The operating system for home improvement.
Your CRM was built for someone else.
You don’t need a bigger CRM. You need a better one — one built around the prospect, the appointment, and the job, not a generic sales pipeline.
Sellers, end to end — one record for the prospect, the appointment, and the job.
Built for enterprise. Sold to us.
Built in 2010. Never rebuilt.
Stores data. Does no work.
Reps just avoid it.
Three answers. Same root cause.
Three pillars. One operating model.
Sellers isn't a form on top of a database. It's the record your whole company runs on.
- 01Prospect → Appointment → Job
One folder, everything linked, searchable — not three systems that disagree with each other.
- 02Paperwork that validates itself
AI-built COGS cards and margin checks catch problems before they hit the job, not after.
- 03A report your GM can actually build
Whitelisted schemas mean a real report without waiting on engineering or writing SQL.
Built around how the work actually happens.
The CRM should do the work. Not just remember it happened.
Prospect, appointment, and job stay linked in a single record, from first contact to close.
AI-generated COGS cards flag margin problems before the job ships, not during reconciliation.
Find a job, a prospect, or a document without knowing which of three systems it lives in.
Whitelisted schemas let a GM build a real report without a ticket to engineering.
Update once and it's correct everywhere — no more three dashboards that disagree.
Every record reconciled — source against imported — before the old system went dark.
Nothing is thrown away. The old system stays available, frozen, for anything you need to look up.
Sellers is the front end. CanvasMaster, FieldFlow, and ClosingHQ write into the same record.
“The CRM should do the work. Not just remember it happened.”
Design principle
Not a bigger CRM. A better one.
Prospect, appointment, and job are first-class objects — not custom fields bolted onto a sales opportunity.
COGS and margin checks run automatically, so problems surface before the job ships, not at reconciliation.
A GM builds the report they need directly, from a whitelisted schema — no SQL, no waiting.
328,880 records reconciled before cutover — the old system stays as a frozen, checkable archive.
Three dashboards that disagree — or one report your GM built.
- A CRM built for an industry that isn't yours
- Data that's technically there but nobody trusts
- Reports that require a ticket to engineering
- Reps who avoid the system because it doesn't help them
- One folder per prospect, appointment, and job
- Paperwork that checks itself before it ships
- A report your GM can build without SQL
- 328,880 records reconciled and migrated clean
A CRM migration done right, not rushed.
records migrated from i360
reconciled — source vs. imported — before cutover
records lost — i360 kept as a frozen archive
Sellers is the front. RiosAIO is the stack.
We'll walk you through Sellers against your real prospect-to-job workflow. 30 minutes, no slides.
sellers.riosaio.com · demo@riosaio.com