Help Topics

• Getting Started with Rithm

  Articles to get you up and running, quick and easy.

  • Key Rithm Features
  • Importing clients into Rithm
  • Prospecting
  • Sales Advisor
  • Taking Notes by Voice Dictation
• Managing Clients

  Learn how to keep detailed information about each client, account, prospects and each location.

  • The Client List
  • Client Details (Viewing & Editing)
  • Business Card Scanner
  • Prospecting
  • Target List
• Managing Schedules

  Your calendar holds meeting appointments as well as suggested meetings from Rithm's optimizer.

  • Today’s Route / Next Stop
  • Meeting Check-in & Completion
  • The Auto-Scheduler
  • Meeting Reminders
  • Rescheduling meetings
• AI features

  Rithm can give advice, help you plan each day, forecast the best routes and much more.

  • The Auto-Scheduler
  • Sales Advisor
  • Business Card Scanner
  • Filtering which clients to Auto-Schedule
• Account Management

  How to manage your account and the features.

  • How do I change my Password?
  • Managing my subscription
  • Account Settings
• About Us

  • How to Contact Support