Rise CRM and its Lead Module

Rise CRM :

RISE CRM is excellent project management and CRM software to enhance productivity & customer satisfaction. You can easily manage your projects, sales, clients, team and many more in the same place. It includes everything to run your business effectively.

Rise CRM is a cloud-based Customer Relationship Management solution that helps businesses manage customer interactions, sales, and more. It benefits your business by centralizing customer data, improving communication, and enhancing customer relationships.

RISE is fast and easy to use. All UI designed to give you quick navigation. You can download the full source code and install it on your own server. Customize it as per your unique requirements. RISE is using the latest version of codeigniter 4. I am so sure that RISE will exceed your expectations and help you achieve your goals.

RISE contains lots of essential features to manage your customers, work, and team without purchasing additional add-ons.

Rise CRM has lots of plugins available. In this blog, let’s talk about the Tickets Plugin.

Rise CRM Leads Plugin :

• By converting leads to clients you can expand your customers base and generate more sales opportunities. This can lead to higher revenue and business growth.
• In RISE CRM there is a feature to create a new lead. And you can view this from the main menu on the left side and click on the button's new lead.
• If you want you can export leads from the CRM. There is a button in RISE with “Export Leads” and when you click on this button then lead data will be exported in excel sheet. Similarly if you want to import leads in RISE CRM then you can do this with the “Import Leads” button.
• Leads can be visible in List and kanban both views. You can manage your leads with labels.
• You can also add new filters as per your business organization requirements.
• You can Enhance your lead details with notes, files and events.
• Rise CRM has the ability to send proposals, estimates, and contracts.
• You can smoothly convert leads into clients to streamline your business processes.