Highrise Software

Pros

Highrise is easy to use, extremely intuitive, and very affordable. Highrise is built by Basecamp and it has it's own cult following. If you want an easy way to keep track of your customers and potential customers and you want it to mirror the human experience, and not feel stuck with the process you're forced into by your CRM, then you should try Highrise.

Cons

A lot of organizations are used to Salesforce, so it's hard to get people who have used highrise, or organizations that are willing to use Highrise, so even if you like Highrise you may find yourself having to use a different platform based on the organization you work with.

Pros

I love the feed you get when you first log in. You can simply see all the most recent interactions. It's also very easy to add emails to the system - simply BCC your unique user email ID and it's added in automatically.

Cons

It's not easy to get helpful insights based on customers. It's also not easy to break down customer types. This is where it falls flat compared to a product like SalesForce. I wish there was a way to integrate the two.

Pros

I like the fact that all information I need about any of our clients is on one page which is really helpful!

Cons

It's getting slightly outdated as newer and more intuitive CRM programs enter the marketplace. It can't do everything that the new guys do.

Pros

Super inexpensive and not complex. if you are not someone who wants to deal with the complexity of Salesforce, Zoho or Podio, this is a great option.

Cons

The product is simple, sometimes too simple can't do the slight complex things you want to do with regards to flow, etc.

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

Pros

You quickly get an understanding of the overall situation between the firm and your client. If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly. The layout for this and organization of data on the screen is excellent for this purpose. The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments.

Cons

While CRM is client relationship management, HighRise performs well. It's not as robust a tool for an outbound sales campaign for a sales rep. The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms. The tagging feature if creatively used can overcome this minor issue

Helped us organize our second biggest asset, our contacts.

Pros

The software is wonderfully simply and efficient. We tried other CRMs and hoo boy were they overwhelming to the point of absurdity. I think the CRM space is filled with products designed for companies that are size of small countries. Highrise understands reality better than most.

Cons

My only gripe is the number of "Deals" I get for my tier. It's a tiny gripe to be sure, but an extra five would be great.

Pros

Excellent in exporting spreadsheets ,emails and contacts as a whole .Very easy to use with a lot of customization options .

Cons

The app is lacking ,compared to the real program .Could do with integrating some of the more popular storage and documents software . It constantly updates , which is a minor nuisance at preset, but definitely a Pro for the future .

Pros

The dropbox features is better than any other CRM I've used. As long as you link your email with Highrise and use your custom dropbox email address as a BCC, you can have any email you send show up in Highrise automatically (assigned to the correct party). This makes it really easy for multiple employees to interface with the same client and stay in the loop.

Cons

Highrise could do a better job of identifying duplicate contacts or merging clients with the same email domain address.

I don't have to remember information about contacts. It saves me time and makes me more efficient in my job. The reminders keep me on track with my daily "to-do's"

Pros

It has a place for all the data points I need. I like 1.) the layout 2.) ease of use 3.) simple data search options 4.) ease of import/export 5.) email filing integration (using dropbox email address in bcc)

Cons

The order of the emails that show in notes per person. It's a little hard to follow email timeline, so the order could be improved.

I was able to track information on customers and prospects, making my business run better than ever. I could quickly search & see my entire history of communication with a particular individual or organization.

Pros

I loved that I could import from an excel file & easily manipulate large amounts of data which made it easy to get started. I didn't feel like I was starting at square 1.

Cons

The thing that was challenging was that I needed to make large updates to my data on a recurring basis. It was tricky to make the large data batch updates to my customers without losing small changes I'd made to the data since the initial import.

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.

Pros

Clean and clear design is cheerful and makes it easy to find and read information. The layout makes sense to me. Sharing notes and contacts in our small business makes all of us as smart about our customers as any one of us is. The easily customized tags and filters enables me to store information the way my brain works for sorting contacts. Easy import/export is fantastic as well.

Cons

I'd like the feature of notifying someone about a posted message to be available on a forwarded message as well. Doesn't currently seem to be. Flip side of customizing tags is that different people can inadvertantly create different tag names for essentially the same thing, making it easy to miss on the list you want. The benefit far outweighs this problem in my mind, but it has been a drawback for some of my colleagues.

Great CRM for managing contacts and notes.

Pros

Easy search, merging contacts. The best part is the ability to forward and bcc emails and have them go into highrise connected to the contact directly.

Cons

I've run into some problems with exporting lists of emails for marketing. Would like to be able to customize the export. Also would like a way to assign a task lists in bulk. Since they don't have that feature I have been forced to use third-party software.

It provides me the ability to create and follow up with leads while not having to remember the customer details of each campaign as the notes system is very user friendly.

Pros

Easy to import/export contacts, create new contacts, send broadcast messages and manage follow up's with leads.

Cons

I wish it had a drip system built in for automated follow-ups. The broadcast email system is a little buggy when replying to messages that were initially send via a broadcast. Watch out as it may try to reply-all when you just want to send to one specific person.

Pros

I think it's great for a company that has more than 10 employees and really helps with organization among your team.

Cons

Found that the system was sometimes hard to navigate. There's a bit of a learning curve when you first start using the system.

Pros

The big bonus for this system is its API. We hooked up our custom ordering system to it and now our sales people can see all the orders that this contact has. It also ties into Xero.

Cons

Navigating around seems to be a little confusing. The difference between contact and business wasn't as clear in the beginning, however, once you do "get it", you can get around quickly.

Easy to use once set up and the fact cloud based and being continually invested in by the owners.

Pros

Flexibility to design the fields and tags so it works for you and your business.
We don't use all the functions - but that doesn't hinder the way it works.
Constant developments on the software and use is amazing.
Love the App for mobile use - so easy and accessible when out and about.
We have made suggestions and you have listened and updated.
Any queries when we were first setting up 4 years ago were dealt with immediately.

Pros

As an entrepreneur this is my favorite CRM for new startups. It is so easy to use, and is optimized for keep track of contact information and previous communication. As a solo salesperson this is all you really need.

Cons

It doesn't support the amount of deal flow that a more robust CRM like Pipedrive or Salesforce supports. It has the ability to track deals, but doesn't organize them into reports or swim lanes like Pipedrive does.

I use the free version, and it has been adequate for my needs. It allows me to enter all my contacts in a spreadsheet which I find easier and then upload them. I can easily track the contacts that I've had with prospects.

I'm a sole proprietor so I don't need anything fancy like tracking proposals and the like, but I am very picky about how information is presented to me on a program, how much control I have over the details that I'd like to track, and how quickly I can access information. This program allows me all these things.

Pros

- easy of use
- flexible to customize
- VERY responsive customer support
- can import and export contacts
- frequently updated

Cons

- it takes a little getting use to, but it's the learning curve isn't bad at all

Business contact info and organization is excellent. Great customer support.

Pros

Highrise makes building your business contact list easy, with plenty of options for organizing them. Best of all is the way of filtering through tags. Sure, every site has tags, but if you really care about them as a way of creating lists and sublists and sub-sub-lists, you typically can't. Highrise's gives you a great way to view to filter through your contacts by adding/subtracting tags or word search. When I've run into problems or questions about certain features, the Highrise team is great at replying with real help. I'm not used to getting an answer so quickly from a website team without being put through the grinder of being put on hold or a beauracracy of emails, but Highrise has been stellar on that front.

Cons

Inputting your contacts is easy, with two available tabs for "person" or "company." However, you have to know which one you want to do before you start, because switching tabs/modes will erase any info you've already typed in. Would love Highrise yet more if they found a way to switch between tabs while retaining that info.