Online Project Manager & CRM

Project Management and CRM software to enhance productivity and customer satisfaction. You can easily manage your projects, clients, teams and much more in the same place. It includes everything you need to run your business effectively!

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.

Projects

The System 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 follow-up 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.

And Many More…