Poll Manager for RISE CRM

Description

Poll Manager for RISE CRM

Poll Manager for RISE CRM is a lightweight yet powerful add-on that lets you create polls, gather feedback, and visualize results directly inside your RISE CRM workspace. Perfect for agencies, SaaS teams, HR, customer success, and project managers who want actionable insights from employees, clients, or project stakeholders—without leaving RISE. Distributed by wpshop.net under the GPL license with lifetime free updates and limited email support.

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✨ Feature Highlights

• 📊 Native Polls in RISE – Launch single/multiple-choice polls within projects, clients, or global dashboards.
• 🧑‍🤝‍🧑 Audience Targeting – Send polls to teams, roles, clients, specific users, or entire organizations.
• ⏱️ Scheduling & Deadlines – Set start/end times, reminders, and auto-close with result locks.
• 🔐 Permission-Aware – Respect RISE roles; choose anonymous vs. identified voting and who can see results.
• 📈 Live Analytics – Bar/pie summaries, response rates, CSV export, and trend snapshots.
• 🔔 Notifications – Email/in-app alerts for poll launches, reminders, and result announcements.
• 🧩 Reusable Templates – Save favorite question sets for HR pulses, CSAT, NPS, retros, or standups.
• 🌐 Localization-Ready – Translate poll titles, options, and messages for multilingual teams.

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📖 Detailed Overview

Poll Manager for RISE CRM embeds a clean, role-aware polling workflow right where your work already happens. Create a poll in seconds, pick your audience (e.g., project members, a department, or a client group), and watch responses roll in. Use live analytics to reveal consensus, identify blockers, validate priorities, or measure satisfaction (NPS/CSAT) across projects and accounts.

For admins, Poll Manager honors RISE’s permissions, supports anonymous voting (for candid feedback), and includes exportable reports for board decks or QBRs. Teams can reuse poll templates for retrospectives, roadmap votes, feature prioritization, engagement pulses, onboarding feedback, and more—boosting participation and decision velocity.

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📊 Comparison Table

Capability	Poll Manager for RISE CRM	External Survey Tools
In-CRM Experience	✔ Native to RISE; no context-switch	✖ Separate app; fragmented data
Audience Targeting	✔ Projects, teams, roles, clients	✖ Manual list building & syncing
Permissions & Roles	✔ Honors RISE access policies	✖ Needs custom SSO/role mapping
Analytics in Workflows	✔ Results visible where work happens	✖ Requires exporting & linking
Ownership	✔ GPL, self-hosted, zero platform fees	✖ Monthly SaaS + data silos

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⚙️ Installation Guide

1. Download the add-on ZIP from your wpshop.net account.
2. Backup your RISE CRM files and database (best practice before any add-on install).
3. In your server/hosting file manager (or via SFTP), upload the add-on to the application/modules (or the designated RISE modules folder) as documented in your package.
4. Unzip and ensure the new module directory name matches the package instructions.
5. Log in to RISE CRM → Settings → Modules/Add-ons, then activate “Poll Manager”.
6. Go to Settings → Poll Manager to configure: roles, default anonymity, result visibility, notifications, and export options.
7. Assign permissions to admin/manager roles, and create your first poll from the Polls menu or a Project/Client context.

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📜 Licensing Information

Poll Manager for RISE CRM is distributed under the GNU General Public License (GPL), giving you the freedom to use, modify, and redistribute the code under GPL terms. Purchasing from wpshop.net includes:

• 🔄 Lifetime free updates for compatibility, security, and feature improvements.
• 📧 Limited email support for installation assistance and basic troubleshooting.
• 🧩 Open-source flexibility to tailor views, add charts, or extend exports to your needs.

Note: Custom development, deep third-party integrations, or environment-specific debugging are not part of standard support.

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❓ FAQs

Q1: Can I run anonymous polls?

Yes. You can enable anonymous responses per poll and optionally restrict who can view the results.

Q2: Who can participate in polls?

Target all users, specific teams/roles, a client company, or a project’s members. Only the selected audience can vote.

Q3: What question types are supported?

Single-choice and multiple-choice options with optional “Other” text, plus NPS/CSAT-style scales using choices.

Q4: Can I export results?

Yes. Export responses and summaries to CSV for deeper analysis or reporting.

Q5: Will it respect RISE permissions?

Absolutely. Poll Manager aligns with RISE’s role and permission model to keep data access secure.

Q6: Does it send reminders?

Yes. Configure launch notices and reminder notifications before the poll closes.

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🌟 Why Choose Poll Manager for RISE CRM?

Turn everyday decisions into data-driven actions—right inside RISE. With role-aware polls, targeted audiences, live analytics, exports, and templates, Poll Manager accelerates consensus, boosts engagement, and keeps feedback tied to projects and clients. Backed by GPL freedom, lifetime free updates, and limited email support from wpshop.net, it’s the fastest way to add structured feedback to your CRM workflows.

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Make better decisions, faster. Download Poll Manager for RISE CRM from wpshop.net and start collecting actionable insights today. Buy now and power up your RISE workspace!