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.<\/p>\n\n\n\n
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What makes Rithm different<\/h2>\n\n\n\n
A traditional CRM is often built around desk work: opportunities, emails, and pipeline stages. Rithm is built around outside sales<\/strong>:<\/p>\n\n\n\n Think of Auto-Scheduler less like \u201cshortest drive\u201d alone and more like a sales-aware planner: it weighs client importance, availability, visit frequency, and travel so your time produces better coverage\u2014not just fewer miles.<\/p>\n\n\n\n After you sign in, use the main menu to move between areas. Depending on your account permissions, you may see:<\/p>\n\n\n\n Footer links such as Need help?<\/strong>, Submit Ideas<\/strong>, and Refer a Friend<\/strong> are available throughout the web app.<\/p>\n\n\n\n The app uses a tab bar with five main areas:<\/p>\n\n\n\n A sparkle icon on Clients, Targets, and Schedule opens Sales Advisor<\/strong>.<\/p>\n\n\n\n Where they differ:<\/strong> Web navigation is a full menu with additional views such as Home, Scoreboard, Pipeline, and Weekly Planner. iOS focuses on the field loop\u2014clients, targets, today\u2019s schedule, Auto-Scheduler, and settings\u2014while some account and maintenance tools open as web pages from Settings.<\/p>\n\n\n\n Your client book is the foundation of Rithm. Every schedule recommendation, target ranking, and check-in connects back to these records.<\/p>\n\n\n\n A typical client profile can hold:<\/p>\n\n\n\n If your company uses B2B<\/strong> display preferences on the web, the menu may say Accounts<\/strong> instead of Clients<\/strong>, and organization may be emphasized over person name. The underlying idea is the same: one record for the person\/account you call on.<\/p>\n\n\n\n Open Clients<\/strong> (or Accounts<\/strong>) from the menu.<\/p>\n\n\n\n From the list you can:<\/p>\n\n\n\n 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.<\/p>\n\n\n\n Open the Clients<\/strong> tab.<\/p>\n\n\n\n You can:<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Importance<\/strong> is Rithm\u2019s way of answering: \u201cIf I only have limited time this week, who matters most?\u201d<\/p>\n\n\n\n You assign Importance on a scale of 1 to 10<\/strong>. Higher numbers generally mean higher priority for visits and Auto-Scheduler attention. The Target List<\/strong> (web) \/ Targets<\/strong> tab (iOS) groups clients by Importance so you can work top-down instead of scrolling one flat list.<\/p>\n\n\n\n Open Target List<\/strong> from the menu. Clients appear grouped by Importance so you can prioritize outreach and visits.<\/p>\n\n\n\n Open the Targets<\/strong> 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!<\/strong> indicator helps flag clients whose visit cadence is behind.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Pipeline<\/strong> organizes clients by sales Stage<\/strong> so you can see relationship progress across your book\u2014not only who is important, but where each relationship stands.<\/p>\n\n\n\n On the web, open Pipeline<\/strong> 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.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n The Schedule<\/strong> is where planned appointments and recommended visits come together for a chosen day.<\/p>\n\n\n\n Depending on the day and your plan, schedule content can include:<\/p>\n\n\n\n You can create items such as calls, meetings, events, and tasks (web labeling is especially clear for Add Call<\/strong>, Add Meeting<\/strong>, Add Event<\/strong>, and Add Task<\/strong>). On iOS, New Meeting<\/strong> supports meeting types such as Appointment, Breakfast, Lunch, Snack, Dinner, Virtual meeting, Client Visited, and Other.<\/p>\n\n\n\n Open Schedule<\/strong> from the menu (also reachable from Home calendar widgets). Use day\/week style calendar views, add fixed appointments, review recommended visits, and run Route<\/strong> mode for the day\u2019s stops.<\/p>\n\n\n\n Open the Schedule<\/strong> tab. The day appears as a map-centered experience with a schedule sheet. Pick a date, review sections, create meetings with +<\/strong>, reschedule items, and start Route mode<\/strong> from the toolbar.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n These features turn a plan into a working field day.<\/p>\n\n\n\n Route mode helps you move stop-by-stop through today\u2019s plan.<\/p>\n\n\n\n Typical actions include:<\/p>\n\n\n\n Check In<\/strong> is how you record what happened at a visit. It is more structured than a freeform note alone.<\/p>\n\n\n\n You may be asked:<\/p>\n\n\n\n Who did you see?<\/strong><\/p>\n\n\n\n Outcome<\/strong><\/p>\n\n\n\n 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.<\/p>\n\n\n\n Important behavior to know: choosing Nobody (busy)<\/strong> or No Access<\/strong>, or leaving the visit incomplete, does not<\/strong> treat the stop as a successful completed visit in the same way a normal completion does.<\/p>\n\n\n\n Start Route from Schedule, then use Next Stop, Navigate, Check In, and Completed as you work through the day.<\/p>\n\n\n\n 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<\/strong> or Apple Maps<\/strong> for directions.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Auto-Scheduler<\/strong> is Rithm\u2019s AI-powered planning engine. It builds a practical multi-day visit plan from your clients and constraints.<\/p>\n\n\n\n In plain terms, it:<\/p>\n\n\n\n Before strong results, make sure these basics are set:<\/p>\n\n\n\n Open Auto-Scheduler<\/strong> 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.<\/p>\n\n\n\n Open the Auto-Scheduler<\/strong> 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!