One platform for the four jobs that run your business.
RiosAIO unifies canvassing, CRM, in-home sales, and rep coaching on a single customer record — so a knock on Tuesday becomes a signed deal on Thursday without a single re-keyed field.
Four apps. One customer record.
Each app does one job exceptionally well. They share a single source of truth, a single login, and a single audit trail.
Territory mapping, knock dispositions, route optimization, rep leaderboards.
Households, jobs, the production board, embedded payments and financing.
My Day, measurement, Showcase presentations, AI visualizer, e-signature.
Auto-record every pitch, transcribe with Whisper, score with AI, coach in minutes.
A single lead, end to end.
Every step writes to the same record. Nobody re-types an address. Nobody loses a document. Nobody forgets to follow up.
- 01KnockCanvasMaster
Canvasser logs interest in the field. A prospect record is born.
- 02ScheduleSellers
Appointment is set against the right rep's calendar. Confirmations fire automatically.
- 03PresentFieldFlow
Rep runs the Showcase deck, measures the home, visualizes the install.
- 04Sign & financeFieldFlow + Sellers
ESIGN/UETA envelope, payment captured, financing app waterfall — all on one screen.
- 05CoachClosingHQ
The pitch was recorded, transcribed, and scored before the rep gets back to the truck.
One customer record across every app
No more reconciling between your CRM, your iPad app, and your call recordings. Every interaction — every knock, appointment, measurement, signature, payment, and coaching note — attaches to the same household and prospect.
- Source-of-truth schema lives in Sellers
- Apps subscribe to events; nothing is point-to-point
- Append-only audit log for every state change
Embedded payments and financing — yours, not a third party's
Take card and ACH at the kitchen table. Submit financing to a multi-lender waterfall. Every transaction routes through your platform, not someone else's portal.
- Stripe Connect under the hood
- Service Finance first; multi-lender abstraction ready
- Platform-level upcharge built into the rail
Coaching that actually happens
ClosingHQ records the pitch automatically when a Showcase presentation starts in FieldFlow. By the time the rep is back in the truck, the manager has a scored transcript and three concrete coaching tips.
- Groq Whisper for transcription
- Llama 3.3 70B for scoring + tips
- Tied to the prospect, not just the rep
- + Strong needs discovery in first 5 min
- + Clear ROI framing
- − Missed a financing reframe at minute 22
Buy the suite. Pay per seat.
Two tiers, transparent pricing, and embedded fintech that pays for itself.
Full suite for growing shops — CRM, canvassing, field execution, and sales coaching with embedded payments and financing waterfall.
See detailsWhite-label subdomains, SSO, dedicated CSM, and custom SLAs for multi-location operators.
See detailsReady to run your business on RiosAIO?
We'll walk you through a live demo against your real workflow. 30 minutes, no slides.