RISE – Ultimate Project Manager & CRM
RISE is useful for any form of enterprise to handle their work neatly. It can save your each day time to handle your purchasers, tasks, gross sales and staff members. It’s optimized to enhance buyer satisfaction and work efficiency.
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RISE has numerous important options. Here are some key options which assist our clients to success:
We are dedicated to offering our clients with the very best expertise. We have listened to 1000’s of items of suggestions and constantly replace our software program to satisfy the evolving wants of our clients. As a end result, we now have created a strong, consumer-pleasant, and extremely versatile software program!
What our Customers Say
RISE is quick and simple to make use of. All UI designed to provide you a fast navigation. You can obtain the complete supply code and set up in your server. Customize it to satisfy your distinctive necessities. RISE is utilizing the most recent model of codeigniter 4. We are assured that RISE will exceed your expectations and assist you to obtain your targets.
Features Overview
Projects
RISE simplifies mission administration, streamlining your workflow for larger effectivity. With RISE, you’ll be able to effortlessly oversee numerous staff members’ duties, precisely file time spent on every task, and generate complete timesheets. Effortlessly bill your purchasers and simply obtain on-line funds to your tasks.
Auto-calculated mission progress to remain on high of your targets. Create and handle milestones to make sure well timed mission completion.
Engage in collaborative discussions together with your staff and collect priceless shopper suggestions. Keep a eager eye on bills with RISE’s expense monitoring function, making mission administration smoother than ever earlier than.
Tasks
Enhance your activity administration expertise by incorporating a spread of highly effective options:
Flexible activity administration
Manage duties effortlessly utilizing each listing view and the intuitive Kanban view, permitting for drag-and-drop performance. Add duties in your tasks or hyperlink with different options.
Team collaboration
Assign duties to staff members and lengthen your collaboration efforts by together with a number of contributors.
Deadline administration
Stay on high of your mission’s timeline with the power to set clear deadlines.
Status monitoring
Monitor the progress of your duties and tasks by means of standing updates and detailed exercise logs.
Commenting and file attachments
Foster efficient communication amongst staff members with the choice to touch upon duties and connect important recordsdata.
Mention and notification system
Keep everybody within the loop by mentioning particular customers in feedback and receiving instantaneous notifications for updates.
Priority highlighting
Pin necessary feedback to make sure essential info is well accessible.
Version management integration
Seamlessly monitor code commits from platforms like GitHub or Bitbucket, simplifying your software program improvement duties.
Sub-tasks and dependencies
Break down advanced duties into smaller, manageable sub-duties and set up activity dependencies for structured mission planning.
Checklist help
Enhance activity particulars by incorporating checklists for complete activity administration.
Comprehensive time monitoring
Easily entry and assessment time logs recorded by numerous staff members for every activity. Plus, effortlessly share these time logs together with your purchasers to keep up transparency and guarantee correct billing.
Personalized reminders
Take management of your schedule by setting particular person reminders for numerous duties. Never miss an necessary observe-up or deadline, guaranteeing a proactive and arranged strategy to your work.
Clone duties
Duplicate duties with a easy click on to swiftly generate new, comparable duties.
Recurring duties
Automate recurring duties utilizing a cron job scheduler. If you end up tackling the identical sort of duties at common intervals, our system lets you set up recurring duties. Customize the time period for every recurrence, guaranteeing duties are created exactly when wanted.
Smart filters
Craft customized filters that align together with your distinctive wants and preferences, then conveniently bookmark them for one-click on entry. The system remembers your final chosen filter, guaranteeing a seamless consumer expertise. Filter and concentrate on the duties that matter most, streamlining your workflow for optimum productiveness.
Timesheets
Gain priceless insights into your staff’s time allocation throughout numerous tasks and duties. Easily filter timesheets by staff members, tasks, and purchasers. Customize timesheet sharing with purchasers on a per-mission foundation, permitting you to allow or disable this function as wanted.
