Highrise CRM (discontinued) vs. John Galt ForecastX

I am not familiar with other contact management systems; before Highrise, we used a paper rolodex. But for our purposes, which have certainly changed over the last several years, we've been able to adapt Highrise to our needs. We've changed our tagging protocol - now, for example, we have social media tags, so I can narrow a contacts search down by contacts who have Facebook, Twitter, Pinterest, etc. And we've added fields in the Contact Info so that we can include links to those pages when they exist, and you can click on it to go directly to those pages. It definitely meets our needs, though we are a fairly small marketing department, under 50 employees who utilize Highrise, and probably far fewer who use it frequently. Particularly with the tagging system, I could see a large number of users creating useless and overwhelming numbers of tags

Incentivized

• Able to see all activity, this helps if you need to find out who made updates last.
• You can create different tags for clients. We have tags labels for each product the client has with our company, so when we need to pull reports it saves a lot of time.
• If a client has multiple people in the office you can add all their informaiton.

Incentivized

• Would like to be able to copy information from the right sidebar more easily without having to open up & edit the contact (like Skype or email info)
• When I start a search by tags and pull out information, I have to re-do the tagged search to pull it up again
• Takes a while to export a custom list

Incentivized

It's become the heart of our contact management system - it's low cost, simple to use and high impact for us. We are using a version that allows for unlimited employees, 50,000 Highrise contacts and 100 Gb or file storage. This means to us that this is scalable and sufficient for the foreseeable future. By using some other apps we can add some things that we need that aren't built into the product. We use infusionsoft but not as a contact manager for clients. When a contact in infusionsoft reaches a certain stage and we get more "hands on", we use Zapier to setup the contact in Highrise and create an embryonic deal. We like Mailchimp for email newsletters and Mailchimp syncs nicely with Highrise. Finally we use SalesClic to give us a more refined sales pipeline.

It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with

They are quick and SO nice. They are very friendly and are eager to help.

Incentivized

We use to use Connectwise and Highrise is a breath of fresh air compared to Connectwise. We love that the 37 signal services are all web based. We can connect anywhere making working on the go much easier for everyone. Our challenge with Basecamp was that it was a computer program based product which made it very slow and inefficient. It also conflicted with our Mac computers because it only worked on a Windows platform. None of this is the case for Highrise. I've never had a load issue nor has it ever run slow. It's up to the minute with any updates and entries. The categories it offers is wonderful and very appreciated. Organization is key, and it's the best way to keep everyone on task. Overall, we are very happy with the product

Incentivized

• We use it to streamline and assign inbound sales calls.
• Sales reps use it to automatically store correspondence , schedule follow ups, and note requirements.
• We download the text data and apply big data techniques to learn about customer needs and product requirements in the aggregate.

Incentivized