Osiris DIY CRM Sandbox
For builders, tinkerers, and in-house marketers who want full access to the Osiris revenue engine—and are happy to set it up themselves.
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Skip the Agency Fees, Keep the Power
Jump straight into the same platform we use to build full revenue systems for our white-glove clients. Builder Tier gives you complete access to the Osiris CRM, sophisticated automations, AI receptionist tools, and battle-tested campaign templates. The difference? You handle the wiring and configuration.
This is the sandbox for tech-savvy business owners who prefer rolling up their sleeves to paying premium agency rates. You get professional-grade tools without the hand-holding. Configure it your way, on your timeline, with your own hands on the controls.
Whether you're migrating from a patchwork of tools or building your revenue engine from scratch, Builder Tier gives you everything you need to create a system that actually works for your business—not someone else's template of what they think you need.
Is Builder Tier a Fit for You?
Perfect for You If...
  • You're comfortable with software and enjoy clicking around, testing, and configuring tools yourself
  • You'd rather invest time instead of higher monthly fees for done-for-you builds
  • You want access to an all-in-one sales, marketing & automation platform instead of stitching together 5 different apps
  • You're willing to own the setup, testing, and troubleshooting for your business
Probably Not a Fit If...
  • You want Osiris to build and QA everything for you (calendars, funnels, AI agents, integrations, etc.)
  • You run a complex operation with many technicians, locations, and custom rules that really belongs in ServiceTitan, Housecall Pro, or similar dedicated platforms
  • You don't have 2–4 hours per week to click buttons, watch short videos, and keep tuning your system
The honest truth? Builder Tier rewards initiative and punishes hesitation. If you're the type who reads documentation, experiments with features, and troubleshoots your own problems, you'll love the freedom and cost savings. If you prefer someone else to handle the technical details while you focus on your business, one of our managed tiers will serve you better.
Osiris: Revenue Layer First, CRM Second
Osiris is built to be a revenue engine focused on marketing, sales, and automation—not just another contact database. Understanding how it fits into your business architecture is crucial to getting the most value.
Small, Simple Operations
For businesses with few staff members and straightforward services, Osiris can absolutely function as your primary CRM. You'll have everything you need: contacts, pipelines, conversations, basic scheduling, and payment processing—all in one unified platform.
If your entire operation can be managed by 2-3 people without complex routing or job costing requirements, Osiris might be the only system you need.
Larger, Complex Operations
For businesses with multiple technicians, advanced dispatch needs, intricate job costing, or insurance workflows, Osiris works best as a strategic layer in your stack—not your core operations system.
Keep your operations inside tools like ServiceTitan, Housecall Pro, Cojilio, or Open Dental. Use Osiris to generate and work leads, track opportunities, run campaigns, and centralize communications on top of those specialized platforms.
Builder Tier gives you access to the same powerful Osiris engine we use for our higher-tier clients. The only difference? You're the one behind the wheel, making the decisions, and doing the configuration work.
Everything You Need to Build Your Own Revenue Engine
Builder Tier gives you complete access to the Osiris platform and proven templates. You decide what to plug in, how deep to go, and how fast to launch. No artificial limitations, no features held back—just you and the full toolkit.
01
Core CRM & Contact Hub
Unified contact database with custom fields, tags, and smart lists. Segment by service type, lead source, priority, or any criteria that matters to your business.
02
Conversations & Messaging Center
All-in-one inbox for SMS, email, website chat, and social channels. Manage every conversation from one screen with saved templates for lightning-fast responses.
03
Pipelines & Opportunities
Visual pipelines track leads from inquiry to close. Drag-and-drop between stages, automate with workflows, and see projected revenue at a glance.
04
Workflows & Automations
Visual builder for follow-up sequences, review requests, and reactivation campaigns. Add conditions and branching logic triggered by forms, calls, tags, or pipeline changes.
05
AI Agents (Voice & Chat)
Configure AI receptionists to answer calls, handle FAQs, capture leads, and warm-transfer to your team. You create, configure, and test everything yourself.
06
Websites, Funnels, Forms & Pages
Drag-and-drop landing pages for offers and lead capture. Build forms, surveys, and simple service pages whenever you need them.
Marketing Campaigns & SEO Tools
Email & SMS Campaigns
Build one-off or automated email campaigns with our drag-and-drop builder. Launch SMS campaigns for database reactivation and quick promos with proper compliance built in. Track essential metrics like sent, delivered, opened, and clicked.