Project milestones and Gantt chart
Enhance your mission planning with the inclusion of mission milestones. Within these milestones, you’ll be able to break down duties for a complete day-to-day overview of your mission’s progress. Gain a transparent and intuitive visualization of your mission’s completion timeline by means of the usage of a Gantt chart.
Clients
Effortlessly deal with your clients and their contacts. Register clients, add them manually, or import from Excel. Access complete particulars on tasks, duties, invoices, funds, estimates, orders, contract particulars, proposals, tickets, notes, recordsdata, occasions, bills, and extra. Simplify monitoring by categorizing clients with shopper teams and labels.
Client portal
Empower your purchasers with the shopper portal, the place each enjoys a customized dashboard to view their tasks, invoices, proposals, orders, tickets, and extra. Your purchasers can seamlessly monitor mission progress and supply instantaneous suggestions. Customize permissions to regulate shopper entry, guaranteeing they’ll talk with licensed staff members solely.
Invoices
Create polished, visually interesting invoices, full with file attachments, and seamlessly ship them to your purchasers, together with the PDF bill file. Get a CC copy of the despatched invoices. Clients can conveniently make funds, whether or not or not they’ve a RISE account.
Customize invoices with numerous currencies to accommodate numerous purchasers and deal with each tax and non-taxable objects effortlessly.
Gain perception into your financials with an intuitive bill abstract report, providing a complete overview by yr, month, or buyer.
Credit notes
Generate credit score notes for any changes or amendments to your beforehand issued invoices.
Recurring invoices
Set up automated recurring invoices, guaranteeing well timed billing and supply to your clients at predefined intervals. Save your priceless time by automating the invoicing course of, effortlessly sending invoices to your purchasers.
Online funds
Accept funds in numerous currencies whereas guaranteeing your clients obtain automated cost notifications and have their invoices promptly marked as paid. RISE presents versatile on-line cost choices by means of Stripe, PayPal, and Paytm, with the pliability to allow or disable partial funds primarily based in your wants.
Subscriptions
Accelerate your billing course of with Stripe subscriptions by means of RISE. Easily generate Stripe subscriptions and share them together with your clients. Once they settle for, funds will probably be robotically processed in line with the subscription interval. RISE will generate invoices seamlessly for the subscriptions.
We help each inner app subscriptions and Stripe subscriptions.If you don’t use the Stripe subscriptions, you’ll be able to nonetheless use the interior app subscriptions.
Estimates
Effortlessly generate estimates and share them together with your clients. Once they approve, you’ll be able to convert the estimate into an bill. Your purchasers can entry estimates with no need to log in. Enhance shopper communication by means of the estimate feedback to facilitate more practical negotiations. Additionally, optimize your observe-up course of by setting well timed reminders.
Estimate requests
Generate types with tailor-made, predefined questions and allow your purchasers to submit these types for extra correct estimations. This can assist you safe extra tasks and enhance gross sales.
Proposals
Craft visually beautiful proposals that depart an enduring impression in your purchasers. Stay knowledgeable with actual-time notifications for necessary proposal occasions.
Online retailer and orders
Enable the net retailer for each your purchasers and guests, permitting customers to browse and place orders for objects within the retailer. This facilitates the easy sale of your providers.
Support tickets
Empower your purchasers to provoke help tickets and obtain well timed notifications by way of internet and e mail. RISE seamlessly auto-generates tickets from buyer emails, facilitating environment friendly challenge monitoring and determination. Allow buyer engagement even with out a RISE login.
Assign tickets to staff members and reply to feedback with attachments for complete help. Insert predefined templates for fast reply, refer data base hyperlinks, add inner notes.
Utilize visible ticket chart experiences to boost your observe-up course of and acquire a clearer understanding of your ticket administration.
Knowledge base
By making a complete data base, you present your purchasers with the instruments they should resolve their points effectively, finally bettering their help expertise.
