Cookies!
We use cookies to make your experience better !
Ecommerce
Rioiz CRM
Manage customer relationships efficiently with a unified CRM workspace. Improve productivity with streamlined communication and collaboration tools. Track customer interactions, leads, and business activities in real time. Enhance business growth with performance-focused CRM features.
See Our Pricing Plans
Have questions? Contact our sales team for assistance. Click here
Project Collaboration System
End-to-End Project Planning & Management
Manage projects from initiation to completion using a single unified workspace. Improve productivity with structured workflows and real-time collaboration. Track progress, deadlines, and project performance efficiently. Maintain transparency and organization across all project activities.
Create & Organize Unlimited Projects
Create multiple projects and organize them efficiently in folders and categories. Manage client and team projects without limitation.
Project Templates for Faster Setup
Use predefined templates to quickly start new projects. Reduce setup time and improve workflow efficiency.
Project Cloning & Workflow Replication
Clone successful projects to reuse workflows and configurations. Save time by duplicating proven project structures.
Milestones & Progress Tracking
Monitor project milestones, tasks, and completion status. Track development progress in real time.
Centralized File Sharing
Share documents, designs, and project files securely. Improve team and client collaboration.
Client Collaboration Tools
Allow clients to review updates and provide feedback. Enhance communication within projects.
Activity Logs & Project History
Track all project actions and modifications. Maintain audit history for accountability.
Team Productivity Management
Smart Task Tracking & Workflow Management
Organize tasks efficiently and ensure deadlines are always met. Improve team productivity with clear task assignments and tracking. Monitor progress, workload, and task priorities in real time. Enhance accountability with structured task management workflows.
Create, Assign & Prioritize Tasks
Create tasks, assign them to team members, and set priority levels. Manage workloads efficiently across projects and clients.
Task Cloning for Repetitive Workflows
Duplicate recurring tasks to save time and improve efficiency. Maintain consistency in repeated processes.
Task Timers for Billing
Track working time for accurate client billing and productivity analysis. Improve time management accuracy.
Task Reminders & Due Alerts
Receive notifications for upcoming deadlines and pending tasks. Avoid missed deadlines and delays.
Team & Client Task Assignment
Assign tasks to team members or clients for collaboration. Improve communication and workflow transparency.
File, Comment & Update Attachments
Attach files, add comments, and share task updates. Enhance collaboration within tasks.
Work Time & Billing Tracking
Precise Project Time Tracking System
Track working hours with high accuracy for better productivity management. Monitor billable and non-billable work time for clients and projects. Improve billing transparency with detailed time logs. Convert tracked working time directly into invoices.
Start/Stop Timer Tracking
Track working time using a simple start and stop timer. Capture accurate work duration automatically.
Manual Time Entry
Add or edit time logs manually when needed. Maintain flexibility in time recording.
Task & Project Time Logs
View detailed time records per task and project. Analyze productivity across work activities.
Billable vs Non-Billable Tracking
Separate client billable work from internal tasks. Improve financial reporting accuracy.
Time-to-Invoice Conversion
Generate invoices directly from tracked time entries. Speed up billing and payment processes.
Billing & Financial Management
Smart Invoicing & Payment Collection System
Create professional invoices and manage payments from one platform. Automate billing workflows to reduce manual effort. Accept secure online payments and track financial transactions easily. Get paid faster with efficient invoicing and billing management.
Create Invoices for Tasks, Time, or Products
Generate invoices based on work hours, tasks completed, or products sold. Support flexible billing models for clients.
Customizable Invoice Templates
Design professional invoices with brand logos and custom layouts. Maintain business branding consistency.
Automated Invoice Emails
Send invoice notifications automatically to clients. Reduce manual billing communication.
Partial Payments & Tracking
Accept partial payments and track outstanding balances. Improve financial management transparency.
Online Payments Integration
Accept secure payments via credit cards, PayPal, and other gateways. Enable fast and convenient transactions.
Tax & Discount Support
Apply taxes and discounts automatically to invoices. Ensure accurate financial calculations.
Recurring Billing & Subscription Management
Automated Subscription Billing System
Automate recurring billing for SaaS, retainers, and subscription-based services. Manage multiple billing cycles and customer subscriptions easily. Improve revenue consistency with automated payment processing. Track renewals, invoices, and payment status in real time.
Weekly, Monthly & Yearly Billing Cycles
Configure flexible recurring billing intervals. Support subscription-based business models.
Auto-Generated Invoices
Automatically create invoices for recurring subscriptions. Reduce manual billing workload.
Automatic Card Charging
Automatically charge saved customer payment methods. Ensure seamless subscription renewals.
Subscription Management Dashboard
Monitor active subscriptions and customer billing status. Manage plans and renewals efficiently
Renewal Reminders & Payment Tracking
Send reminders before subscription expiration. Track successful and failed payments.
Client Pricing & Proposal Management
Smart Estimates & Quotation Generation
Create professional pricing estimates to build client trust and transparency. Send quotations directly to clients via email for faster approvals. Convert approved estimates into projects or invoices instantly. Track quotation status to improve sales conversions.
Create Professional Estimates Quickly
Generate detailed cost estimates for services or products. Improve proposal preparation speed.
