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Description
RisePath PlanCentral is an exceptionally efficient tool for managing various types of projects, such as those in technical fields, business, and marketing. It is particularly adept at monitoring tasks through to completion, ensuring that crucial items are never overlooked. Users can develop detailed project plans and share them with their team members seamlessly. This platform provides a straightforward yet powerful workspace for collaboration, enabling teams to track progress and successfully complete projects. With RisePath PlanCentral, team communication is facilitated anytime and anywhere, thanks to its robust messaging and chat features that are integrated with project management. Team members can receive real-time updates on their projects through a comprehensive updates feed that highlights the most recent changes in all project activities. Additionally, RisePath PlanCentral comes with built-in file storage, where all files added to projects are automatically saved and organized for effortless management. This convenient file storage system significantly aids team members in retrieving resources while they work on their assignments. Ultimately, RisePath PlanCentral not only streamlines project management but also enhances team collaboration and efficiency.
Description
Utilize Workspace to streamline your workflow by crafting proposals, overseeing projects, and generating invoices all from a single platform. Enhance your client acquisition efforts with visually appealing proposals while categorizing leads into organized groups using personalized labels. Effortlessly generate proposals from pre-existing templates and store them for future use with different clients. Gather project requirements through custom forms that can be easily shared via email or messaging platforms. Oversee various projects through a unified dashboard that allows you to monitor progress, zoom in on specifics, and identify potential risks. Tailor the stages and attributes of your projects to align with your specific workflow. Invite team members and clients to collaborate and receive real-time updates, fostering better communication. Break down complex projects into manageable tasks and milestones for clearer organization. Define project scopes by creating tasks based on templates or prior projects, and delegate responsibilities by assigning tasks to team members, complete with sub-tasks and due dates. Keep track of your tasks using flexible views such as calendar, board, or list, with the ability to filter based on assignee or project. Finally, generate invoices, manage your financial tasks, and ensure timely payments with ease. This comprehensive tool not only simplifies project management but also enhances team collaboration and improves financial oversight.
API Access
Has API
API Access
Has API
Integrations
Google Workspace
Slack
Pricing Details
$25 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PlanCentral
Founded
2016
Country
United States
Website
www.plancentral.com
Vendor Details
Company Name
TapChief
Founded
2016
Country
India
Website
www.tapchief.com/workspace
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Work Management
Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management