Introduction: RISE – Elevate Your Business with Ultimate Project Management & CRM
In today’s fast-paced business world, managing projects, clients, and teams efficiently is the key to success. Look no further than RISE, the ultimate Project Manager and CRM software available on CodeCanyon.
RISE is your comprehensive solution designed to enhance productivity and elevate customer satisfaction.
Key Features:
- Project Management: RISE simplifies project management by providing you with the tools to plan, execute, and monitor projects seamlessly. Track progress, set milestones, and keep your projects on track.
- Client Management: Managing client relationships is crucial. With RISE, you can maintain a centralized database of clients, their information, communication history, and more, ensuring excellent customer service.
- Team Collaboration: Collaboration is at the heart of successful projects. RISE allows your teams to work together effortlessly, share information, assign tasks, and collaborate in real time.
- Comprehensive Tools: RISE isn’t just a project manager; it’s a complete business solution. It includes everything you need to run your business effectively, from project tracking to client communication and more.
- Enhanced Productivity: Streamline your workflows and boost productivity. RISE provides a structured framework to manage tasks, deadlines, and resources efficiently.
- Centralized Data: Keep all your critical business data in one place. No more searching for scattered information. RISE offers a centralized repository for all your project and client-related data.
Whether you’re a small business owner or part of a large enterprise, RISE is designed to meet your needs. It empowers you to streamline your operations, enhance client relationships, and ultimately achieve greater success.
At RISE, we are committed to providing our customers with the best possible experience. We have listened to thousands of pieces of feedback and continuously update our software to meet the evolving needs of our users. As a result, we have created a beautiful, user-friendly, and highly flexible platform that you can easily install on your own server.
You can take advantage of the latest features and enhancements to improve your productivity and streamline your workflow. Plus, by downloading the full source code, you can customize the platform to meet your unique requirements. RISE is using the latest version codeigniter 4.
We are confident that RISE will exceed your expectations and help you achieve your goals.
Features
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.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 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.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 more faster.Leads
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer 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.Push notifications
Get real time notifications in your browser using pusher.reCaptcha
Add extra layer of security by adding google reCaptcha in all login forms.Integrate google drive
You can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.Multiple dashboard
Add multiple dashboard using many predefined widgets. There are different types of useful widgets which 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 include third party embedded widgets like as 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 what 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 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 pattern 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 Settings>Updates page.Usability
RISE build by Codeigniter 4. It’s fast and easy to use. All UI designed to give you a quick navigation. We described a few of RISE here. There are many more in the demo…
Please send an email from the Support page for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
