How It Works

Step 1

Choose Your Plan

Pick the right mission level (Recruit, Recon, or Elite Ops) based on your needs.

Step 2

We Set Up Your Systems

Our team builds your CRM with preloaded automations — lead intake, appointment booking, review requests, and follow-ups.

Step 3

You Grow & Dominate

Start closing more deals with less effort. Track performance and reclaim your time.

Justin Lee

Justing Lee has been using our systems for over six years! Our automation and follow up allowed an extra $65,000 in revenue for his compaign!

Here's What That Really Costs You.

Did You Know 73% of Small Business Leads Never Get Followed Up With? 

Here's What That Really Costs You. If you're a hardworking business owner - whether you're flipping houses, fixing HVAC systems, or detailing cars, these numbers should make your blood boil:

  • 67% of leads go cold because there's no consistent follow-up system

  • Average business loses $50,000+ per year from dropped leads and missed opportunities

  • Small business owners work 20+ hours per week on admin tasks that could be automated

  • Only 2% of sales happen on the first contact, but most businesses quit after one try

5.0 Stars Google Reviews

What the statistics above don't tell you is the real cost of this chaos:

When leads slip through the cracks

Rent money, truck payments, and your kid's college fund walk out the door. Every missed lead could've been the job that finally gets you ahead instead of just getting by.

When you're drowning in

manual tasks

You know you didn't start this business to become a slave to paperwork until 11 PM every night. You wanted to be your own boss, not chained to spreadsheets and follow-up lists. Plus, our family barely sees you.

When systems over-promise & underdeliver

You feel like a damn fool for believing another slick sales pitch. Now you don't trust ANY tech solution - and you shouldn't have to.

When you're drowning in manual tasks

Where you lie awake at 3 AM, wondering if you're cut out for this, questioning everything you've built. The stress is killing your health, your marriage, and your confidence. You're too proud to admit you're drowning, but every other business owner seems to have it figured out except you.

Look, this isn't your fault.

The system's rigged against small guys like us.

But there is a way out of this mess.

Built by Patriots. Proven in Battle. Perfected for Business.

Introducing Patriot Business Systems:

From the same Marine who served our country comes the system that serves your business - simple, powerful, & built to win.

Patriot Business Systems is a powerful, all-in-one CRM system built for small business owners who hustle. It's your mission control for leads, follow-up, marketing, contracts, payments, reviews, and automation - all under one roof.

Having personally experienced numerous broken promises and half-assed tech solutions, we decided to build Patriot Business Systems from the ground up for our real estate pros and home service heroes who are burning out from chasing leads, losing deals from dropped calls, forgetting follow-ups, buried in manual tasks, and frustrated with systems that don't deliver.

All Your Leads In One Spot!

We're veterans who've run real businesses.

We know what it's like to work all day and still have a stack of leads to call at night.

We built this system to work as hard as you do, without the corporate BS or tech headaches. In short, we’ve built your command center for taking control of your business once and for all.

01

Lead Capture & Management

Your lead capture system works around the clock with custom forms, landing pages, website chat widgets, and Facebook integration. The system tracks phone calls and generates QR codes, so you capture every lead from every source—web, phone, text, ads, or mail.

Never lose another lead due to scattered intake or missed calls, with automated lead assignment and instant follow-up that works perfectly for real estate lead capture, home service quotes, and mobile detailing bookings.

02

Automated Follow-Up System

Smart text and email sequences run on autopilot, powered by AI chatbots that handle missed calls with instant text-backs.

Time-based and behavior-based triggers keep you top of mind without lifting a finger, following up even when you're in the field or on a ladder.

The system closes more deals by hitting leads when they're hot and automatically resurrects cold leads after weeks or months of silence.

03

Direct Mail Integration

Send real postcards with just a few clicks, no printer ink or envelope stuffing required.

Built-in campaigns target specific pain points like evictions and probate, with seamless Yellow Letter HQ integration and no minimums.

Trigger mail automatically from contact tags or actions to reinforce your digital follow-up with tangible mail that actually gets opened, perfect for real estate investors, roofers, landscapers, and contractors.

04

Built-In Dialer & Phone System

Make inbound and outbound calls with local presence numbers, complete call recording, and intelligent routing. No more juggling your cell phone or tracking calls manually—the integrated dialer campaigns help you look local even when you're not.

This system is perfect for acquisition reps, sales teams, and solo operators who need to get more dials done fast with professional call management.

05

Quotes, Invoices &
E-Signature Contracts

Create branded quotes and invoices with integrated Stripe/Quickbooks payment processing, plus e-signature templates for contracts and work orders.

Send quotes and collect payments without chasing people down, get contracts signed fast without printing or scanning, and look professional with every customer interaction. This boosts cash flow with faster invoicing and automated follow-up.

