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Let your clients followup the projects and get feedback instantly. Each clients will get individual dashboard to see their projects, invoices and other information. You can allow your clients to use the client portal. 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 to register customers or add your customers manually. Manage your customers and the contacts of the customers.
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Send good looking proposals to your customers and leads and get more work.ĭo contracts with your customers and deliver hassle free work. It generates payment confirmation notification and mark the invoice paid automatically. You can enable or disable the partial payments option. It support online payments via Stripe, PayPal and Paytm. Send the invoices automatically and reduce extra work. Set recurring invoices to auto generate monthly, yearly or different time periods invoices.
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Set custom footer in the pdf for additional information. Change the invoice color and logo to match with your brand. Get records of your invoices and filter by different statuses.Set multiple taxes in the invoices. It supports different currency for different clients. Create projects from the estimates and convert the estimates into invoices.Īdd your custom invoices and send email with attached invoice pdf to your clients. Send estimate email with pdf and get approval from your clients. Send estimates to your clients based on their estimate request or the service you provide for them. It helps to get more projects and find potential clients. You can set the time duration as daily, weekly, monthly and yearly to create the tasks.Ĭreate estimate request forms according to your services and get estimate requests from leads and your customers. If you need to do same kinds of tasks after every certain time, then set the recurring tasks. Add check lists and labels for better understanding.Ĭreate recurring tasks automatically on your scheduled days. Easily create multiple tasks and clone similar tasks.
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Mention users in comments and get instant notifications. Team members can comment and attach files on the tasks. Assign tasks to your team members and monitor the statuses. Collaborate with your team members and get feedback from your clients.įollowup work progression more clearly. Setup milestones, see auto calculated project progression and meet the deadlines. Assign tasks to your team members, truck time spent on each project and tasks and send invoices to your customers. Features ProjectsĪdd unlimited projects and tasks.
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As a result, we’ve built such a beautiful, user friendly, easy to use and flexible software! You can download the full source code and install it in your server. We are updating the RISE regularly based on thousands of customer feedback. It includes everything you need to manage your business effectively. You can manage your projects, clients & team easily in one place. RISE is an excellent project management and CRM application that enhances productivity and customer satisfaction.