Know who to chase.
Know what's owed.
Pipeline, automations, and opportunity follow-ups stay attached to real carts and buyers — not a disconnected spreadsheet CRM.
alex.rivera
Buyer$0.00
NewManualjordan.lee
Buyer$231.50
ContactedBasic Automorgan.blake
Identified$92.60
ContactedBasic Autocasey.nguyen
Buyer$0.00
NewManual
Surface the opportunity. Follow up. Convert.
Opportunities land in the pipeline
Abandoned carts, identified buyers, and high-value leads show up with product and value context.
Filter who to chase
Contactable, new, contacted, engaged — cut the noise and work the right list.
Follow up from the row
Review, follow up, pause, or dismiss without leaving the pipeline.
Open the buyer profile
Activity, account, opportunity value, and line items in one side panel.
CRM that lives on the actual work.
Know the account
- Buyer profiles with email, phone, and account status
- Opportunity value and source on every lead
- Line items from the cart that created the opportunity
- Works alongside the customer inbox for live threads
Chase the next dollar
- Abandoned-cart and reorder opportunities
- Manual or basic auto follow-up modes
- Pipeline table and board views
- Automations and performance tabs as volume grows
Questions, answered.
Is this a full separate CRM?
No — it's built into Riverr, so contacts and money stay attached to quotes and orders instead of living in a disconnected system.
What are opportunities?
Abandoned carts, remakes, and reorder prompts surface as opportunities — the next jobs worth chasing.
Where do customer emails live?
In the Customer inbox — two-way threads attached to the same customers and jobs.
Can I see what’s owed?
Yes — open balances and lifetime value sit on each customer profile.
