RISE – Ultimate Project Manager & CRM
RISE – Ultimate Project Manager is a multipurpose project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes. It is suitable for different types of organizations, freelancers and individual users. RISE is fast and easy to use. It contains all essential tools to manage your business.
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A good software can increase your business opportunities, customer & team satisfaction and save your time & money as well. RISE is amazing to meet all of the requirements. No monthly fee… Pay only one time, download full source code and get lifetime free updates!
- Get leads/customers from estimate request form. Share the estimate request forms in social media or external websites to collect more opportunities.
- Send estimates to your customers and get more work orders.
- Send professional invoices to your clients in different currencies. Invoices could be linked with projects also.
- Get payment online via Stripe, PayPal and Paytm and automatically capture the status inside RISE. Notify to your customers via email.
- Send messages or chat with customers to make the process much faster. Set permissions who can communicate with customers.
- Check last login info of customers to know their activities.
- Share your project time sheets with your customers. Select the projects you allow to see the timesheet or not to your customers.
- Manage your leads in kanban view and move to different stages. Import leads and customers from other services using excel.
- See details of invoices, payments and due of each customer. Add notes, log expenses, share files and events with your customers.
- Automatically create support tickets from emails and be more professional on customer support.
- List your services/products in online store and get orders from the customers.
- Customize dashboard for the client portal and set important widgets based on your business. Add different custom widgets for special information. Custom widgets supports iframe to show information from external websites.
- Change theme color to adjust with your brand. The dark and light mode theme also available.
- Add announcements for your team members and customers to share instant notice, advertisements or offers.
- Add files in projects, give feedback/comments on the files and get notification.
- Add tasks and assign to your team members. Follow-up activities and stay up to date. You can add multiple collaborators.
- Get the details of time spent on a task/project and evaluate the performance of your team.
- Track expenses of projects, team members or in different categories and observe profit/loss.
- Add custom fields to keep essential information according to your needs in projects, clients, tasks, events and many other modules.
- Manage your personal events in calendar view and share the events with team members/customers. Define different access permissions for different members. Get project, task and leave overview in the same calendar.
- Integrate your calendar with google calendar and stay synced.
- Notification is very important to know the different events/activities. You can control all the notifications and can set who’ll get that. Get push notification, email notification and also in slack.
- Add knowledge base articles for your customers to share more information.
- Manage your team attendance report using timecards. See daily working history and punch in out status.
- Team members can submit leave application for their absence. Approve or reject the applications.
- Make a road-map for your projects and see visual report in the Gantt chart.
- Define custom role/permissions for different team members and define who can access which modules.
- Add articles in the internal wiki to help your team members and share different information/instructions there.
- Share ideas with your team members in the timeline.
- Add private notes and save all useful information. Sticky note on the dashboard can help you to remember important works.
- Use personal to-do list and never forget your daily or upcoming works.
- Add nice looking multiple custom dashboards to monitor your work more efficiently.
RISE is a very user friendly software which can increase your team performance and grow business relationship with customers. There are lots of features and lots of configuration options which could be used to make it as a best tool of your business. Check the demo carefully to discover many more features.
- ProjectsRISE makes project management much easier. Monitor the tasks of different team members, track time on each tasks and get timesheet. Send invoices for the projects to your clients and get payment online. See auto calculated project progression. Add different milestones and meet the deadline. Discuss on the projects and get client feedback.
- TasksAdd tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in kanban view.
- Recurring tasksCreate recurring tasks automatically through cron job. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. It allows to set different time duration to create tasks.
- Estimate requestsCreate 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.
- EstimatesSend 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.
- InvoicesAdd your custom invoices and send email with attached invoice pdf to your clients. It supports different currency 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 with your brand. Set custom footer in the pdf for additional information.
- Recurring invoicesSet recurring invoices to auto generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
- PaymentsIt support online payments via Stripe, PayPal and Paytm. You can enable or disable the partial payments option. It generates payment confirmation notification and mark the invoice paid automatically.
- ClientsManage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each clients. You can allow your clients to use the client portal. Each clients will get individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.
- Chat with customersYou can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See online status of your clients.
- Chat with team membersSend direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management more faster.
- LeadsManage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into customer with all existing information.
- Support ticketsLet your clients to create support tickets and get notifications by web and email. Auto generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Mange customer support in one place.
- ExpensesTrack all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
- Knowledge baseCreate knowledge base articles for you clients and mange custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
- Help articlesCreate internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
- Team managementAdd your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
- Event calendarCreate your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in dashboard.
- NotesStore your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
- AnnouncementsCreate announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
- TimelineShare ideas and documents with your team members. Add essential links and news to improve your team growth.
- Time cardsManage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of office.
- LeavesManage 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 different team or team members.
- Personal todo listCreate your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
- NotificationsGet notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email.You can enable or disable all notifications and set who’ll get which notifications.
- Push notificationsGet real time notifications in your browser using pusher.
- reCaptchaAdd extra layer of security by adding google reCaptcha in all login forms.
- Integrate google driveYou can use google drive as a alternative storage. All files you upload using the application will be stored in google drive.
- Multiple dashboardAdd multiple dashboard using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third party embedded widgets like as weather widget.
- Feature customizationEnable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable the unnecessary features.
- Multi language supportTranslate the application to multiple languages by changing single file. Check the sample files for the translation in GitHub.
- Activity logsGet the details about team members activities in different projects. Monitor everything what your team members doing and stay up to date.
- Custom email templatesUpdate all email templates and add your custom design and content. Easily change the text from editor or full source code.
- Custom fieldsAdd custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.
- Custom styleAdd your custom css and change the design. Use different color pattern or copy any color plate to make your own.
