RISE v3.4.1 – Ultimate Project Manager & CRM
5 months ago
RISE is excellent project management and CRM software to enhance productivity and customer satisfaction. You can easily manage your projects, clients, teams and many more in the same place. It includes everything to run your business effectively!
- Projects – Add unlimited projects and tasks. Assign tasks to your team members, track time spent on each project and task and send invoices to your customers. Set up milestones, see auto-calculated project progression and meet the deadlines. Collaborate with your team members and get feedback from your clients.
- Tasks – Follow up on work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add checklists and labels for better understanding.
- Recurring tasks – Create recurring tasks automatically on your scheduled days. If you need to do the same kinds of tasks after every certain time, then set the recurring tasks. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.
Estimate requests – Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
- Estimates – Send estimates to your clients based on their estimate request or the service you provide for them. Send an estimate email with a pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
- Invoices – Add your custom invoices and send an email with the attached invoice pdf to your clients. It supports different currencies for different clients. Get records of your invoices and filter by different statuses. Set multiple taxes in the invoices. Change the invoice color and logo to match your brand. Set a custom footer in the pdf for additional information.
- Recurring invoices – Set recurring invoices to auto-generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
- Payments – It supports online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notifications and marks the invoice paid automatically.
- Proposals – Send good-looking proposals to your customers and leads and get more work.
- Contracts – Do contracts with your customers and deliver hassle-free work.
- Clients – Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get detailed information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each client. You can allow your clients to use the client portal. Each client will get an individual dashboard to see their projects, invoices and other information. Let your clients follow up on the projects and get feedback instantly. Set permissions for the clients to limit their access.
- Chat with customers – You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See the online status of your clients.
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