One platform. Every vertical.
Rise OS is built generic and configured for the way each industry sells. Start with one, expand to many — all under a single account.
Insurance & Benefits
Quote pipelines, carrier tracking, and renewal automations for agents and brokers.
- Lead intake forms
- Policy renewals
- Commission tracking
Healthcare
HIPAA-friendly intake and patient follow-up workflows for clinics and practices.
- Appointment booking
- Recall campaigns
- Secure records
Real Estate
Listings, showings, and closing pipelines for agents and brokerages.
- Lead routing
- Showing calendar
- Transaction mgmt
Professional Services
Consulting, agencies, and B2B services track engagements and billings.
- Project pipelines
- Retainer billing
- Client portals
Home Services
Dispatch, estimates, and recurring service plans for trades and contractors.
- Job scheduling
- Estimate templates
- Recurring plans
Education
Enrollment funnels and student follow-up for schools and programs.
- Application funnels
- Nurture sequences
- Cohort tracking
Automotive
Sales and service follow-up for dealerships and auto shops.
- Test-drive booking
- Service reminders
- Trade-in offers
Legal
Intake and matter tracking for law firms and legal services.
- Conflict checks
- Matter pipelines
- Time tracking
Product Sales & Online Stores
Customer loyalty and post-purchase outreach for retailers and e-commerce brands.
- Loyalty automations
- Win-back flows
- Order follow-up
Travel & Hospitality
Booking pipelines and trip follow-up for travel agencies and tour operators.
- Itinerary pipelines
- Booking reminders
- Repeat-trip nurture
Don't see your industry? Rise OS is fully configurable — if you sell something, it fits.
Ask about your use case