Highrise Software


 

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.

Highrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.

Highrise provides a feature called “Good Morning,” which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.

 

Highrise - Contacts
 
  • Highrise - Contacts
    Contacts
  • Highrise - Deals
    Deals
  • Highrise - Queue
    Queue
  • Highrise - Latest activity
    Latest activity
  • Highrise - Upcoming tasks
    Upcoming tasks
  • Highrise - Mobile screens
    Mobile screens
Supported Operating System(s):
Web browser (OS agnostic)

28 Reviews of Highrise

 

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Software Advice Reviews (1)
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Showing 1-1 of 1

Vicki from ADK Executive Search and Consulting
Specialty: Other

January 2016

January 2016

A Database Program That Has Multiple Functions

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

Before we began using Highrise, we thought that we were going to have to hire someone to create a database for us, then hire someone to maintain it. When we discovered Highrise, this solved our issues. We are an executive search firm, and Highrise allows us to keep track of every job candidate who sends us a resume. We have their contact information at our fingertips, and we can attach their resumes and any other pertinent info to their Highrise entry. We have also found it extremely useful to use the tags. In this way, we can differentiate our candidates by the type of work that they do, and also by what positions they have applied for in the past. If we are trying to reach out to someone with a financial background, we do a Highrise search using our financial tag, and everyone who has financial experience will come up in the search. We can even narrow it down to region, city, state or zip code. We like using the notes so that any of our team members who look at a Highrise entry can see if there's anything about a particular candidate another team member found notable during a phone conversation, for example. We also really like how integrated Highrise is with LinkedIn, because we use LinkedIn quite a bit.
There are a lot of features of Highrise that are automatic that help us a lot. For instance, as long as a person's profile in Highrise has their email address, we can forward emails to a dedicated Dropbox email and Highrise will automatically pick it up and add it to that person's Highrise profile.

Likes Least

It's not very hard to overwrite an entry and you have to be careful when you are importing contacts from other software programs. It's time consuming when setting up the database to enter all of the data, however, Highrise has made it as easy as possible.

Recommendations

Create a "temporary group" that you simply play around with. This will allow you to make mistakes that won't count in the long run. Don't be afraid to experiment with your temporary group. When you are in LinkedIn, you can right click on a person’s name and click the “copy shortcut”. You can paste that into the person’s profile:

1. You must be in edit mode on the profile.

2. Paste the shortcut link into the “LinkedIn” space

3. Save.

That creates a new tab on the person’s profile.

 
 
 
Showing 1-20 of 27

Laura from Assured Software Limited

February 2017

February 2017

Great CRM for account management

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We use Highrise as our customer relations/account solution and I've found it to be easy to use, easy to update and flexible to help manage small projects related to an account. I would recommend this as a small business solution for customer management but not for metrics.

Pros

Easy to create and update accounts from web and email.

Cons

Cannot update photos to an account from the mobile app.

Source: Capterra
 

Darren from PinPoint Perks

February 2017

February 2017

So Glad I Found Highrise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

My web developer introduced me to this program a few years ago and it's the best thing he could have done for me.
I could NOT get by on a daily basis without Highrise keeping all my information and appointments together for me.

Source: Capterra
 

Laura from Logical Net Corp

January 2017

January 2017

Great features, easy to use, keeps team in touch

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Value
Support

I have been using HR for 6 years, and I find it to be an asset to the company I work for. The whole team is able to follow customers and projects with ease. I would recommend HR to other companies to enhance their existing customer service programs.

Source: Capterra
 

Liz from Carmen Company

January 2017

January 2017

Small Business Owners Take Note!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Great value, user-friendly, perfect for a small business. Price levels make it affordable. Features make CRM monitoring a smooth process.

Pros

Ease of use and accessibility

Cons

NA

Advice to Others

Use it for all business relationships. Great resource!

Source: Capterra
 

Jesse from Administrative Control Solutions
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2016

November 2016

A great way to manage leads and opportunities

Ease-of-use

Functionality

Product Quality

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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Value

I just needed a simple place to track conversations with potential clients and marketing leads. Inputting conversations and information is as simple as blind carbon copying an email address. Setting up contacts and companies is simple. The to-dos are easy to use and follow.

Tracking the value of deals is extremely simple. Everything you need to track personal and team marketing leads without the hassle of unnecessary fields and information that isn't useful.

Pros

Super simple to use. This makes tracking leads and marketing contacts easy and fun to use.

