RISE Ultimate Project Manager & CRM

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

RISE allows you to add unlimited projects and tasks, assign them to your team members, and track time spent on each task. You can easily send invoices to your customers and set up project milestones to ensure you meet all deadlines. With auto-calculated project progression, you’ll have complete visibility over your team’s progress. Plus, the collaboration features enable you to work closely with your team members and receive valuable feedback from clients.

Tasks

You can easily track your team’s progress and stay on top of project deadlines. Assign tasks to your team members and monitor their statuses in real-time. Team members can comment on tasks and attach files, and they can mention other users to send instant notifications.

It allows you to create multiple tasks and clone similar ones for faster project management. You can add checklists and labels for better organization and understanding of tasks. With RISE, you’ll have complete control over your team’s workflow and ensure that projects are completed efficiently and effectively.

Recurring tasks

Create recurring tasks automatically on your scheduled days. If you need to do 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 estimate email with 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 email with attached invoice pdf to your clients. It supports different currency 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 with your brand. Set 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 support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.

Clients

Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients.

You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.