The Future of Field Sales

MEET
RALPHY.
YOUR EDGE.

CRM · LEADS · AI · ALL IN ONE

Ralphy finds your next customer, warms them up, briefs your team, and handles your clients — so you can focus on what you actually do. Close.

Start Free — 14 Days → See What Ralphy Does ↓
Works for: 🏗️ Insurance 🏠 Real Estate 💰 Mortgage ⚖️ Law Firms 📊 Financial Advisors 🏥 Medical Sales 🔧 Contractors + Any Field Sales Business
LEAD GENERATION ON AUTOPILOT RALPHY NEVER SLEEPS CRM BUILT FOR CLOSERS AI THAT ACTUALLY WORKS YOUR BRAND. THEIR EXPERIENCE. WARM LEADS ONLY CLOSE MORE. WORK LESS. LEAD GENERATION ON AUTOPILOT RALPHY NEVER SLEEPS CRM BUILT FOR CLOSERS AI THAT ACTUALLY WORKS YOUR BRAND. THEIR EXPERIENCE. WARM LEADS ONLY CLOSE MORE. WORK LESS.
The Full Platform
EVERYTHING
YOUR TEAM
NEEDS.

Stop stitching together six different tools. RalphyAI is your CRM, your lead engine, your client portal, your proposal builder, and your AI assistant — all talking to each other, all under your brand.

⚡
Lead Engine
Ralphy scrapes new business registrations from public state databases around the clock. Every lead is automatically categorized, tagged by industry, and routed to the right person on your team based on territory and license.
Fully Automated
847
💬
Qualifier — Warm Leads Only
Before your team ever picks up the phone, Ralphy sends a personalized message to every new lead. Only businesses that raise their hand get a call. No more cold calls. No more wasted time. Just warm conversations with people who already said yes.
3× Higher Conversion
WARM
📊
Team Dashboards
Every role gets their own view — owners see the full picture, agents see their book, admins see the queue. All in real time.
Role-Based
🏠
Client Portal
A fully branded portal where your clients manage everything. Under your name. Powered by Ralphy.
White-Labeled
📄
Smart Proposals
Upload a quote or proposal document. Ralphy reads it and turns it into a polished branded page you text to your client.
AI-Powered
🧠
Ralphy Briefs Your Team Before Every Call
When a lead qualifies, Ralphy doesn't just send it to your agent. He tells them exactly what to say — the right questions to ask, the right products to lead with, and the right intake form already loaded. Your team shows up prepared every single time.
Game Changer
PREP
🔄
Renewal & Cross-Sell Engine
Ralphy tracks every renewal date and surfaces every gap in your book. Know who's at risk before they leave. See every opportunity you're leaving on the table.
Never Lose a Client
R
RALPHY
Your AI Team Member

Ralphy is the AI brain inside every RalphyAI account. He works for your business 24 hours a day, 7 days a week — no salary, no sick days, no bad days. Every business that signs up gets their own Ralphy, trained for their industry, working under their brand.

🔍
Lead Scouting
Monitors public databases for new businesses in your territory
💬
Lead Qualification
Sends warm personalized outreach before any call is made
🏷️
Industry Categorization
Tags every lead by business type instantly
🧠
Agent Briefing
Prepares your team with the right questions before every call
🤝
Client Handling
Answers client questions in the portal around the clock
📄
Proposal Building
Turns raw quotes into polished client-ready pages
📊
Performance Tracking
Monitors team production, renewals, and cross-sell gaps
Simple By Design
THREE STEPS.
FULLY AUTOMATED.

From zero to a full lead pipeline running on autopilot in under 10 minutes.

01
RALPHY FINDS THE LEADS
You tell Ralphy which states and industries to target. He monitors public business registration databases and automatically pulls every new company that matches your criteria — categorized, tagged, and routed to the right person before you even wake up.
02
RALPHY WARMS THEM UP
Instead of cold calling strangers, Ralphy sends every new lead a personalized message that feels human. Only businesses that respond positively get a call. Your team only talks to people who already said yes — conversion triples overnight.
03
YOU CLOSE THE DEAL
Before every call, Ralphy briefs your rep with the right approach, the right questions, and the right proposal. After the deal closes, Ralphy manages the client relationship in the portal. You just keep closing.
Built For
ANY FIELD SALES
BUSINESS.

RalphyAI was built first for insurance agencies — but Ralphy works for any business where your team is in the field, chasing leads, and managing recurring client relationships.

🏦
Insurance
Agents, brokers, and independent agencies. Ralphy scrapes new business registrations and routes leads to licensed agents by state.
P&C Commercial Life Benefits
🏠
Real Estate
Brokerages and agents. Ralphy monitors new LLCs, investment filings, and relocation signals to surface buyer and seller leads before competitors.
Residential Commercial Investment
💰
Mortgage
Loan officers and mortgage brokers. Ralphy finds new businesses and individuals that are likely in a purchase or refi cycle.
Purchase Refinance Commercial
📊
Financial Services
Financial advisors, wealth managers, and planners. Ralphy identifies new business owners who need business and personal financial planning.
Wealth Mgmt Retirement Business
⚖️
Law Firms
Business and contract law firms. Ralphy monitors new business registrations — every new LLC needs a lawyer.
Business Law Contracts Employment
🔧
Contractors
General contractors, trades, and service businesses. Ralphy finds new construction permits, business registrations, and property owners needing work.
General Roofing HVAC Electrical
🏥
Medical Sales
Medical device reps and pharma sales. Ralphy tracks new practice openings, physician directories, and healthcare facility registrations.
Devices Pharma Software
✨
Your Industry
If your team is in the field chasing leads and managing recurring clients, Ralphy can be configured to work for you.
Talk to us →
847+
Leads scraped per agency per month
3×
Higher conversion vs cold calling
<10
Minutes to go fully live
24/7
Ralphy never stops working for you
Simple Pricing
PICK YOUR PLAN.

No setup fees. No long-term contracts. Every plan includes Ralphy.

Starter
$297/mo
Per business · billed monthly
Everything you need to get your team organized and running with Ralphy from day one. Perfect for small teams getting started.
  • Full CRM & team dashboards
  • Ralphy AI assistant (all roles)
  • Client portal (white-labeled)
  • Document management
  • Smart proposal generator
  • Intake form builder
  • Renewal tracker
  • Up to 5 team members
  • Lead Engine (auto-scraping)
  • Qualifier warm touch
Get Started →
★ MOST POPULAR
Growth
$497/mo
Per business · billed monthly
The full RalphyAI experience. Ralphy finds leads, warms them, briefs your team, and manages your clients — end to end automation.
  • Everything in Starter
  • Lead Engine (auto-scraping)
  • Ralphy qualifier warm touch
  • Territory-based routing
  • Industry tagging + briefing
  • CRM integrations (GHL etc.)
  • Voice agent integration
  • Up to 10 team members
  • Cross-sell engine
  • Renewal intelligence
Get Started →
Enterprise
$797/mo
Per business · billed monthly
For high-volume operations that need unlimited scale, custom setup, and dedicated support. Ralphy fully configured for your workflow.
  • Everything in Growth
  • Unlimited team members
  • Custom domain + branding
  • Dedicated onboarding call
  • Custom Ralphy training
  • Workflow automation setup
  • Commission & P&L tracking
  • Priority support (Slack)
  • Early access to new features
  • Multi-location support
Get Started →
All plans include a 14-day free trial. No credit card required.
LET RALPHY
GO TO WORK.

Set up in 10 minutes. Leads flowing in 24 hours.

Start Free Trial — 14 Days → See If It's Right For You ↓
No credit card. No contracts. Cancel anytime.