Optimising Growth
with Rise CRM
Streamlining Nature-Based Wellbeing through Seamless Project Management
Overview
Grow-Wellbeing, a not-for-profit organisation dedicated to delivering forest school, nature play, and wellbeing programs, is on a journey to scale through successful trading income. To organise their growing portfolio of projects, they turned to Rise CRM.
With key features like Tasks, Timesheets, Milestones, Gantt Charts, and Team Management, Grow-Wellbeing has achieved 80% buy-in from their team. The intuitive tools Rise CRM offers are already helping them manage both new and existing projects effectively, with expectations of full adoption soon.
By staying organised and efficient, Grow-Wellbeing can focus on their core mission: connecting people with the natural environment for holistic wellbeing.
Rise features
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Mobile Native All features are mobile native, meaning it works across devices.
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Task Management Organise and prioritise tasks for your projects.
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Timesheets Track working hours for team members efficiently.
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Milestones Set clear goals and milestones to monitor project progress.
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Gantt Charts Visualize project timelines and dependencies.
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Team Collaboration Manage team communication and assign roles.
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Notifications Get real-time updates and reminders.
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Activity Logs Track project activities and updates.
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Invoices Create and send invoices directly from the CRM.
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Leads Tracking Manage and convert leads effectively.
The Process
- Startout with a consultation.
- Work with your project manager pre-installation
- Software installation, domain and hosting purchase.
- Live projects transferred to Rise
- Staff training and aftercare support
Transparent, Competitive Pricing for Your Business Growth
pricing is simple and upfront. The base subscription is just £130 per year, giving you access to powerful project management tools. We also offer a 2-day comprehensive training package for £700, ensuring your team can hit the ground running.
Your total cost will depend on the number of projects and the scale of ongoing aftercare based on your team size. After a free initial consultation, you’ll receive a clear, tailored pricing plan – no surprises, just solutions.
