Standalone + Add-on
Arys CRM
The foundation of your distribution engine.
A full-featured customer relationship management system purpose-built for health plan distribution. Manages the complete sales cycle from lead capture through deal close.
By the Numbers
82
Pages
120+
DB tables
8+
Report types
What it does
A full-featured customer relationship management system purpose-built for health plan distribution. Manages the complete sales cycle from lead capture through deal close.
Capabilities
Everything included.
Pipeline & Forecasting
- Visual deal stages with drag-and-drop
- Revenue forecasting and pipeline analytics
- AI lead scoring with conversion probability
- Engagement metrics and activity tracking
Contact & Account Management
- Relationship mapping between contacts
- Account hierarchies and org charts
- Custom fields and layouts per module
- Import/export with duplicate detection
Email Engine
- Microsoft 365 connected inbox
- Gmail connected inbox
- Email sequences and drip campaigns
- Template library with merge fields
- Open and click tracking
- Scheduled send and follow-ups
Reporting & Analytics
- Performance dashboards
- Lead split and source breakdown
- Revenue pipeline and conversion funnels
- Activity target tracking
- Advisor production reports
- Annual performance summaries
Who it's for
Built for health plan operators.
FMOs
Manage advisor book of business and Medicare pipeline
TPAs
Track employer groups and renewal cycles
Carriers
Enterprise distribution at scale
Built-in Integrations
Works with the tools you already use.
M
Microsoft 365
Email
G
Gmail
Email
L
LinkedIn
Social
Z
Zoho CRM
CRM
P
Pipedrive
CRM
M
Mailchimp
Email
G
Google Analytics
Analytics
F
Facebook Pixel
Analytics
W
WhatsApp Business
Social
Ready to license ARYS?
Pilot customers onboard in Q3 2026 with 50% launch pricing. Commercial licensing opens November 1, 2026. Let's talk.