The AI-powered operating system for busy operators.
RiseHub combines a comprehensive CRM, agentic AI, and 30+ business tools into one platform — purpose-built by a team that runs it for hundreds of B2B operators. Deep in financial services, but useful in every industry.
& qualifies
with you
a customer
Meet RiseAgent.
RiseAgent is the AI layer that runs across your whole platform — qualifying leads, drafting responses, triggering workflows, and learning what works. Not a chatbot bolted on. An AI employee built in.
RiseAgent Workflow
Build AI agents that take real actions across your business — qualifying, routing, responding, and following up without a human in the loop.
RiseAgent Content
Generate landing pages, emails, SMS sequences, and ad copy in your brand voice — trained on what's actually converting in your account.
RiseAgent Voice & Chat
An AI employee that handles inbound conversations across web chat, SMS, voice, and email — with full context from your CRM and your business rules.
One platform, five jobs done.
30+ tools organized around what operators actually need to accomplish — not a feature list to study. Pick a job, and RiseHub has the stack ready.
Turn traffic into qualified leads
Funnels, forms, websites, chat widgets, and Workflow AI for instant lead routing. Capture every signal, qualify the right ones, ignore the noise.
Move prospects to customers
Pipelines, calendar booking, email, SMS, calling, unified inbox — with Content AI drafting replies and Chat AI handling first-touch conversations.
Keep customers, grow accounts
Courses, community, members area, surveys, NPS, and automated lifecycle campaigns. Build customers who don't churn — and notice early when they might.
Run the business, see the numbers
Stripe-integrated cart, invoicing, subscriptions, affiliate program, domain management, reporting, and unified dashboards across every funnel and pipeline.
Compound output, not headcount
RiseAgent Workflow, Content, and Voice — the agent layer that orchestrates the rest of the platform. The work stops scaling with hours and starts scaling with logic.
Operators we've built this for.
RiseHub runs production operations for hundreds of B2B companies. Here's a small sample of how it's deployed in financial services and beyond.
How a niche SaaS got built on RiseHub, top to bottom
EZ Rate Sheet is a live SaaS for private real estate lenders — running entirely on the RiseHub stack. CRM, pipelines, AI, billing, content, support — all of it.
Scaling a private lending business across 400+ buildouts
HIS Capital deploys RiseHub buildouts as part of their partner-lender program — bringing CRM, pipeline, and AI infrastructure to operators who'd otherwise patch together five different tools.
An investor-facing operations stack, on one platform
Verified Investor Fund runs investor communications, reporting, lifecycle marketing, and capital-call workflows on RiseHub — with AI handling the routine and humans handling the relationships.
Self-serve SaaS, or full buildout.
Subscribe to RiseHub directly and run it yourself, or have our team configure the whole stack for you. The platform is the same either way.
- 5 users · 5,000 contacts
- Full CRM, pipelines & opportunity management
- AI website & funnel builder with templates
- Unified inbox: SMS, email, calls, chat
- RiseAgent: Chat, Content & Voice Starter (100 min/mo)
- Standard support
- Everything in Kickstart, plus:
- 15 users · 20,000 contacts
- RiseAgent Voice — Standard (300 min/mo + 10% off overages)
- Text-to-pay · Invoicing & proposals
- Memberships · Webhooks & REST API
- Priority support
- Everything in Grow, plus:
- Unlimited users & contacts
- RiseAgent Voice — Pro (600 min/mo + 15% off ALL usage)
- Communities · Blogs · Reputation management
- Google Business Profile messaging & tracking
- Quarterly performance review with LEL
What's “+ Usage”? Pay only for what you actually use — SMS, voice minutes, AI tokens, email volume. Lower rates at every tier up. See full usage rates.
Need a full buildout, custom integrations, or marketing services on top? Book a call — that's where Lead Engine Labs comes in.
Stop stitching software together. Start running the business.
30 minutes. No pitch deck. We'll talk through what you're trying to build, whether RiseHub is the right fit, and what a deployment would look like.
Book a 30-min discovery call