Email Estimates to Clients
Send quotation proposals directly to client inboxes. Improve communication and response time.
Client One-Click Approval
Allow clients to approve estimates with a single click. Speed up sales and onboarding processes.
Convert Estimates to Projects or Invoices
Turn approved quotations into active projects or billing records. Reduce manual data entry.
Estimate Status Tracking
Monitor quotation stages like sent, viewed, and approved. Improve sales pipeline visibility.
Business Proposal Management
Professional Proposal Builder & Client Presentation
Create beautiful business proposals to impress clients and close deals faster. Use drag-and-drop tools to design professional documents easily. Embed pricing, timelines, and service details in proposals. Enable digital acceptance for faster client approvals.
Ready-to-Use Proposal Templates
Use professionally designed templates for quick proposal creation. Save time on document design and formatting.
Drag & Drop Content Builder
Build proposals using an easy visual editing interface. Add sections, images, and text blocks effortlessly.
Pricing Tables & Timelines
Include structured pricing breakdowns and project schedules. Improve proposal clarity and transparency.
Digital Client Acceptance
Allow clients to approve proposals electronically. Speed up sales and contract finalization.
Automated Billing System
Smart Recurring Invoice Automation
Automate billing for subscription and service-based businesses. Generate invoices automatically based on billing cycles. Reduce manual effort with automated payment workflows. Improve cash flow management with timely billing.
Daily, Weekly, Monthly & Yearly Recurrence
Configure flexible recurring billing schedules. Support different business subscription models.
Auto-Created Invoices
Automatically generate invoices for recurring services. Reduce manual invoice creation workload.
Automatic Email Delivery
Send invoices to clients automatically via email. Improve billing communication efficiency.Send invoices to clients automatically via email. Improve billing communication efficiency.
Easy Modification & Cancellation
Modify or cancel subscriptions easily. Provide flexible billing management options.
Lead Generation & Sales Pipeline
Smart Lead Capture & Opportunity Management
Capture, track, and nurture potential customers to increase conversions. Manage sales pipelines and monitor opportunity progress. Improve marketing efficiency with intelligent lead tracking. Convert prospects into long-term paying customers.Capture, track, and nurture potential customers to increase conversions. Manage sales pipelines and monitor opportunity progress. Improve marketing efficiency with intelligent lead tracking. Convert prospects into long-term paying customers.
Advanced Lead Capture Forms
Build customizable forms to capture lead information easily. Improve lead generation across marketing channels.
Website Embedded Forms
Embed lead capture forms on any website. Increase customer acquisition opportunities.
Lead Source Tracking
Track where leads originate from marketing campaigns. Measure campaign performance accurately.
Pipeline & Opportunity Tracking
Manage leads through sales pipeline stages. Monitor conversion progress efficiently.
Convert Leads to Clients
Turn qualified leads into customers with one-click conversion. Speed up sales workflows.
Customer Self-Service Support
Smart Knowledge Base & Help Center
Provide self-service support resources to customers. Reduce support workload with automated documentation. Improve customer experience with searchable help content. Offer video and text-based learning resources.
Help Articles & Documentation
Create and manage detailed help guides and articles. Provide step-by-step customer support documentation.
Category-Based Knowledge Organization
Organize help content into structured categories. Make information easy to find
Video Knowledge Integration
Embed tutorial videos from YouTube. Provide multimedia learning support.
Searchable Help Repository
Allow users to quickly search help articles. Improve self-service support efficiency.
Reduce Support Tickets
Enable customers to solve issues independently. Improve support team productivity.
Business Process Automation
Smart Workflow & Task Automation Engine
Automate repetitive business processes to save time and reduce errors. Trigger actions automatically based on system events. Ensure consistent execution across teams and departments. Boost productivity with intelligent rule-based automation.
Trigger Actions on Estimate Approval
Automatically execute workflows when an estimate is accepted. Streamline post-approval processes instantly.
Auto Project Creation
Create projects automatically after client approval. Eliminate manual setup and reduce delays.
Status-Based Workflow Triggers
Activate tasks and actions based on status changes. Maintain process consistency across operations.
Notifications & Task Auto-Creation
Automatically notify team members and generate tasks. Improve communication and accountability.
Advanced Project Coordination
Structured Task Dependency & Workflow Control
Organize complex projects with smart task dependencies. Ensure tasks follow logical execution sequences. Improve collaboration and prevent workflow conflicts. Reduce bottlenecks with structured task management.
Logical Task Linking
Connect tasks in a defined order. Maintain structured project execution.
Prerequisite-Based Task Start
Prevent tasks from starting until dependencies are completed. Ensure proper workflow progression.
Dependency-Based Completion Lock
Restrict task completion if linked tasks are pending. Maintain quality and process integrity.
Team Synchronization
Coordinate team activities using task dependencies. Improve collaboration and timing accuracy.
Subscribe To Get Notification
Subscribe to get the latest product updates, industry insights, and exclusive offers delivered straight to your inbox.
Have questions? Contact our sales team for assistance. Click here
Capnis Worksuite ERP is an all-in-one business management software that helps companies streamline finance, HR, sales, inventory, and operations with automation, real-time insights, and flexible deployment options