Arise Systems

Arise CRM

Arise Systems · Operator workspace

Step 2 of 4

What kind of business
are you running?

We'll configure your AI agents and automation library for your industry — no setup required on your end.

🛡️
Life Insurance
Lead follow-up, policy check-ins, referrals
🏡
Real Estate
Buyer nurture, listing alerts, closings
🚗
Detail Shop
Bookings, confirmations, review requests
✦
Other
We'll tailor everything to your business
/ Dashboard
Drag the photo to reposition it
 

Dashboard

Pipeline value
—
Open deals
New leads
—
Last 7 days
Needs your action
0
Pending approvals
Gone quiet
—
Loading…
Do these first
Loading…
Pipeline by stage
Loading…

Action Center

No pending items right now.

All Urgent Routine Resolved

Contacts

Loading contacts...

⌕
AllBuyersSellersCold
Contact Stage Last contacted ↓ Value Source
Loading contacts...
Contact
JR
Contact
— —
Log a touch
At a glance
Deal value —
Source —
Last contacted —
Notes & activity
Tags

Pipeline

Loading…

Where the money is sitting

Jireh

Your chief of staff · always on

Jireh is ready.
Ask about a contact, a deal, what's on your plate, or anything you'd usually text. The whole pipeline is in context.

Calendar

Justin's Google Calendar

Loading calendar…

Tasks

Your follow-ups, synced from Follow Up Boss

⌕
Loading tasks…

Reports

Last 90 days

Closed volume
—
 
Avg days to close
—
 
Speed to lead
—
median first touch
Lead → appt
—
 
Where leads come from
Loading…
◈
Jairah
Online · Your AI chief of staff
◈
Hey Adrian — what do you need?
I'm Jairah. I know your pipeline, your contacts, and your business. Ask me anything or tell me what to do.
AI responses are suggestions — always use your own judgment before acting on them.
Business context
BusinessClear Coverages
OwnersAdrian & Monse
IndustryLife Insurance
CRMFlowstate
LocationChula Vista, CA
LicensedCA + TX
Live pipeline
Hot leads12
Warm leads38
Active clients97
Need follow-up83
Recent chats
Start a conversation
AI tone
Professional, honest, family-focused. Compliant with Primerica guidelines. Never quotes specific premiums.

Appearance

Your colours travel with your login

DarkLight
FullIcons only
Font and custom colours
Font
Used across the whole interface.
Text color
Headlines and body copy.
Border color
Cards, inputs, dividers.
Background
Workspace and content surfaces.
Sidebar
Left navigation text color.

Settings

Account, sync and notifications

CRM sync
Business profile
Your photo and name