#1 most frequent
United States of America
51.1%24 installations of 47
What is Highrise CRM (discontinued)?
Highrise is a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing customers may still take advantage of Highrise.
Categories & Use Cases
Product Demos
Who Buys & Uses Highrise CRM (discontinued)
#2 most frequent
India
17.0%8 installations of 47
#3 most frequent
Canada
12.8%6 installations of 47
Highrise is a CRM that's ready to go from day one
Pros
- Intuitive to use.
- Easy to set-up.
- Catalogs all correspondence to and from a contact simply with an email blind copy.
Cons
- There's a huge opportunity to apply machine learning and predict optimal contact times.
- Not the easiest workflow to merge two organizations (i.e. make ACME, Inc. and ACME, Incorporated one organization).
- The software doesn't handle unassigned contacts well.
Return on Investment
- 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.
Alternatives Considered
Salesforce.com, Zoho CRM and HubSpot
Other Software Used
Amazon Cloud Drive, Google Ad Manager, Sage 100 ERP
Adaptable tool for building and tracking relationships with contacts
Pros
- Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database.
- Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database.
- Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.)
- Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact.
Cons
- Tags - Keeping the entire Marketing Department on the same base with Tags can be difficult. It would be great if the administrators could generate a list of tags from which other users could choose, rather than every user have the ability to make up whatever tags they want. We have policies within the Department, but inevitably not everyone does what they are supposed to!
- Field customization - Unfortunately you cannot delete or change the standard contact information fields, BUT you can add additional ones, which is nice.
Return on Investment
- Highrise has been integral in developing relationships with bloggers
- Highrise is user-friendly and easy to introduce to even the less tech-savvy employees in our department
- Highrise has created an efficient and easy digital space to track our relationships with marketing contacts in a way that we could not have done ten years ago, making our relationships with partners and friends of Cabot all the more meaningful
Highrise gets it done! BOOM!
Pros
- The tags are great to help keep clients grouped
- Using tags we are able to pull list of services and which clients have them
- Deals help us see which products/services a client has and what they used to have
Cons
- We wish that Highrise was better integrated into basecamp
- We wish that Highrise was compatible with Harvest
- The search function could be improved
Return on Investment
- Better customer service
- Lead tracking
Highrise keeps your clients records organized
Pros
- 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.
Cons
- It would be helpful if you could get an email notification when tasks are assigned to you.
- Be able to add a tag to the deal so you can add all the information at once.
- Be able to archive clients that are no longer with us.
Return on Investment
- Better customer service, I am able to look up client info in a more organized way
- I feel that our efficiency has really increased. Highrise is a lot faster than our old program
- Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement
Highrise: perfect compact CRM for small business
Pros
- Ability to add customizable fields
- Ability to add and sort by tags
- Send an email and copy Highrise to attach the email to the contact name.
Cons
- 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
Return on Investment
- Quick access to our contact information
- Easier to manage our email marketing lists & data