Rise CRM — Close More Deals from Meta Leads

Everything you need

A CRM that closes deals,
not just tracks them.

Rise is purpose-built for sales teams running Facebook and Instagram ad campaigns who need every lead followed up fast.

⚡

Instant Lead Sync

Meta webhook pushes every new lead from your Facebook and Instagram instant forms into Rise in under a second — no polling, no delays, no duplicates.

🎯

Pipeline Stages

Track every lead through New, Meeting (12PM/4PM/7PM), Webinar Recording, Converted (Red/Green ID), Not Interested, and Uncontactable.

🔔

Follow-up Reminders

Schedule follow-ups for any lead. See what's overdue, due today, and upcoming — so nothing ever slips through the cracks again.

👥

Team Collaboration

Assign leads to teammates with instant push notifications. Two-way sync keeps every stage change reflected across the whole team in real time.

📋

Custom Lists

Organise leads into custom lists like Follow-Up, CNC, or any group you need. Bulk-add, remove, and manage with ease.

📊

Dashboard Analytics

Real-time pipeline overview showing lead counts by stage, source breakdown (Facebook vs Instagram), and conversion trends with date filtering.

📝

Lead Notes and Details

Auto-save notes per lead with full form field data captured. Edit contact details, track contact status, keep a complete interaction history.

🔗

Webhook REST API

Send leads from your website, Typeform, or any third-party tool via our REST API. Generate keys, copy snippets, and integrate in minutes.

🚀

Meta CAPI Integration

Automatically fire Conversions API events to Meta when leads hit key stages — Schedule, Purchase, ViewContent — boosting your ad performance with server-side data.

Meta Ads Integration

Connect once.
Every lead, forever.

Link your Facebook Pages in seconds using secure OAuth. Rise fetches every lead from every instant form, from every ad — automatically, the moment it's submitted.

🔐

Secure OAuth connection

Rise connects via the official Meta Login flow — we never store your Facebook password.

⚡

Real-time webhook delivery

Our async processor responds to Meta in under 1 second — eliminating retries, duplicates, and cost spikes.

🎛️

Per-form toggle control

Enable or disable individual lead forms from your pipeline — filter the noise, keep the signal.

Lead submitted on Facebook Ad

↓ Meta sends webhook to Rise

1

Rise responds in <1s

Webhook acknowledged, lead queued for processing

2

Lead fetched and enriched

Name, phone, email, campaign, form, ad ID captured

3

Saved to your pipeline

Deduplicated and synced to the right team member

PS

Priya Sharma

+91 98765 43210 · Instagram Lead

New

4

Push notification sent

You and your team get alerted instantly on Android

Sales Pipeline

Every stage of your sales journey,
mapped and tracked.

Rise comes with a battle-tested pipeline built for high-velocity direct sales teams — from first contact to close.

New

143

leads

Meeting

38

scheduled

Webinar

22

watching

Red ID

19

converted

Green ID

31

converted

Meeting slots

12 PM, 4 PM, 7 PM — tag leads to the right time so your closers are always prepared.

Outcome stages

Converted Green/Red ID, Not Interested, Uncontactable — terminal stages trigger CAPI events automatically.

Two-way sync

Stage updates by teammates sync across all assigned users in real time — always stay in the loop.

Team Collaboration

Your whole team,
one pipeline.

📨

Invite via email

Add any Rise user to your team by email. They receive a push notification instantly.

🎯

Assign leads in one tap

Hand off any lead to a teammate with a single tap. They get a push notification with the lead name and current stage.

🔄

Live two-way sync

Notes, stage changes, and contact updates sync instantly across both the original owner and assignee.

🔒

Owner controls

Only the original owner can reassign or recall a lead. Full control stays with you.

My Team · 3 members

NS

Naitik Swastik Owner

naitik@rise.app

89 leads

RK

Rohan Kumar

rohan@team.com

42 leads

AS

Ananya Singh

ananya@team.com

31 leads

Recently assigned

PJ

Pooja Jain

Assigned to Rohan · 2 min ago

Meeting

Follow-ups

3 overdue

Rahul Verma

+91 77XXX XXXXX

Overdue

Priya Sharma

Sep 7 · Meeting 4PM

Today

Vikram Singh

Sep 7 · New lead

Today

Sneha Joshi

Sep 9 · Webinar follow-up

Upcoming

Amit Patel

Sep 10 · Meeting 12PM

Upcoming

Follow-Up Engine

Never let a hot
lead go cold.

Schedule a follow-up for any lead directly from the lead panel. Rise surfaces overdue, due today, and upcoming follow-ups so your team always knows who to call next.

