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RISE v3.5.3 - Ultimate Project Manager & CRM

Sep 04, 2023
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RISE v3.5.3 - Ultimate Project Manager & CRM

RISE - Ultimate Project Manager is a multipurpose project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes. It is suitable for different types of organizations, freelancers and individual users. RISE is fast and easy to use. It contains all essential tools to manage your business.

Features

Projects
RISE greatly simplifies project management. Keep track of the tasks of different team members, track the execution time of each task and get the schedule. Send project invoices to your clients and get paid online. See Automatically Calculated Project Progression. Add different stages and meet the deadline. Discuss projects and get customer feedback.

Tasks
Add tasks for your projects, assign them to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in the comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage and drag-and-drop tasks in Kanban view.

Recurring Tasks
Create recurring tasks automatically using a cron job. If you need to complete the same tasks after a certain amount of time, set up recurring tasks. This allows you to set different duration for creating tasks. Create quote request forms according to your services and receive quote requests from potential clients and your clients. This helps to get more projects and leads to potential clients. Ratings Send ratings to your customers based on their request for an assessment or the service you provide to them. Send a pdf rating email and get your clients' approval. Create projects from estimates and convert estimates to invoices.

Accounts
Add your own invoices and send customers an email with a PDF attached. It supports different currencies for different clients. Get your account records and filter by different statuses. Set multiple taxes on your accounts. Change the color and logo of the invoice to match your brand. Install a custom footer to PDF for more information.

Periodic Invoices
Set up recurring invoices to automatically generate monthly, yearly or invoices for different periods of time. Submit invoices automatically and reduce unnecessary work.

Payments
It supports online payments through Stripe, PayPal, and Paytm. You can enable or disable the partial payment option. It generates a payment confirmation notification and automatically marks the paid invoice.

Clients
Manage your customers and customer contacts. You can allow registering clients or add clients manually. Get detailed information on contacts, projects, invoices, payments, quotes, quote requests, support tickets, important files, events and notes for each customer. You can authorize your customers to use the customer portal. Each client will receive an individual dashboard to see their projects, invoices and other information. Let your clients follow projects and get instant feedback. Set permissions for clients to restrict their access.

Communicate with customers
You can communicate with customers through messages and chat. Set the permissions that team members can communicate with clients. See the online status of your customers.

Chat with team members
Send private messages to your team members. Create multiple conversations on different topics. Reduce waiting time for feedback and speed up project management.

Support Tickets
Allow your customers to create support tickets and receive online and email notifications. Automatic ticket creation from customer emails. Assign tickets to team members, reply to comments with an attachment. Manage your customer support team in one place.

Costs
Track all your expenses and get an overview of the costs of projects and team members. Check expenses of different categories and compare income with expenses. See a graph of income and expenses for different periods of time.

Knowledge Base
Create knowledge articles for your customers and manage personalized support more effectively. Create different categories for the knowledge base and let your customers solve their problems without calling for support.

Help Articles
Build an internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access help articles.

Team Management
Add your team members and set different roles for different members. Manage your accounts and get general information on the spot. All team members can access their dashboard based on their permissions.

Calendar of Events
Create your personal event list and share events with team members and clients. Integrate Google Calendar and stay in sync. Keep track of upcoming events on the dashboard.

Announcements
Create announcements for your team members and clients and publish them on their dashboard. This makes it easy to communicate any notification to others.

News Feed
Share ideas and documents with your team members. Add important links and news to improve your team's growth.

Rise CRM Addons (49.6 Mb)

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