Rithm is the AI-powered outside sales platform built to help you know where to spend your time. It combines client management, smart visit planning, and day-of routing so you can focus on selling—not on rebuilding your calendar every morning.
You can use Rithm on the web and on the RithmForSales iOS app. Both use the same account and the same client and schedule data. Many day-to-day field actions work on both platforms. Some planning and reporting tools are richer on the web, while the iOS app is designed for working on the road—maps, route mode, check-ins, directions, and reminders.
This page introduces the major features a salesperson uses most often, explains what each one is for, and notes where the web and iOS experiences differ.
What makes Rithm different
A traditional CRM is often built around desk work: opportunities, emails, and pipeline stages. Rithm is built around outside sales:
- Who you should visit (Importance and Targets)
- When you can visit them (hours, cadence, vacation, appointment-only rules)
- How to get through the day efficiently (Auto-Scheduler, Recommended Schedule, Route mode)
- What happened at each stop (Check In with who you saw and the visit outcome)
Think of Auto-Scheduler less like “shortest drive” alone and more like a sales-aware planner: it weighs client importance, availability, visit frequency, and travel so your time produces better coverage—not just fewer miles.
Where to find things: web vs iOS
On the web
After you sign in, use the main menu to move between areas. Depending on your account permissions, you may see:
- Home
- Schedule
- Clients (or Accounts, if your company uses a business-first display)
- Auto-Scheduler
- Scoreboard
- Target List
- Pipeline
- Weekly Planner
- Settings
Footer links such as Need help?, Submit Ideas, and Refer a Friend are available throughout the web app.
On iOS (RithmForSales)
The app uses a tab bar with five main areas:
- Clients
- Targets
- Schedule (often the default after sign-in)
- Auto-Scheduler
- Settings
A sparkle icon on Clients, Targets, and Schedule opens Sales Advisor.
Where they differ: Web navigation is a full menu with additional views such as Home, Scoreboard, Pipeline, and Weekly Planner. iOS focuses on the field loop—clients, targets, today’s schedule, Auto-Scheduler, and settings—while some account and maintenance tools open as web pages from Settings.
Clients and Accounts
Your client book is the foundation of Rithm. Every schedule recommendation, target ranking, and check-in connects back to these records.
What a client record includes
A typical client profile can hold:
- Person name and Account (organization or practice)
- Stage in the sales relationship (for example Unaware, Aware, Trial, User, Advocate, Lost User)
- Importance from 1–10 (how strongly Rithm should prioritize visits)
- Type
- Address, phone, email, website
- Client Notes
- Hours available (when visits are allowed)
- Visit timing: weeks between visits (frequency/cadence) and Minutes per visit
- Visit mode: in person, virtual online, or email/phone reminders only
- By appointment only and vacation settings when applicable
If your company uses B2B display preferences on the web, the menu may say Accounts instead of Clients, and organization may be emphasized over person name. The underlying idea is the same: one record for the person/account you call on.
On the web
Open Clients (or Accounts) from the menu.
From the list you can:
- Search and filter your book
- Add a new client
- Open a client for full detail and editing
- Use map views and Prospects Nearby to discover nearby prospects
- Use Bulk Editor for mass updates
- Import and export clients from Settings
On a client detail page you can update profile fields, photos, locations, notes, and scheduling preferences; start directions; add calls, meetings, events, or tasks; and launch Auto-Schedule for that client when available.
On iOS
Open the Clients tab.
You can:
- Browse an alphabetical list and search by name or account
- Pull to refresh
- Open Clients map
- Open Prospects nearby (this uses the web prospecting experience inside the app, then refreshes your client list)
- Tap + to Add Client
- Open a client for detail, directions, phone, check-in, meetings, and notes
- Scan a business card with the camera when adding or editing a client
Where they differ: Full spreadsheet import/export, bulk editing, and many maintenance tools are primarily on the web (or opened from iOS Settings as web tools). Business card camera scanning and Face ID sign-in are strong iOS conveniences. Prospects Nearby on iOS opens the web flow rather than a fully separate native screen.
Importance and the Target List
Importance is Rithm’s way of answering: “If I only have limited time this week, who matters most?”