Develop informative data base articles to your purchasers, empowering them to seek out options to their inquiries independently.
Organize articles into distinct classes, making it simpler for purchasers to pinpoint the knowledge they want, thereby decreasing the necessity for direct help.
Chat and Messages
With RISE, you’ll be able to have interaction in each chat and messaging together with your purchasers and staff members, all inside a unified platform. Simplify communication and improve collaboration for improved teamwork.
Contracts
Forge robust shopper contracts to your tasks and different engagements, sustaining a steadfast dedication to reliable and clear work.
The contracts function a basis for dependable and clear collaboration. By meticulously detailing expectations, deliverables, and phrases, you construct belief together with your purchasers, setting the stage for a profitable and open working relationship.
E-signing
Clients can effortlessly e-signal their contracts, proposals, and estimates through the acceptance course of, enhancing transparency in your work together with your purchasers.
Leads
Easily add and monitor leads, organizing them intuitively by means of drag-and-drop in kanban view. Import leads by way of Excel or auto-gather from exterior web sites. Enhance lead particulars with notes, recordsdata, occasions, and the power to ship proposals, estimates, and contracts.Smoothly convert leads into purchasers to streamline what you are promoting processes.
Expenses
Efficiently handle your bills with complete monitoring, together with detailed mission and staff member price insights. Analyze bills throughout numerous classes and evaluate earnings versus expenditures effortlessly. Visualize your earnings and bills by means of simple-to-learn charts throughout totally different time intervals. Plus, simplify your workflow by establishing recurring bills for automated fastened bills.
Events calendar
Manage your private occasions or collaborate by sharing them together with your staff members and purchasers. Gain visibility into your mission and duties throughout the occasion calendar and obtain on-display screen occasion notifications to remain ready earlier than the occasion begins.
Seamlessly combine with Google Calendar for synchronization and preserve monitor of upcoming occasions conveniently out of your dashboard. Create recurring occasions to simply keep particular occasions after a sure time interval.
Custom dashboards
Recognizing that everybody has distinctive wants and preferences, RISE supplies high-notch dashboard administration that provides a consumer-pleasant setup for creating beautiful widgets by means of easy drag-and-drop actions. You can craft a number of dashboards, and the system will intelligently keep in mind your final visited dashboard to your comfort in your subsequent go to.
Additionally, you may have the pliability to create a default dashboard for all staff members, and people also can add their private dashboards to cater to their particular necessities.
Personal todo listing
Create your private todo listing and handle your work extra effectively. Don’t neglect to do any necessary activity and keep targeted on each day work. Each staff member and shopper can add their private todo listing.
Notes
In RISE, you’ll be able to create private notes to consolidate important info in a single central location. Collaboratively share these notes with mission members to make sure important info is quickly accessible to the staff.
Reminders
Establish reminders with various contexts to facilitate more practical observe-ups. Ensure you by no means overlook necessary duties and stay constantly knowledgeable and up-to-date.
Custom fields
Enhance flexibility by including customized fields to purchasers, contacts, leads, tasks, duties, staff members, tickets, invoices, occasions, bills, estimates, contracts, proposals, orders, timesheets, mission recordsdata, and subscriptions, tailoring your info storage to your particular wants.
Efficiently handle entry permissions by assigning totally different privileges to varied fields. Organize discipline placement effortlessly by means of a drag-and-drop interface for max customization.
Custom left menu
Tailor your expertise by simply reorganizing the left menu in line with your preferences by means of a easy drag-and-drop function. Customize the worldwide left menu to swimsuit the distinctive wants of both your staff members or purchasers, granting flexibility in navigation. Users have the liberty to personalize their particular person left menus for a very tailor-made consumer interface.
Change theme
There are quite a lot of predefined theme colours at your fingertips, only a single click on away. And for those who favor a darker aesthetic, we provide a darkish theme as effectively. For these trying to align the design completely with their model, you may as well harness the facility of customized CSS for additional customization.
