Frequently asked questions.

SalesOS is a complete AI-powered sales and marketing system built specifically for local businesses. It includes a CRM, a professional website, a mobile app, automated follow-ups, reputation management, invoicing, and AI agents that can answer calls, qualify leads, and book appointments for you. Everything lives in one place instead of stitching together five or six different tools that don’t talk to each other.

We work with local businesses across the board. Roofers, HVAC companies, plumbers, electricians, landscapers, painters, chiropractors, med spas, dental offices, law firms, real estate teams, auto shops. If you’re a local business that needs more leads, faster follow-up, and a real system behind your sales and marketing, SalesOS was built for you.

Our packages start at $3,000 and go up from there depending on the level of customization and AI your business needs. For larger operations that need fully custom builds, we’ve done projects north of $100K. Every business is different, so we walk you through exactly what makes sense for your situation on a call. Think about it this way: one or two extra jobs from leads you’re currently losing more than covers the investment.

The upfront fee covers the full custom buildout of your system: your website, your CRM, your automations, your pipelines, your campaigns, and your AI agents. None of this is a generic template with your logo slapped on it. We build it specifically for your business, your services, and your market. The monthly fee covers your software access, hosting, ongoing support, and the continued use of all the automations and systems running in the background 24/7.

Not at all. We build the entire system for you. You don’t touch a single setting, write a single automation, or configure anything. Once it’s live, you run your business from the mobile app on your phone. You get notifications when leads come in, you can see your pipeline, send invoices, check your calendar, and reply to messages all from one app. If you can use a smartphone, you can use SalesOS.

Most buildouts are completed within 3 to 7 business days depending on the package and level of customization. Custom enterprise builds take longer. We handle everything on our end. All we need from you is some basic info about your business, your services, your branding, and access to a few accounts. We walk you through all of it during the onboarding call so you’re never guessing what to do next.

Right now, that lead probably calls the next business on their list. With SalesOS, the second you miss a call, our Missed Call Text Back system automatically sends the lead a text letting them know you saw their call and you’ll follow up shortly. That one feature alone keeps leads from going to your competition. On the AI-powered plans, the AI agent can actually continue the conversation, qualify the lead, and book the appointment for you without you lifting a finger.

The AI agents are trained specifically on your business, your services, and your processes. They handle real conversations over text and phone. They answer common questions, qualify whether someone is a real lead, and book appointments directly on your calendar. These aren’t generic chatbots giving cookie-cutter answers. And if a conversation needs a human touch, the system notifies you immediately so you can jump in.

Most local businesses are stitching together three to five different tools that don’t talk to each other. One for reviews, one for texting, one for scheduling, maybe a separate website, maybe a VA handling follow-ups. SalesOS replaces all of that with one system where everything is connected. Your website feeds into your CRM, your CRM triggers automations, your automations book jobs on your calendar, and your AI agents handle the conversations in between. One login. One app. One system that actually works together.

We build you a new one that’s fully optimized for SEO and designed to convert visitors into leads. It comes with built-in chat widgets, click-to-call buttons, and lead capture forms that feed directly into your CRM. Most business websites look fine but don’t actually generate leads. Ours is built as the front door to your entire sales system. If you want to keep your existing site, we can discuss options, but most clients prefer the integrated approach because everything works together out of the box.

Those platforms sell the same lead to multiple businesses. You’re competing on speed and price from the jump. SalesOS doesn’t sell you leads. It makes sure the leads you’re already getting from your website, your Google listing, referrals, and your ads don’t slip through the cracks. When a lead comes in, your system responds in seconds, not hours. The data shows that 78% of customers buy from the first company to respond. We make sure that company is yours.

We want you to stay because the system is working for you, not because you’re locked in. We offer commitment options that can save you money on monthly costs, but we’ll walk you through exactly how billing works on the call so there are no surprises.

Every SalesOS package includes a mobile app. You can manage your entire business from your phone: view your dashboard, respond to leads across SMS, email, social media, and WhatsApp all in one inbox, check your calendar, send invoices and estimates, track your pipeline, and get real-time notifications when something needs your attention. You’re busy running your business all day. The app makes sure you never miss what’s happening on the sales and marketing side.

Yes. If you’re not ready for the full system, we offer standalone options. That said, most business owners realize pretty quickly that the real power is in having everything connected. Getting reviews is great, but it’s even better when those reviews feed into a system that’s also capturing leads, following up automatically, and booking jobs on your calendar.

You’re not left on your own after launch. Every client gets direct support through a dedicated channel. If something breaks, if you have a question, or if you want to tweak something in your system, you reach out and we handle it. Higher tier packages get priority support with faster response times and priority on any buildout changes. We’re not a software company that hands you a login and disappears. We’re in this with you.