Built for small business owners who want to close more deals — faster.
RAD is packed with high-impact tools and templates designed specifically for small business owners. From lead gen to follow-up, every feature is purpose-built to streamline your workflow and help you win in today's market.
Everything below lives in a single dashboard — built around the way small business owners actually work.
Track and manage leads through every sales stage. Streamline your lead management and conversion process.
Request docs, forms, and e-signatures with a single click — on desktop and the mobile app.
Stay organized with built-in task tracking and assignment features for your whole team.
Keep customers and partners in the loop with automated, real-time updates on every job.
We help import and organize your existing customer database for a seamless transition.
Auto-populate your tracking sheet and preserve data month over month, automatically.
Auto-generate quotes and proposals on demand — and give partners their own portal to request them 24/7.
Streamline workflows, create engaging content, automate emails, and track performance.
Launch faster with automations already set up for your entire sales process.
Newsletters branded to YOU, auto-updated weekly by AI with current news so customers come to you for answers.
Generate unlimited review landing pages for you and your referral partners, with SEO baked in.
Create registration forms and surveys with custom QR codes for easy event access and tracking.
Create and deliver training or educational content with easy-to-use course tools.
Build branded, conversion-ready websites and landing pages right inside RAD — no separate site builder required.
Put your face in the follow-up. Record a quick personal video and drop it right into a text or email — the kind of human touch that actually gets opened, watched, and answered.
Work your list without the busywork. Dial straight through your leads back-to-back, leave pre-recorded voicemails in a tap, and let RAD log every call — so you spend your time talking, not clicking.
Texting, live chat, bulk messaging, Google My Business, and Facebook — all in one place.
Drop webchat on your site in a breeze and send potential customers straight to your inbox.
Engage callers immediately by texting answers to FAQs — without picking up the phone.
Use your own cell phone to text clients right inside RAD — with no per-message fees. Keep your number, keep every conversation in one place, and skip the per-text cost.
Record your calls automatically inside RAD — every conversation captured and saved to the contact, ready to revisit whenever you need it.
Skip the note-taking. RAD transcribes and summarizes every call, dropping the key points and next steps into the contact record automatically.
Reach customers right inside iMessage — meet them where they already are, alongside SMS and email.
Be the obvious choice online. Easily collect hundreds of customer reviews where it matters.
Keep customers updated at every milestone with automated status messages — so they never wonder where things stand.
Trigger milestone and thank-you gifts automatically, so every customer feels remembered — without you tracking dates.
Send real handwritten cards for closings, birthdays, and anniversaries — the personal touch, fully automated.
Make data-driven decisions with insight into campaigns, traffic, leads, and sales performance.
Let customers book directly, cut the back-and-forth, reduce no-shows, and boost satisfaction. (Better than Calendly.)
Reach your whole list with targeted email and text blasts — promotions, updates, and announcements in a click.
Manage your Google Business Profile, respond to reviews, and stand out where customers find you.
Schedule and publish posts across your social channels right from your dashboard.
Run the whole business from one place. Distribute and assign leads across your team, set shared permissions and standards, and see at a glance who’s producing — the visibility leaders need to scale.
Want it shaped around exactly how you work? Our team designs and wires up your pipelines, automations, and integrations to fit — so you go live with a system built for you, not a blank login and good luck.
Stay visible without becoming a content creator. We help produce the videos, posts, and campaigns that keep your name in front of customers and referral partners — so your marketing still shows up on your busiest weeks.
Turn your expertise into a lead engine. We help you plan, build, and automate webinars end to end — registration, reminders, and follow-up — so one presentation keeps working long after it ends.
This is just the beginning — RAD ships new tools constantly. Book a free demo to see everything it can do for your business.
Help clients feel truly understood from day one. A customizable survey captures preferences right at onboarding — then works for you long after.
Edit questions to capture what matters — gift ideas, communication preferences, and what matters most to each customer.
Responses auto-push to your referral partner, strengthening their relationship — and yours.
When the deal closes, RAD sends results back to you — perfect timing for a thoughtful touch.
Update or add questions whenever you like — no engineer required. You're in control.
Book a free demo to discover everything RAD CRM can do for your business.