RISE ultimate project manager wordpress plugin

RISE ultimate project manager wordpress plugin
RISE ultimate project manager wordpress plugin

RISE ultimate project manager wordpress plugin


  • ProjectsRISE makes project administration a lot simpler. Monitor the duties of various group members, observe time on every duties and get timesheet. Send invoices for the tasks to your purchasers and get cost on-line. See auto calculated project development. Add completely different milestones and meet the deadline. Discuss on the tasks and get consumer suggestions.
  • TasksAdd duties on your tasks, assign to group members and add a number of collaborators. Set deadlines, verify standing and exercise logs. Team members can remark and fasten recordsdata. Mention customers in feedback and get prompt notifications. Easily create a number of duties and clone related duties. Manage duties by listing and drag & drop in kanban view.
  • Recurring dutiesCreate recurring duties routinely via cron job. If it’s good to do similar sorts of duties after each sure time, then set the recurring duties. It permits to set completely different time length to create duties.
  • Estimate requestsCreate estimate request types in keeping with your companies and get estimate requests from leads and your prospects. It helps to get extra tasks and discover potential purchasers.
  • EstimatesSend estimates to your purchasers 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 purchasers. Create tasks from the estimates and convert the estimates into invoices.
  • InvoicesAdd your customized invoices and ship e-mail with connected bill pdf to your purchasers. It helps completely different forex for various purchasers. Get data of your invoices and filter by completely different statuses.Set a number of taxes within the invoices. Change the bill colour and emblem to match along with your model. Set customized footer within the pdf for extra info.
  • Recurring invoicesSet recurring invoices to auto generate month-to-month, yearly or completely different time durations invoices. Send the invoices routinely and scale back further work.
  • PaymentsIt assist on-line funds by way of Stripe, PayPal and Paytm. You can allow or disable the partial funds possibility. It generates cost affirmation notification and mark the bill paid routinely.
  • ClientsManage your prospects and the contacts of the shoppers. You can permit to register prospects or add your prospects manually. Get the element details about contacts, tasks, invoices, funds, estimates, estimate requests, assist tickets, important recordsdata, occasions and notes for every purchasers. You can permit your purchasers to make use of the consumer portal. Each purchasers will get particular person dashboard to see their tasks, invoices and different info. Let your purchasers followup the tasks and get suggestions immediately. Set permissions for the purchasers to restrict their entry.
  • Chat with prospectsYou can talk with purchasers by way of messages and chat. Set the permissions that which group members can talk with purchasers. See on-line standing of your purchasers.
  • Chat with group membersSend direct messages to your group members. Create a number of conversations based mostly on completely different subjects. Reduce ready time for suggestions and make project administration extra quicker.
  • LeadsManage potential prospects and followup their standing. Auto acquire leads type public estimate request. Add notes, recordsdata and occasions, simply convert leads into buyer with all current info. RISE ultimate project manager
  • Support ticketsLet your purchasers to create assist tickets and get notifications by net and e-mail. Auto generate tickets from buyer emails. Assign tickets to group members, reply feedback with attachment. Mange buyer assist in a single place.
  • ExpensesTrack all of your bills and get tasks and group members value overview. Check bills of various classes and examine earnings vs bills. See earnings bills chart of various time durations.
  • Knowledge baseCreate data base articles for you purchasers and mange customized assist extra effectively. Create completely different classes for data base and let the shoppers resolve their issues with out asking for assist.
  • Help articlesCreate inner data base on your group members. Add completely different articles for various kinds of guidelines and data. Only group members can entry the assistance articles.
  • Team administrationAdd your group members and set completely different roles for various members. Manage their accounts and get general info at a spot. All group members can entry their dashboard based mostly on their permissions.
  • Event calendarCreate your private occasions listing and share occasions with group members and purchasers. Integrate google calendar and keep synced. See upcoming occasions in dashboard.
  • NotesStore your non-public notes and fasten recordsdata. Add helpful tags with notes and discover simply. Create public notes for tasks and let entry to the project members.
  • AnnouncementsCreate bulletins on your group members and purchasers and publish on their dashboard. It helps to tell about any discover simply with others.
  • TimelineShare concepts and paperwork along with your group members. Add important hyperlinks and information to enhance your group progress.
  • Time playing cardsManage attendance of your group members by the point playing cards. You can set IP restrictions for time playing cards entry in order that group member can’t log the time from outdoors of workplace. RISE ultimate project manager wordpress plugin
  • LeavesManage your group members depart functions. Check whole numbers of depart taken by every group members. Add completely different depart classes. Approve or reject depart functions. Set supervisors for various group or group members.
  • Personal todo listingCreate your private todo listing and handle your work extra effectively. Don’t neglect to do any vital activity and keep centered on day by day work. Each group members and purchasers can add their private todo listing.
  • NotificationsGet notifications for all vital actions together with activity creation, feedback, tickets, messaging and so on. There are 2 forms 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 further layer of safety by including google reCaptcha in all login types.
  • 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 various kinds of helpful widgets which you need to use on your various kinds of dashboards. Design your personal dashboard structure by drag & drop the widgets. Add your customized widgets. It helps to incorporate third celebration embedded widgets like as climate widget.
  • Feature customizationEnable/disable the modules in keeping with your wants. There are a number of options and it’s possible you’ll is not going to have an interest to make use of all of them. You can simply disable the pointless options.
  • Multi language assistTranslate the appliance to a number of languages by altering single file. Check the pattern recordsdata for the interpretation in GitHub.
  • Activity logsGet the small print about group members actions in numerous tasks. Monitor the whole lot what your group 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 purchasers, Clients, contacts, leads, tasks, duties, group members, tickets, invoices, occasions, bills and estimates and save extra info in keeping with your want.
  • Custom fashionAdd your customized css and alter the design. Use completely different colour sample or copy any colour plate to make your personal.
  • InstallationInstallation could be very easy and you’ll set up the updates with a single click on from Settings>Updates web page.
  • UsabilityRISE construct by Codeigniter 3.1.10. 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

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