Real estate (wholesaling, flips, rentals), a service business on the side: Impact OS keeps the contacts, conversations and follow-up for each one in one place, each with its own pipeline. When you add people, they work from the same CRM, shared inbox, follow-up steps and playbooks you do.
Capture and track every relationship without chaos.
AI-assisted follow-up automation for speed‑to‑lead.
Pipelines and next steps show where every deal stands.
Built for real estate investors, wholesalers, people running more than one business, and leaders building a team
Impact OS gives your team one process to follow and shows you where it breaks down.
Lead capture + tracking so relationships don’t disappear in DMs, texts, or spreadsheets.
Speed‑to‑lead automation, two‑way texting, and reminders reduce missed opportunities and no‑shows.
Clear stages, next steps and visibility show where deals stall.
Results vary by leadership and execution. We build the system; your team runs the actions.
AI is most valuable when it reduces repetitive work and improves consistency. Impact OS uses AI to assist your team—drafting, summarizing, prioritizing, and supporting workflows—without turning your business into “AI spam”.
AI assists your process—your standards stay in control.
Everything your team needs to keep up with relationships, follow up consistently and move deals forward—plus the playbooks that let a new team member run the same process you do.
Contacts, stages, tasks, and clear next steps.
Keep conversations organized and follow‑up consistent.
Follow‑ups, reminders, onboarding steps, and accountability.
Book appointments and reduce no‑shows with reminders.
Scripts, checklists, and SOPs that leaders can update.
Assign, escalate, and share visibility by agreement.
This is not just “access to software.” We help you set up a system your team can repeat, and roll it out so your team actually uses it.
Map your team structure, pipeline, follow‑up standards, and onboarding flow.
Configure your pipelines, messaging, automations, playbooks, and routing rules.
Train the team on your process and tighten the system with real usage.
Clear answers so your team knows what to expect.
Yes. Impact OS is a team CRM with pipelines, messaging, calendars, and automations designed for people running more than one business and building a team.
Yes—AI-assisted follow-up helps your team respond faster and stay consistent. AI is used to assist and streamline your workflow.
Yes. We can set up lead routing and visibility rules to match how your team works.
Yes. Plans start at $97/month, and every plan includes unlimited contacts and users. See the pricing page for all three plans. You choose your plan on a strategy call.
We’ll map your team structure, your businesses and your follow-up process. Then we’ll show you exactly how Impact OS supports your goals.