RISE – Ultimate Project Manager & CRM GPL Overview:
RISE is an excellent project management and CRM application that enhances productivity and customer satisfaction. You can manage your projects, clients & team easily in one place. It includes everything you need to manage your business effectively.
RISE – Ultimate Project Manager & CRM GPL Features List:
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
Followup work progression more clearly. Assign tasks to your team members and monitor their 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 some 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 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 custom footer in the pdf for additional information.
Recurring invoices
Set recurring invoices to auto-generate monthly, yearly, or different 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 a payment confirmation notification and marks the invoice paid automatically.
Proposals
Send good-looking proposals to your customers and leads and get more work.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
Chat with team members
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management faster.
Leads
Manage potential customers and follow up on their status. Auto collect leads from public estimate request. Add notes, files and events, easily convert leads into customers with all existing information.
Support tickets
Let your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
Expenses
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Knowledge base
Create knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Help articles
Create internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Team management
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Event calendar
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Notes
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Announcements
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Timeline
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Time cards
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
Leaves
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for different team or team members.
Personal todo list
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Notifications
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email. You can enable or disable all notifications and set who’ll get which notifications.
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.
reCaptcha
Add extra layer of security by adding google reCaptcha in all login forms.
Integrate google drive
You can use google drive as alternative storage. All files you upload using the application will be stored in google drive.
Multiple dashboards
Add multiple dashboards using many predefined widgets. There are different types of useful widgets that you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to inclusion third-party embedded widgets like weather widget.
Feature customization
Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.
Multi language support
Translate the application to multiple languages by changing single file. Check the sample files for the translation in GitHub.
Activity logs
Get the details about team members’ activities in different projects. Monitor everything that your team members doing and stay up to date.
Custom email templates
Update all email templates and add your custom design and content. Easily change the text from the editor or full source code.
Custom fields
Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.
Custom style
Add your custom css and change the design. Use different color patterns or copy any color plate to make your own.
Installation
Installation is very simple and you can install the updates with a single click from the Settings>Updates page.
Usability
RISE build by Codeigniter 4. It’s fast and easy to use. All UI is designed to give you a quick navigation. We described a few of RISE here. There are many more in the demo…
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