RetreatOS

Everything You Need to Fill and Run Your Retreat Center

Purpose-built for retreat businesses. Not another generic CRM.

01

Influencer & Host Discovery

Find your ideal retreat hosts automatically.

Stop scrolling Instagram hoping to stumble on the right partner. RetreatOS scans social platforms and scores every prospect so you spend your time on conversations, not research.

  • AI scans Instagram, YouTube, and Google Maps for retreat-aligned leaders
  • Scored 0–100 based on followers, engagement, bio keywords, and niche alignment
  • Filtered and prioritized so you contact the best matches first
  • Runs on autopilot — new leads delivered weekly
02

AI Sales Assistant

Your brand voice, amplified by AI.

Every message, brief, and follow-up sounds like you wrote it — because the AI learns your voice. Your team moves faster without sacrificing the personal touch that books retreats.

  • Pre-call briefs with prospect research, pricing estimates, and conversation starters
  • Post-call follow-up emails drafted in seconds
  • Personalized outreach messages for cold prospects
  • Objection handling library with responses in your voice
  • Every AI interaction logged for your team to review
03

Visual Sales Pipelines

See your entire business in one view.

Kanban boards built for retreat sales, not generic deal flow. Drag a card, trigger an email sequence, and never wonder where a deal stands again.

  • Drag-and-drop Kanban boards for host bookings and influencer outreach
  • Custom stages per pipeline — configure to match your workflow
  • Stage changes trigger automated email/SMS sequences (via GHL integration)
  • Deal pages with full context: contact info, activity history, AI tools, email
04

Smart CRM

Every contact, conversation, and deal in one place.

No more toggling between spreadsheets, inboxes, and note apps. RetreatOS gives every person in your world a single, searchable profile with their full history attached.

  • Unified contact database: hosts, guests, influencers, ambassadors
  • Activity timeline tracks every call, email, note, and stage change
  • Custom tags, VIP status, and contact type filtering
  • Role-based access: owners see everything, salespeople see their assigned contacts
05

Email Integration

Send, receive, and draft emails without leaving the CRM.

Gmail connects in two clicks. From there, every email you send is logged, branded, and accessible from the deal page where it matters most.

  • Gmail OAuth — send from your real email address
  • AI-drafted emails with your brand signature
  • Full email thread view on every deal page
  • Every sent email auto-logged as an activity
06

Ambassador & Referral Program

Turn happy hosts into your best salespeople.

Your best marketing is a host who had an incredible retreat and tells everyone they know. Give them a code, track the results, and reward the behavior you want to see more of.

  • Generate unique referral codes per ambassador
  • Track referrals from code to booked retreat
  • Manage reward credits and payouts
  • Leaderboard visibility for your ambassador network
07

Multi-Property & White Label

Your brand. Your platform.

Whether you run one property or ten, every location gets its own branded experience. Your team sees RetreatOS. Your clients see you.

  • Custom colors, logo, and AI voice per organization
  • Subdomain branding (yourname.retreatos.app)
  • Custom pipeline stages and retreat types
  • Per-property integration credentials
08

Team Management

Built for small teams that do big things.

Retreat businesses run lean. RetreatOS gives every team member exactly the access they need — owners get the full picture, salespeople stay focused on their deals.

  • Invite team members with role-based access (owner, manager, salesperson)
  • Salesperson view shows only their assigned contacts and deals
  • Activity tracking across the whole team
  • Plan-based user limits that grow with you
09

Integrations

Connects to the tools you already use.

RetreatOS doesn’t replace your whole stack — it becomes the hub that ties everything together. Set up once, and data flows where it needs to go.

  • GoHighLevel (email/SMS sequences, workflow triggers)
  • Apify (automated social media scraping)
  • Clay (contact enrichment)
  • CloudBeds (property management — coming soon)
  • Stripe (payment processing)
  • Gmail (email send/receive)
10

Financial ManagementComing Q3 2026

Know your numbers.

See which retreats are profitable, which hosts drive the most revenue, and where to invest next. Real financial clarity for retreat operators who think like business owners.

  • Revenue tracking and P&L by retreat
  • Profitability analysis per host partnership
  • Seasonal pricing optimization
  • Financial reporting and export

Ready to fill your retreat center?

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