R2 Pipeline / Window & door sales professionals
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The best appointment you will run this month is with someone who already trusts you.
R2 Pipeline / Window & door sales professionals
The best appointment you will run this month is with someone who already trusts you.
01 / The approach
A referred prospect already knows your name. Someone they trust handed it to them before you ever pulled up.
02 / The knock
Over 50 pre-written campaigns warmed this appointment across email, SMS, and voicemail — while you were selling somewhere else.
03 / Answered
Set the system up once, then let it manage every follow-up to your past, repeat, future, and referral customers.
04 / Verified customer
“Within the first month, the reengagement campaign yield two repeat sales over $50,000+. The program paid for itself for the next few years.”
The R2 system is not just another CRM
Generate more repeat customers, more customer referrals, and higher satisfaction ratings — without changing your sales process or learning a complicated software program.
Start here
You already paid to acquire every past customer on your list. Put in three numbers and see what re-engaging them is worth in your first year.
Assumes 3% of your database responds and you close 50% of those — deliberately conservative. Adjust every input on the full calculator.
A / Referrals
The Referral Generation System automates asking for, receiving, and following up with referrals from your very best customers. Your referrals can even book an in-home consultation in your own online appointment calendar.
B / Repeats
Use the perpetual marketing program to keep adding value to your database of past customers, so you are ready to help the moment they are ready to buy again — 24/7.
C / Reputation
Take control of your Net Promoter Score. Send strategic reminders to prospects and customers about when surveys arrive and how to navigate the scoring process. Fewer “price” detractors.
Verified reviews from Sales Professionals. Individual results vary.
This system is an absolute no brainer. Intuitive, streamlined and easy to operate. Generated about $700,000 in sales for me in year 1 of using it. For those who aren’t on it, get on it.
This system is amazing. I've been using it since it's beginning and in one sale, it paid for itself for a whole year! R2 Pipeline has taken such a load off my shoulders for repeat and referral business, and is making communication with my homeowners efficient and easier than ever before. It's a no-brainer to implement this in to your business!
This is the best CRM you’ll ever use. If you don’t have one yet use this one!
Great CRM and great customer service! My referral sales and repeat sales are up when I was sure the repeat percentage couldn't be any better. This is the best CRM I've used by far. Thanks Dave!
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. This powerful tool reminds customers that it is time for their next phase, and well as coach my existing customer how to identify referral prospects. In addition, it allows me to cultivate key referral partners, communicate thru multiple social media platforms and expand my own web presence to seek additional new business.This platform is strong, and there is no way I could do all of this manually which is multiplying my efforts generating additional business, while maintain my relationship with my customers.I couldn’t be any happier with this tool :-D
I have gained over $500k in repeat and referral business since I started using R2 in May of this year. Best part is that it isn’t rocket science. The platform does most of the work for you. Definitely recommend it to any salesperson looking to stay engaged with their customer base.
This is by far the best CRM. It makes follow up with the customer base a breeze and generates repeat business easily.
R2 Pipeline has been excellent for generating repeat business! It requires minimal effort and helps keep you front of mind with your prior customers. Support is great and this definitely generates appointments and sales! Thank you!
Dave Rolland has created a game changing CRM that has increased my repeat business from 25% to 48% this year! Over the 20+ years I have been selling for Renewal by Andersen I have use many CRMs that required much work for little return and delivered little to no increase in my repeat sales. Dave’s CRM is super easy to use and totally customizable. I highly recommend Dave and his CRM as he delivers terrific service in getting people set up and keeping things rolling.
This CRM is amazing!!! I have gotten more repeat buisness the last 5 weeks since I started using it than I did the previous 8 months. It’s great for communication and touch points. My customers appreciate it and so do I. Thanks!!!
I’ve been using this platform for a year now and it’s been very helpful. Last year I saw a 20% increase in recaptured business.
What an amazing tool for your business. This CRM has elevated my productivity and my sales with minimum effort. This tool does all the work for you. Must have CRM Tool, will highly recommend
Fantastic tool. If you aren’t using it you are missing deals! The campaigns provide the appropriate amount of contact and the special campaigns create urgency without you doing anything except initiating it.
Best program ever!! If you don’t have it you’re missing out!!
Dave Roland is amazing! Extremely informative, and thorough! Absolutely would Recommend!
Great product it pays for itself and then some!
This program is absolutely amazing! I have great outreach and connection to my clients. This is so very helpful!! I would highly recommend this program to anyone that wants to keep their business organized and thriving!