06

Smart Scheduling & Calendar Integration

Custom booking pages and calendars let customers schedule themselves while automated text and email reminders reduce no-shows. Team member scheduling integrates with Google Calendar, and rescheduling links eliminate phone tag.

Perfect for eliminating double-bookings and ghosted appointments, especially for on-site estimates, property walkthroughs, and mobile jobs.

07

Google Review & Testimonial Automation

Automatically request reviews via text and email with smart filtering that sends happy customers to Google and unhappy ones to private feedback.

The system follows up if customers don't respond and stores testimonials in a secure vault.

Build a 5-star reputation fast with zero hassle while turning happy customers into social proof and referrals.

08

AI Chatbot & Text Assistant

AI responds instantly to incoming leads via SMS and web chat, handling FAQs, appointment booking, and lead prequalification automatically.

Integrated with CRM workflows, the system converts leads while you sleep or work and never misses a response window.

Perfect for solo operators, office-free businesses, and small teams who need to reduce manual texting and customer hand-holding.

09

Dashboards, Reporting & Pipeline Views

Visual sales pipelines provide full visibility into lead stages, close rates, and bottlenecks with revenue tracking and conversion reports by campaign.

Custom dashboards for team members help you make smarter decisions with real-time data, see where every lead stands, track what's making you money, and monitor team performance if you're managing a crew.

10

Automations & Triggers Engine

Drag-and-drop workflow builder creates if/then rules for emails, tags, calls, and tasks across multiple channels including text, email, direct mail, and phone.

Replace manual follow-up with systemized automation that saves time, reduces errors, and runs forever once built.

Perfect for scaling your business without hiring an army of assistants.

BONUS

White Glove Setup & Military-Grade Support

One-on-one onboarding includes pre-built industry workflows for real estate, home services, and auto detailing, backed by a dedicated support team.

Video tutorials, training hub, and community group ensure you don't need to be a techie—the squad sets you up with support that speaks your language, not geek-speak.

This is the best CRM on the market. The built in follow up system has made us a lot of money. Don is very responsive and always will to help and advise us.

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Joe Lieber

Look, We Get It. You're Probably Thinking...

“Sounds good, but I don’t have time to set up another system. I’m not a tech guy & don’t even get me started on the last CRM I tried.”

We hear ya.

Most of the crap out there is built by tech bros who’ve never knocked a door, closed a deal, or worked a 12-hour day in steel-toed boots. It’s clunky, overbuilt, and leaves you hanging when you need help the most.

That’s not what this is.

We set the whole thing up with you, step-by-step.

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We do the heavy lifting

No tech frustrations, midnight YouTube rabbit holes, or “figure it out yourself” nonsense. We do the heavy lifting, so you can hit the ground running. Our team’s made up of folks who’ve been in your boots.

We’ve built real automations for real work—whether you’re flipping houses, crawling through attics, or detailing verhicles in the blazing sun.

This isn’t software made in a boardroom. It’s built for the field. For the trades. For people like you. And if you’re thinking about the expense, perhaps you may want to consider this instead:

How much does it cost you to lose even one lead a week? One missed review? One deal you forgot to follow up on? We help you plug those holes—and 10x that investment. This was built for blue-collar operators. You’ll be up and running in days, with a team that speaks your language.

Who We Are And What Makes Us Different.

We’re The Counter-Attack Your Competitors Don’t See Coming.

At Patriot Business Systems, we stand with the small business warriors who embody the grit and dedication that built this country. Founded by Marine veteran Donald Ross, our mission comes from seven years of military service where systems and precision meant the difference between success and failure. 

After managing over $200 million in military contracts and building CRMs that are still used today, Donald brought that same battle-tested approach to the chaos of real estate and home services.

We learned that the more "knowns" a business has, the more profitable it becomes—and the more "unknowns," the more it struggles.

We didn't build this system because we thought it would be profitable. We built it because we lived through the pain of dropped leads, missed follow-ups, and software that promised everything but delivered nothing.

With honor, courage, and commitment as our guiding principles, we provide the tools and strategies to help you achieve marketing consistency, strengthen your sales process, and master follow-up with precision.

It's our mission to ensure that your business never falters and your potential is always realized.

What Makes Us Different:

01

Built for Operators, Not Engineers

Most CRMs were built by software engineers who've never knocked a door, closed a deal, or climbed into a crawlspace. We built this for the real estate investor, the home service hero, and the gritty business owner who works with their hands and closes with their voice. 

02

One System Replaces Whole Tech Stack

Stop duct-taping five different tools together. We replace CRM + CallRail + Mailchimp + Calendly + DocuSign + QuickBooks + Zapier + review platforms. One system. One login. Money saved.

