RISE - Ultimate Project Manager & CRM

RISE - Ultimate Project Manager & CRM is a comprehensive project management and customer relationship application designed for WordPress-based digital environments. Developed by FairSketch, this tool allows agencies, freelancers, marketing teams, and online businesses to organize projects, tasks, clients, and business processes from a single centralized dashboard, eliminating the dispersion of information across spreadsheets, emails, and multiple platforms.

The solution combines powerful project management features with complete CRM capabilities. It allows you to create projects with assigned tasks, priorities, and progress tracking, as well as manage leads through a kanban view to convert them into clients. It includes a client portal where they can collaborate, view the progress of their projects, and access files organized in folders. Billing management is especially robust: it allows you to create and send invoices, receive payments via PayPal, Stripe, or Paytm, set up automatic monthly or annual subscriptions, and generate e-invoices and credit notes.

The system also incorporates customer support tools with tickets automatically generated from emails, a knowledge base for clients to find answers without needing to contact you, and digital contracts to formalize agreements. To drive business growth, RISE allows you to send professional proposals, create custom quote request forms, manage client orders, and track expenses clearly with profit and loss reports.

Internal communication is enhanced with comments and notes on projects and clients, keeping all context documented and accessible to the team. Filtering and search options allow you to quickly locate any project, task, or client record, even when the volume of information grows. Its modern design, effective notifications, and clear, repeatable workflows make RISE a scalable tool that adapts both to independent professionals and to large teams managing multiple clients and projects in parallel.

• Centralized management of projects, tasks, clients, and team in a single platform
• Complete billing with payments via PayPal, Stripe, or Paytm and automatic subscriptions
• Client portal with collaboration, organized files, and project tracking
• Lead management with kanban view and conversion to clients
• Customer support with automatic tickets, knowledge base, and digital contracts
• Professional proposals, quote forms, and expense tracking with profit and loss reports