● 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.

Open a contact on your phone, tap Record a walkthrough, and photograph the space as you walk through it. Voice capture rides along the whole time, so the moments you talk through (dimensions, damage, what the customer asked for) get captured without you stopping to type. Tap Done and RadiusOS transcribes the audio with Whisper, runs Claude Haiku over the transcript and the photos, and proposes a title, summary, follow-up tasks, reminders, and tags. You review, tweak, and approve. Everything fans out to real records on the contact. Built for trades, realtors, and anyone whose job happens on a job site, not at a desk.

FreeFree: try one a month

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

Pro+Pro: 30/mo, save to customer record

Pro includes 30 walkthroughs per workspace per month and saves the recap to the customer with tasks, reminders, and tags fanned out automatically. Business and Team are unlimited (fair-use ceiling enforced by the daily AI spend monitor). The review screen lets you accept, edit, or reject each AI suggestion before anything saves.

  • ✓Mobile-first: tap Record a walkthrough on any contact, photograph the workspace, voice along for the ride
  • ✓Photos drive the record; Whisper transcription + Haiku 4.5 summary + photo-aware suggestions (tasks, reminders, tags)
  • ✓Review screen with editable title, summary, and per-suggestion accept/reject
  • ✓Free: 1 preview per month (see the AI recap). Pro: save to customer record
  • ✓Generate quote from a walkthrough - AI drafts line items from the photos and transcript
  • ✓Share with client - one-tap public link, 30-day expiry, your branding on the header
  • ✓Download PDF - print-ready handoff for clients or your own records
  • ✓Start a walkthrough from Claude, Cursor, or ChatGPT via the MCP server
  • ✓Audio auto-deleted 7 days after approval (24 hours if discarded). Photos persist with the walkthrough.
  • ✓All artifacts stored in Cloudflare R2, scoped to your workspace

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

9:415G
REC
3 shots
Walk & Talk
Photograph the site · voice along for the ride
Snap to Quote

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

When you snap a photo during a walkthrough, RadiusOS reads any text in it. Adjuster estimates, equipment data plates, meter readings, written quotes, permit numbers - all extracted automatically. The headline use case: photograph an insurance adjuster's estimate and get a one-click draft quote on the homeowner's record with the line items already filled in. Zero retyping. Powered by Anthropic Vision.

FreeFree: not available

Snap to Quote runs during Walk & Talk processing, so it requires a paid Walk & Talk plan. Free workspaces don't have access to the underlying capture flow.

Pro+Pro / Business / Team: included with every walkthrough

Snap to Quote runs once per walkthrough during processing. Up to 12 photos per walkthrough. The 'Use these line items in a new quote' button drafts a Quote on the contact from the extracted line items - no second AI call, no retyping.

  • ✓Reads estimates, equipment data plates, meters, gauges, permits, business cards, written notes
  • ✓Classifies what it sees so the card UI knows when to show a 'Use in a new quote' button
  • ✓One-click draft Quote on the contact with extracted line items pre-filled
  • ✓Low-confidence rows get a 'Review' badge so you double-check the borderline ones
  • ✓Source-stamped: every Quote knows which photo and which walkthrough it came from
  • ✓Free with every Pro+ walkthrough - no separate add-on price

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

Every customer gets a 0-100 AI health score based on how engaged they are, how fast things are moving, and where the momentum is. See hot / warm / cool / cold labels on every card with one concrete next thing to do. No setup required - it works out of the box.

FreeBasic scoring + 30 AI refreshes/mo

Every customer gets a score from how often you talk and how much they engage. Click “Refresh AI score” for a real Claude-powered assessment - 30 free per workspace per month.

Pro+Real-time AI on every change + one-click drafts

Claude Haiku re-scores every time an email comes in or a customer moves to a new step. Ask “why?” and get reasoning. Click one button to send the AI-written follow-up through Gmail.

  • ✓Auto-scored health on every customer card
  • ✓Next-step suggestions: “No reply in 8 days - follow up with the case study”
  • ✓AI Follow-Up email on your dashboard - never forget a customer again
  • ✓Spot patterns: “3 customers stuck at Proposal this week - is your template working?”

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

Every morning at 5 AM UTC, RadiusOS looks at your customer list, finds the five who've gone the longest without a touch, and writes a follow-up email for each one. On Pro and above, the drafts come back in your voice (a weekly cron reads your sent email and learns your style). When you open the app, the emails are ready. You review, tweak, and hit send.

