Bloomberg CFA Prep vs Riser - Small Business CRM Usage & Stats

Riser offers an all-in-one small business app that elevates your business, boosts you and your team's productivity, and ultimately your bottom line. Create proposals, contracts, send invoices, collect payments, and separate your work and personal life with two numbers on the same phone. Elevate your business and team with professional tools like shared inbox, call recording coaching, task management and proposals / estimates / contracts / invoicing while staying connected from anywhere with the Riser app. Don’t need a business phone number? No problem, pick and choose which tools you want to use! Proposals * Create & send proposals through the mobile app or online * Make a proposal on the go * Get notifications when potential clients view your proposals * Easily invoice clients from your proposal Contracts * Protect your business with legal contracts * Create and customize contracts * Get secure mobile contracts signed Invoices & Payments * Create & send invoices through the mobile app or online * Make an invoice on the go * Get notifications when clients view your invoice and pay * Accept credit cards with easy & secure online payments * Automatic payment reminders * Recurring payments * Multiple payments Business Productivity * Set your business hours * Timeline view prepares your for the next conversation with your client * Organize your contacts with labels, so you can track your pipeline. * Take notes after a meeting, and more, wherever you are * Win more customers with quick and professional proposals and estimates * Invoice your customers in seconds with quick & professional invoices * Easily accept payments via credit card from customers to save time and get paid faster * Shared inbox allows your team to respond faster and deliver an outstanding experience. * Message templates let you answer common questions in no time. Business Calling & Texting * Call and text using your Riser business phone number on all of your devices * After-hours call handling * Respond to every customer with smart auto attendant for calls * Auto-Replies for calls and texts * Respond to voicemails by text message * Spam prevention * Voicemail transcription * Call Recording * Text messaging supports sending MMS and Group messaging * Simultaneous call handling and call forwarding Grow Your Business * Get more customers with text message marketing * Easily share your virtual business card with potential customers * Task management to make sure you deliver to your customers * Team support * Record calls so you can analyze and improve your communications with customers * Make better business decisions with insights into your business metrics High Performing Team * Task management with your team to save time, avoid losing work and information, delegate, and track tasks to stay on schedule and hit deadlines. * Shared inbox allows your team to respond faster and deliver an outstanding experience. * Review team call recordings so you can analyze and improve communications with customers Customer Support * Personalized customer support within the Riser app Riser is currently available in the US only. International calls and text messages are supported. Email hello@riserphone.com for any questions or help.