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Intelligence · Rivyn CRM

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.

Updated in real timeConnects to all Rivyn channelsIncluded on Core, Pro, and Max
What it does
  • Unified lead pipeline
    Every lead from every channel, phone, chat, form, intake, in one view with source attribution.
  • Call transcripts and recordings
    Every Voice AI Agent call is transcribed and attached to the contact automatically.
  • Pipeline and deal stages
    Move leads through your pipeline with one click. No manual data entry.
  • Sales and marketing automation
    Trigger nurture sequences, task assignments, and notifications directly from pipeline stage changes.
The cost of scattered data

A lead you cannot track is a lead you cannot close.

65%
of sales reps say they cannot find content or data to share with prospects.
Forrester Research
27%
of leads are lost simply because no one knows their current status.
MarketingSherpa
3x
higher close rates for businesses with a formal CRM and follow-up process.
Nucleus Research
1 view
all channels, all conversations, all lead data, no tab-switching.
Rivyn design principle
Why it matters

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.

Home services owner, 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.

Outdoor living contractor
How it works

From first touch to closed job, all in one view.

01
All channels feed in automatically
Voice AI, AI Assistant, Intake, and web forms all push data to the CRM with no manual entry.
02
Leads arrive with context
Source, transcript or chat log, intake answers, and lead score attached to every contact.
03
Pipeline view
Drag leads through your sales stages. See what is open, what is stalled, and what is ready to close.
04
Automate from status
Stage changes trigger follow-up sequences, team notifications, and task assignments automatically.
What is included

Everything your team needs to work every lead, every time.

Unified lead pipeline
One view for all leads regardless of channel, with source and context attached.
Call transcripts and recordings
Full call audio and AI-generated summary attached to every Voice AI contact.
Attribution reporting
See which channels are driving the most leads, and which are actually closing.
Built-in communication
Send SMS and email from inside the CRM without switching apps.
Automation triggers
Stage changes, tags, and lead scores trigger workflows automatically.
Third-party integrations
Connect to the tools you already use without replacing your existing stack.
Built for your workflow

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 engine
    Every Rivyn capture feeds the CRM. No manual imports, no data entry.
  • Mobile-first for field teams
    Check your pipeline, update a status, and send a follow-up from your phone on the job.
  • Sales and marketing in one place
    Nurture sequences and pipeline management live together so there is no gap between marketing and sales.
  • Your data, always
    Export or migrate at any time. You own your contacts and your history.
Built for your industry

One pipeline, tuned for how your business closes deals.

Insurance
Quote to bind, tracked end to end
See every lead from the first inquiry to the bound policy, with every touchpoint captured.
Trades
Estimate to signed contract
Track every estimate, follow-up, and close. Know what is sitting unsigned and act on it.
Solar
Long cycle, full visibility
Solar deals take weeks. The CRM keeps the whole cycle visible so nothing falls through.
Included on all plans

Get a single view of every lead your engine captures.

Month to month. Connects to all Rivyn channels. No data entry required.