Most complete for most reps / Order
Sales Pro Starter
The complete system most Project Consultants run — automation and AI on top of the core.
Everything you get today
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)
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
Before you order Billing, usage costs & terms Marketing usage is billed separately from your subscription — typically $20–$25 a month. Auto-renews monthly, cancel any time, all sales final.
What you are purchasing
A one-time account setup fee plus an ongoing monthly subscription to the R2 Pipeline platform. The amount charged today is the setup fee plus your first month. Charges are in US dollars, and sales tax is added where required.
Marketing usage costs are billed separately
Your subscription covers access to the software. It does not include the cost of the calls, texts, and emails the system sends on your behalf. Those are usage charges billed to your account on top of the monthly fee.
| Service | Customer rate | $10 gives you about |
|---|---|---|
| Making calls | $0.0224/min | 445 calls |
| Receiving calls | $0.0136/min | 735 calls |
| Text messages | $0.01328/segment | 755 segments |
| Emails | $0.00189/email | 5,290 emails |
You control your own spend — usage follows how much you choose to message your database.
Billing and automatic renewal
Your billing cycle is monthly. Your subscription continues and automatically renews until you cancel. By ordering you consent to your payment method being charged on a recurring basis without prior approval for each charge. There is no minimum term. We may change subscription fees and will communicate any price change in accordance with applicable law.
Cancelling
You can cancel at any time by logging into your account. Cancellation takes effect at the end of your current paid term — you keep access until then, and future renewals stop.
Refunds
All sales are final and no refund will be issued. Once access to the software has been granted the payment is not refundable; what you can do is cancel future renewals as described above.
Messaging compliance is your responsibility
The platform sends email, SMS, and voicemail in your name. You are responsible for contacting only people you have a lawful basis to contact, and for honouring opt-outs. Recipients can stop messages at any time by replying STOP. Standard carrier message and data rates may apply to your recipients. Sending requires an associated marketing phone number on your account.
No guarantee of results
Testimonials and figures shown reflect the experience of individual customers and are not a guarantee of results. Outcomes depend on your database, your market, and your follow-through.
Support
Customer support is available Monday to Friday, 9:00 AM – 5:00 PM MST, with responses typically within one business day. Email [email protected] or call (720) 743-6444.
Governing law and disputes
These terms are governed by the laws of the State of Colorado. Disputes that cannot be resolved informally are resolved by binding arbitration, which means you are giving up the right to sue in court and to a jury trial.
The full policies
This is a summary of the points that matter most at checkout. The complete documents govern: Terms of Use · Privacy Notice · Disclaimer. By completing your order you agree to all three.
What happens next
From the moment you complete the form above.
- Complete the order form aboveTakes about two minutes.
- Your CRM account is createdWe build it out for you — this is what the setup fee covers.
- Check your email for login credentialsWatch for it right after checkout.
- Click the link and complete the short formSo we can tailor the account to how you sell.
- Schedule your Success CallWe walk the system with you on our calendar.
Design Consultant FAQs
Straight answers before you order.
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.
Sales Pros who run it
Verified Google reviews. Individual results vary.
Within the first month, the reengagement campaign yield two repeat sales over $50,000+. The program paid for itself for the next few years.
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.
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.
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.