Highrise CRM (discontinued) vs. Salesmate

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

Salesmate gives us everything we need as a small business, with a clear interface, and can adapt to any business. If I was being ultra picky, I would perhaps suggest the ability to remove or hide certain modules not applicable to our niche, e.g., we are a B2C business, so the company module is not really useable for us, but this is not a negative by any means.

• 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

• For each client, it tracks emails, text messages, activities, files, calendar events, phone calls, to-do items.
• Customization is quite good -- you add fields you need. Like was discovery received, full payment, partial payment, etc. You can later run reports.
• Integration with other apps is good; I use QuickBooks and DocuSign.
• Customer service is very good.

• 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

• The search feature can be buggy and does not allow for highlighted text to be typed on. You must clear the box or hit backspace before typing. The only app in my life that does this.
• The dashboard button is pointless if it still makes you choose between legacy or classic.

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.

Very happy with the customer service and the overall functionality of the program. With new features always being launched and discussed I'm looking fwd to growing with them

Incentivized

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

The platform is incredibly robust while maintaining a clean appearance. This allows you to see exactly what you need at any given time without being overwhelmed. The ability to customize your dashboard easily allows you to see the information that is most relevant to your operations and needs.

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

Incentivized

Fantastic - always reply in a reasonable amount of time, usually with a simple fix. The support website is very handy, but often you will likely have 'niche' questions - to which the team are all to happy to help with. For larger issues, we have had to lodge tickets with tech, but to date, every issue we have had has been resolved. Very happy with the support and service.

No - All very straightforward and simple.

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

I was using the free version of Hubspot, which was extremely limiting. If I wanted to go ahead and unlock a simple feature, which every other CRM offered, my price would shoot up to hundreds of dollars a month for no reason, as they force you to unlock “all the features” not just the ones you need. Salesmate is much better, as you can choose which features you want, and don’t want.

• 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

• It saved me so much time following up with leads. I move them to the next stage, and Salesmate does the rest.
• It does a whole load of outreach for me. It's seamless.
• I get a lot more responses from people in my pipeline - especially using SMS to follow up.