Your pipeline, on autopilot.
Every call, message, and booking automatically creates and updates contacts in your pipeline. No manual data entry. No leads falling through the cracks.
Get Started FreeWhy teams choose CRM & Pipeline
Auto-Created Contacts
Contacts are created automatically from calls, SMS, chat, and CSV imports with full details.
Smart Lead Scoring
Leads scored 0-100 on urgency, service match, location, and engagement with custom weights per industry.
Drag-and-Drop Pipeline
Visual Kanban board with industry-specific stages. Drag leads between stages to track progress.
Everything in CRM & Pipeline
The details that make the difference.
Drag-and-Drop Pipeline
Visual Kanban board with customizable columns. Drag contacts between stages with smooth animations. Each industry gets tailored default stages.
Lead Scoring
Automatic 0-100 scoring based on urgency, service match, location, budget, and engagement level. Custom weight adjustments per industry vertical.
Contact Properties
Store name, phone, email, address, tags, notes, service requested, and unlimited custom fields. Every interaction is logged on the contact timeline.
Activity Timeline
See every call, SMS, email, booking, stage change, and automation action in chronological order. Full audit trail for every contact.
Tag Management
Create and apply custom tags for segmentation. Filter pipeline views by tag, automate actions when tags are added, and track tag-based conversion rates.
Smart Filters
Filter contacts by score, stage, tags, date range, source, and any custom property. Save filter presets for quick access to common views.
Bulk Actions
Select multiple contacts and apply bulk operations: change stage, add tags, send SMS campaigns, export, or delete. Saves hours of manual work.
CSV Import & Export
Import contacts from spreadsheets with intelligent column mapping. Export any filtered view to CSV for reporting or migration.
How it works
Three steps to get started.
Lead enters
A call, SMS, or form submission creates a new contact with name, phone, email, and service needed.
Scored & staged
The lead is automatically scored and assigned to the right pipeline stage based on your industry config.
Automated follow-up
Workflows fire based on stage changes — SMS, email, tasks, and notifications happen automatically.
See it in action
A lead journey from call to close
New caller reaches your AI front office asking about kitchen remodeling
Contact auto-created: "James Rivera, 555-0142, Kitchen remodel, scored 78/100"
Lead placed in "New Lead" stage, tagged "high-value" and "remodel"
Automation sends welcome SMS with your portfolio link within 30 seconds
You drag James to "Consultation Booked" after scheduling a site visit
Stage change triggers email with consultation prep checklist
After the visit, you move James to "Proposal Sent" — system sends the estimate
James signs — moved to "Won". Total time in pipeline: 6 days.
Before Rystik, leads lived in sticky notes and text messages. Now every call auto-creates a contact and I can see my whole pipeline in one view. I closed 35% more jobs last quarter.
Works great with
Automations
Build powerful no-code workflows with triggers, conditions, delays, and actions. Automate follow-ups, reminders, stage changes, and team notifications.
Learn moreAI Front Office
Rystik answers every inbound call with natural voice AI — qualifying leads, checking availability, and booking appointments 24/7. No voicemail. No missed revenue.
Learn moreUnified Inbox
Calls, SMS, email, and chat messages in a single unified inbox. Never lose context switching between apps. See the full conversation history for every contact.
Learn moreReady to try CRM & Pipeline?
Free to start. No credit card. Set up in under 10 minutes.