The CRM terms, in plain English
No jargon. Short, honest definitions of the terms behind AI CRM and service-business software - with how RadiusOS does each one.
AI CRM
An AI CRM is customer-relationship software that uses artificial intelligence to do the busywork - scoring which leads are worth chasing, drafting follow-up emails, summarizing conversations, and surfacing what to do next - instead of just storing contact data you have to maintain by hand.
Read definition →AI operating system for service businesses
An AI operating system for service businesses is a single platform that runs the customer-facing side of a service company - leads, walkthroughs, quotes, approvals, invoices, and follow-ups - with AI doing the routine work across all of it. Instead of stitching together six apps, the whole job lives on one record and the AI ties it together.
Read definition →Contractor CRM software
Contractor CRM software is a customer-management tool built for trades and home-service businesses. It tracks leads from first call through estimate, quote approval, the job, and payment - keeping photos, quotes, invoices, and follow-ups on one customer record instead of scattered across a phone, a notepad, and email.
Read definition →Real estate CRM
A real estate CRM is customer-management software built for agents and teams to track buyers, sellers, and listings from first contact through close. It keeps leads, showings, follow-ups, and client communication on one record - and the AI-first ones score leads and draft follow-ups so agents stay in front of clients without manual recall.
Read definition →AI lead scoring
AI lead scoring uses artificial intelligence to rank your leads by how likely they are to convert, so you know who to call today. Instead of fixed point rules, it reads real signals - reply speed, engagement, deal stage, and how the conversation is going - and produces a score plus the reason behind it.
Read definition →Pipeline automation
Pipeline automation is software that moves work through your sales or job pipeline automatically - creating tasks, sending emails, moving deals between stages, and triggering follow-ups based on rules or triggers you set, so routine steps happen without you remembering to do them.
Read definition →Follow-up automation
Follow-up automation sends or drafts follow-up messages for you, so leads don't go cold while you're busy on the job. It can be rule-based (send a reminder three days after a quote) or AI-driven (draft a contextual check-in overnight for every stale deal), turning follow-up from a thing you forget into a thing that happens.
Read definition →Quote approval software
Quote approval software lets a business send a price quote a customer can review and approve - often with an e-signature - from their phone or computer. The approval is recorded with a timestamp, advancing the job automatically and removing the back-and-forth of confirming an estimate by email or text.
Read definition →Walkthrough capture
Walkthrough capture is recording a site or property visit - photos plus spoken notes - and turning it into a usable record. Modern walkthrough capture uses AI to convert the photos and voice into a written recap (and sometimes line items for a quote) filed automatically to the customer record, instead of leaving you to type up notes later.
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