Rise CRM Team Plugin

Rise CRM :

RISE 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 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 Team Plugin.

Rise CRM Team Plugin:

Team plugin has lot’s of options available like Team Members, Time Cards, Leave, Timeline and Announcements.

1. Team Members :

From here you can check the list of team members and details related to them.

You can also check which member is active or inactive. There is a filter option also available to check active and inactive members.

You can import team members' details from here, but for this, first you have to download a sample file and accordingly you have to fill in the details.

You can add new team members from here by filling all the required fields.

You can send an invitation to someone to join team members.

2. Time Cards :

From here you can check team members' time login and logout time.

From here you can also check their working hours.

Here you will get the feature for adding time manually. So if you forget to login then you can enter manual time from here as well.

You can also check the summary of team members.

3. Leave :

From here you can apply for leave with mention of the reason and time duration.

You can import leaves from here.

You can assign leave for the particular team member from here.

You can also check the summary of team members.

You can also check the pending leaves from here for the team members.

4. Timeline :

It’s like a discussion with team members.

If you want to post something then it will show to all team members and they can post comments on that post.

If you want to send for the particular team member then you can also do that.

If you want to attach any file or doc then you can also do that.

5. Announcements :

From here you can make announcements for your team members.

Here you will find the add announcements button and with help of this, you can create new announcements with titles.