- InstallationInstallation is very simple and you can install the updates with a single click from Settings>Updates page.
- UsabilityRISE build by Codeigniter 3.1.10. It’s fast and easy to use. All UI designed to give you a quick navigation. We described a few of RISE here. There are many more in the demo…
Please send an email to [email protected] for any issues, questions or suggestions. To save time and get quick feedback, please don’t ask for support in comments section.
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Mailbox plugin for RISE CRM v1.1.1
Google Meet Integration for RISE CRM v1.0
Zoom Integration for RISE CRM v1.0
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Version 3.1 – 15 February, 2022 + Addons
[Added] Copy paste screenshots in comments. [Added] Task priority settings. [Added] Item import functionality. [Added] Leave import functionality. [Added] Expense import functionality. [Added] Task import functionality. [Added] In the project files add new modal, add option to select custom fields. [Added] Show tasks count in the kanban columns. [Added] Option to set default custom dashboard for all members. [Added] Checklist group settings settings to set any group of check list and select the group in task checklist creation. [Added] Option to upload image in help/knowledge base article. [Added] Some plugins hooks. [Added] Added multiple instances support on plugin hooks. [Added] Some improvements in UI. [Added] Option to attach files in leave application. [Added] Upgrade to CI latest version (v4.1.8) [Added] Show task ID, project and client title on kanban based on settings. [Added] Multi company settings for invoice/estimate/orders etc. [Added] Checkout button in store page. [Added] Show last 10 incoming conversations in top bar message icon notification list. [Added] Receiver user's name variable in the email template. [Added] Summary reports of payments. [Added] New role permission in project. [Added] Option to duplicate any expense. [Added] Usability improvements in payments. [Added] On checklist add new modal, show save & add more button like as task modal. [Added] Option to choose custom color. [Updated] Show pdf preview using iframe instead of google preview. [Updated] Show total after discount in invoice/estimate. [Fixed] Bug on unread messages badge on left menu. [Fixed] Don't show inactive members in Latest online team members widget. [Fixed] Bug on tasks kanban. [Fixed] Hide milestones dropdown on client portal based on permission. [Fixed] Validate date when import any custom field or any date.
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Version 2.8 – 05 August, 2021
[Added] Plugin support for RISE. [Added] Implement proposals module. [Added] Add clients overview page. [Added] Option to copy the task comments link. [Added] Option to pin/unpin important task comments. [Added] Time type custom field. [Added] Option to filter by select type custom fields. [Added] Estimate comments option and settings to enable/disable the comments. [Added] RTL option in user preference. [Added] Option to add notes inside tickets. [Added] Categories for files. [Added] Option to share announcements with different customer groups. [Added] Option for clients to assign tasks to others. [Added] Expenses summary. [Added] Add batch edit option for tickets. [Added] Show the company email address in invoice, estimate and proposal. [Added] Option to create project from orders. [Added] New widget to see total numbers of leads. [Added] Option to show only own estimates which are created by the user. [Added] New permission to access Timeline. [Added] Whatsapp in social links and remove google plus. [Added] Settings to show tickets tab in projects if anyone enable project reference in tickets. [Added] New permission to edit salary info for team members. [Added] New option to select/un-select all project files at a time. [Added] Conversion rate settings and show the reports of multi currency after conversion. [Added] New sort field in Knowledge base/help articles. [Added] In email template title, support necessary variables. [Added] Custom field support for project files. [Added] New settings page to to assign roles easily. [Added] New notification for manual payment. [Added] Support to use database prefix. [Added] Checklist templates for tasks. [Added] Option to filter clients own tasks. [Added] New configs to fix notification error. [Added] New email template for project completed notification. [Added] Show left menu and login top-bar in internal pages. [Added] Show lead created at field in the list and filter by date range. [Added] New option in task status setting to hide the column from kanban view. [Added] New permission to manage settings team members and roles. [Added] Signature option on estimate acceptation. [Added] Option add project, project members and tasks one after one. [Added] Settings to add lead from public form. [Added] Option to check mark tasks by clients. [Updated] Left menu re-arranged. [Updated] Settings menu re-arranged. [Updated] Moved add item button after the items list for invoice, estimate and order. [Updated] Full screen modal for the page add/edit modal. [Updated] Timecard note is visible in the timecard list view. [Updated] Setup built in left menu settings. [Updated] For admin, show all projects count in dashboard. [Updated] Don't add duplicate left menu item for parent menu. [Updated] New option in IMAP settings. [Updated] Show note in the timesheets list. [Updated] Upgrade to Bootstrap v5.0.1. [Updated] Password field should not be required in add new team member modal if email detail is not check marked. [Updated] Separated the General settings and add Localization settings. [Updated] Events end date is optional. [Fixed] Decimal separator as comma error. [Fixed] Google calendar events gets duplicated. [Fixed] Google drive attachment in email is not working. [Fixed] Fix error handling for CI4. [Fixed] Broken content issue IMAP tickets. [Fixed] Error in invoice total. [Fixed] Sticky note save not working if anyone close browser after editing. [Fixed] Notification issue for public estimate request. [Fixed] Large image preview is not working in Firefox. [Fixed] Project task finished notification not working. [Fixed] User gets logged out on after online payment. [Fixed] Bug in event when saving for clients. [Fixed] Bug in left menu scrolling. [Fixed] Bug in viewing client/lead notes. [Fixed] Custom pages shows 404. [Fixed] XSS security issue. [Fixed] Client/lead option is not available for estimate cloning. [Fixed] Tooltip on editor is not working correctly. [Fixed] Push notifications not working in android. [Fixed] Footer in dark mode shows white.