RISE Ultimate Project Manager is a multipurpose undertaking administration system. You can use it to handle initiatives, shoppers, invoices, help tickets, estimates, staff and plenty of different functions. It is appropriate for several types of organizations, freelancers and particular person customers. RISE is quick and straightforward to make use of. It comprises all important instruments to handle your corporation.
- Projects RISE makes undertaking administration a lot simpler. Monitor the duties of various staff members, monitor time on every duties and get timesheet. Send invoices for the initiatives to your shoppers and get cost on-line. See auto calculated undertaking development. Add totally different milestones and meet the deadline. Discuss on the initiatives and get shopper suggestions.
- Tasks Add duties on your initiatives, assign to staff members and add a number of collaborators. Set deadlines, test standing and exercise logs. Team members can remark and connect recordsdata. Mention customers in feedback and get on the spot notifications. Easily create a number of duties and clone related duties. Manage duties by record and drag & drop in kanban view.
- Recurring dutiesCreate recurring duties robotically via cron job. If you need to do similar sorts of duties after each sure time, then set the recurring duties. It permits to set totally different time period to create duties.
- Estimate requestsCreate estimate request kinds in accordance with your providers and get estimate requests from leads and your clients. It helps to get extra initiatives and discover potential shoppers.
- EstimatesSend estimates to your shoppers based mostly on their estimate request or the service you present for them. Send estimate e-mail with pdf and get approval out of your shoppers. Create initiatives from the estimates and convert the estimates into invoices.
- InvoicesAdd your customized invoices and ship e-mail with connected bill pdf to your shoppers. It helps totally different foreign money for various shoppers. Get information of your invoices and filter by totally different statuses.Set a number of taxes within the invoices. Change the bill shade and emblem to match along with your model. Set customized footer within the pdf for added data.
- Recurring invoicesSet recurring invoices to auto generate month-to-month, yearly or totally different time intervals invoices. Send the invoices robotically and cut back additional work.
- PaymentsIt help on-line funds through Stripe and PayPal. You can allow or disable the partial funds possibility. It generates cost affirmation notification and mark the bill paid robotically.
- ClientsManage your clients and the contacts of the purchasers. You can enable to register clients or add your clients manually. Get the element details about contacts, initiatives, invoices, funds, estimates, estimate requests, help tickets, important recordsdata, occasions and notes for every shoppers. You can enable your shoppers to make use of the shopper portal. Each shoppers will get particular person dashboard to see their initiatives, invoices and different data. Let your shoppers followup the initiatives and get suggestions immediately. Set permissions for the shoppers to restrict their entry.
- Chat with clientsYou can talk with shoppers through messages and chat. Set the permissions that which staff members can talk with shoppers. See on-line standing of your shoppers.
- Chat with staff membersSend direct messages to your staff members. Create a number of conversations based mostly on totally different subjects. Reduce ready time for suggestions and make undertaking administration extra sooner.
- LeadsManage potential clients and followup their standing. Auto accumulate leads type public estimate request. Add notes, recordsdata and occasions, simply convert leads into buyer with all present data.
- Support ticketsLet your shoppers to create help tickets and get notifications by net and e-mail. Auto generate tickets from buyer emails. Assign tickets to staff members, reply feedback with attachment. Mange buyer help in a single place.
- ExpensesTrack all of your bills and get initiatives and staff members value overview. Check bills of various classes and examine earnings vs bills. See earnings bills chart of various time intervals.
- Knowledge baseCreate information base articles for you shoppers and mange customized help extra effectively. Create totally different classes for information base and let the purchasers resolve their issues with out asking for help.
- Help articlesCreate inner information base on your staff members. Add totally different articles for several types of guidelines and knowledge. Only staff members can entry the help articles.
- Team administrationAdd your staff members and set totally different roles for various members. Manage their accounts and get total data at a spot. All staff members can entry their dashboard based mostly on their permissions.
- Event calendarCreate your private occasions record and share occasions with staff members and shoppers. Integrate google calendar and keep synced. See upcoming occasions in dashboard.
- NotesStore your non-public notes and connect recordsdata. Add helpful tags with notes and discover simply. Create public notes for initiatives and let entry to the undertaking members.
- AnnouncementsCreate bulletins on your staff members and shoppers and publish on their dashboard. It helps to tell about any discover simply with others.
- TimelineShare concepts and paperwork along with your staff members. Add important hyperlinks and information to enhance your staff development.
- Time playing cardsManage attendance of your staff members by the point playing cards. You can set IP restrictions for time playing cards entry in order that staff member can’t log the time from outdoors of workplace.
- LeavesManage your staff members go away functions. Check complete numbers of go away taken by every staff members. Add totally different go away classes. Approve or reject go away functions. Set supervisors for various staff or staff members.
- Personal todo recordCreate your private todo record and handle your work extra effectively. Don’t overlook to do any vital activity and keep targeted on each day work. Each staff members and shoppers can add their private todo record.
- NotificationsGet notifications for all vital actions together with activity creation, feedback, tickets, messaging and many others. There are 2 kinds of notification. You can get the notification within the software and in addition in e-mail.You can allow or disable all notifications and set who’ll get which notifications.
- Push notificationsGet actual time notifications in your browser utilizing pusher.
- reCaptchaAdd additional layer of safety by including google reCaptcha in all login kinds.
- Integrate google driveYou can use google drive as a different storage. All recordsdata you add utilizing the appliance can be saved in google drive.
- Multiple dashboardAdd a number of dashboard utilizing many predefined widgets. There are several types of helpful widgets which you can use on your several types of dashboards. Design your individual dashboard structure by drag & drop the widgets. Add your customized widgets. It helps to incorporate third get together embedded widgets like as climate widget.
- Feature customizationEnable/disable the modules in accordance with your wants. There are a lot of options and you might is not going to have an interest to make use of all of them. You can simply disable the pointless options.
- Multi language helpTranslate the appliance to a number of languages by altering single file. Check the pattern recordsdata for the interpretation in GitHub.
- Activity logsGet the main points about staff members actions in numerous initiatives. Monitor the whole lot what your staff members doing and keep updated.
- Custom e-mail templatesUpdate all e-mail templates and add your customized design and content material. Easily change the textual content from editor or full supply code.
- Custom fieldsAdd customized fields with shoppers, Clients, contacts, leads, initiatives, duties, staff members, tickets, invoices, occasions, bills and estimates and save extra data in accordance with your need.
- Custom typeAdd your customized css and alter the design. Use totally different shade sample or copy any shade plate to make your individual.
- InstallationInstallation may be very easy and you can set up the updates with a single click on from Settings>Updates web page.
- UsabilityRISE construct by Codeigniter 3.1.0. It’s quick and straightforward to make use of. All UI designed to present you a fast navigation. We described just a few of RISE right here. There are many extra within the demo…
RISE 3.1 Project Management
|File Size||13.65 MB|
|Demo Link||Demo Link|
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