FreeFree: 5/month sample, generic voice

Every month, the top 5 stalest customers get real AI-written follow-ups in generic AI voice. Past 5, additional stale customers appear as flag-only items you can click through to write manually. Toggle on "See in your voice (Pro)" to see what the drafts look like with voice-matching enabled.

Pro+Pro / Business / Team: 5 nightly, in your voice

All top 5 stalest customers get a follow-up written every night, in your voice. No monthly cap. Voice profile refreshes weekly from your sent emails.

  • ✓Nightly AI pass writes follow-ups for your top 5 stalest customers
  • ✓Pro+: voice-matched to your actual sent-email style, not generic AI voice
  • ✓Editable subject + body on every card - tweak before sending
  • ✓One-click send through your connected Gmail, logged to the customer's history
  • ✓Safe to re-run: runs once per customer per day, re-writes tomorrow if needed

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

When you're on a customer's page and need to respond, one click writes a follow-up tuned to that specific conversation. Reads the email history, the AI score, where they are in your steps, and writes something that sounds like you - not a robot.

FreeFree + Pro: uses AI credits

Each draft uses one credit from your monthly AI pool (75 on Free, 300 on Pro). Draft loads in a compose window; you send it manually. Pro drafts come back in your voice; Free drafts use generic AI voice with a preview toggle so you can see the upgrade.

Pro+Business + Team: unlimited + one-click send

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

  • ✓Uses your history with that customer, their step, and AI score as context
  • ✓Pro+: drafts in your voice (weekly style profile from your sent email)
  • ✓Loads in 3-5 seconds with prompt caching (Haiku 4.5)
  • ✓Free users get the draft; Pro+ adds voice-matching; Business+ sends it inline

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

Every CRM is a hungry mouth. RadiusOS flips that on Business and Team: a nightly cron reads your inbound Gmail, finds senders who aren't already in your contacts, runs Claude on the email signature to extract name + title + company + phone, and creates the contact for you. The structural moat against HubSpot, Pipedrive, and Attio: none of them sync mailbox content + auto-create from it.

FreeFree + Pro: weekly nudge banner

We surface a count of unknown senders detected in your inbox so you know what you'd be getting. Auto-create is a Business feature.

Pro+Business + Team: silent auto-create + manual button

Nightly cron auto-creates contacts at confidence ≥ 0.7. Dashboard + contacts header have a Discover from Gmail button for on-demand sweeps with a 14-day default lookback. Each auto-derived field gets a ✨ marker so you always know what came from the inbox vs. what you typed.

  • ✓Two-pass Gmail fetch keeps API + AI cost low (~$0.0008 per unique sender)
  • ✓Real-correspondent heuristic filters newsletter blasts (senders with <2 messages)
  • ✓Personal-domain skip list (gmail.com, outlook.com, etc.) prevents "Gmail Inc" company creation
  • ✓Per-sender dedup means re-runs don't re-extract the same senders within 30 days
  • ✓Limited Use compliant: raw email bodies are processed in-memory only, never persisted to RadiusOS storage

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

34 things you can ask it to do, two ways. Inside the app: press ⌘/ to open Ask RadiusOS and type what you want in plain English. Outside: connect Claude Desktop, ChatGPT, or Cursor to the same backend. Same code, same answers - one engine, two front doors. Free for every plan; usage counted against your AI credit pool.

FreeFree + Pro: free with credit metering

Connect Claude Desktop, Cursor, or ChatGPT from any plan including Free. Regular work (search customers, see your list, create tasks) is free forever. AI-flavored asks (suggest a next step, search by meaning) and chat messages use credits from your monthly pool - 75 on Free, 300 on Pro.

Pro+Business + Team: unlimited

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

  • ✓34 things: search, create, update, send email, score, auto-fill, and more
  • ✓In-app ⌘/ chat uses the same engine - same answers, same effects
  • ✓Works with Claude Desktop, ChatGPT, Cursor, Claude Code, and any compatible AI assistant
  • ✓Real links in every reply - click a customer's name and jump to their record

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

Drag-and-drop visual board with custom steps per setup. Track customers from first touch to done, with stage-by-stage conversion rates, how fast things are moving, and how long each step takes - all calculated automatically from your activity.

  • ✓Drag-and-drop step management - reorder instantly, undo with one click
  • ✓Custom steps per setup (Discovery, Qualified, Proposal, Negotiation, Closed Won, etc.)
  • ✓Step-by-step conversion rates and 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

Capture call notes, log decisions, and create follow-up tasks against any customer. A complete activity history on every record means nothing falls through the cracks - and the next person picking up the conversation has the full picture.