You'll connect and manage your own sending subdomains, handle compliance details, and monitor deliverability. We provide the tools and infrastructure; you control the execution and ensure everything runs smoothly for your business.
Osiris Auto-SEO Pixel & Listings
Important for Builder Tier: You have direct access to the Osiris Auto-SEO Pixel and Listings service inside the app, but you must purchase, connect, and configure them yourself.
Auto-SEO Pixel
  • Tracks calls, forms, and traffic on your existing website
  • Powers attribution and conversion reporting
  • Connects your marketing spend to actual revenue
Listings Service
  • Pushes consistent business info across major directories
  • Keeps name, address, phone, and hours accurate everywhere
  • Supports your local SEO and builds credibility
In higher tiers, Osiris configures and manages these services for you. In Builder Tier, they're available as powerful tools—but wiring and maintaining them is your responsibility.
Clear Lines: Our Role vs Your Role
Transparency matters. Here's exactly what you get from us and what you're responsible for managing in Builder Tier. No surprises, no hidden expectations—just clear boundaries so you know what you're signing up for.
Osiris Provides (Included)
  • Access to the full Osiris platform: CRM, inbox, workflows, AI tools, funnels, and more
  • Starter pipelines, workflows, and AI templates you can copy and modify
  • In-app instructions, tooltips, and occasional training resources
  • The option to purchase add-ons like Auto-SEO Pixel, Listings, and Website Add-On
  • Platform updates, security patches, and infrastructure maintenance
You Handle (DIY Responsibilities)
  • Importing and organizing your contacts and data
  • Building and connecting forms, funnels, and basic pages
  • Creating and tuning workflows and campaigns
  • Configuring AI voice/chat agents and testing them before real use
  • Connecting and configuring Auto-SEO Pixel & Listings (if you choose them)
  • QA, troubleshooting, and ongoing maintenance

Good news: If you ever decide you want Osiris to take over setup, QA, and optimization, you can move into one of our managed tiers at any time. Your data comes with you, and we'll handle the transition smoothly.
Simple Builder Tier Pricing
30-Day Trial
$0 platform fee
You pay only usage costs during your trial period—calls, texts, emails, and AI usage at our published rates. No upfront commitment, no contract, no risk.
This gives you a full month to explore every feature, build your workflows, configure your AI agents, and see if Builder Tier matches your working style and business needs.
After 30 Days
$99/month
Ongoing platform access for less than the cost of a single support ticket with most enterprise software. Plus ongoing usage costs at published rates.
Continue building, testing, and optimizing your revenue engine at your own pace. Cancel anytime if it's not working for you—no long-term contracts or cancellation fees.
Builder Tier is priced to give you maximum flexibility and minimum risk. You get enterprise-grade tools at startup-friendly pricing. If you'd rather pay more per month and have Osiris set everything up and manage it for you, one of our managed tiers (Tier 1–3) will be a better fit.
Builder Tier FAQs
Can I replace my existing scheduling or job management system with Osiris?
If you're a very small, simple shop, you might run everything inside Osiris without issues. Once you have multiple technicians, complex routes, or intricate service rules, we recommend treating Osiris as a revenue and communications layer that sits on top of specialized tools built for heavy field service or clinical workflows like ServiceTitan, Housecall Pro, Cojilio, or Open Dental.
Do you include any done-for-you setup in Builder Tier?
No. Builder Tier is tools + templates only. You get access to everything, but there's no white-glove setup, no custom build-outs, and no "make sure it all works" support from our team. That hands-on service is exactly what the higher tiers provide. Builder Tier is for builders who want to build.
Can I upgrade later if I get stuck?
Absolutely. Many businesses start in Builder Tier to understand the system and see what's possible, then upgrade to a managed tier once they realize the potential and want us to take over configuration and ongoing optimization. Your data transfers seamlessly, and we'll handle the transition.
Does Builder Tier include the Website Add-On?
No. Our high-performance website builds are a separate Website Add-On that can be attached to any tier, including Builder Tier. You can still build simple funnels and landing pages yourself inside the platform, but full custom website development is an additional service.
See the Sandbox Before You Commit
If you're the kind of owner who likes to see under the hood before making decisions, Builder Sandbox Tier was built specifically for you. During the demo, we'll walk through exactly what's included in the DIY sandbox, show you how it integrates with your existing tools, and help you determine whether you're better suited for Builder Tier or one of our managed tiers.
No pressure, no sales tactics—just a straightforward conversation about whether this tool matches your working style and business requirements. Come prepared with questions about your specific setup, and we'll give you honest answers about what will and won't work.