RISE is a superb venture the board and CRM application that improves efficiency and consumer loyalty. You can deal with your activities, clients, and group effectively in one spot. It incorporates all that you want to deal with your business.
Features
ProjectsAdd unlimited projects and tasks. Assign tasks to your team members, truck timtracknt 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 the 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 of 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.
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.
Chat with customers
You can communicate with clients via messages and chat. Set the permissions that team members can communicate with clients. See the 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 requests. Add notes, files, and events, and easily convert leads into customers with all existing information.
Support tickets
Let your clients create support tickets and get notifications by web and email. Auto-generate tickets from customer emails. Assign tickets to team members, and reply to comments with attachment. Manage customer support in one place.
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