Guide -Risper CRM — Knowledge base

Orders

Services

Leads

The Leads page helps track and manage potential business opportunities, providing an organized view of all deals, their stages, and relevant details.

Employee & Department

The HR Module in RISPER CRM allows you to manage employees, assign roles, departments, and control employee portal access efficiently.

HR

Roles & Permissions

Before starting daily operations, it is mandatory for the Owner or App Administrator to configure roles and permissions according to the organization’s operational workflow.

HR

Client Documents Management

The Client Documents feature in RISPER CRM helps you securely store, manage, and track important company documents for each client.

Clients Management

Client Employee Document -EMP Files

The EMP Files module in RISPER CRM allows you to securely store and manage employee-related documents of your clients.

Clients Management

Project Reminders

The Project Reminders feature in RISPER CRM allows users to send timely notifications

Reminders

Task Reminders

The Task Reminders feature in RISPER CRM allows users to send automated reminders to clients about specific tasks.