Cons

I'd like to see some more automation and workflows when a new email is blind carbon copied into Highrise.

Advice to Others

Forget the big name software and try this first! Maybe not great for a international company or one with thousands of sales reps, but for the average small and medium size business, this can't be beat!

Source: Capterra
 

Phil from Shewmaker Electronics, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

GREAT CRM!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used lotus databases, other online CRM's Highrise is the easiest to use of all I have experienced.

Pros

Tags, being able to dropbox link email correspondance to customer (person). I like the ease of management of duplications, since we have several employees accessing and adding contacts.

Cons

We deal with power companies, over several states. Multiple contacts in multiple cities. It would be nice to be able to search for example : Duke Power, Indiana (or city), then drill this result down by tag. I don't think there is a way presently to do this.

Advice to Others

It would be nice to have a report of additions say, in last week. Also, if the page number at the bottom could show, like " 1,2,3,4,5>>256, and be able to jump to last page.

Source: Capterra
 

Peter from CBPS
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

It'd be freaking great if I could sync with my Android.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Overall, I love Highrise and have since it was introduced. Really, I have to make this 100 characters before you'll accept it? Seriously?

Pros

Having all the information about a client on the same screen is excellent.

Cons

Come on you guys, come up with an easy way to sync to Android.

Advice to Others

Buy low, sell high.

Source: Capterra
 

carlos from roca
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

aesthetic review (mostly)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The experience has been good. I think there's lots to gain from the application that I'm not using yet. It'd be great to see integrations with Asana as well.

Pros

It's helpful and functions well.

Cons

I think my biggest sticking point is that visually highrise needs an update!

Source: Capterra
 

Dave from Race Sport
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2016

July 2016

Highrise-the best CRM with Everything.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The first thing you notice about Highrise CRM is their email customer service. They answer quickly and completely. (Less back and forth emails). The next thing you notice is that they are always, always improving. Coming out with new features.

Pros

Good price for a "complete" CRM program!!

Cons

No phone support -- but hey -- they have answered my emails very quickly!!

Advice to Others

They have the best YouTube training videos available. They have features that cost triple with other CRM programs.

Source: Capterra
 

Samuli from Crema
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Great CRM for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This is an affordable and easy to use CRM, freeing up time to those important things (like selling). The functionality is basic but really quite sufficient, and that's also why it's very easy to use.

There is no reporting functionality (yet), but there are a few providers that offer deal funnel reporting a.s.o. Also, Highrise integrates nicely to Gmail with an external tool. All in all, you won't loose much money trying it out and I'm quite sure you will be pleased with it!

Source: Capterra
 

Clinton from Econolution Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Highrise is a Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Solid product, love seeing it being actively improved on a regular basis. Also have been using as easy to share task based system. LOVE the way I can add a bcc email address to help file all customer email conversations, that and the search make for a huge insurance investment to ensure we always know what was said for each client.

Pros

Easy to use, easy on the eyes, super functional.

Cons

Integration with Gmail is neat, but what about the rest of us?
After reminder or todo passes the expiry date program doesn't keep reminding user of old/late task (which is essential)
Would love to see some 'health' so clients that haven't been touched for awhile popup as needing a call/attention.

Advice to Others

Highly recommended CRM tool

Source: Capterra
 

Katie from Moving Forward, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

I LOVE Highrise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Everyone at my company loves Highrise. It's easy to learn and intuitive to understand --even for the seriously non-technical employee. The few times that I have needed to contact support their response was swift, friendly and easy to follow. It's WAY cheaper than Salesforce and some of the other contact management databases out there.

Pros


Easy to use, easy to learn, easy on the eyes. It has an intuitive design and it NEVER breaks down.

Cons

I'd like to be able to run a report on all of the entries marked Clients to see their basic data and the field that I added "Referred By."

Advice to Others

Don't make it so powerful that it gets hard to understand.

Source: Capterra
 

Ivan from Reservation Genie
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

The best Customer Relationship Management Tool Ever!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I've been using Highrise for 6 years and there was a period under 37 signals that there wasn't a lot of innovation going on. Since 37 signals passed it off to Nathan Kontny and company it's been moving at light speed. I can't wait to get the Android app!

Pros

The ease of use, features, prices, and tutorials are all amazing. There's quite a few small features like BCCing all emails to your customer so you can review conversations is a game changer. Being able to tag tasks with colored codes really helps. My to do list looks like that are amazingly convenient.

