Introducing an extraordinary solution that will revolutionize the way you manage projects, optimize client relationships, and maximize productivity. This exceptional CRM and project management software offers a full range of functions that enable firms to run smoothly. This program makes it possible to plan, carry out, and track projects effectively. It also makes it possible to engage clients and communicate with them easily thanks to its user-friendly interface and sophisticated functions. It streamlines complex procedures and improves operational efficiency by centralizing critical business features such as the management of projects, client relationship management, and team collaboration. By utilizing the outstanding software’s many features and capabilities, you can easily optimize your business’s procedures, increase client happiness, and increase productivity as a whole. Accept this cutting-edge approach to elevate your company’s operations and observe the good effects it has on the output of your staff and the satisfaction of your clients.
We are committed to providing the best experience to our customers. In order to adapt our program to our consumers’ changing demands, we have carefully considered hundreds of pieces of input. As a result, we’ve designed a visually appealing, user-friendly, and extremely adaptable platform that you can quickly install on your own server.
Utilize the most recent features and improvements to increase productivity and streamline the process.
Features
Projects
This lets you add as many projects and jobs as you want, give them to team members, and keep track of how much time each task takes. To make sure you fulfill all deadlines, you may easily create project milestones and send bills to your customers. You will have total visibility into your team’s development thanks to the project progression that is automatically calculated. Additionally, the collaboration tools let you communicate openly with team members and get insightful client feedback.
Tasks
You can quickly keep tabs on your team’s work and remember project due dates. Give your team members assignments to complete, and keep an eye on their progress in real-time. Team members have the ability to add comments to tasks, attach files, and mention other users to instantly notify them of updates. For quicker project management, it enables you to create many tasks and clone comparable ones. For better task organization and comprehension, you can add labels and checklists. You’ll have total control over your team’s workflow using RISE, ensuring that tasks are carried out properly and efficiently.
Repeated tasks
On the days you’ve designated, automatically create repeating tasks. Create repeating tasks if you must perform the same chores at regular intervals. For the tasks to be created, you can specify a time duration of daily, weekly, monthly, or yearly.
Estimate requests
Make estimate request forms based on the services you offer and get requests for estimates from leads and customers. Finding potential clients and getting more assignments are both benefits.
Estimates
Send your clients quotes in response to their request for an estimate or the services you offer. Get your clients’ approval before sending them a PDF estimate. Estimates can then be used to generate projects and invoices.
Invoices
Include your personalized invoices, then contact your clients with a PDF attachment of the invoice. For various clients, it supports various currencies. Find records of your bills and filter them based on various statuses. In the invoices, enter different taxes. To better represent your business, alter the invoice’s color and logo. For additional information, append a custom footer to the PDF.
Recurring bills
You can program recurring invoices to create invoices automatically on a monthly, annual, or other schedule. Automatically send the invoices to cut down on extra work.
Payments
It accepts payments made online using Paytm, PayPal, and Stripe. The option to accept just partial payments can be turned on or off. The invoice is automatically marked as paid and a notification of payment confirmation is generated.
Proposals
Send well-designed proposals to your existing customers and potential leads to increase the amount of business you receive.
Contracts
Maintain contractual relationships with your clients and provide work that is problem-free.
Clients
Manage both your customers and their contacts. You have the option of allowing customers to register or manually adding customers. Learn specifics about each client’s contacts, projects, bills, payments, estimates, requests for estimates, support tickets, necessary files, events, and notes. You can provide your customers access to the client portal. Each client will receive a dashboard just for them to view their projects, bills, and other data. Allow your clients to follow up on the projects and receive immediate feedback. Establish client permissions to restrict access.
Interact with customers
Clients can be contacted via chat and messages. Decide which team members are permitted to contact clients. View your clients’ online status.
Chat with teammates
Send your team members personal messages. Create several talks based on various subjects. Project management will go more quickly with less time spent waiting for comments.