You assign Importance on a scale of 1 to 10. Higher numbers generally mean higher priority for visits and Auto-Scheduler attention. The Target List (web) / Targets tab (iOS) groups clients by Importance so you can work top-down instead of scrolling one flat list.
On the web
Open Target List from the menu. Clients appear grouped by Importance so you can prioritize outreach and visits.
On iOS
Open the Targets tab. Groups are collapsible by Importance. You can open a client, place a call, get directions, and adjust Importance without leaving the list. An Overdue! indicator helps flag clients whose visit cadence is behind.
Where they differ: Both platforms share Importance and the target concept. Web also pairs targeting with broader planning views (Pipeline, Scoreboard, Weekly Planner). iOS puts Targets in the main tab bar for quick field prioritization.
Pipeline (web)
Pipeline organizes clients by sales Stage so you can see relationship progress across your book—not only who is important, but where each relationship stands.
On the web, open Pipeline from the menu. You typically see stage columns, search and filters, charts such as sales pipeline and distribution views, and quick actions to call, navigate, or open client detail.
Where they differ: Pipeline is a primary web menu destination. On iOS, Stage still lives on each client record and can be used in filters (including Auto-Scheduler), but there is not a separate Pipeline tab equivalent to the web board.
Schedule: your day on the calendar
The Schedule is where planned appointments and recommended visits come together for a chosen day.
What you will see
Depending on the day and your plan, schedule content can include:
- My appointments — meetings you set yourself (these stay protected when Auto-Scheduler runs)
- Recommended Schedule — visits and travel suggested by Auto-Scheduler
- Travel or drive segments between stops
- Notifications such as overdue sticky notes (especially visible on iOS)
- Nearby or available clients to consider adding (iOS sections)
You can create items such as calls, meetings, events, and tasks (web labeling is especially clear for Add Call, Add Meeting, Add Event, and Add Task). On iOS, New Meeting supports meeting types such as Appointment, Breakfast, Lunch, Snack, Dinner, Virtual meeting, Client Visited, and Other.
On the web
Open Schedule from the menu (also reachable from Home calendar widgets). Use day/week style calendar views, add fixed appointments, review recommended visits, and run Route mode for the day’s stops.
On iOS
Open the Schedule tab. The day appears as a map-centered experience with a schedule sheet. Pick a date, review sections, create meetings with +, reschedule items, and start Route mode from the toolbar.
Where they differ: Web calendar views and Home widgets give a broader planning desk feel. iOS Schedule is map-forward and built for moving through the day in the field. The underlying appointments and recommended visits sync across both.
Route mode and Check In
These features turn a plan into a working field day.
Route mode
Route mode helps you move stop-by-stop through today’s plan.
Typical actions include:
- Next Stop (and virtual meeting prompts when relevant)
- Navigate (hand off to your maps or Waze app)
- Check In
- Mark Completed
Check In
Check In is how you record what happened at a visit. It is more structured than a freeform note alone.
You may be asked:
Who did you see?
- Doctor
- Office Manager
- Nurse / MA
- Front Desk
- Nobody (busy)
Outcome
- Discussed Product
- Sampled
- Left Information
- Follow-up Needed
- Lunch Only
- No Access
You can also add visit notes (including dictated notes on iOS). Completing a check-in helps keep visit history accurate and supports better future Auto-Scheduler results.
Important behavior to know: choosing Nobody (busy) or No Access, or leaving the visit incomplete, does not treat the stop as a successful completed visit in the same way a normal completion does.
On the web
Start Route from Schedule, then use Next Stop, Navigate, Check In, and Completed as you work through the day.
On iOS
Start Route mode from Schedule, use the next-stop panel, Navigate, Check In, and Completed. You can also Check In from a client detail screen. iOS Settings let you choose Waze or Apple Maps for directions.
Where they differ: The check-in questions and completion idea are aligned on both platforms. The on-screen layout differs: web uses schedule/route dialogs; iOS uses a native route panel and map-centric day view. Directions app choice is an iOS setting.
Auto-Scheduler
Auto-Scheduler is Rithm’s AI-powered planning engine. It builds a practical multi-day visit plan from your clients and constraints.