I have seen exceptional results. Got me a 150k deal after a follow up from a 2k deal a year ago
Dave is an absolute genius. This platform is unbelievably sophisticated. I become more impressed each and every day. Dave’s collaboration and service is unmatched.
Having worked in Nonprofit fundraising for 4 years, I worked daily with CRMs. This CRM is great! Dave makes it easy for you to start. Having pre made automations and pipelines for our homeowners is HUGE. I used to spend hours making my own. I’m excited to see how this CRM helps me not only improve my business but improve my homeowner experience. Highly recommend investing the money & the time to get the CRM for your business needs!
Hands down the best CRM I’ve used and it’s virtually hands off. R2’s automated contact keeps you and your business front of mind with your customers with genuine engaging content!
Dave has built a robust follow up system that is much more than a crm! I sold a referral homeowner because of the “recent customer” campaign. The crm text my previous clients, one of my clients filled out a form, the crm text the referral candidate to arrange a phone call, then it text me to call her! Incredible! Can’t wait to get more involved with the program!
What a game changer this program is for any sales professional looking to increase their repeat or referral business! What a boost for their NPS also with the automatic touch points!!
Dave has been nothing short of Professional and Impactiful in a positive way! Dave’s level of care for his clients is top notch, he goes above and beyond to serve his clients so they can serve their clients well. Thank you for all you’ve done to help us be so successful! If you haven’t worked with this company, you’re missing out on revenue. Call them today!
This product has so improved my workflow. I’m no longer missing important communications or repeat opportunities because it’s automated. My NPS is up, my closerate is up, my performance ranking is up, and my mood is up. All while working LESS. What else can be said?
Outstanding system! It handles so much work for me. Makes me look great to my existing clients and helps generate new business too!
This CRM is fantastic. I’ve had it about 3 weeks and the repeats and referrals are rolling in. Dave has been great if I have a question. He always there to help and walk me through the process.Thanks Dave! You’re awesome!
I’ve been using Dave’s CRM for just a few months and it’s been amazing!! It’s already helped me generate over $70k in repeat sales. Plus, I’ve got another 5-6 customers that I’m talking with right now about their next phase. I have really enjoyed the automation!! I’ve gotten text messages from customers stating that they love the updates on how things are moving with their project. I wish I had this tool years ago because it’s going to help me generate more repeat and referral business because my customers feel more informed about their projects! Thanks Dave!!
The this is the most comprehensive CRM I have ever used! I highly recommended this to anyone who wants to invest in their business. Dave Roland and his team make this a seamless nearly effortless way to increase your repeat business, referrals, and generate new business. I’ve only been on for a short while but this has already paid for itself many times over.
The CRM Dave has developed has been excellent in the automation for my new homeowners and current homeowners. For new homeowners I meet with, it's been helpful with receiving reviews. In doing a re-engaging campaign with current homeowners, in less that a months time, I have sold two for $34.3K that I wouldn't have had otherwise. With this automation, I am very confident in providing even better service to my homeowners.
I used Constant Contact for years, with very little response, and very little results. I just started using the RBA CRM this month, and I already have 2 direct repeat sales, and I have about 6-8 other repeat sales in process.This is exactly what I was looking for to automate my communications to customers. I can't wait to see the positive affects this will produce over the long term. I love it!
Paid for itself in 30 days. Makes repeat campaigns easier than you could imagine. Pretty minimal work or my part to get this going. And once it’s going, it basically works for you.
Excellent program! Highly recommended to all RbA reps- Dave Roland helped me set up the program, and within the first month, the reengagement campaign yield two repeat sales over $50,000+The program paid for itself for the next few years. It’s only profits from here on. This is the Best investment in my RbA business in the last 12 yrs.It’s like you have your own digital secretary that do all the touch points that I don’t have time or discipline to do. This is a no brainer, thank you Dave R.
$199/mo
+ $497 setup
Dynamic client & referral manager, mobile app, reputation/NPS management, online Referral Center, 50+ workflows, email, SMS, and voicemail marketing.
Compare tiers$299/mo
+ $497 setup
Everything in Starter, plus missed-call text-back, AI-powered appointment booking, client re-engagement and recent-client campaigns, personalized referral magnet, online scheduling, and an AI virtual assistant.
Compare tiers$799/mo
+ $497 setup
Everything in Elite, plus Self-Generation Nation, the SGN online community membership, and R2 University membership.
Compare tiersA free breakdown of the three primary strategies to increase referrals within 30 days. Sent straight to your inbox.
Repeatable & Referrable
Thirty minutes, on your own database. We will show you exactly where the dormant revenue is — or tell you straight that R2 is not the right fit.