Add-on

The all-in-one platform. One fee, unlimited users, recovery included.

If you want more than recovery, this is the whole operating system for the front of your business: the CRM, the phone system, the messaging, the calendars, the automations, the websites and the reporting — plus everything Revenue Recovery OS already does with your old leads.

$439

per month, unlimited users
Revenue Recovery included — no per-appointment fee on this plan

Give us your old leads Compare with pay-per-appointment

What's included

Every capability, explained.

Nothing here is an upsell later. It's all in the one monthly fee.

CRM and pipeline

The system of record for every person, deal and conversation in your business.

Unlimited contacts and companies
Every lead, customer and past client in one searchable database with custom fields for whatever your industry tracks — policy renewal dates, loan type, property address, service plan, treatment schedule.
Visual sales pipelines
Drag-and-drop opportunity stages you define, with deal value, expected close date and win/loss reasons. Run separate pipelines for new business, renewals and recovered leads.
Smart lists, tags and segmentation
Filter your database by any combination of behaviour, source, stage or field, save it as a list, and trigger follow-up against that list automatically.
Tasks, notes and internal @mentions
Assign work to a rep with a due date, leave notes on the record, and loop teammates in without leaving the contact.
Import, export and deduplication
Bring your existing CRM data in by spreadsheet, keep ownership of it, and export any time. Duplicate records are merged on the way in.

Conversations: phone, SMS and email

One inbox for every channel, so no message lives in someone's personal phone.

Business phone system with call recording
Local and toll-free numbers, call routing to reps, ring groups, IVR menus, call recording and full call history attached to the contact record.
Two-way SMS and MMS
Text from the business number, send photos and estimates, and see the whole thread next to the customer's deal history. Includes compliance tooling — opt-out handling, quiet hours and consent tracking.
Email sending, tracking and templates
Send one-off or bulk email from your own domain with open and click tracking, reusable templates and merge fields that pull from the contact record.
Ringless voicemail drops
Leave a voicemail on hundreds of aged leads without ringing the phone, then catch the callbacks in the same inbox.
Unified team inbox
Calls, texts, emails, web chat, Facebook and Instagram messages land in one thread per person, with assignment and read/unread states so nothing gets answered twice or not at all.

AI agents and automation

The part your current CRM doesn't do: actually working the list.

AI voice agent (outbound and inbound)
Calls aged leads, answers inbound calls after hours and during overflow, qualifies against your criteria, books appointments and live-transfers interested prospects to a rep.
AI conversation agent for SMS, email and chat
Replies in seconds, day or night, handles the back-and-forth of scheduling, and escalates to a human the moment the lead is ready.
Workflow automation builder
If-this-then-that sequences across every channel — new lead gets a call in 60 seconds, no-show gets a rebook text, quote sitting 14 days gets a recovery cadence.
Multi-step follow-up campaigns
Pre-built voice, SMS and email cadences that keep touching a lead until they answer, book or opt out — because most sales happen after the fifth attempt.
Lead scoring and routing
Score by intent and fit, then route to the right rep, office or territory automatically.

Calendars and appointments

Booked time on the right person's calendar, with fewer no-shows.

Team and round-robin calendars
Individual, team and round-robin booking with availability rules, buffers and time-zone handling, synced to Google and Outlook.
Booking links and embedded schedulers
Share a link or drop the scheduler into your website and landing pages so prospects can book themselves.
Automated reminders and rebooking
SMS and email reminders before the appointment, plus automatic follow-up on no-shows to get the slot refilled.

Websites, funnels and lead capture

Everything that turns traffic into a record in the CRM.

Website and landing page builder
A fast, mobile-ready site or campaign page built and hosted for you, wired directly to the pipeline — no separate web platform bill.
Forms, surveys and quote requests
Multi-step intake forms that map to your custom fields and start a follow-up sequence the second they're submitted.
Web chat that becomes a text conversation
A visitor starts chatting on the site and the conversation continues by SMS, so you keep the lead even after they close the tab.
Payments and invoicing
Send invoices, take deposits and collect card payments, with the transaction recorded on the contact.

Reputation, reporting and control

Proof that it's working, and the numbers to manage it by.

Review requests and reputation monitoring
Automatic Google and Facebook review requests after a completed job or closed deal, with monitoring and reply tools in one place.
Attribution and source reporting
See which sources, campaigns and lead lists actually produce appointments and revenue, not just clicks.
Recovery and rep dashboards
Live counts of conversations, appointments booked, live transfers, show rate and recovered revenue, by rep and by pipeline.
Unlimited users and permissions
Add every producer, CSR, tech and manager at no extra cost, with role-based access so people only see what they should.
Done-for-you setup and migration
We build the pipelines, numbers, calendars, campaigns and AI agents for you and import your data. You keep working the way you already do.

Comparison

How this compares to the CRM you're probably paying for.

Mortgage, insurance, home services and pest control teams usually run a record-keeping CRM plus a dialer, a texting tool, a scheduler and a review app. This replaces the stack and adds the part none of them do: actually working the leads.

Capability	Revenue Recovery OS	Typical mortgage/insurance CRM	Home services / pest field software
Full CRM: contacts, pipelines, tasks, notes Everyone stores records. That's table stakes.
AI voice agent that actually calls the lead Most CRMs wait for your team to dial. Ours dials.
Answers inbound calls after hours, weekends, overflow Field software may offer an answering service add-on; it doesn't qualify or book.
Recovers aged and dead leads automatically This is the entire product, not a feature you have to build.
Two-way SMS, email and voicemail drop in one inbox Usually split across three tools and three bills.
Live transfer to a rep when interest is confirmed A warm human handoff, not a lead notification email.
Calendars, booking links and appointment reminders Included, tied to the same conversation history.
Review requests and reputation follow-up Usually a separate subscription.
Websites, landing pages and forms included No extra web platform to pay for.
Unlimited users and seats Most CRMs charge per seat, so growing the team raises the bill.
Setup done for you, no migration project We build the pipeline and campaigns; you keep working the way you already do.
Typical monthly cost for a 5-person team $439 flat here versus roughly $500–$1,200 once CRM seats, dialer, texting, scheduling and review tools are added together.

Comparison reflects common configurations of popular CRM and field-service tools in these industries. Individual plans vary — check your own subscriptions for exact features and pricing.

Give us your old leads How it works