About Highrise

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 ca...


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Supported Operating System(s):

Web browser (OS agnostic)

123 Reviews of Highrise

Average User Ratings

Overall

4.48 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(75)

75

4 stars

(37)

37

3 stars

(6)

6

2 stars

(5)

5

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 123 results

November 2019

Blake from Midwest Tungsten Service

Verified Reviewer

Company Size: 11-50 employees

Industry: Mining & Metals

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Great lightweight CRM software

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

Pros

If you're ever skeptical that you need a heavy piece of software like Salesforce or Microsoft's CRM, you're probably right. This is lightweight, zippy, and constantly has new features that are coming out from the team behind Basecamp.

Cons

I wish there was an easier way to remind me of my follow ups. I don't like manually having to set the next follow up date. There's still a lot of human involvement in the software.

Reasons for Choosing Highrise

Pricing and demo -- the sales folks showed us how we could easily fit it into our ongoing operation and that sold management on its ease of use.

March 2018

Bismark from The Machine Inside

Verified Reviewer

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

The most useful CRM I know. The features available are the most widely used. Powerful & Intuitive

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

Pros

I have been running two companies for the last ten years out of Highrise CRM. PROS: Only useful features included. I use ALL the features in highrise and feel that nothing is lacking. I can do sales, customer service out of the same database for two companies. The tags structure allows me to segment my contacts like no other system I have ever tried. The ability to now send mass emails to segments of or my entire database is extremely useful. The ability to create custom fields and then be able to search by them as well is simply amazing. Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen. Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use. You can start using it immediately. No videos to watch or learn. The system is that intuitive. I highly recommend this CRM to anyone running a small to mid size business.

Cons

From my perspective there are only two "cons" regarding Highrise. The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database.

August 2018

Maria Lenin from Dewayne Hill / Keller Williams Agent

Company Size: 11-50 employees

Industry: Management Consulting

Time Used: Less than 2 years

Review Source


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

August 2018

Effective Task Delegation and Management for Remote Workers

Pros

What I like about Highrise is that all communication, attachment, employees, employee profile and notes are stored in Highrise. You can easily backtrack on employees profile, projects handled, commendation, areas for improvement for future promotion recommendation or to assess a resigned employee and wants to go back. Groups can be formed per project and you can add all emails of the employees within the group. Each group has its own designated high rise and each member will receive emails and important information or actions to be taken that should be addressed by the group to close a case. This is a cloud based application to track all open cases within a project to easily assign the action item to the person or group to accomplish tasks within given timeline.

Cons

The key here is to document everything in High rise and handle all open cases within a given time frame. However, each project or case should have a designated Team Leader to give directions per case and assign tasks within the group step by step and close the case if done. If no Leadership and delegation, still everyone can open the case if he/she is included in the team without knowing what needs to be done or who should be tapped in order for the case to move. Some cases should already been closed but was not tracked well. Some forget to put notes or document daily itinerary, progress and failures. If this happens, this software fails to achieve what the application was built for.

March 2020

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Functionality

4.0

March 2020

Brought some clarity to our practice's marketing efforts

Pros

As a large practice, we have both clinicians and physician liaison's marketing to local healthcare providers and the community. Prior to Highrise, we relied on individual communications on our targets and recent visits. It was disjointed and often resulted in redundant efforts or gaps in coverage. Highrise allows us to easily communicate who we visited with and when. It also allws us to make notes visible to team members and provide a single platform to house information on all our community and healthcare relationships. The alerts and notification emails highlighting recent events is useful as well. I highly recommend using Highrise.

Cons

For a large organization, the news feed isn't very useful. Perhaps if it was region specific it would be helpful but currently it is simply noise.

October 2019

selena from Computer Software

Company Size: 51-200 employees

Industry: Non-Profit Organization Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Functionality

4.0

October 2019

Great Price and Great functionality - Hard to Navigate at first

Highrise has a computer and phone app which makes it super convenient for checking tasks when you're away from your desk. I love the many options you get when you use the software, The emailing system could be better, but honestly it gets the job done for the price. You can save templates and store databases as well. Its a great system.

Pros

You have a lot of options with Highrise. You can send mass emails, store databases, assign tasks to employees, set reminders, and more! Great task manager in my opinion.

Cons

The UI is hard to navigate at first. The tabs on the side are simple enough to understand, but I definitely think it could be organized and maybe explained a little better. But I have tried similar software and they have similar issues. Still this is my favorite.

Reasons for Choosing Highrise

Price and familiarity