RISE – Ultimate Project Manager & CRM v4.0

This plugin extends RISE Ultimate Project Manager and CRM into an AI assisted workspace that lets staff ask questions in plain language about leads, invoices, tickets and customers. It solves the problem of manual searching and switching between records by bringing live CRM context into chat, MCP tools and API access. You use it instead of custom scripts or insecure data exports.

You can use it to run agency, consulting or support operations where teams track projects, tasks, estimates, subscriptions and payments in one place. Daily uses include morning briefings on overdue invoices and open tickets, listing new leads, creating support tickets by chat, logging notes and reminders, and linking directly to CRM records. It connects with Cursor and Claude Desktop over remote MCP, plus OpenAI, Anthropic and Google Gemini for the assistant.

RISE – Ultimate Project Manager & CRM Key Features

• Remote MCP Server: Runs on your RISE site over Streamable HTTP with JSON RPC and one click config copy for Cursor and Claude Desktop.
• MCP Tool Coverage: More than 50 list, get and create tools across leads, customers, tasks, invoices, projects and other CRM entities.
• In Admin Assistant: Full assistant page plus floating chat widget with shared conversation threads and persistent history.
• Live CRM Context: Shows counts for open tickets, overdue invoices, recent leads, tasks, estimates and daily briefings.
• Clickable Record Links: Tool aware answers include direct links to tickets, tasks, customers, invoices, leads, orders and projects.
• Multi Provider AI Support: Connects the assistant to OpenAI, Anthropic and Google Gemini with quick prompts and markdown rendering.
• Secure REST API Bridge: Staff based API keys with fine grained read and write scopes, rate limits and optional IP allowlist.
• Audit Log And Health: Tracks API calls, chats and automation runs with configurable retention plus API reference and health endpoint.
• Broad Resource Access: Covers notes, reminders, proposals, contracts, timesheets, expenses, payments, items, calendar and global search.
• Event Automations: Runs webhook and AI automations from more than 20 triggers across CRM activity and staff actions.

Download Latest GPL Version of RISE – Ultimate Project Manager & CRM

This GPL package is useful for sandbox testing of AI chat responses, MCP tool permissions, REST API scopes and event automations before touching real client data. Install it on a staging copy or LocalWP and XAMPP setup to check invoice queries, ticket creation, audit logs and rate limits without risking live projects or payment records. For client production with sensitive data, an official license gives updates and dedicated support.

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