Custom Objects Plugin for RISE CRM

Note: This is not a standalone application. This is a plugin for RISE – Ultimate Project Manager & CRM. You have to install the RISE – Ultimate Project Manager & CRM. to use this plugin.

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You know Custom Fields. Now go beyond them with Custom Objects and Apps.

RISE gives you the flexibility to add Custom fields to customers, leads, projects, and other records.

But what happens when the thing you need to manage isn’t a field?

A Property isn’t a field.
A Job isn’t a field.
A License isn’t a field.
An Asset, Vehicle, Inspection, Booking, Membership, or Case isn’t a field.

They’re records in their own right.

Custom Objects lets you create those records directly inside RISE CRM — or anything else your business needs to manage — directly inside RISE CRM.

Give them their own Fields, Records, Workflows, Kanban boards, Permissions, Reminders, and Relationships.

Built for the way your business actually works

Create objects for:

• Properties — listings, prices, bedrooms, status, owners
• Jobs — schedules, technicians, customers, stages
• Licenses — numbers, types, expiry dates, renewals
• Assets — equipment, assignments, condition, serial numbers
• Vehicles — fleet details, mileage, ownership, status
• Contracts — terms, dates, value, renewal stages
• Cases — priority, owner, resolution workflow
• Memberships — plans, renewals, member details
• Bookings — dates, resources, customers, amounts
• Inspections — sites, scores, findings, outcomes

KEY FEATURES

And many more…..

Create an Object in Simple Steps

Choose a template or start from scratch.

(1). Define your fields.

(2). Create your stages.

(3). Set permissions.

(4). Link it to customers, leads, or projects.

(5). Deploy it.

See How Custom Objects in your CRM

DEMO

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VERSION HISTORY

 Initial Release