03

 Follow-Up That Never Quits

Our system's mission is simple: no lead left behind. Auto texts, emails, voicemails, AND direct mail work together like a well-oiled machine. Follow-up AI fills the gaps, missed call text-backs happen instantly, & lead resurrection flows bring cold prospects back to life. While your competitors sleep, your leads are still coming in and being followed up with.

04

Setup Done With You

After you place your order and complete the onboarding form, we build out your entire workspace. We then provide a dedicated 60-minute one-on-one walkthrough via Google Meet to ensure you're confident and ready to proceed. Live support speaks real language and not tech gibberish. Veteran-owned, service-first, no BS. We're your tech squad, and we actually give a damn.

05

Direct Mail Fired Like a Military Operation

While others talk about multi-channel, we actually fire off direct mail from inside your CRM. Tag a contact and boom—postcard goes out. Run 4-touch campaigns with no minimums, powered by our partnership with Yellow Letter HQ. This isn't an email-only world. Physical mail still punches through the noise.

06

Ready to Roll in 48 Hours

Pre-built automation workflows for real estate, contractors, and auto detailing come ready out of the gate. Customizable when you need it, but functional from day one. You can go from "signed up" to "leads flowing" in under 48 hours. We don't just give you a hammer, mate - we help you build the house.

07

We Speak Your Language

This system wasn't built for influencers or consultants. It was built for operators. We've flipped houses and run service crews. We know what it's like to work all day, come home, and still have a stack of leads to call. You built your business with grit. We help you scale it with systems.

Picture-Perfect Solutions

Picture-Perfect Solutions from Patriot Business Systems

Turn your small business into a well-oiled, revenue-generating machine.

24/7 AI Lead Qualification

Never miss a hot lead again — AI instantly filters tire-kickers from serious buyers, even while you’re on the job site or asleep.

Automated Appointment Scheduling

Ditch the back-and-forth. Leads book themselves directly onto your calendar, saving you time and closing more deals.

Smart Drip Follow-Up Campaigns

Follow-up like a Fortune 500 company — personalized texts, emails, direct mail automatically go out at the right time to convert fence-sitters into paying customers.

AI-Powered Google Review Management

Turn happy customers into 5-star reviews on autopilot. Our AI reaches out, asks for feedback, and posts your praises for the world to see — while flagging any bad apples.

Instant Invoicing + E-Signatures

Close the job and get paid faster. Send professional invoices and contracts in seconds, with built-in e-signature tools your clients can use from their phone.

Built-In Sales Pipeline Tracking

Know where every lead stands — from first contact to follow-up to paid invoice — in one clean dashboard built for real people, not techies.

Direct Mail Integration

Launch automated postcards to high-quality leads with one click. Set it and forget it — we’ll do the heavy lifting.

US Veteran-Owned. Built for Blue Collar

We’re not some Silicon Valley experiment. We’re real operators who built this for real business owners who get their hands dirty.

BEFORE / AFTER

Finally: A CRM That Works as Hard as You Do.

BEFORE: The Daily Battle

  • Manually chasing every lead like you're playing whack-a-mole

  • Forgetting follow-up because there's always another fire to put out

  • Losing deals from dropped balls that slip through the cracks

  • Wasting time switching between 10 apps just to get basic stuff done

  • Feeling like YOU are the system—if you're not there, nothing happens

  • Leads ghosting you with no systematic

    follow-up

  • Jobs slipping off the radar and clients not

    leaving reviews

  • Working 70+ hours a week just to stay afloat

AFTER: Mission Control

  • Leads followed up automatically (text, email, voicemail, AND direct mail)

  • Appointments booked without back-and-forth phone tag

  • Payments, contracts, and reviews handled on autopilot

  • A CRM that works as hard as you do—and actually makes sense

  • A business that doesn't fall apart when you step away for a day

  • Running your business like a machine instead of duct-taping solutions

  • Feeling in control again—of your leads, time, team, and future

  • More time, more deals, more freedom to actually live your life

Choose Your Mission: Plans Built for Every Stage of Operations

You've seen what Patriot Business Systems can do. Now it's time to pick the plan that matches your current mission requirements.

Whether you're a solo operator just starting to systematize your follow-up, a growing business ready to add serious firepower, or a full-scale operation that needs every weapon in the arsenal, we've got the right deployment strategy for you.  Every plan comes with the same veteran- grade support and battle-tested reliability.

The only question is: how big do you want to scale?

Recruit Plan (Good)

$97

Per Monthly

(No Setup Fee!)

