Radiant CRM

Use the radiant mobile app on smaller screens.

The full CRM workspace is designed for desktops and tablets to accommodate for the wide range of tools available in it. For on-the-go CRM functions, open the radiant mobile app.

Radiant CRM

Command Center

Your overview of today and what needs your attention.

Sign in

Use the account created from your approved tester application.

Command center

Building today's pulse

Checking client updates, schedule changes, and priority signals.

Schedule

Today

Sessions
Pending
Reminders

Schedule

Syncing session flow

Checking upcoming sessions, reminders, and calendar changes.

Pending Confirmations

Confirmations

Checking replies

Session Status Workflow

Client workspace

Client detail

Select a client to view the latest shared snapshot.

Client workspace

Preparing the snapshot view

Select a client to open plans, notes, history, and shared health signals.