The RAD CRM & marketing platform

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.

All you need in one place

Explore the platform.

Everything below lives in a single dashboard — built around the way small business owners actually work.

01

CRM & Lead Management

📊

Pipelines

Track and manage leads through every sales stage. Streamline your lead management and conversion process.

One-click requests

Request docs, forms, and e-signatures with a single click — on desktop and the mobile app.

Task management

Stay organized with built-in task tracking and assignment features for your whole team.

📈

Progress reports

Keep customers and partners in the loop with automated, real-time updates on every job.

📥

Database upload

We help import and organize your existing customer database for a seamless transition.

🧭

Lead tracker

Auto-populate your tracking sheet and preserve data month over month, automatically.

📝

Quote & proposal generator

Auto-generate quotes and proposals on demand — and give partners their own portal to request them 24/7.

02

Marketing & Automation

🔁

Workflow campaigns

Streamline workflows, create engaging content, automate emails, and track performance.

🚀

Pre-built workflows

Launch faster with automations already set up for your entire sales process.

📰

Automated newsletters

Newsletters branded to YOU, auto-updated weekly by AI with current news so customers come to you for answers.

AI reviews

Generate unlimited review landing pages for you and your referral partners, with SEO baked in.

🔳

QR code forms

Create registration forms and surveys with custom QR codes for easy event access and tracking.

🎓

Course builder

Create and deliver training or educational content with easy-to-use course tools.

🌐

Custom website building

Build branded, conversion-ready websites and landing pages right inside RAD — no separate site builder required.

03

Communication & Engagement

📥

Unified inbox

Texting, live chat, bulk messaging, Google My Business, and Facebook — all in one place.

💬

Webchat

Drop webchat on your site in a breeze and send potential customers straight to your inbox.

🤖

AI follow up

Engage callers immediately by texting answers to FAQs — without picking up the phone.

📲

iMessage

Reach customers right inside iMessage — meet them where they already are, alongside SMS and email.

🌟

Reviews

Be the obvious choice online. Easily collect hundreds of customer reviews where it matters.

🔔

Automated status updates

Keep customers updated at every milestone with automated status messages — so they never wonder where things stand.

🎁

Automated gift sending

Trigger milestone and thank-you gifts automatically, so every customer feels remembered — without you tracking dates.

💌

Handwritten card sending

Send real handwritten cards for closings, birthdays, and anniversaries — the personal touch, fully automated.

04

Tools, Reports & Extras

📈

Analytics & reporting

Make data-driven decisions with insight into campaigns, traffic, leads, and sales performance.

📅

Calendar & scheduling

Let customers book directly, cut the back-and-forth, reduce no-shows, and boost satisfaction. (Better than Calendly.)

📣

Bulk messaging

Reach your whole list with targeted email and text blasts — promotions, updates, and announcements in a click.

🔍

Google Business tools

Manage your Google Business Profile, respond to reviews, and stand out where customers find you.

📲

Rad-Postr & social

Schedule and publish posts across your social channels right from your dashboard.

And much more.

This is just the beginning — RAD ships new tools constantly. Book a free demo to see everything it can do for your business.

Book a free demo
RAD exclusive feature

The "All About You" client survey.

Help clients feel truly understood from day one. A customizable survey captures preferences right at onboarding — then works for you long after.

🎁

Tailored personalization

Edit questions to capture what matters — gift ideas, communication preferences, and what matters most to each customer.

🤝

Automated partner handoff

Responses auto-push to your referral partner, strengthening their relationship — and yours.

Smart reminders

When the deal closes, RAD sends results back to you — perfect timing for a thoughtful touch.

🛠️

Customizable any time

Update or add questions whenever you like — no engineer required. You're in control.

Have questions? We have answers

FAQs about RAD CRM.

What is RAD CRM?
RAD CRM is the all-in-one command center for small business owners. It pulls your leads, customers, marketing, and follow-up into one place, so you spend less time juggling tools and more time closing deals. Capture, nurture, and convert — all from one intuitive dashboard, with proven playbooks baked in.
How is RAD built?
RAD is built for small business owners who want to grow without a tech headache. On a proven, enterprise-grade foundation we've layered years of our own development — custom tools, integrations, and workflows you won't find anywhere else, and that's the part we love working on. Over the years, countless business owners have migrated over to RAD for usually one of two reasons: what RAD can actually do, and how much we care about the people using it. We're grateful for every one of them, and we're never done building.
What features does it offer?
Honestly? More than we could ever fit on one page. Lead and pipeline management, automated follow-ups, email and text marketing, scheduling, task management, social tools, a website and landing page builder, reviews and reputation, bulk messaging, AI-powered assistants — and a whole lot more, with new tools shipping all the time. Everything on this page is just a slice of what RAD can do.
Is it easy to use?
Yes. RAD is designed with simplicity in mind — a user-friendly interface and intuitive navigation let you adapt quickly without a steep learning curve.
Can I customize it to my business?
In every way that matters. Custom fields, pipelines, automations, and workflows are just the start — you can even tailor the interface itself to match how you and your team actually work. RAD molds to your business, not the other way around.
Does it integrate with other tools?
Deeply. RAD syncs your calendar and email and plugs into Google tools, Outlook, Facebook, Instagram, Zapier, social media, lead-gen platforms, website chat, blue-bubble iMessage, webhooks — and the list keeps growing. If it's part of how you run your business, chances are RAD talks to it.
Is support available?
This is our superpower. When you need us, you get real, responsive humans — not a ticket number and a week-long wait. Onboarding, day-to-day questions, big-picture strategy — our team is genuinely obsessed with your success, and it shows. Ask anyone on RAD: world-class support is a big reason they stay.
Ready to close more deals?

This is just the beginning. See it live.

Book a free demo to discover everything RAD CRM can do for your business.

RAD CRM · the rest are just a CRM