RISE is an excellent project management and CRM application that enhances productivity and customer satisfaction. You can manage your projects, clients & team easily in one place. It includes everything you need to manage your business effectively.
- Add unlimited projects and tasks. Assign tasks to your team members, track time spent on each project and task, and send invoices to your customers. Set up milestones, see auto-calculated project progression, and meet the deadlines. Collaborate with your team members and get feedback from your clients.
- Follow up work progression more clearly. Assign tasks to your team members and monitor the statuses. Team members can comment and attach files on the tasks. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Addchecklistss and labels for better understanding.
- Recurring tasks
- Create recurring tasks automatically on your scheduled days. If you need to do some 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.
- 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.
- Add your custom invoices and send an email with the attached invoice pdf to your clients. It supports different currencies 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 your brand. Set custom footer in the pdf for additional information.