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CRM

A CRM that fills itself.

See all bookings and funnel answers in one place, along with the steps your customers went through and everything they entered when booking. So you are well prepared for every meeting.

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Soon: Companies and deals

The leads list fills itself: Jonas Weber arrives through a funnel with status New, Leyla Aydın through a booking with status Booked.
Someone answers a funnel: picks “First consultation” and a team of 2 to 10 people, enters name and email, and sends the request. That becomes a new lead.
Six fixed lead statuses: New, Contacted, Qualified, Booked, Customer, Lost. A lead moves from New to Booked.
Jonas Weber books an intro call, a team event type with round robin. Kofi is the host. In the lead list, Jonas appears with status Booked, and Kofi is the owner without a click.
The lead Jonas Weber with a timeline: first submitted the “First consultation” funnel, then booked an appointment. The status changes to Booked, and a note is added.
Leads are exported as CSV, and new leads and bookings go to your own app via webhooks.

What the CRM can do

Every contact in one place.

  1. Ridian remembers your customers

    Every booking and every funnel answer lands with the right contact, with all steps and details, and anyone who books again is recognized and still shows up only once.

  2. See where everyone stands

    Your contacts move through their status from New to Qualified to Customer, and as soon as someone books a meeting, they jump to Booked on their own. So you see at a glance who is already a customer.

  3. Always clear who's in charge

    You decide who on your team looks after whom. Let your funnels qualify people and pass them to the right person, and Ridian remembers who handles whom.

  4. Everything about a contact at a glance

    Notes, answers and bookings sit in one timeline, and you can also change status and notes by messaging Alvin.

  5. Connect your existing setup

    Export your leads as a spreadsheet in a few clicks, or connect your existing CRM and other tools to Ridian.

How it works

From booking to customer.

Scheduling and funnels fill your CRM. You just share the link.

  1. Share your booking page

    Anyone who books through your booking page shows up in your CRM automatically.

  2. Put a funnel in front

    Your funnel asks your questions before the meeting, and the answers land right with the contact.

  3. Leads land in your CRM

    Everything a customer enters on the way to booking is stored centrally in your CRM.

  4. Update statuses and pass them on

    Keep track of who is already a customer, add notes and send new leads to your existing systems automatically.

Frequently asked questions

Where do leads come from?

From your funnels and from bookings, including bookings without a funnel, such as through your booking page, single-use and package links, the API or Alvin.

Which statuses are there?

There are New, Contacted, Qualified, Booked, Customer and Lost. When an open lead books a meeting, the status moves to Booked.

Are there companies, deals and a pipeline?

Not yet. Today you manage contacts and leads, and companies and deals are coming later. There's no pipeline.

Can I export my leads?

Yes, on every plan you can download all leads as CSV.

Do my leads also reach my existing CRM?

In a team workspace, yes. Ridian sends every new lead as a webhook (lead.created), and the REST API lets you read leads and funnels. There's no ready-made app for HubSpot, Pipedrive and the like, so you connect the webhook yourself or through a tool like Zapier, Make or n8n.

Do I get notified about new leads?

Yes, by email and, with Alvin Plus, on WhatsApp too. For funnels, you choose for each one who on your team gets notified.

How long are leads kept?

Until you delete them, with one exception. We delete leads with no booking and no note six months after their last activity.

More from Ridian

What else the Ridian Suite offers you.

Booking pages, funnels with a CRM, subscription calendars, sync and agents for your calendars and email. All in one account, all on the same calendar connections.
Try everything free for 7 days.

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