Ultimate Project Manager is a multipurpose project management system. You can use it to manage projects, clients, invoices, support tickets, estimates, team and many other purposes. It is suitable for different types of organizations, freelancers and individual users. it is fast and easy to use. It contains all the essential tools to manage your business.
RISE makes project management much easier. Monitor the tasks of different team members, track time on each task and get timesheet. Send invoices for the projects to your clients and get paid online. See auto calculated project progression. Add different milestones and meet the deadline. Discuss the projects and get client feedback.
Add tasks for your projects, assign to team members and add multiple collaborators. Set deadlines, check status and activity logs. Team members can comment and attach files. Mention users in comments and get instant notifications. Easily create multiple tasks and clone similar tasks. Manage tasks by list and drag & drop in kanban view.
Create recurring tasks automatically through cron job. If you need to do some kinds of tasks after every certain time, then set the recurring tasks. It allows setting a different time duration to create tasks.
Create estimate request forms according to your services and get estimate requests from leads and your customers. It helps to get more projects and find potential clients.
Send estimates to your clients based on their estimate request or the service you provide for them. Send estimate email with pdf and get approval from your clients. Create projects from the estimates and convert the estimates into invoices.
Add your custom invoices and send an email with attached invoice pdf to your clients. It supports different currency for different clients. Get records of your invoices and filter by different statuses. Set multiple taxes in the invoices. Change the invoice colour and logo to match your brand. Set custom footer in the pdf for additional information.
Set recurring invoices to auto-generate monthly, yearly or different time periods invoices. Send the invoices automatically and reduce extra work.
It supports online payments via Stripe and PayPal. You can enable or disable the partial payments option. It generates payment confirmation notification and marks the invoice paid automatically.
Manage your customers and the contacts of the customers. You can allow to register customers or add your customers manually. Get the detail information about contacts, projects, invoices, payments, estimates, estimate requests, support tickets, essential files, events and notes for each client. You can allow your clients to use the client portal. Each client will get an individual dashboard to see their projects, invoices and other information. Let your clients followup the projects and get feedback instantly. Set permissions for the clients to limit their access.
You can communicate with clients via messages and chat. Set the permissions that which team members can communicate with clients. See the online status of your clients.
Send direct messages to your team members. Create multiple conversations based on different topics. Reduce waiting time for feedback and make project management faster.
Manage potential customers and followup their status. Auto collect leads form public estimate request. Add notes, files and events, easily convert leads into a customer with all existing information.
Let your clients create support tickets and get notifications by web and email. Auto-generate tickets from customer emails. Assign tickets to team members, reply comments with attachment. Manage customer support in one place.
Track all your expenses and get projects and team members cost overview. Check expenses of different categories and compare income vs expenses. See income expenses chart of different time periods.
Create knowledge base articles for your clients and manage custom support more efficiently. Create different categories for knowledge base and let the customers solve their problems without asking for support.
Create an internal knowledge base for your team members. Add different articles for different types of rules and information. Only team members can access the help articles.
Add your team members and set different roles for different members. Manage their accounts and get overall information at a place. All team members can access their dashboard based on their permissions.
Create your personal events list and share events with team members and clients. Integrate google calendar and stay synced. See upcoming events in the dashboard.
Store your private notes and attach files. Add useful tags with notes and find easily. Create public notes for projects and let access to the project members.
Create announcements for your team members and clients and publish on their dashboard. It helps to inform about any notice easily with others.
Share ideas and documents with your team members. Add essential links and news to improve your team growth.
Manage attendance of your team members by the time cards. You can set IP restrictions for time cards access so that team member can’t log the time from outside of the office.
Manage your team members leave applications. Check total numbers of leave taken by each team members. Add different leave categories. Approve or reject leave applications. Set supervisors for a different team or team members.
Create your personal todo list and manage your work more efficiently. Don’t forget to do any important task and stay focused on daily work. Each team members and clients can add their personal todo list.
Get notifications for all important actions including task creation, comments, tickets, messaging etc. There are 2 types of notification. You can get the notification in the application and also in email. You can enable or disable all notifications and set who’ll get which notifications.
Get real-time notifications in your browser using the pusher.
Add an extra layer of security by adding google reCaptcha in all login forms.
You can use google drive as alternative storage. All files you upload using the application will be stored in google drive.
Add multiple dashboards using many predefined widgets. There are different types of useful widgets which you can use for your different types of dashboards. Design your own dashboard layout by drag & drop the widgets. Add your custom widgets. It supports to include third-party embedded widgets like a weather widget.
Enable/disable the modules according to your needs. There are lots of features and you may will not be interested to use all of them. You can easily disable unnecessary features.
Translate the application to multiple languages by changing a single file. Check the sample files for the translation in GitHub.
Get the details about team members activities in different projects. Monitor everything that your team members doing and stay up to date.
Update all email templates and add your custom design and content. Easily change the text from the editor or full source code.
Add custom fields with clients, Clients, contacts, leads, projects, tasks, team members, tickets, invoices, events, expenses and estimates and save more information according to your need.
Add your custom CSS and change the design. Use a different colour pattern or copy any colour plate to make your own.