What is Rise CRM?
Rise CRM is a modern project management and CRM platform built on CodeIgniter 4 with Bootstrap 5. It combines client management, project tracking, invoicing, and team collaboration in one clean interface.
Who It's Best For
Rise CRM is ideal for agencies, freelancers, and service businesses that want a polished, easy-to-use CRM without the complexity of more feature-heavy alternatives.
Server Requirements & Installation
Rise CRM requires PHP 8.0+, MySQL 5.7+, and mod_rewrite. Upload files to your server via cPanel or FTP, create a MySQL database, and run the installation wizard by visiting your domain in a browser.
Initial Configuration
After installation, go to Settings → General to set your company name, logo, timezone, and currency. Configure SMTP email settings under Settings → Email to enable reliable email delivery.
Feature Customization
Rise CRM lets you enable or disable modules you don't need — keeping the interface clean for your team. Toggle features like the online store, estimate requests, or contracts from the Features settings panel.
Dashboard Customization
Each user can build their own dashboard using drag-and-drop widgets. Admins can set default dashboard layouts per role, ensuring each team member sees the metrics relevant to their work.
Client Portal Setup
Configure client portal branding under Settings → Client Portal. Clients can log in to view invoices, projects, and submit support tickets. Set granular permissions to control what each client can see.
Installing Plugins
Navigate to Settings → Plugins to browse and activate available plugins. Upload ZIP files for premium plugins and activate them with one click. Plugins extend Rise CRM without modifying core files.
Multi-Language & RTL Support
Add language files to the application/language/ directory. Rise CRM supports RTL layouts automatically when an RTL language is activated, making it suitable for Arabic and Hebrew markets.
Security Setup
Enable reCAPTCHA on the login page, install an SSL certificate, configure role-based access control, and enable two-factor authentication for admin accounts.
Let Websicon handle your Rise CRM setup and customization professionally — we'll have you up and running in no time.
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