Email templates
Customize your e mail templates to align seamlessly together with your model, delivering an enhanced and cohesive expertise to your purchasers. We provide the choice to include templates in a number of languages, guaranteeing efficient communication with a various viewers.
Teams
Create totally different groups and add your staff members. Seamlessly distribute occasions and notifications to designated groups. Customize permissions for every staff in line with your particular wants.
Leave and Attendance
Effortlessly oversee your staff members’ depart functions and time playing cards. Receive instantaneous notifications concerning depart requests and make environment friendly choices to approve or reject them. Team members can simply clock out and in to file their each day work hours.
Roles and permissions
Take full management over the entry permissions of your staff members. Tailor roles and permissions to every staff member, granting you the power to handle their visibility and creation privileges in numerous contexts.
Internal wiki
Establish an inner wiki to boost staff data and data sharing.
Create an unique inner data base to your staff members, providing a repository of articles overlaying numerous guidelines and important info.
Announcements
Share important messages and updates together with your purchasers and staff members to maintain everybody knowledgeable about upcoming occasions, holidays, and celebrations.
Timeline
Team members have the chance to share their concepts and data with colleagues, and this will contribute to bettering their data base and fostering productive studying.
Reports
Easily entry quite a lot of insightful experiences to achieve a complete overview of what you are promoting operations.
With gross sales abstract experiences introduced in each listing and chart views.
You can effectively assess earnings and bills throughout totally different time intervals. Dive into timesheets to trace the efforts of particular person staff members, tasks, and purchasers. Additionally, discover staff members’ mission summaries, assessment the overall variety of tasks per shopper, and analyze complete timelog hours.
For a deeper understanding of what you are promoting efficiency, evaluate lead conversion charges from totally different sources and staff members, whereas additionally monitoring each day progress all through the month. Monitor ticket openings and closures by means of time interval-particular charts, guaranteeing you keep effectively-knowledgeable about all points of your operations.
Notifications
Managing notifications has by no means been extra simple. Take cost of all of your notifications and decide who receives particular alerts. Enable notifications for internet, e mail, and Slack to remain updated.
GDPR
Enable GDPR to adjust to General Data Protection Regulation.
Multilingual
RISE is designed to be multilingual, providing each default languages and the pliability so as to add your personal. It additionally supplies help for RTL structure.
Responsive
RISE is absolutely responsive, enabling you to entry it effortlessly out of your cellular units and providing a consumer-pleasant expertise.
Google Drive
Integrate with the Google Drive, guaranteeing that each one uploaded recordsdata are saved on Google Drive somewhat than consuming your server house.
Google reCaptcha
Enhance your safety measures by including an extra layer of safety to thwart undesirable login and signal-up makes an attempt. Easily fortify your system by seamlessly integrating Google reCaptcha.
Push notifications
Activate browser push notifications by integrating with Pusher. Receive instantaneous notifications for numerous actions, maintaining you up-to-date in actual-time.
Pages
Incorporate customized pages to show supplementary info. Designate any customized web page as your touchdown web page for a tailor-made consumer expertise.
File supervisor
It’s by no means been less complicated to handle recordsdata. Organize your recordsdata simply by creating customized folders. Set totally different permissions and share them together with your staff members. Available within the shopper portal as effectively.
Updates
Effortlessly set up new updates with a single click on. Just navigate to the Settings > App Settings > Updates web page to remain up-to-date with the most recent releases.
Plugins
Develop your customized options by the highly effective plugins function. Explore the obtainable third-social gathering plugins created by different authors proper here. To construct and promote your personal plugins, please test this.
Automations
Using the automation system within the tickets, forestall undesirable ticket creation and assign particular tickets to the popular staff member. Set ticket sort and labels primarily based in your ticket content material.
PWA
Install the RISE PWA in your cellular and use it with none further price.
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