Automate client follow-ups, track revenue, and prevent churn using AI
CRM, revenue intelligence, workflow automation, and industry-specific packs — all powered by AI. Built for staffing, healthcare, insurance, agencies, and financial services.
AI-powered system to manage follow-ups, track revenue, and identify at-risk clients
Revenue
$2.4M
+12% vs last month
At-Risk Clients
7
-23% vs last month
Follow-ups Due
24
Renewal Rate
94%
+6% vs last month
Revenue Trend
Trusted by leading service businesses
Platform Features
One platform to manage clients, automate follow-ups, track renewals, and leverage AI — across every industry vertical.
AI-powered follow-ups, renewal tracking, at-risk detection and contract management in one place.
Organizations, contacts, and leads with pipeline management. All data connected to revenue intelligence.
Generate follow-up emails, renewal reminders, and risk explanations with GPT-4o & Claude AI.
Upload contracts, proposals, and invoices. AI auto-extracts key data points and deadlines.
Build custom workflows triggered by events, schedules, or webhooks. Automate repetitive tasks.
Real-time dashboards with KPIs, revenue charts, conversion rates, and activity feeds.
Track all emails, calls, meetings, and messages in one timeline per organization.
Multi-tenant isolation, role-based access, audit logs, and encrypted data at rest.
Support for 10+ languages, currencies, timezones, and country-specific configurations.
Industry Packs
Vertical-specific modules that plug right into the platform. Activate what you need, skip what you don't.
Staffing & recruitment workflows — jobs, candidates, applications, interviews.
Healthcare practice management — patients, appointments, practitioner scheduling.
Insurance brokerage tools — policies, claims, premium tracking, renewal alerts.
Creative & marketing agency ops — projects, proposals, budgets, milestones.
Financial services invoicing — service invoices, payments, outstanding tracking.
Real estate, legal, logistics, education…
Pricing
Automate revenue workflows and client retention with AI — simple, transparent pricing.
Automate follow-ups with AI — no manual reminders needed
Identify at-risk clients before they churn
Improve renewal rates by up to 40%
Save 20–40 hours/month on repetitive revenue tasks
For small teams getting started with AI-powered revenue automation.
Billed annually ($288/user/year)
For growing businesses that need full AI automation & advanced analytics.
Billed annually ($792/user/year)
For large organizations needing full customization, compliance & SLA.
Billed annually ($1992/user/year)
All prices in USD. Enterprise pricing includes custom volume discounts.See FAQ
Why Revenue OS
Designed around real workflows of growing businesses — not enterprise bloat.
Enterprise-grade security with multi-tenant data isolation. SOC 2 compliant architecture.
Every feature was built by following actual sales, renewal, and follow-up workflows.
Testimonials
Join businesses already automating their revenue operations with AI
“Revenue OS reduced our follow-up response time by 73%. The AI-generated emails are indistinguishable from human-written ones.”
Sarah Chen
VP Revenue, TechScale Inc.
“InsureFlow pack saved us 20 hours per week on policy renewals. The risk scoring is incredibly accurate.”
Marcus Rivera
Managing Director, Rivera Insurance
“MediFlow transformed our appointment management. Patient follow-ups now happen automatically.”
Dr. Amara Okafor
Clinic Director, Okafor Health
“RecruitFlow with AI changed our entire placement process. Revenue per recruiter is up 40%.”
James Whitfield
CEO, Whitfield Staffing
FAQ
Join service businesses using AI to automate follow-ups, prevent churn, and grow revenue predictably.