In plain terms, it:
- Analyzes your client data for personalized recommendations
- Respects your plans by keeping manual appointments intact and filling gaps around them
- Supports adaptive scheduling—you can rerun when location or plans change
- Uses continuous learning as you complete meetings and check-ins
Before strong results, make sure these basics are set:
- Home / morning starting address
- Default work hours
- Client Importance, hours available, visit frequency, and minutes per visit
- Fixed appointments already on the Schedule when you need holds protected
On the web
Open Auto-Scheduler from the menu (you may also see optimize shortcuts from Home or client context). Review filters and options, run optimization, then review the updated Schedule.
On iOS
Open the Auto-Scheduler tab. Review the intro, set filters (including Importance range and client filters such as stage, type, city, notes, or custom fields), then tap Okay – make my day! When results are ready, confirm and return to Schedule.
Where they differ: Both run the same kind of server-side optimization against your shared data. iOS presents a focused field workflow with a clear run button. Deeper Auto-Scheduler settings often open from iOS Settings as a web page. Web also connects optimization more directly to Analyze/Scoreboard-style follow-up views.
Sales Advisor
Sales Advisor is your in-app AI assistant for questions grounded in your Rithm data—clients, schedule context, and practical next steps.
You can ask for help finding clients, understanding what is coming up, or thinking through planning. On both platforms it can surface useful cards and actions (such as profile or appointment related information) as part of the conversation.
On the web
Sales Advisor appears as a Home widget and can be opened from calendar-related entry points and history views.
On iOS
Tap the sparkle icon from Clients, Targets, or Schedule to open Sales Advisor.
Where they differ: Availability can depend on your account permissions. The chat experience is available on both; entry points differ (Home/widgets on web vs sparkle toolbar on iOS).
Sticky Notes and personal reminders
Sticky Notes are lightweight personal reminders—useful for “call this person back,” “bring samples,” or “follow up Friday”—without turning Rithm into a full project-management tool.
On the web
Tap the yellow sticky note icon in the upper right from nearly any page. You can save notes and review their history.
On iOS
Tap the yellow sticky note icon from Clients, Targets, or Schedule. Enter the note (typing or dictation), choose a due timing such as this evening, tomorrow morning, or end of week, and save. Overdue sticky notes can appear in Schedule notifications. iOS also supports local meeting reminders in Settings (for your appointments and optionally the first daily meeting).
Where they differ: Sticky Notes exist on both when enabled. Local meeting alert timing and notification prompts are especially important on iOS.
Scoreboard and performance views (web)
Scoreboard helps you see how well you are covering your book—reach, cadence/frequency progress, scheduling coverage, and trends over time.
Related web Home widgets can show pipeline snapshots, importance distribution, today counts (appointments, suggested meetings, completed), and other performance summaries depending on your account.
Where they differ: Scoreboard is a dedicated web menu item. iOS focuses more on executing the day than on full dashboard analytics; your activity still contributes to the shared metrics you may review on the web.
Weekly Planner (web)
Weekly Planner gives a spreadsheet-style week view aligned to your work hours. It is useful when you want a wide planning picture or need to download a spreadsheet for offline review or sharing.
Open Weekly Planner from the web menu, adjust columns as needed, and download when available.
Where they differ: Weekly Planner is a web planning tool. iOS emphasizes the day Schedule and Auto-Scheduler rather than a full weekly spreadsheet planner.
Prospecting and maps
Rithm helps you grow and work a territory geographically—not only manage an existing list.
Key ideas:
- See clients on a map
- Discover Prospects Nearby
- Save prospects into your client book
- Use location so travel estimates and nearby suggestions improve
On iOS, location permission (preferably while using the app, with precise location on) is important for routing, nearby clients, and better day plans.
Where they differ: Map presentation differs by platform. Prospects Nearby on iOS launches the web prospecting experience, then refreshes native client data. Web keeps prospecting and client list/map tools in the Clients/Accounts area.
Home dashboard (web)
Home on the web is your command center: goals, Sales Advisor, calendar snippets, sticky notes, status widgets, shortcuts to add clients or re-optimize, and other at-a-glance information.
Where they differ: Home is a web concept. On iOS, that role is largely split across Schedule (today), Targets (priorities), Auto-Scheduler (planning), and Sales Advisor (guidance).
