RISE – Ultimate Project Manager & CRM Free Download 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 Free Download, Today we have shared RISE – Ultimate Project Manager & CRM for free download to everyone. The shared file is not RISE – Ultimate Project Manager & CRM nulled or cracked; it’s a 100% genuine GPL file, and you can use this GPL file on unlimited websites.
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RISE – Ultimate Project Manager & CRM Key Features
- Projects – 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.
RISE – Ultimate Project Manager & CRM Documentation
Please remember that if you want technical support for these files, you can purchase it separately from original developer of these scripts. This will help them financially for further development as well.
RISE – Ultimate Project Manager & CRM Free Download
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