Every lead, every conversation, one place.
Rivyn CRM is the command center for everything your engine captures. Every call, chat, form, and intake is logged automatically, with source, context, and status, so nothing gets lost and nothing needs to be entered by hand.
- Unified lead pipelineEvery lead from every channel, phone, chat, form, intake, in one view with source attribution.
- Call transcripts and recordingsEvery Voice AI Agent call is transcribed and attached to the contact automatically.
- Pipeline and deal stagesMove leads through your pipeline with one click. No manual data entry.
- Sales and marketing automationTrigger nurture sequences, task assignments, and notifications directly from pipeline stage changes.
Your lead data should not live in six different apps.
Leads come from calls, forms, chat, and referrals. Each one lands somewhere different. Some get followed up. Some do not. The owner has no visibility into which leads are open, which are cold, and which are ready to close. That is not a sales problem. That is a data problem.
“I had leads in my email, in a Google Sheet, in my phone contacts, and in two different apps. None of them talked to each other.”
Agency principal, Plano TX“At the end of every month I had no idea where our business had come from. Guessing is no way to run a business.”
Insurance agency principal, DFW“We were losing leads in handoff. A call would come in, a note would get made, and then nothing.”
Commercial lines producer, DFWFrom first touch to closed job, all in one view.
- 01All channels feed in automaticallyVoice AI, AI Assistant, Intake, and web forms all push data to the CRM with no manual entry.
- 02Leads arrive with contextSource, transcript or chat log, intake answers, and lead score attached to every contact.
- 03Pipeline viewDrag leads through your sales stages. See what is open, what is stalled, and what is ready to close.
- 04Automate from statusStage changes trigger follow-up sequences, team notifications, and task assignments automatically.
Everything your team needs to work every lead, every time.
Not another tool to learn. A system that fits how you work.
Rivyn CRM is designed for business owners and small teams, not enterprise sales orgs. It is fast, opinionated, and built around the specific way local service businesses manage their leads and customers.
- Populated automatically by your engineEvery Rivyn capture feeds the CRM. No manual imports, no data entry.
- Mobile-first for field teamsCheck your pipeline, update a status, and send a follow-up from your phone on the job.
- Sales and marketing in one placeNurture sequences and pipeline management live together so there is no gap between marketing and sales.
- Your data, alwaysExport or migrate at any time. You own your contacts and your history.
A lead you cannot track is a lead you cannot close.
Get a single view of every lead your engine captures.
Month to month. Connects to all Rivyn channels. No data entry required.