Cons

I really wish my task list was organized by a calendar. There's some syncing to Google Calendar that people use, but I frequently move blue (not important) tasks to the next day when I run out of energy. Then I review it. Google Calendar doesn't update fast enough to review it. I really want to see it organized by day of the week. Also, an Android app would be nice.

Source: Capterra
 

Rebecca from Elizabeth Anthony
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2016

July 2016

BEST CRM EVER

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I love this CRM system. I use it to keep an accurate record of purchases clients have made, along with the outreach I do for the client.

Source: Capterra
 

Lisa from Trinity Recruiting and Retention Service, LLC.
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

My Go-To for keeping track of my clients

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have used other CRM platforms before and after Highrise. As a result, I came back to Highrise for it's ease of use and functionality.

Pros

I can categorize and organize my clients and candidates in a way that makes searching for characteristics a breeze.

Cons

Sometimes I am working so fast that I forget to his save and lose what I was working on it I flip to another page. Auto-save would be great.

Source: Capterra
 

Emily from Green Earth Ag & Turf
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

How did I ever work without Highrise!?!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have recommended Highrise to every small business person I have spoken with for years. And it only gets better and better with their frequent feature additions and improvements. On the rare instance I do have a question or a suggestion for improvement, the customer service is responsive, helpful, and friendly. I feel like they are a part of my team and working for my company's success along side me! I can't thank this team enough for the product they've produced.

Advice to Others

Try it for yourself and you will soon wonder how you ever worked without it!

Source: Capterra
 

Benedikt from ECCRT
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Happy customer

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We love Highrise because of its user friendliness, the many features in the meantime (and this is increasing ever more!). Great support team to, very much on the ball!

Pros

Pritty much everything

Cons

There is no reporting features, but there are nice workarounds for that

Source: Capterra
 

Laurence from Town and Country Covers Ltd
Number of employees: 11-50 employees Employees number: 11-50 employees

June 2016

June 2016

Its great strength is its simplicity.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have previously paid thousands of pounds for a CRM system (allied to a popular accounts package) which was a disastrous mistake. Countless controls and functions and sections and definitions and miserable standard of support meant it was shelved within a few months. The term CRM became closely allied to leprosy the whole exercise moved proper contact management back by months or possible years.
I found Highrise on an internet search and saw that many people described it as simple or stripped down which was exactly what I felt we needed.
We took the free version for about 4 weeks and then upgraded to a very cost effective monthly subscription.

Pros

Simplicity. Ease of use. Speed of familiarisation. Completely intuitive. Price. The Support system sets a standard far, far higher than most multinationals or multi-billion dollar companies could hope to even aspire to. It really is the Gold Standard of support systems.

Cons

Clearly this package will not suit every company but for our very short sales cycle and a customer base of around 1000 active accounts this package is faultless.

Advice to Others

My advice would be to sign up for the free versions and then appoint an office Champion for it. Someone who will take ownership and monitor usage. Within a few weeks you will know which paid for option will suit you best.

Source: Capterra
 

Alex from NewPath Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

When you need a simple to learn and use CRM, Highrise is the best.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are using Highrise and help other businesses transition to it. It is a terrific small business-friendly product that is super-easy to learn and has some great features most larger products have such as bulk, personalized, track emails and segments. We really enjoy being able to use the email drop box features to control much of the functionality of the product, and it's quite unique in that respect

Pros

Easy to use and learn especially in team settings
Email drop boxes that can be used for emails to contacts, cases, deals
Use for support helpdesk functionality and it works great (check out the blog for more details)
Bulk emailing that can be tracked and separate segments created

Cons

Sometimes filters are hard to navigate
Could be better with integration from other SaaS products
Limited reporting

Advice to Others

Read the 37signals blog to learn more and make sure you follow the README notes on changes -- the product is always evolving and getting better day by day.

Source: Capterra
 

Avi from Unity Hospice
Number of employees: 51-200 employees Employees number: 51-200 employees

June 2016

June 2016

Easy to use CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Researched many CRM programs until I settled on Highrise. I found it to be the best blend of usability, stability, features and price.

Pros

Easy to use! Very well-written software; we almost never come across bugs or glitches. Very aesthetically pleasing. Very easy to input and access data. Very "smart" and does a lot of things automatically that other CRMs require manually. Many innovative and helpful features. The price is very reasonable.

Cons

The iPhone app isn't complete - you can do many things on it but not all. E.g we use custom fields and those cannot be filled on the app.

Source: Capterra