<\/strong> When results are ready, confirm and return to Schedule.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Sales Advisor<\/strong> is your in-app AI assistant for questions grounded in your Rithm data\u2014clients, schedule context, and practical next steps.<\/p>\n\n\n\n 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.<\/p>\n\n\n\n Sales Advisor appears as a Home widget and can be opened from calendar-related entry points and history views.<\/p>\n\n\n\n Tap the sparkle icon from Clients, Targets, or Schedule to open Sales Advisor.<\/p>\n\n\n\n Where they differ:<\/strong> 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).<\/p>\n\n\n\n Sticky Notes<\/strong> are lightweight personal reminders\u2014useful for \u201ccall this person back,\u201d \u201cbring samples,\u201d or \u201cfollow up Friday\u201d\u2014without turning Rithm into a full project-management tool.<\/p>\n\n\n\n Tap the yellow sticky note icon in the upper right from nearly any page. You can save notes and review their history.<\/p>\n\n\n\n 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<\/strong> in Settings (for your appointments and optionally the first daily meeting).<\/p>\n\n\n\n Where they differ:<\/strong> Sticky Notes exist on both when enabled. Local meeting alert timing and notification prompts are especially important on iOS.<\/p>\n\n\n\n Scoreboard<\/strong> helps you see how well you are covering your book\u2014reach, cadence\/frequency progress, scheduling coverage, and trends over time.<\/p>\n\n\n\n Related web Home widgets can show pipeline snapshots, importance distribution, today counts (appointments, suggested meetings, completed), and other performance summaries depending on your account.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Weekly Planner<\/strong> 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.<\/p>\n\n\n\n Open Weekly Planner<\/strong> from the web menu, adjust columns as needed, and download when available.<\/p>\n\n\n\n Where they differ:<\/strong> Weekly Planner is a web planning tool. iOS emphasizes the day Schedule and Auto-Scheduler rather than a full weekly spreadsheet planner.<\/p>\n\n\n\n Rithm helps you grow and work a territory geographically\u2014not only manage an existing list.<\/p>\n\n\n\n Key ideas:<\/p>\n\n\n\n On iOS, location permission (preferably while using the app, with precise location on) is important for routing, nearby clients, and better day plans.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Home<\/strong> 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.<\/p>\n\n\n\n Where they differ:<\/strong> Home is a web concept. On iOS, that role is largely split across Schedule (today), Targets (priorities), Auto-Scheduler (planning), and Sales Advisor (guidance).<\/p>\n\n\n\n Settings keep Rithm aligned with how you actually work.<\/p>\n\n\n\n Common items include:<\/p>\n\n\n\n Open Settings<\/strong> from the menu for the full preference and account surface, including import\/export and maintenance.<\/p>\n\n\n\n Open the Settings<\/strong> tab. Many day-to-day preferences are native. Manage Account<\/strong>, Help, Submit Ideas, Refer a friend, and several maintenance tools open web pages inside the app.<\/p>\n\n\n\n Where they differ:<\/strong> 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.<\/p>\n\n\n\n Your web and iOS apps share the same Rithm account data.<\/p>\n\n\n\n Typical sync expectations:<\/p>\n\n\n\n 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.<\/p>\n\n\n\n If you are new, this is a practical way to see how the pieces fit together:<\/p>\n\n\n\n\n
\n\n\n\nWhere to find things: web vs iOS<\/h2>\n\n\n\n
On the web<\/h3>\n\n\n\n
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On iOS (RithmForSales)<\/h3>\n\n\n\n
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\n\n\n\nClients and Accounts<\/h2>\n\n\n\n
What a client record includes<\/h3>\n\n\n\n
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On the web<\/h3>\n\n\n\n
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On iOS<\/h3>\n\n\n\n
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\n\n\n\nImportance and the Target List<\/h2>\n\n\n\n
On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nPipeline (web)<\/h2>\n\n\n\n
\n\n\n\nSchedule: your day on the calendar<\/h2>\n\n\n\n
What you will see<\/h3>\n\n\n\n
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On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nRoute mode and Check In<\/h2>\n\n\n\n
Route mode<\/h3>\n\n\n\n
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Check In<\/h3>\n\n\n\n
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On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nAuto-Scheduler<\/h2>\n\n\n\n
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On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nSales Advisor<\/h2>\n\n\n\n
On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nSticky Notes and personal reminders<\/h2>\n\n\n\n
![\"\"](\"https:\/\/www.rithmai.com\/support\/wp-content\/uploads\/2026\/08\/Sticky-Note-Icon.png\"){kind=icon}
<\/figure>\n\n\n\nOn the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nScoreboard and performance views (web)<\/h2>\n\n\n\n
\n\n\n\nWeekly Planner (web)<\/h2>\n\n\n\n
\n\n\n\nProspecting and maps<\/h2>\n\n\n\n
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\n\n\n\nHome dashboard (web)<\/h2>\n\n\n\n
\n\n\n\nSettings, account, and preferences<\/h2>\n\n\n\n
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On the web<\/h3>\n\n\n\n
On iOS<\/h3>\n\n\n\n
\n\n\n\nImport, export, and keeping data in sync<\/h2>\n\n\n\n
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\n\n\n\nA simple day using Rithm\u2019s key features<\/h2>\n\n\n\n
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