RISE v2.9 Ultimate Project Manager & CRM

RISE v2.9 is a venture administration and CRM software program. You should use it to handle your shoppers, crew, tasks, invoices, help tickets, estimates and plenty of different functions. It’s appropriate for a lot of forms of organizations, freelancers and particular person customers. RISE is quick and simple to make use of. It comprises all …

RISE v2.9 Ultimate Project Manager & CRM

RISE v2.9 is a venture administration and CRM software program. You should use it to handle your shoppers, crew, tasks, invoices, help tickets, estimates and plenty of different functions. It’s appropriate for a lot of forms of organizations, freelancers and particular person customers. RISE is quick and simple to make use of. It comprises all important options to handle your enterprise.

A superb software program can enhance your enterprise alternatives, buyer & crew satisfaction and save your time & cash as properly. RISE is superb to fulfill the entire necessities. No month-to-month price… Pay just one time, {download} full supply code and get lifetime free updates!

  • Get leads/prospects from estimate request kind. Share the estimate request types in social media or exterior web sites to gather extra alternatives.
  • Ship estimates to your prospects and get extra work orders.
  • Ship skilled invoices to your shoppers in numerous currencies. Invoices may very well be linked with tasks additionally.
  • Get cost on-line by way of Stripe, PayPal and Paytm and routinely seize the standing inside RISE. Notify to your prospects by way of e mail.
  • Ship messages or chat with prospects to make the method a lot sooner. Set permissions who can talk with prospects.
  • Examine final login Info of shoppers to know their actions.
  • Share your venture time sheets together with your prospects. Choose the tasks you permit to see the timesheet or to not your prospects.
  • Handle your leads in kanban view and transfer to totally different levels. Import leads and prospects from different companies utilizing excel.
  • See particulars of invoices, funds and due of every buyer. Add notes, log bills, share recordsdata and occasions together with your prospects.
  • Robotically create help tickets from emails and be extra skilled on buyer help.
  • Record your companies/merchandise in on-line retailer and get orders from the purchasers.
  • Customise dashboard for the shopper portal and set necessary widgets based mostly on your enterprise. Add totally different customized widgets for particular data. Customized widgets helps iframe to point out data from exterior web sites.
  • Change theme colour to regulate together with your model. The darkish and light-weight mode theme additionally obtainable.
  • Add bulletins in your crew members and prospects to share immediate discover, ads or affords.
  • Add recordsdata in tasks, give suggestions/feedback on the recordsdata and get notification.
  • Add duties and assign to your crew members. Comply with-up actions and keep updated. You possibly can add a number of collaborators.
  • Get the small print of time spent on a process/venture and consider the efficiency of your crew.
  • Observe bills of tasks, crew members or in numerous classes and observe revenue/loss.
  • Add customized fields to maintain important data in accordance with your wants in tasks, shoppers, duties, occasions and plenty of different modules.
  • Handle your private occasions in calendar view and share the occasions with crew members/prospects. Outline totally different entry permissions for various members. Get venture, process and go away overview in the identical calendar.
  • Combine your calendar with google calendar and keep synced.
  • Notification is essential to know the totally different occasions/actions. You possibly can management all of the notifications and might set who’ll get that. Get push notification, e mail notification and likewise in slack.
  • Add information base articles in your prospects to share extra data.
  • Handle your crew attendance report utilizing timecards. See every day working historical past and punch in out standing.
  • Staff members can submit go away utility for his or her absence. Approve or reject the functions.
  • Make a road-map in your tasks and see visible report within the Gantt chart.
  • Outline customized position/permissions for various crew members and outline who can entry which modules.
  • Add articles within the inner wiki to assist your crew members and share totally different data/directions there.
  • Share concepts together with your crew members within the timeline.
  • Add non-public notes and save all helpful data. Sticky word on the dashboard will help you to recollect necessary works.
  • Use private to-do listing and always remember your every day or upcoming works.
  • Add good trying a number of customized dashboards to watch your work extra effectively.

RISE is a really person pleasant software program which might enhance your crew efficiency and develop enterprise relationship with prospects. There are many options and plenty of configuration choices which may very well be used to make it as a greatest instrument of your enterprise. Examine the demo rigorously to find many extra options.