Pricing / Window & door sales professionals

Pick the system
that fits how you sell

Every plan includes the done-for-you account build, unlimited clients and referrals, and no minimum term. Move up or down whenever you want.

Start here

Sales Pro Starter

The core system.

$199/mo

Plus a one-time $497 setup · $696 charged today

  • Client & Referral Manager
  • 50+ plug-and-play campaigns
  • Email, SMS & voicemail marketing
  • Reputation management
  • Mobile app
Choose Starter
Most chosen

Sales Pro Elite

Everything in Starter, plus automation and AI.

$299/mo

Plus a one-time $497 setup · $796 charged today

  • Missed-call text-back
  • AI-powered appointment booking
  • Past client re-engagement campaign
  • Personalized referral magnet
  • AI-powered virtual assistant
Choose Elite
Everything, plus coaching

Sales Pro TPC

Everything in Elite, plus coaching and community.

$799/mo

Plus a one-time $497 setup · $1,296 charged today

  • Self-Generation Nation
  • SGN community membership
  • R2 University membership
Choose TPC

The $497 setup fee is the same on every plan. It covers building your CRM and Referral account for you — importing your past customers, wiring up your campaigns and pipelines, and getting your marketing number live before your Success Call.

Included with every plan

No tier is missing the fundamentals. The difference is how much is automated for you.

Included with your setup

  • Done-for-you CRM & Referral account setup
  • Unlimited clients, referrals & key referral partners
  • Unlimited automated follow-up campaigns
  • Free buyer's guide personally branded to you

The core system

  • Dynamic web-based Client & Referral Manager
  • Personal branded online Referral Center
  • Over 50 pre-built plug-and-play campaigns
  • Over 10 pre-built custom pipelines
  • Mobile app for on-the-go client communication
  • Static web chat to engage your online visitors
  • Online reputation management (social & NPS)
  • Email marketing (broadcast & automated)
  • SMS / text marketing (broadcast & automated)
  • Voicemail marketing (broadcast & automated)

What Elite adds

Automation and AI on top of the core — the plan most Project Consultants run.

Automation & AI

  • Missed-call text-back
  • AI-powered appointment booking
  • Past client re-engagement campaign
  • Recent client database campaign
  • Personalized referral magnet
  • Online calendars for booking appointments
  • Revisit and cancel/save automations
  • Digital business card integration
  • AI-powered virtual assistant

What TPC adds

Everything in Elite, plus the coaching and community of Self-Generation Nation.

Coaching & community

  • Self-Generation Nation
  • SGN online community membership
  • R2 University membership
★★★★★ Rated by working Project Consultants No minimum term Cancel any time Setup handled for you

Reps who run it

Published on r2pipeline.com and attributed. Individual results vary.

Khai Byrd
★★★★★
Within the first month, the reengagement campaign yield two repeat sales over $50,000+. The program paid for itself for the next few years.
Khai Byrd
Alan White
★★★★★
This is the most comprehensive CRM I have ever used. Dave Roland and his team make this a seamless, nearly effortless way to increase your repeat business, referrals, and generate new business.
Alan White
John Morrisroe
★★★★★
I am very happy with this CRM which allows me to keep on top of my business, and communicate with my many customers at every step of the sale, install and post sale.
John Morrisroe

Project & Design Consultant FAQs

Straight answers before you choose a plan.

Do I have to manually enter my past customers?

No. One of the most convenient features is that we can easily export your entire database of past customers and import them directly into the CRM. (Customers without email addresses will not import.)

Does the CRM automatically sync with rForce?

At this time it does not. You will need to enter the names and emails of your new customers and appointments manually for now.

How much, on average, will I spend per month?

It varies by PC, depending on how many past customers you have and how often you message your database. On average, current Project Consultants spend about $20–$25 per month in marketing costs on top of the monthly software fee.

How much time does it take to manage my CRM?

Once you are in the swing of it, you can create contacts, result them, and set a measure or install appointment in under five minutes. Do it at the same time you result in rForce and it is quite simple. After that it takes about 5–10 minutes a day to stay on top of installations, measures, HOA requirements, and measure summaries.

I'm not technically inclined. What if I need extra help?

New technology can seem overwhelming, but we all adapted to rForce from Enabled and this platform is not much different. We help you get everything set up initially, there is a full library of instructional videos available 24/7 in the CRM University, and we are available on Zoom for your individual questions.

Why do we need a new marketing phone number?

So the CRM can send text messages and pre-recorded voicemails to your customers, your account needs an associated phone number. You can choose almost any area code. Once set up, the system tracks everything sent to customers as well as their replies.

How do we maintain proper communication compliance?

The platform has built-in functionality that always lets your customers opt out or unsubscribe at the push of a button. Compliance matters, so follow the recommended best practices and we keep customers and prospects happy.

Start here

Sales Pro Starter

The core system.

$199/mo

Plus a one-time $497 setup · $696 charged today

  • Client & Referral Manager
  • 50+ plug-and-play campaigns
  • Email, SMS & voicemail marketing
  • Reputation management
  • Mobile app
Choose Starter
Most chosen

Sales Pro Elite

Everything in Starter, plus automation and AI.

$299/mo

Plus a one-time $497 setup · $796 charged today

  • Missed-call text-back
  • AI-powered appointment booking
  • Past client re-engagement campaign
  • Personalized referral magnet
  • AI-powered virtual assistant
Choose Elite
Everything, plus coaching

Sales Pro TPC

Everything in Elite, plus coaching and community.

$799/mo

Plus a one-time $497 setup · $1,296 charged today

  • Self-Generation Nation
  • SGN community membership
  • R2 University membership
Choose TPC

R2 Pipeline, LLC · (888) 247-1350. Billed monthly with no minimum term. Testimonials reflect individual customer experiences and are not a guarantee of results. On average, Project Consultants spend roughly $20–$25 per month in marketing costs on top of the monthly software fee.