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The operating system your business runs on.
MIAMI OS CRM captures every lead, follows up automatically, and shows your team exactly what to do next — built to fit your industry, simple enough for everyone to actually use.
- Under 60s
- Speed to first follow-up
- 11 industries
- Configured out of the box
- One place
- Website, leads, team, results
- New website lead — Ana R.
- Auto text sent in 42 seconds
- Consultation booked for Thursday
Illustrative interface — sample data.
The real cost
Most businesses don't have a lead problem. They have a follow-up problem.
The work is already coming in. It's what happens in the next ten minutes that decides whether it turns into revenue.
Leads scattered everywhere
Texts, DMs, voicemails, sticky notes, a spreadsheet someone forgot to update.
Follow-up that never happens
The inquiry from Tuesday is cold by Friday — and nobody knows whose job it was.
No visibility into the team
Owners guess who's working what. Staff guess what matters today.
No idea what's working
Money goes into marketing. Nobody can say which channel actually produced customers.
Platform overview
One system from first click to repeat customer.
MIAMI OS connects your website, your team and your follow-up so nothing depends on someone's memory.
Website → Lead Capture → CRM → Communication → Campaigns → Tasks → Appointments → Reporting → Growth
Capture
Website forms, quizzes, calls, texts and referrals land in one inbox — tagged with where they came from.
Work
Pipelines, tasks and appointments built around your industry's actual process.
Automate
Instant replies, reminders, campaigns and nurture sequences that run without anyone remembering.
Measure
Source attribution, team accountability and revenue reporting owners can trust.
Inside the CRM
See exactly what your team sees.
Every screen is built around one question: what needs to happen next? Click through the interface below.
What happened
What I need to do
Who needs attention
Simple or Advanced
Two modes. One system.
Simple Mode gives staff only what they need to work the day. Advanced Mode unlocks campaigns, automation, reporting and configuration for owners and admins — without changing anyone else's experience.
- Today
- Leads
- Pipeline
- Tasks
- Calendar
- Messages
Built for your industry
Your business has its own language. So does your CRM.
Pick your industry and the whole system adapts — the words on screen, the stages in your pipeline and the follow-up that runs in the background.
Financial Services
Mortgage, lending, insurance and financial services.
- Lead →
- Application →
- Loan →
- Milestones →
- Closing
- Lead → Lead
- Customer → Borrower
- Pipeline → Loan Pipeline
- Job → Loan
- Never lose a pre-approval
- Milestone follow-up
- Referral partner tracking
- Lead Management
- Pipeline
- Campaigns
- Documents
- Reporting
Website + CRM
A website that feeds your CRM, not your inbox.
Miami AI Studio builds the site and wires it directly into MIAMI OS. Every form, quiz and call button becomes a tracked lead with its source attached — securely, on your own connection.
- Custom design built for conversion, not decoration
- Forms, quizzes and calculators wired straight to your pipeline
- Full source attribution on every lead
- Secure, signed connection between site and CRM
- Visitor →
- Website →
- Form / quiz / chat →
- MIAMI OS CRM →
- Qualification →
- Assignment →
- Follow-up →
- Campaign →
- Appointment →
- Customer
Growth engine
Speed to lead is the whole game.
Businesses that respond within five minutes convert dramatically better than businesses that respond the next day. MIAMI OS makes fast the default, not the exception.
Respond in seconds
Automatic first touch by text and email the moment a lead arrives.
Nothing slips
Every lead has an owner, a next step and a due date — visible to the whole team.
Owners stay in control
Role-based permissions, audit trails and reporting that reflects reality.
Feature showcase
Everything included. Nothing you have to bolt on.
Lead & Contact Management
- Unified lead inbox
- Source attribution
- Duplicate detection
- Bulk CSV import
Pipeline & Tasks
- Industry pipelines
- One-tap stage moves
- Overdue/today/upcoming tasks
- Team assignment
Communication
- Email with templates
- SMS follow-up
- WhatsApp-ready links
- Inbound reply capture
Automation & Campaigns
- Instant first response
- Nurture sequences
- Reminders
- Re-engagement campaigns
Reporting
- Source performance
- Staff accountability
- Conversion tracking
- Business intelligence
Platform & Security
- Role-based permissions
- Simple / Advanced modes
- Business branding
- Signed website ingestion
Walkthrough library
Recorded demos, by topicCRM Overview walkthrough
Video coming soon — this slot is ready for the recorded walkthrough.
Free assessment
Build your Business Blueprint.
Six quick questions. We'll map how MIAMI OS would be configured for your business — your terminology, your pipeline, your follow-up.
What industry are you in?
Membership
Pick the level of help you actually need.
Pricing is tailored to your team size and industry configuration — no surprise per-seat math.
CRM Membership
The full platform, configured for your industry.
- Unlimited leads and contacts
- Pipelines, tasks, calendar
- Email + SMS follow-up
- Simple & Advanced modes
- Team accounts and permissions
Website + CRM
A custom site wired directly into MIAMI OS.
- Everything in CRM Membership
- Custom website design and build
- Forms, quizzes and calculators
- Full source attribution
- Ongoing site support
Growth Partner
We run campaigns and automation with you.
- Everything in Website + CRM
- Campaign strategy and build
- Automation design
- Quarterly performance reviews
- Priority support
What businesses say
Built with operators, not for a demo reel.
Leads used to live in three different places. Now everything shows up in one screen and my team knows exactly who to call first.
The website and the CRM finally talk to each other. I can see which ad produced which client without guessing.
Simple Mode was the unlock. My staff learned it in an afternoon and actually use it every day.
See MIAMI OS running your business.
A 30-minute walkthrough with Miami AI Studio, configured for your industry. No pressure, no script.