RISE ultimate project manager wordpress plugin

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

RISE ultimate project manager wordpress plugin

Features

  • ProjectsRISE makes project administration rather a lot less complicated. Monitor the duties of varied group members, observe time on each duties and get timesheet. Send invoices for the duties to your purchasers and get price on-line. See auto calculated project improvement. Add fully totally different milestones and meet the deadline. Discuss on the duties and get client options.
  • TasksAdd duties in your duties, assign to group members and add various collaborators. Set deadlines, confirm standing and train logs. Team members can comment and fasten recordsdata. Mention prospects in suggestions and get immediate notifications. Easily create various duties and clone associated duties. Manage duties by itemizing and drag & drop in kanban view.
  • Recurring dutiesCreate recurring duties routinely through cron job. If it is good to do related types of duties after every positive time, then set the recurring duties. It permits to set fully totally different time size to create duties.
  • Estimate requestsCreate estimate request sorts in line with your firms and get estimate requests from leads and your prospects. It helps to get additional duties and uncover potential purchasers.
  • EstimatesSend estimates to your purchasers based mostly totally on their estimate request or the service you current for them. Send estimate e-mail with pdf and get approval out of your purchasers. Create duties from the estimates and convert the estimates into invoices.
  • InvoicesAdd your personalized invoices and ship e-mail with related invoice pdf to your purchasers. It helps fully totally different foreign exchange for varied purchasers. Get knowledge of your invoices and filter by fully totally different statuses.Set various taxes throughout the invoices. Change the invoice color and emblem to match alongside along with your mannequin. Set personalized footer throughout the pdf for additional information.
  • Recurring invoicesSet recurring invoices to auto generate month-to-month, yearly or fully totally different time durations invoices. Send the invoices routinely and cut back additional work.
  • PaymentsIt help on-line funds by means of Stripe, PayPal and Paytm. You can enable or disable the partial funds risk. It generates price affirmation notification and mark the invoice paid routinely.
  • ClientsManage your prospects and the contacts of the consumers. You can allow to register prospects or add your prospects manually. Get the ingredient particulars about contacts, duties, invoices, funds, estimates, estimate requests, help tickets, essential recordsdata, events and notes for each purchasers. You can allow your purchasers to utilize the buyer portal. Each purchasers will get specific individual dashboard to see their duties, invoices and totally different information. Let your purchasers followup the duties and get options instantly. Set permissions for the purchasers to limit their entry.
  • Chat with prospectsYou can discuss with purchasers by means of messages and chat. Set the permissions that which group members can discuss with purchasers. See on-line standing of your purchasers.
  • Chat with group membersSend direct messages to your group members. Create various conversations based mostly totally on fully totally different topics. Reduce prepared time for options and make project administration additional faster.
  • LeadsManage potential prospects and followup their standing. Auto purchase leads sort public estimate request. Add notes, recordsdata and events, merely convert leads into purchaser with all present information. RISE ultimate project manager
  • Support ticketsLet your purchasers to create help tickets and get notifications by internet and e-mail. Auto generate tickets from purchaser emails. Assign tickets to group members, reply suggestions with attachment. Mange purchaser help in a single place.
  • ExpensesTrack all your payments and get duties and group members worth overview. Check payments of varied courses and look at earnings vs payments. See earnings payments chart of varied time durations.
  • Knowledge baseCreate knowledge base articles for you purchasers and mange personalized help additional successfully. Create fully totally different courses for knowledge base and let the consumers resolve their points with out asking for help.
  • Help articlesCreate internal knowledge base in your group members. Add fully totally different articles for varied sorts of tips and knowledge. Only group members can entry the help articles.
  • Team administrationAdd your group members and set fully totally different roles for varied members. Manage their accounts and get normal information at a spot. All group members can entry their dashboard based mostly totally on their permissions.
  • Event calendarCreate your personal events itemizing and share events with group members and purchasers. Integrate google calendar and preserve synced. See upcoming events in dashboard.
  • NotesStore your private notes and fasten recordsdata. Add useful tags with notes and uncover merely. Create public notes for duties and let entry to the project members.
  • AnnouncementsCreate bulletins in your group members and purchasers and publish on their dashboard. It helps to inform about any uncover merely with others.
  • TimelineShare ideas and paperwork alongside along with your group members. Add essential hyperlinks and data to reinforce your group progress.
  • Time taking part in playing cardsManage attendance of your group members by the purpose taking part in playing cards. You can set IP restrictions for time taking part in playing cards entry so that group member can’t log the time from outdoor of office. RISE ultimate project manager wordpress plugin
  • LeavesManage your group members depart capabilities. Check entire numbers of depart taken by each group members. Add fully totally different depart courses. Approve or reject depart capabilities. Set supervisors for varied group or group members.
  • Personal todo itemizingCreate your personal todo itemizing and deal with your work additional successfully. Don’t neglect to do any important exercise and preserve centered on day-to-day work. Each group members and purchasers can add their personal todo itemizing.
  • NotificationsGet notifications for all important actions along with exercise creation, suggestions, tickets, messaging and so forth. There are 2 types of notification. You can get the notification throughout the software program and as well as in e-mail.You can enable or disable all notifications and set who’ll get which notifications.
  • Push notificationsGet precise time notifications in your browser using pusher.
  • reCaptchaAdd additional layer of security by together with google reCaptcha in all login sorts.
  • Integrate google driveYou can use google drive as a special storage. All recordsdata you add using the equipment could be saved in google drive.
  • Multiple dashboardAdd various dashboard using many predefined widgets. There are varied sorts of useful widgets which it’s worthwhile to use in your varied sorts of dashboards. Design your private dashboard construction by drag & drop the widgets. Add your personalized widgets. It helps to include third celebration embedded widgets like as local weather widget.
  • Feature customizationEnable/disable the modules in line with your desires. There are various choices and it is doable you may will not be going to have an curiosity to utilize all of them. You can merely disable the pointless choices.
  • Multi language helpTranslate the equipment to various languages by altering single file. Check the sample recordsdata for the interpretation in GitHub.
  • Activity logsGet the small print about group members actions in quite a few duties. Monitor the whole thing what your group members doing and preserve up to date.
  • Custom e-mail templatesUpdate all e-mail templates and add your personalized design and content material materials. Easily change the textual content material from editor or full provide code.
  • Custom fieldsAdd personalized fields with purchasers, Clients, contacts, leads, duties, duties, group members, tickets, invoices, events, payments and estimates and save additional information in line with your need.
  • Custom styleAdd your personalized css and alter the design. Use fully totally different color pattern or copy any color plate to make your private.
  • InstallationInstallation may very well be very simple and you will arrange the updates with a single click on on from Settings>Updates net web page.
  • UsabilityRISE assemble by Codeigniter 3.1.10. It’s fast and simple to utilize. All UI designed to current you a quick navigation. We described only a few of RISE proper right here. There are many additional throughout the demo
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