RISE – Ultimate Project Manager & CRM Free Download Is an excellent project management and CRM application that increases productivity and customer satisfaction. You can easily manage your projects, clients and team in one place. It includes everything you need to manage your business effectively.
RISE – Ultimate Project Manager & CRM Free Downloadtoday we shared RISE – Ultimate Project Manager & CRM for Free Download To all not shared file RISE – Ultimate Project Manager & CRM Canceled or torn; This is 100% genuine GPL file, and you can use this GPL file on unlimited websites.
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Key Features of RISE – Ultimate Project Manager & CRM
- 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, view automatically calculated project progress, and meet deadlines. Collaborate with your team members and receive feedback from your customers.
- Tasks – Follow task progress more clearly. Assign tasks to your team members and monitor statuses. Team members can comment on tasks and attach files. Mention users in the comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Add checklist and label for better understanding.
- Recurring Tasks – Automatically create recurring tasks on your scheduled days. If you need to perform the same type of task every certain amount of time, set up a recurring task. You can set the time period for creating tasks as daily, weekly, monthly and yearly.
- Estimate Request – Create estimate request form as per your services and receive estimate request from leads and your customers. It helps in getting more projects and finding potential clients.
- Estimates – Send estimates to your customers based on their estimate requests or the service you provide. Send estimate email with PDF and get approval from your customers. Create projects from estimates and convert estimates to invoices.
- Invoices – Add your custom invoices and send email to your customers with attached invoice PDF. It supports different currency for different customers. Get records of your invoices and filter by different statuses. Set multiple taxes in invoices. Change the invoice color and logo to match your brand. Set custom footer in PDF for additional information.
- Recurring Invoices – Set up recurring invoices to automatically generate invoices monthly, annually or for different time periods. Send invoices automatically and reduce extra work.
- Payment – It supports online payment through Stripe, PayPal and Paytm. You can enable or disable the partial payment option. It generates payment confirmation notification and automatically marks the invoice as paid.
- Proposals – Send great looking proposals to your customers and leads and get more work.
- Contract – Enter into contract with your clients and provide hassle free work.
- Customers – Manage contacts of your customers and clients. You can allow customers to register or add your customers manually. Get detailed information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, required files, incidents and notes for each customer. You can allow your clients to use the client portal. Each client will get a separate dashboard to view their projects, invoices and other information. Let your clients follow projects and get instant feedback. Set permissions to limit customer access.
- Chat with customers – You can communicate with customers through messages and chat. Set permissions on which team members can communicate with the client. View the online status of your customers.
RISE – Ultimate Project Manager and CRM Documentation
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RISE – Ultimate Project Manager & CRM Free Download
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