YRD.AI / CRM
Every customer. Every conversation. One place.
Keep leads, conversations, appointments and customer activity organized in one clear pipeline.
Book a DemoPipeline
Example dataNew lead 2
SMSarah Mitchell
Source · Google AdsBasement renovationPLPriya Lee
Source · Meta AdsQualified 1
MBMarcus Bell
Source · ReferralAppointment 1
DWDana West
Source · OrganicCustomer 1
OHOmar Haddad
Source · WebsiteCustomer record
SM
Sarah Mitchell
Stage · New lead
Google Ads click
Mon 9:12
Website visit · 3 pages
Mon 9:14
AI Voice call · 2m 40s
Mon 9:21
Appointment booked
Fri 11:00
SMS confirmation sent
Mon 9:22
Purchase · $148.00
Fri 12:05
What it includes
Designed around how your business operates.
A configured customer system that keeps website, call and marketing activity connected.
01
Lead Pipeline
02
Contact Profiles
03
Conversation History
04
Appointments
05
Tasks
06
Source Tracking
07
Follow-up