Rise CRM by Maxmel Tech

rise crm is an all in one cloud based customer relationship management platform designed to boost productivity and enhance client relationships integrating it with make com would automate workflows, streamline contact management, and improve business process efficiency for users limited documentation we currently can't provide complete documentation for rise crm because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from rise crm and public sources to create detailed guides about rise crm rise crm is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=rise%20crm\&app slug=rise crm community\&app unique id=rise crm gphtvi app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/rise crm community/ click the install button follow the on screen instructions to complete the setup rise crm modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} create a client adds a new client to your account in the system create a lead adds a new lead to the selected service, helping you keep track of potential customers create a project creates a brand new project in your account, helping you get started with your work in the system create a ticket creates a brand new support ticket in your system to help track and manage customer requests create an invoice creates a new invoice using the details you provide, such as customer information, items, and amounts delete a client removes a selected client from your account in the service delete a lead permanently removes a selected lead from your system delete a project permanently removes a selected project from your account delete a ticket permanently removes a selected ticket from your system delete an invoice permanently removes a selected invoice from your account get a client finds and displays the details of a specific client using their id get a lead fetches detailed information about a specific lead from your system get a project fetches detailed information about a specific project based on the provided identifiers get a ticket fetches a specific ticket from the service, allowing you to view its details get an invoice fetches a specific invoice from your account on the service list clients retrieves a complete list of all clients currently stored in your system list invoices fetches a complete list of all your invoices, making it easy to review and manage your billing records list leads retrieves a complete list of all your leads list projects retrieves and displays a list of all your projects list tickets retrieves a complete list of all your tickets make an api call allows you to make a custom api request to the service using your authorized account update a lead updates the details of an existing lead in your system update a project updates an existing project with the information you provide, allowing you to modify its details as needed update a ticket updates an existing ticket with the latest details or changes update an invoice updates an existing invoice with your latest changes or new details watch new clients this module activates whenever a new client is added to your system watch new leads triggers whenever a new lead is added to your system watch projects this module activates whenever a new project is added, letting you take action right away watch tickets this module activates whenever a new support ticket is submitted, so you can stay updated on incoming requests templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} rise crm resources you can have access to more resources related to this app on the following links https //community make com/search?q=rise%20crm https //risetosaas com/ https //docs risetosaas com/docs/ https //docs risetosaas com/home/api/ https //www make com/en/integrations/rise crm community help us improve this documentation have experience with rise crm? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=rise%20crm\&app slug=rise crm community\&app unique id=rise crm gphtvi sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone