Impact OS helps you build one system your team can run: pipelines, conversations, calendars, onboarding playbooks, lead routing rules, and AI-assisted workflows—so growth doesn’t depend on repeating yourself.
Capture and track every relationship without chaos.
AI-assisted follow-up automation for speed‑to‑lead.
Pipelines + next steps improve close rates over time.
Built for team leaders, agencies, brokerages, and relationship-based organizations
Impact OS is designed to improve the metrics that move your business. We focus on process first—so results have a system to follow.
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 improve pipeline velocity and conversion over time.
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 build relationships, follow up consistently, and sell your product—plus the playbooks that make duplication possible.
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 install a duplication-ready system 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.
Limited rollout capacity • We onboard a small number of teams at a time
Clear answers so your team knows what to expect.
Yes. Impact OS is a team CRM with pipelines, messaging, calendars, and automations designed for relationship-based growth and duplication.
Yes—AI-assisted follow-up helps your team respond faster and stay consistent. AI is used to assist and streamline your workflow; you stay in control of what’s sent.
Yes. We can configure lead routing and visibility rules based on your team agreements (independent mode vs sponsored mode).
Not publicly. We scope your team structure, rollout plan, and required build first—then recommend the best path.
We’ll map your team structure, install plan, and duplication process. Then we’ll show you exactly how Impact OS supports your goals.
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