Included Features:

  • Send SMS & Email Marketing

  • Manage Pipelines & Deals (CRM)

  • Step-by-Step Online Course On Setting Up an AI Bot

Recon Plan (Better)

$197

Per Monthly

(One-Time $997 setup fee)

Included Features:

  • Integrated Dialer

  • Social media post scheduler w/ AI

  • Unlimited Scheduling Calendars

  • Everything in Recruit

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MOST POPULAR

Elite Ops (Best)

$297

Per Monthly

(One-Time $1997 setup fee)

Included Features:

  • Unlimited Contacts

  • AI Reputation Management

  • Follow Up SMS, Email, And Direct Mail

  • Everything in Recruit and Recon

Save just one lead a month, and your plan pays for itself—plus, you’ll gain hours back to focus on what you do best!

Don’t Just Take It From Us.

Wonderful software platform

Greatest system

Great CRM for investor!

Don is the CRM king when it comes to automation

Helps the follow-up process and organization

BeastMode CRM beats all CRM options

Great product, great team!

Bought our team at HBN 4 or 5 deal

We love working with them!

Amazing CRM system here.

Easy to use and helps us cut cost on manpower

Amazing job by the team at Beast Mode!

So patient while answering my questions

The system does all we need!

Makes Beast Mode totally doable.

Don was really helpful every step of the way

What our client say about us

I’m a real estate investor in Waco, Texas, closing 48–50 deals a year. Beast Mode CRM helps me track KPIs, automate follow-ups, and take daily action. It even revived two deals that brought in $119K and $67K. Total game-changer for scaling.

Stinson Bland

Before Beast Mode, we used Google Sheets and lost track of follow-ups. After switching, everything changed. One lead from May 2020 would’ve been lost, but thanks to Beast Mode's follow-up system, we closed it in Jan 2021—after a year! It’s truly revolutionized our business.

Jonathan Messri

My husband and I do 20–30 deals a year while raising two young kids. I handle both acquisitions & dispositions, so staying organized is crucial. Beast Mode CRM has been a lifesaver—automating tasks I didn’t even know could be automated. It’s helped us do more deals, with less stress. Huge thanks to Don and the team!

Shayla Dempsey

Questions? We’ve Got Answers.

1. How hard is this to set up?

Short answer: Not hard. We do it with you.

We offer white-glove onboarding, pre-built automations for your industry, and personalized help. You're not getting tossed into the deep end, we walk beside you, boots on the ground.

2. How much does it cost?

We’ve got packages depending on how big your operation is, but most businesses fall into a monthly range that’s less than one lost lead.

And no, we don’t do shady hidden fees or nickel-and-dime you. Want to see pricing? Just ask and we’ll break it down with zero pressure.

3. What exactly is included?

You get:

CRM with built-in text, email, phone, and voicemail

Direct mail automation (yes, real postcards)

AI chatbot

Smart scheduling Calendar(s)

Quotes, invoices, and e-sign contracts

Google review automation

Team dashboards, pipeline views, and task management

Full onboarding and ongoing support

4. Can I send direct mail from inside the system?

Yes. And it’s damn easy.

Thanks to our partnership with Yellow Letter HQ, you can send postcards in just a few clicks, no minimums, no stamps, no printer ink. Trigger it manually or set it on autopilot.

5. Can I use my own phone number?

Yep. We can port your VoIP number in, or assign you a new local number that shows up like you're calling from around the corner.

All inbound and outbound calls, texts, and voicemails are tracked right in your dashboard.

6. What if I already have a CRM like Podio or SalesForce?

No problem. We can either integrate with what you’re using or help you migrate over. Many of our users switch because their current system feels like duct tape and stress; we bring order to the chaos.

7. Is this just for real estate investors?

Hell no. We serve:

Real estate investors, agents, and wholesalers

Landscapers, roofers, HVAC, pressure washers, cleaners

Auto detailers and mobile service pros

If your business needs to track leads, book jobs, send quotes, and follow up like a machine, this system was built for you.

8. Is there a mobile app?

Yep. Manage leads, reply to texts, take calls, and trigger automation from anywhere. Whether you’re on a roof, in the field, or halfway through a flip—we’ve got your six.

9. What if I’m not good with tech?

Perfect. You’re exactly who we built this for.

We’ll train you step by step, we’ve got support, and we keep it simple. This isn’t Silicon Valley fluff, it’s a tool for operators.

10. How fast can I be up and running?

48-72 hours.

We can have your workspace live, your automations dialed in, and your follow-up firing in a couple days—not weeks. You just need to bring your leads and a little hustle. 

We typically can get local phone number(s) through the A2P approval in 7 days or less allowing you to call and text right inside the system.

Look, this isn't your fault.

It’s Time You Systemized Your Business

It’s Time You Systemized Your Business, Lock In Follow-Up, And Scale With Automation - So You Can Stop Losing Leads, Stop Burning Out, And Start Growing Like A Real Boss.

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