Features+

🟢 Smarter AI Tools 🟢

41+ Advanced Core Modules!

MCP-Integrated
- MCP Server
- MCP Gateway
- A2A
Need Accounting, HR & Payroll?
- Accounting Tabby
- Payroll: Gusto
- Connect to CRM+ using webhooks, MCP & APIs
Connect Agents & agent-to-agent aka A2A for multi-step AI agents workflow tasks automations!

Keep your customers happy using smart tools and features.
Starting from work, invoices, payments, and support, you can manage everything.
Create invoices and send them to your clients.
Receive payments easily via PayPal, Stripe or in cash.
Automatically collect monthly or yearly payments with subscriptions.
Create e-Invoices and credit notes.
Handle customer support easily with advanced tools.
Automatically generate support tickets from emails.
Manage knowledge base where clients can find support without asking.
Create contracts with your clients for your projects.
You can give your clients access to the client portal.
Clients can see different things easily and collaborate with our work.
Share files and also organize them using folders.
CRM+ offers a modern design, effective notifications, and useful features which will help your business make a positive impression on your clients.

CRM+ provides useful tools and features to help you turn opportunities into revenue and grow your business.
Send well-designed proposals to your clients and increase your orders and sales.
Know exactly what your clients need with custom estimate request forms. Send estimates upfront to avoid confusion and earn their trust.
Display your products and services in the online store to attract more clients and boost sales.
Leads are your potential clients.
Manage Leads easily with the Kanban view and convert them into clients.
Keep all your client orders organized and track progress easily.
Track your expenses and see your profit and loss clearly.

RISE CRM - Experience a Better Way to Work

CRM+ gives your team the essential tools and workflow needed to work efficiently.
Track progress, plan better, prioritize what matters most, and execute quickly.
Create tasks, assign them to your team members, add collaborators as needed.
Visualize work progression easily on the Kanban board.
Plan more effectively with milestones and stay ahead of deadlines.
Speed up work with instant feedback, chat and notifications.
Pin important comments and access them easily.
Make checklists and don’t forget anything that needs to be done.
See auto-calculated project progression and take actions proactively.

Great results come from fast and clear communication.
With the built-in tools, you can stay connected and collaborate efficiently without switching between different apps.
Chat directly with your team members and clients inside CRM+.
Manage permissions to control who can chat with clients or team members and maintain privacy.
Share important updates by creating announcements for your team or clients and display them on their dashboards.
Use the internal timeline post to easily share new ideas and updates with your team members.

Messy interfaces not only waste time but also frustrate users.
CRM+ provides a modern, user-friendly design that lets you work faster and leaves a positive impression on your clients and team members.
Every detail is designed to give you more value with fewer clicks and a smoother workflow.
With bookmarked smart filters, you can stay focused on your priorities. Your last filtered view will remain saved even when you revisit it later.
The compact view is designed to let you see detailed information without leaving the list view, so you can access everything without going back and forth.
Create multiple dashboards for better management and arrange widgets in your preferred layout.

RISE CRM - Spend Less Time on Team Management

As your business grows, you want to focus on growth, not just managing people.
Managing a team can slow you down.
CRM+ makes it easy to manage your team, so you can reach your desired goals with confidence.
Define role permissions for different types of members and keep everything under control.
Track time spent on each task by each team member.
Use advanced File Manager, where you can organize files and set folder-specific permissions for different members.
Manage attendance and leave applications.
Create an internal wiki for your team members to access important guidelines.

Let CRM+ handle your repetitive work automatically, so you can get more free time.
Automatically create recurring invoices and send them to your clients based on your selected time intervals.
Set up recurring tasks for work that needs to be repeated.
Create recurring expenses to automatically record your weekly, monthly, or yearly fixed costs.
Easily add recurring events, such as weekly meetings, holidays, and festivals.
Sync events between CRM+ and Google Calendar automatically.
Automate ticket creation, send predefined reply, dynamically set labels and group based on email content, and assign tickets to the appropriate team member.

When you work with a team or clients, staying informed is essential.
CRM+ keeps you updated on everything that you need to know.
You have full control over notifications.
Set who will receive them and choose how they are delivered through email, on-screen notification, or Slack.
Receive instant alerts on the mobile app even when you are not actively using it.
View detailed change logs on projects and tasks to track progress easily.
By integrating with GitHub or Bitbucket, you can also track commit logs directly as task activities.

RISE CRM - Stay Organized

Ever forgot something important, felt distracted by workload, or lost focus after a break? It happens.
CRM+ will help you overcome these issues and keep you organized.
Get reminders so you never forget important things.
Use the sticky note to quickly refocus after a break.
Keep your personal notes in one place so that you can get them exactly when you need them.
Plan meetings and important events with the calendar.
Create your own private to-do list so you can plan your day more effectively.

Set up CRM+ to match your brand and the way you work.
With flexible configurations, you can make it work perfectly for you.
Choose from pre-built themes in the settings or your profile. You can also add custom styles for finer adjustments.
Easily organize the left menu using the drag-and-drop editor.
Add custom fields to almost any section to capture the data you need.
Switch to your preferred language and use it in your own way.
Customize email templates that align with your brand.
Add custom pages to share more information publicly or privately.
Explore many more configurations to make CRM+ the perfect fit for you.
Easily enable or disable the features you want to use.

Technology changes fast.
Outdated systems can break or put your data at risk.
That’s why we constantly update and support CRM+ with the latest technologies, so you can work confidently without worrying about future issues.
Passwords and sensitive data are securely stored using encryption.
Google reCAPTCHA protects against unauthorized login and signup attempts and prevents spam on public form submissions.

Last updated 2 days ago

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