  • ✓Tasks with due dates, reminders, and one-click complete
  • ✓Notes attached to customers with full-text search history
  • ✓Activity history showing every email, note, task, and step change

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

Build a series that sends, waits, and follows up on its own through your connected Gmail. The moment someone replies, the series pauses so you can take over the conversation - no more embarrassing “just checking in” emails after they've already said yes.

  • ✓Send → wait → follow up with a visual timeline builder
  • ✓Auto-pause on reply (matches on Gmail thread ID)
  • ✓Open and click tracking with per-customer history

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

Workflows that fire when a customer moves to a new step, when a new customer comes in, when an email arrives, or when you add a tag. Auto-create tasks, send notifications, move customers, fire webhooks, or add them to an auto-email series. Built like Zapier, priced like nothing.

  • ✓Triggers: step change, new customer, email received, tag added
  • ✓Actions: create task, send email, move step, add tag, fire webhook
  • ✓Conditions: match on any field, step, tag, or custom value

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

Connect Gmail with one click and send, receive, and track email directly from a customer's record. Full thread history, compose, reply, and forward - all without leaving RadiusOS. When you send from Gmail, it's automatically logged to the customer.

  • ✓Send and receive email from inside the app
  • ✓Full thread history on every customer - no more copy/paste
  • ✓Automatic logging: emails sent from Gmail show up as activity

Free plan includes Gmail. No gating.

TR
Tom Reyes
Reyes Roofing · Apr 19, 2026
QUO-024● Sent
Item
Qty
Price
Total
Roof inspection
1
$250
$250.00
Shingle replacement (sq)
24
$185
$4,440
Flashing repair
1
$350
$350.00
Subtotal$5,040.00
Tax (8%)$403.20
Total$5,443.20
→ Invoice
Quotes & Invoices

From estimate to invoice to paid - without switching apps

Create quotes with line items and tax, email them to customers via Gmail, and turn accepted quotes into invoices with one click. Track every dollar from first estimate to final payment.

  • ✓Line-item builder with quantity, unit price, and tax calculation
  • ✓Send quotes and invoices as formatted emails via Gmail
  • ✓Turn accepted quotes into invoices in one click

Quotes & invoices on all plans (5 active free, 25 Pro, unlimited Business+). 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

Build a reusable catalog of services, products, and packages with your preset prices, units, and tax rules. Drop a line onto any quote or invoice in one click - no more digging through old PDFs to remember what you charged last time.

  • ✓Reusable list of services and products
  • ✓Drop priced items straight onto quotes and invoices
  • ✓Update a price once - everywhere it's used 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 appointments, site visits, showings, and service calls linked to the right customer. Two-way Google Calendar sync means events you create in RadiusOS appear in Google Calendar and vice versa.

  • ✓Week and month calendar views with event popovers
  • ✓Google Calendar two-way sync - events appear in both places
  • ✓Book appointments, showings, and service calls linked to customers

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

The first screen you see when you log in. Visual funnel, step-by-step conversion rates, activity breakdown, task summary, AI follow-up email - all arranged so the stuff that needs you is on top.

  • ✓Visual funnel showing where customers fall off
  • ✓Step-by-step conversion rates and per-step customer counts
  • ✓Activity breakdown: emails sent, tasks completed, customers moved

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

Go beyond the daily snapshot. See your win rate over time, where customers fall off step by step, average days-to-close, and the exact step where things are stalling. The report your accountant, your spouse, or your investors will actually understand.

  • ✓Win/loss analysis with period-over-period trends
  • ✓Drop-off funnel by step
  • ✓How fast things move and average cycle time

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.

Manage everything from Claude, ChatGPT, Cursor, or any compatible AI assistant - in plain English. Search customers, move them through your steps, log notes, send email, start auto-email series, and ask why a customer got the score they did.

Others charge $50+/person/mo for this. We include it on Business ($39/mo). Because if Claude can be the front door, we don't need to build half the screens.

  • ✓34 things you can ask it to do - customers, tasks, email, AI, scheduling, quotes, invoices, price list, workflows
  • ✓Works with Claude Desktop, Cursor, Windsurf, and any compatible AI assistant
  • ✓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 34 tools →
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 genuinely 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 & invoices5 active25 activeUnlimited
Scheduling & calendarIncludedIncludedIncluded
Google Calendar sync-IncludedIncluded
Reusable price list--Included
Works with Claude / Cursor / ChatGPTIncludedIncluded34 tools
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