Settings, account, and preferences
Settings keep Rithm aligned with how you actually work.
Common items include:
- Name, email, and phone
- Notification preferences
- Home / morning starting address
- Default work hours for Auto-Scheduler
- Display preferences on the web (date/time formats, miles vs kilometers, Clients vs Accounts labeling, frequency vs cadence wording, and more)
- Directions preference on iOS (Waze or Apple Maps)
- Meeting reminder preferences on iOS
- Links to manage your account and subscription
- Help, Submit Ideas, Refer a Friend
- Maintenance tools such as bulk edit, address checking, custom fields, and Auto-Scheduler settings (often web-based)
On the web
Open Settings from the menu for the full preference and account surface, including import/export and maintenance.
On iOS
Open the Settings tab. Many day-to-day preferences are native. Manage Account, Help, Submit Ideas, Refer a friend, and several maintenance tools open web pages inside the app.
Where they differ: Subscription and deep account management are centered on the web Manage Account experience. iOS adds mobile-specific choices (directions app, local reminders, Face ID login convenience) and deep-links to web tools when needed.
Import, export, and keeping data in sync
Your web and iOS apps share the same Rithm account data.
Typical sync expectations:
- Clients, Importance, Stage, notes, and schedule items stay aligned
- Completing visits and check-ins on either platform updates shared history
- Pull to refresh on iOS helps bring down recent changes
Import/export of client spreadsheets, bulk edits, and some cleanup tools are primarily web features under Settings (and related maintenance links). iOS can add clients one by one, via business card scan, or through Prospects Nearby, then keep working from the synced book.
A simple day using Rithm’s key features
If you are new, this is a practical way to see how the pieces fit together:
- Sign in on web or iOS (same account).
- Confirm Settings: home address, work hours, and (on iOS) location, reminders, and directions app.
- Build your book in Clients / Accounts: add, import (web), or capture from prospects and business cards.
- Set Importance, hours, visit frequency, and stage so Rithm knows who matters and when they can be seen.
- Add any fixed appointments on Schedule so Auto-Scheduler can plan around them.
- Run Auto-Scheduler and review the Recommended Schedule.
- Use Targets (and web Pipeline / Scoreboard as needed) to stay focused on priorities and progress.
- Work the day in Route mode: Navigate, Check In, mark Completed.
- Capture follow-ups with Sticky Notes or ask Sales Advisor when you need a quick assist.
- Review performance on web Scoreboard and planning views when you want the bigger picture.
Feature map at a glance
| Feature | Purpose | Web | iOS |
|---|---|---|---|
| Clients / Accounts | Your sales address book | Full list, map, import/export, bulk tools | List, map, add/edit, card scan, prospects link |
| Target List / Targets | Prioritize by Importance | Menu: Target List | Tab: Targets |
| Pipeline | Work by Stage | Menu: Pipeline | Stage on client; no full Pipeline tab |
| Schedule | Daily plan and appointments | Calendar Schedule views | Map + day schedule sheet |
| Route mode | Next-stop field execution | From Schedule | From Schedule |
| Check In | Log who/outcome/notes | From route/schedule/client flows | From route, schedule, client detail |
| Auto-Scheduler | AI visit planning | Menu + shortcuts | Tab: Auto-Scheduler |
| Sales Advisor | AI assistant | Home / related entry points | Sparkle icon |
| Sticky Notes | Personal reminders | Home (when enabled) | Icon on main tabs |
| Scoreboard | Performance dashboards | Menu: Scoreboard | Review metrics mainly on web |
| Weekly Planner | Week grid / spreadsheet | Menu: Weekly Planner | Not a primary iOS view |
| Settings / Account | Preferences and account | Full Settings | Native settings + web account/maintenance links |
Getting help
If you need assistance while using Rithm:
- On the web, use Need help? and Settings help options.
- On iOS, open Settings → Account → Help (and related links).
- You can also Submit Ideas when you want to suggest improvements, and Refer a Friend when you want to share Rithm.
Rithm works best when your client data is current, your hours and home address are accurate, and you consistently check in as you complete visits. Those habits turn the key features above—from Targets and Auto-Scheduler to Route mode and Scoreboard—into a reliable weekly rhythm for outside sales.