RISE – Ultimate Project Manager may be a multipurpose project management system. you’ll use it to manage projects, clients, invoices, support tickets, estimates, team and lots of other purposes. it’s suitable for various sorts of organizations, freelancers and individual users. RISE is fast and straightforward to use. It contains all essential tools to manage your business.
RISE makes project management much easier. Monitor the tasks of various team members, track time on each task, and obtain timesheet. Send invoices for the projects to your clients and obtain payment online. See auto calculated project progression. Add different milestones and meet the deadline. Discuss the projects and obtain client feedback.
Add tasks for your projects, assign to team members, and add multiple collaborators. Set deadlines, check status, and activity logs. Team members can comment and fasten files. Mention users in comments and obtain instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop by kanban view.
Create recurring tasks automatically through cron job. If you would like to try to same sorts of tasks after every certain time, then set the recurring tasks. It allows us to line a different time duration to make tasks.
Create estimate request forms consistent with your services and obtain estimate requests from leads and your customers. It helps to urge more projects and find potential clients.
Send estimates to your clients who supported their estimate request or the service you provide for them. Send an estimate email with pdf and obtain approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Add your custom invoices and send emails with the attached invoice pdf to your clients. It supports different currencies for various clients. Get records of your invoices and filter them by different statuses. Set multiple taxes within the invoices. Change the invoice color and logo to match together with your brand. Set custom footer within the pdf for extra information.
Set recurring invoices to auto-generate monthly, yearly, or different time periods invoices. Send the invoices automatically and reduce extra work.
It supports online payments via Stripe and PayPal. you’ll enable or disable the partial payments option. It generates payment confirmation notification and marks the invoice paid automatically.
Manage your customers and therefore the contacts of the purchasers. you’ll allow to register customers or add your customers manually. Get detailed information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events, and notes for every client. you’ll allow your clients to use the client portal. Each client will get an individual dashboard to ascertain their projects, invoices, and other information. Let your clients followup on the projects and obtain 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 the online status of your clients.
Chat with team members
Send direct messages to your team members. Create multiple conversations that supported different topics. Reduce waiting time for feedback and make project management more faster.
Manage potential customers and followup on their status. Auto collect leads form public estimate request. Add notes, files, and events, easily convert leads into customers with all existing information.
Let your clients make support tickets and obtain notifications by web and email. Auto-generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Manage customer support in one place.
Track all of your expenses and obtain projects and team members’ cost overview. Check expenses of various categories and compare income vs expenses. See income expenses chart of various time periods.
Create knowledge domain articles for your clients and mange custom support more efficiently. Create different categories for the knowledge domain and let the purchasers solve their problems without posing for support.
Create an internal knowledge domain for your team members. Add different articles for various sorts of rules and knowledge. Only team members can access assistance articles.
Add your team members and set different roles for various members. Manage their accounts and obtain overall information at an area . All team members can access their dashboard supported their permissions.
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
Store your private notes and fasten files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Create announcements for your team members and clients and publish on their dashboard. It helps to tell about any notice easily with others.
Share ideas and documents together with your team members. Add essential links and news to enhance your team growth.
Manage attendance of your team members by the time cards. you’ll set IP restrictions for time cards access in order that team member can’t log the time from outside of office.
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for various team or team members.
Personal todo list
Create your personal todo list and manage your work more efficiently. Don’t forget to try to to any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 sorts of notification. you’ll get the notification within the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
Get real time notifications in your browser using pusher.
Add extra layer of security by adding google reCaptcha altogether login forms.
Integrate google drive
You can use google drive as a alternative storage. All files you upload using the appliance are going to be stored in google drive.
Add multiple dashboard using many predefined widgets. There are differing types of useful widgets which you’ll use for your differing types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to incorporate third party embedded widgets like as weather widget.
Enable/disable the modules consistent with your needs. There are many features and you’ll won’t have an interest to use all of them. you’ll easily disable the unnecessary features.
Multi language support
Translate the appliance to multiple languages by changing file . Check the sample files for the interpretation in GitHub.
Get the small print about team members activities in several projects. Monitor everything what your team members doing and stay awake so far .
Custom email templates
Update all email templates and add your custom design and content. Easily change the text from editor or full ASCII text file .
Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information consistent with your need.
Add your custom css and alter the planning . Use different color pattern or copy any color plate to form your own.
Installation is extremely simple and you’ll install the updates with one click from Settings>Updates page.
RISE build by Codeigniter 3.1.0. It’s fast and straightforward to use. All UI designed to offer you a fast navigation. We described a couple of of RISE here. There are more within the demo…