The Platform

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, including the AI layer to run it.

01 Capture02 Convert03 Onboard & Retain04 Bill & Operate05 Scale with AI
01 · Capture

Turn traffic into qualified leads.

Every channel feeds one inbox. Forms, funnels, websites, chat, ads, and inbound calls all land in the CRM with full context — and RiseAgent qualifies the right ones before you ever pick up the phone.

  • Lead capture from 7+ sources unified in one inbox
  • Instant qualification & routing without manual triage
  • No more lost leads stuck in form-tool silos

What's in this phase

Funnels & Landing PagesDrag-and-drop builder with 30+ templates, A/B testing, and analytics.
Forms & SurveysMulti-step forms, conditional logic, file uploads, payment fields.
Websites & BlogFull CMS for marketing sites, blog, and SEO without a separate platform.
Live Chat & WidgetsChat widget on every page, with RiseAgent handling first-touch.
Call TrackingTrack inbound calls back to source, with recording and transcript.
RiseAgent WorkflowAuto-qualify, score, route, and respond — before a human touches it.
02 · Convert

Move prospects to customers.

A real CRM with the pipeline, communication, and AI tools attached. Stop bouncing between five tabs to send a follow-up. Stop forgetting deals. Stop typing the same email twice.

  • One pipeline view across email, SMS, voice, and chat
  • Calendar booking, contracts, and payments inside the same record
  • RiseAgent drafts the follow-ups — you approve and send

What's in this phase

Sales CRM & PipelinesMulti-pipeline kanban, custom stages, deal records, activity logging.
Calendars & BookingRound-robin, group, and 1-on-1 calendars with payment collection.
Unified InboxEmail, SMS, voice, and chat in one thread per contact.
Email MarketingSequences, broadcasts, and triggered campaigns with deliverability tooling.
SMS & VoiceTwo-way SMS, voicemail drop, click-to-call, and call recording.
RiseAgent VoiceAI handles inbound and outbound calls with full CRM context.
03 · Onboard & Retain

Keep customers, grow accounts.

Most teams treat retention as someone else's job. RiseHub gives you onboarding, courses, community, surveys, and lifecycle automation so customers actually stick — and so you notice the early signals when they don't.

  • Self-serve onboarding flows that scale without you
  • Members, courses, and community in one place — no extra LMS
  • Surveys, NPS, and lifecycle triggers wired into the same CRM

What's in this phase

Courses & MembershipsFull LMS — drip, gated content, certificates, progress tracking.
CommunityPrivate community spaces with posts, comments, and channels.
Surveys & NPSTriggered surveys, NPS scoring, and segmentation based on responses.
Lifecycle AutomationWelcome, onboarding, renewal, and reactivation campaigns out of the box.
Customer PortalWhite-labeled portal where customers manage their account, files, and billing.
Mobile AppBranded mobile app so customers engage on their phone, not their browser.
04 · Bill & Operate

Run the business, see the numbers.

Cart, invoicing, subscriptions, affiliate program, reporting, and domain management. Stop running the business out of Stripe, QuickBooks, ConvertKit, and a Google Sheet. One platform, one source of truth.

  • Stripe-integrated cart, invoicing, and subscriptions native to the CRM
  • Affiliate program with tracking, payouts, and tier management
  • Reporting that actually answers what's working — not what's tracked

What's in this phase

Cart & CheckoutOrder forms, upsells, order bumps, and abandoned cart recovery.
Invoicing & SubscriptionsRecurring billing, dunning, proration, and Stripe-native payments.
Affiliate ProgramTrack referrals, manage payouts, multi-tier commissions.
Domain ManagementCustom domains, subdomains, and SSL handled in-platform.
Reporting & DashboardsFunnel, pipeline, and campaign reporting unified across the stack.
API & WebhooksFull REST API and outbound webhooks for any custom integration.
05 · Scale with AI

Compound output, not headcount.

RiseAgent is the AI layer that runs across the rest of the platform. It qualifies leads, drafts responses, triggers workflows, runs voice conversations, and learns what works. Not a sidebar chatbot. An AI employee built in.

  • Workflow AI takes real actions across the platform, not just chat
  • Content AI drafts in your voice, trained on what actually converts
  • Voice & Chat AI handles inbound conversations with full CRM context

What's in this phase

RiseAgent WorkflowMulti-step agents that qualify, route, respond, and follow up autonomously.
RiseAgent ContentLanding pages, emails, SMS, and ads generated in your brand voice.
RiseAgent VoiceInbound and outbound voice AI with full pipeline context.
RiseAgent ChatWeb chat, SMS, and in-app chat handled by AI with human handoff.
Usage-Based PricingPay only for what RiseAgent actually does — lower rates at higher tiers.
Custom WorkflowsPro tier unlocks custom agent workflows built by the LEL team.

Want to see this in motion? Book a demo.

30 minutes. We'll walk through the parts of the platform that match what you're trying to build — no canned tour.

Book a 30-min platform tour