipeline velocity
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Win rate
34%
↑ 4% MoM
AI Follow-up Digest
Sarah Chen -- send response, score dropped 8pts
Now
Marcus Johnson -- no reply in 8 days
2h
Dashboard

How your business is doing, at a glance, every morning

Your morning view. The stuff that needs you, on top: funnel, tasks, AI follow-up email.

  • ✓Funnel with per-step drop-off
  • ✓Conversion rates and per-step customer counts
  • ✓Tasks grouped by overdue, today, upcoming

Included on every plan.

Win Rate - Last 90 days
68%
▲ 12 pts
Inquiry
100%
Qualified
72%
Proposal
48%
Closed Won
33%
3 deals stalled 14+ days
Reports

Win rates, cycle time, and where things get stuck

Win rate over time. Where deals fall off. How fast things close. Reports your accountant or investors can read at a glance.

  • ✓Win/loss with period-over-period trends
  • ✓Step-by-step drop-off funnel
  • ✓Average cycle time and stuck-deal report

Business+: detailed reporting.

🔧 Built for the trades

Setups for the people who actually run jobs.

Enterprise tools were built for software sales teams with a VP of Revenue Operations. RadiusOS ships with ready-made setups for the jobs those enterprise tools ignore - so the HVAC tech, the general contractor, and the roofer can get to work in minutes, not months.

Browse templates →Start free
🔧

HVAC Service

Call → Quoted → Scheduled → Installed → Paid

🔨

General Contractor

Lead → Estimate → Contract → In Progress → Final

🏠

Roofing Company

Inspection → Insurance → Scheduled → Installed → Paid

🎨

Painting Business

Quote → Booked → In Progress → Complete

🌿

Landscaping

Inquiry → Quoted → Scheduled → Recurring

🚿

Plumbing Service

Call → Dispatched → On Site → Complete → Paid

● Live - Works with Claude, Cursor, ChatGPT

Run your business from Claude or ChatGPT.

36 actions, all in plain English. Search customers, move them through your steps, send email, start a series, ask why a customer got the score they did.

Others charge $50+/person/mo for this. We include it on Business at $39/mo.

  • ✓36 actions: customers, tasks, email, AI, scheduling, quotes, invoices, price list, workflows
  • ✓Works with Claude Desktop, Cursor, Windsurf, and any MCP client
  • ✓Search, add, and update customers in plain English
  • ✓Move customers between steps without touching a mouse
  • ✓Write and send follow-ups from your connected Gmail
  • ✓Ask “why did this customer get a 47?” and get AI reasoning
  • ✓Secure sign-in, safety checks, rate-limited
See all 36 actions →
claude

> Move Sarah Chen to Proposal stage

Moved Sarah Chen from Discovery → Proposal. AI score updated: 78 → 84 (hot). Suggested next action: send the case study from your templates.

> Draft the case study email

Drafted. Subject: “Thought you'd want to see this, Sarah”. Send now, edit first, or start a sequence?

Tiers at a glance

Free tells you. Pro does it for you.

The free tier is smart - most competitors lock AI behind paid plans. Paid plans turn every AI suggestion into a one-click action.

FeatureFreePro $19Business $39
Customer scoring30 AI refreshes/moUnlimited AIUnlimited AI
What to do nextTemplated textAI-generatedAI + one-click execute
Daily emailBasicAI-poweredAI + pattern detection
AI-written emails-One-click sendOne-click send
Walkthrough Notes (record + AI recap)-30/moUnlimited
Visual customer boardIncludedIncludedIncluded
Gmail integrationIncludedIncludedIncluded
Quotes & invoices (phone-signature approval included)5 active25 activeUnlimited
Scheduling & calendarIncludedIncludedIncluded
Google Calendar sync-IncludedIncluded
Reusable price list--Included
Works with Claude / Cursor / ChatGPTIncludedIncluded36 actions
Auto-email series-3 seriesUnlimited
Workflow shortcuts-5 workflowsUnlimited
Spreadsheet (CSV) import + exportIncludedIncludedIncluded
Custom setups18 starters18 startersUnlimited custom
Customers tracked2501,000Unlimited
Workspaces1UnlimitedUnlimited
See full pricing comparison →
Stop renting features you don't use

From first contact to closed deal.

Free forever. Plans from $19/mo when you're ready. No credit card. No trial period. No “contact sales.”

Start free →See pricing

Built a workflow that works? Share it.

Publish your pipeline template to the RadiusOS marketplace. Free to install, free to publish - help someone in your trade skip the setup.

Browse templatesPublish yours free