RISE is excellent project management and CRM software to enhance productivity and customer satisfaction. You can easily manage your projects, clients, teams and many more in the same place. It includes everything to run your business effectively.
We are updating the RISE regularly based on thousands of customer feedback. As a result, we’ve built such a beautiful, user friendly, easy to use and flexible software! You can download the full source code and install it in your server.
Add unlimited projects and tasks. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Setup 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 check lists and labels for better understanding.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.