A complete revenue operating system
Every tool you need to find, win, and keep customers — configurable to any industry.
Sell
Visual pipelines
Customizable deal stages and kanban boards that mirror how each industry actually closes.
Click-to-call & logging
Call from the record, auto-log every conversation, and never lose context.
Quotes & proposals
Generate templated documents and track opens so you know when to follow up.
Engage
Unified inbox
Email, SMS, and social DMs in one thread per contact.
Smart scheduling
Round-robin booking pages with automated reminders and no-show recovery.
Task reminders
Never miss a follow-up with sticky, trigger-driven task queues.
Automate
Workflow builder
Trigger sequences on any event — new lead, stage change, tag added — no code.
Team routing
Distribute leads by territory, round-robin, or skill automatically.
Multi-industry workspaces
Run separate pipelines, fields, and brands under one account.
Understand
Live dashboards
Pipeline value, win rates, and rep performance updated in real time.
Audit & compliance
Every action logged, exportable, and ready for review.
Role-based access
Granular permissions so the right people see the right data.
One view for every contact, every deal
Searchable contacts, industry tags, deal values, and activity timelines — the same workspace whether you sell insurance, real estate, home services, or anything in between. Configure the fields and stages to match how each vertical actually sells.
- Tag and filter contacts by industry
- Track every deal from lead to close
- Activity timeline on every record
See it in action
Book a personalized walkthrough of Rise OS.