RISE Ultimate Project Manager is a multipurpose enterprise administration system. You can use it to deal with initiatives, consumers, invoices, help tickets, estimates, workforce and many completely different features. It is acceptable for a number of kinds of organizations, freelancers and specific individual clients. RISE is fast and easy to utilize. It accommodates all vital devices to deal with what you are selling.
Rise v3.0.1 Features
- Projects RISE makes enterprise administration quite a bit easier. Monitor the duties of assorted workforce members, observe time on each duties and get timesheet. Send invoices for the initiatives to your consumers and get value on-line. See auto calculated enterprise growth. Add fully completely different milestones and meet the deadline. Discuss on the initiatives and get client ideas.
- Tasks Add duties to your initiatives, assign to workforce members and add numerous collaborators. Set deadlines, check standing and train logs. Team members can comment and fasten recordsdata. Mention clients in suggestions and get instant notifications. Easily create numerous duties and clone associated duties. Manage duties by guidelines and drag & drop in kanban view.
- Recurring dutiesCreate recurring duties routinely by the use of cron job. If you need to do an identical types of duties after every positive time, then set the recurring duties. It permits to set fully completely different time interval to create duties.
- Estimate requestsCreate estimate request varieties in response to your firms and get estimate requests from leads and your prospects. It helps to get additional initiatives and uncover potential consumers.
- EstimatesSend estimates to your consumers based totally on their estimate request or the service you current for them. Send estimate e mail with pdf and get approval out of your consumers. Create initiatives from the estimates and convert the estimates into invoices.
- InvoicesAdd your personalized invoices and ship e mail with linked invoice pdf to your consumers. It helps fully completely different foreign exchange for numerous consumers. Get knowledge of your invoices and filter by fully completely different statuses.Set numerous taxes throughout the invoices. Change the invoice coloration and emblem to match collectively along with your mannequin. Set personalized footer throughout the pdf for added information.
- Recurring invoicesSet recurring invoices to auto generate month-to-month, yearly or fully completely different time durations invoices. Send the invoices routinely and reduce further work.
- PaymentsIt help on-line funds via Stripe and PayPal. You can enable or disable the partial funds selection. It generates value affirmation notification and mark the invoice paid routinely.
- ClientsManage your prospects and the contacts of the purchasers. You can allow to register prospects or add your prospects manually. Get the factor particulars about contacts, initiatives, invoices, funds, estimates, estimate requests, help tickets, vital recordsdata, events and notes for each consumers. You can allow your consumers to utilize the patron portal. Each consumers will get specific individual dashboard to see their initiatives, invoices and completely different information. Let your consumers followup the initiatives and get ideas instantly. Set permissions for the consumers to limit their entry.
- Chat with prospectsYou can speak with consumers via messages and chat. Set the permissions that which workforce members can speak with consumers. See on-line standing of your consumers.
- Chat with workforce membersSend direct messages to your workforce members. Create numerous conversations based totally on fully completely different issues. Reduce prepared time for ideas and make enterprise administration additional faster.
- LeadsManage potential prospects and followup their standing. Auto purchase leads kind public estimate request. Add notes, recordsdata and events, merely convert leads into purchaser with all current information.
- Support ticketsLet your consumers to create help tickets and get notifications by web and e mail. Auto generate tickets from purchaser emails. Assign tickets to workforce members, reply suggestions with attachment. Mange purchaser help in a single place.
- ExpensesTrack your entire payments and get initiatives and workforce members worth overview. Check payments of assorted courses and look at income vs payments. See income payments chart of assorted time durations.
- Knowledge baseCreate knowledge base articles for you consumers and mange personalized help additional successfully. Create fully completely different courses for knowledge base and let the purchasers treatment their points with out asking for help.
- Help articlesCreate inside knowledge base to your workforce members. Add fully completely different articles for a number of kinds of pointers and knowledge. Only workforce members can entry the help articles.
- Team administrationAdd your workforce members and set fully completely different roles for numerous members. Manage their accounts and get whole information at a spot. All workforce members can entry their dashboard based totally on their permissions.
- Event calendarCreate your non-public events guidelines and share events with workforce members and consumers. Integrate google calendar and maintain synced. See upcoming events in dashboard.
- NotesStore your private notes and fasten recordsdata. Add useful tags with notes and uncover merely. Create public notes for initiatives and let entry to the enterprise members.
- AnnouncementsCreate bulletins to your workforce members and consumers and publish on their dashboard. It helps to inform about any uncover merely with others.
- TimelineShare ideas and paperwork collectively along with your workforce members. Add vital hyperlinks and knowledge to boost your workforce progress.
- Time taking part in playing cardsManage attendance of your workforce members by the purpose taking part in playing cards. You can set IP restrictions for time taking part in playing cards entry so that workforce member can’t log the time from exterior of office.
- LeavesManage your workforce members go away functions. Check complete numbers of go away taken by each workforce members. Add fully completely different go away courses. Approve or reject go away functions. Set supervisors for numerous workforce or workforce members.
- Personal todo guidelinesCreate your non-public todo guidelines and deal with your work additional successfully. Don’t neglect to do any crucial job and maintain centered on every day work. Each workforce members and consumers can add their non-public todo guidelines.
- NotificationsGet notifications for all crucial actions along with job creation, suggestions, tickets, messaging and so forth. There are 2 types of notification. You can get the notification throughout the software program and likewise in e mail.You can enable or disable all notifications and set who’ll get which notifications.
- Push notificationsGet precise time notifications in your browser using pusher.
- reCaptchaAdd further layer of security by together with google reCaptcha in all login varieties.
- Integrate google driveYou can use google drive as a special storage. All recordsdata you add using the equipment shall be saved in google drive.
- Multiple dashboardAdd numerous dashboard using many predefined widgets. There are a number of kinds of useful widgets which you can use to your a number of kinds of dashboards. Design your private dashboard format by drag & drop the widgets. Add your personalized widgets. It helps to include third get collectively embedded widgets like as local weather widget.
- Feature customizationEnable/disable the modules in response to your desires. There are numerous choices and you may is just not going to have an curiosity to utilize all of them. You can merely disable the pointless choices.
- Multi language helpTranslate the equipment to numerous languages by altering single file. Check the sample recordsdata for the interpretation in GitHub.
- Activity logsGet the details about workforce members actions in a number of initiatives. Monitor each little factor what your workforce members doing and maintain up to date.
- Custom e mail templatesUpdate all e mail templates and add your personalized design and content material materials. Easily change the textual content material from editor or full provide code.
- Custom fieldsAdd personalized fields with consumers, Clients, contacts, leads, initiatives, duties, workforce members, tickets, invoices, events, payments and estimates and save additional information in response to your need.
- Custom styleAdd your personalized css and alter the design. Use fully completely different coloration pattern or copy any coloration plate to make your private.
- InstallationInstallation may very well be very straightforward and you can arrange the updates with a single click on on from Settings>Updates net web page.
- UsabilityRISE assemble by Codeigniter 3.1.0. It’s fast and easy to utilize. All UI designed to offer you a quick navigation. We described a few of RISE proper right here. There are many additional throughout the demo…
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