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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.

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0
Manual data entry
100%
Lead capture rate
16
Industry pipelines

Why 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.

1

Lead enters

A call, SMS, or form submission creates a new contact with name, phone, email, and service needed.

2

Scored & staged

The lead is automatically scored and assigned to the right pipeline stage based on your industry config.

3

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

1

New caller reaches your AI front office asking about kitchen remodeling

2

Contact auto-created: "James Rivera, 555-0142, Kitchen remodel, scored 78/100"

3

Lead placed in "New Lead" stage, tagged "high-value" and "remodel"

4

Automation sends welcome SMS with your portfolio link within 30 seconds

5

You drag James to "Consultation Booked" after scheduling a site visit

6

Stage change triggers email with consultation prep checklist

7

After the visit, you move James to "Proposal Sent" — system sends the estimate

8

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.

James Rivera
Owner, Pinnacle Renovations

Ready to try CRM & Pipeline?

Free to start. No credit card. Set up in under 10 minutes.