● Overdue — call immediately

● Due today — prioritised at top

● Upcoming — plan your week ahead

Meta Conversions API

Give your Meta ads
better data to win.

When a lead reaches a key stage, Rise automatically fires a server-side CAPI event to Meta. Your campaigns learn faster. Your CPL drops.

📅

Meeting booked → Schedule event

Signals high intent to your Meta campaign

🎬

Webinar watched → ViewContent event

Tells Meta this audience segment is engaged

💰

Converted → Purchase event

Closes the attribution loop — optimise for revenue

rise-capi.json · Auto-fired on stage change

            // When lead converts to Green ID
            {
              "event_name": "Purchase",
              "event_time": 1725705252,
              "action_source": "system_generated",
              "user_data": {
                "ph": ["sha256(phone)"],
                "em": ["sha256(email)"],
                "fn": ["sha256(name)"]
              },
              "custom_data": {
                "lead_stage": "Converted - Green ID"
              }
            }
             
            // Hashed + sent server-side.
            // Privacy-safe. No pixel needed.
          

webhook · REST API

            fetch("https://.../leadWebhook", {
              method: "POST",
              headers: {
                "Authorization": "Bearer YOUR_API_KEY",
                "Content-Type": "application/json"
              },
              body: JSON.stringify({
                name: "Priya Sharma",
                phone: "+91 98765 43210",
                email: "priya@example.com",
                source: "Website Contact Form"
              })
            });
          

Webhook API

Not just Meta.
Any lead source.

Send leads from your website, Typeform, IndiaMART, or any tool via our simple REST API. Everything lands in Rise just like a Meta lead.

Generate API keys in Settings — revoke and regenerate anytime
Copy-paste cURL or JavaScript snippets from inside the app
Leads appear in Rise instantly — same pipeline, same stages
Pass custom fields: city, course interest, campaign name

What users say

Loved by sales teams
across India.

★★★★★

"Before Rise, we were copying leads from Facebook into WhatsApp manually. Now every lead is in Rise the second someone fills the form. Game changer for our team."

AK

Arjun Khanna

Director, EduTech Startup · Delhi

★★★★★

"The CAPI integration alone justified switching to Rise. Our Facebook ad CPL dropped 30% in 3 weeks because the algorithm finally had real conversion data."

MR

Meera Rao

Performance Marketer · Bangalore

★★★★★

"I assign leads to my closers with one tap and they get notified instantly. The two-way sync keeps everyone aligned. Rise is essential for our team."

SP

Sandeep Pillai

Founder, Real Estate Agency · Mumbai

Pricing

Simple, transparent pricing.
Start for free.

No contracts. No hidden fees. Upgrade or downgrade anytime.

Free

^₹0

forever · no card required

Perfect for solo marketers getting started with Meta lead management.

1 Meta Page connected
Up to 500 leads
All pipeline stages
Follow-up reminders
Notes and contact tracking
Webhook API (100 leads/mo)
Team collaboration
Meta CAPI integration

Get started free

Every Meta lead,
instantly in Rise.

A CRM that closes deals,
not just tracks them.

Instant Lead Sync

Pipeline Stages

Follow-up Reminders

Team Collaboration

Custom Lists

Dashboard Analytics

Lead Notes and Details

Webhook REST API

Meta CAPI Integration

Connect once.
Every lead, forever.

Every stage of your sales journey,
mapped and tracked.

Your whole team,
one pipeline.

Never let a hot
lead go cold.

Give your Meta ads
better data to win.

Not just Meta.
Any lead source.

Loved by sales teams
across India.

Simple, transparent pricing.
Start for free.

Your next lead is
coming right now.

Every Meta lead, instantly in Rise.

A CRM that closes deals,not just tracks them.

Instant Lead Sync

Pipeline Stages

Follow-up Reminders

Team Collaboration

Custom Lists

Dashboard Analytics

Lead Notes and Details

Webhook REST API

Meta CAPI Integration

Connect once.Every lead, forever.

Every stage of your sales journey,mapped and tracked.

Your whole team,one pipeline.

Never let a hotlead go cold.

Give your Meta adsbetter data to win.

Not just Meta.Any lead source.

Loved by sales teamsacross India.

Simple, transparent pricing.Start for free.

Your next lead iscoming right now.

Every Meta lead,
instantly in Rise.

A CRM that closes deals,
not just tracks them.

Connect once.
Every lead, forever.

Every stage of your sales journey,
mapped and tracked.

Your whole team,
one pipeline.

Never let a hot
lead go cold.

Give your Meta ads
better data to win.

Not just Meta.
Any lead source.

Loved by sales teams
across India.

Simple, transparent pricing.
Start for free.

Your next lead is
coming right now.