Leads
Manage prospective consumers and keep track of their progress. Obtain leads automatically from public estimate inquiries. With all the data already available, add comments, files, and events to quickly turn leads into customers.
Support tickets
Allow your customers to submit support tickets and receive email and web-based alerts. Create tickets automatically using customer emails. Give team members tickets, and respond to comments with an attachment. Manage customer service from one location.
Expenses
Keep track of all your spending and obtain an overview of the costs for projects and team members. Examine many categories of expenses and contrast income with expenses. View the income and cost graph for various time periods.
Knowledge base
For your clients, write articles for the knowledge base to help you manage customer support more effectively. Create distinct knowledge base categories and enable users to resolve issues on their own without requesting assistance.
Support articles
For your team members, establish a knowledge base internally. Add many articles to cover various regulations and facts. The help articles are only accessible to team members.
Team management
Add the members of your team and assign them to various roles. Obtain general information and manage their accounts in one location. Depending on their permissions, every team member has access to their dashboard.
Event Schedule
Make your own personal calendar of events and invite team members and customers to events. Google Calendar integration keeps you up to date. In the dashboard, view upcoming events.
Notes
Keep private notes in the cloud and add files. To make it easier to find them, add helpful tags and notes. Project members can access public notes you create for the project.
Announcements
Create announcements for the members of your team as well as your clients, and post them on the dashboards of those individuals. It makes it easier to share any notice with others.
Timeline
It is important to communicate your thoughts and documents to the other members of your team. To help your team flourish, include relevant news and connections.
Time cards
Utilize the time cards to keep track of your team’s attendance. To prevent team members from logging time from locations other than the office, you can apply IP limits for time card access.
Leaves
Manage the leave requests of your team members. Verify how many vacation days each team member has accrued overall. Include additional leave categories. Requests for leave of absence may be granted or rejected.For various teams or team members, assign supervisors.
Individual to-do list
Make a personal to-do list to better organize your workload. Keep your attention on your everyday work and don’t neglect to do any necessary duties. Individual to-do lists can be added by team members and clients alike.
Notifications
Receive alerts for all significant events, such as task creation, commenting, opening tickets, and messaging, among others. There are two distinct notification types. Both the application and email provide notification options. You may choose who will receive certain notifications and enable or disable all notifications.
Utilizing push notifications
You may have real-time notifications delivered straight to your browser by using the Pusher extension.
reCaptcha
You may significantly improve the safety of your website by adding the Google reCaptcha checkbox to every login form.
Embedding Google Drive
Google Drive is an additional data storage possibility to consider. The application will save any files that you upload to Google Drive for your convenience.
Multiple dashboards
Create a number of different dashboards making use of the many provided widgets. You can customize the appearance of each dashboard you create by incorporating one of several distinct types of helpful widgets. You can design your own arrangement for the dashboard by dragging and dropping the various widgets. Include any custom widgets you’ve created. It is compatible with embedded widgets developed by third parties, such as weather widgets.
Feature customization
Turn on or off the modules as necessary to meet your requirements. There are many features available, but it’s possible that you won’t be interested in making use of all of them. You have the ability to turn off the functions that aren’t necessary.
Multi-language support
Changes to a single file can result in the application being translated into various languages. Check out the translation example files that are available on GitHub.
Activity logs
Find out the specifics of the roles that team members are playing in the various initiatives. Maintain a state of awareness by keeping track of everything that the members of your team are doing.
Custom email templates
You need to make sure that all of the email templates are up to date and add your own personalized design and text. Modify the text in the editor or in the entire source code without difficulty.
Custom fields
Add custom attributes to clients, clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses, and estimates to store additional data.
Fashionable design
Change the look by including your own customized CSS, then save your changes. You can make your own by using a variety of color patterns or by copying any color plate.
Installation
The installation process is incredibly straightforward, and all of the available updates may be downloaded and installed with just a single click via the Settings > Updates page.
Usability
CodeIgniter 4 was used to construct RISE. It’s very quick and simple to use. Every aspect of the user interface has been crafted to make navigation simple.
