Highrise Software


98 reviews(4.5/5)
98 reviews(4.5/5)

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.

Supported Operating System(s):
Web browser (OS agnostic)

98 Reviews of Highrise

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  • Stephanie from IDI Properties

    Specialty: Real Estate

    Number of employees: 2-10 employees

    August 2018

    Good program

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    Highrise is economical and provides many good features. The program allows for ease in putting in contacts and notes.

    Cons

    It is not easy to export data to another source. Does allow for export to Excel, but you are not able to export entire record with notes.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    August 2018

    Best CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Highrise is truly the best CRM I've used. It solves all the issues with creating and/or maintaining a data base and it's user friendly. It doesn't take much training to understand how it works and to use most of the functionalities.

    Cons

    Small issues with emails and overwriting data, however it's been overall a great experience.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Maria Lenin from Dewayne Hill / Keller Williams Agent

    Specialty: Other services

    Number of employees: 11-50 employees

    August 2018

    Effective Task Delegation and Management for Remote Workers

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Dawn from Hash Auctions

    Specialty: Other services

    Number of employees: 2-10 employees

    August 2018

    Highrise CRM

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    Overall good product. Just what we needed for tracking. Many other software had too many bells and whistles and learning curve, this one does not have a hard learning curve

    Pros

    Easy to use, not too many bells and whistles that complicate overall use. Desktop and mobile capabilities

    Cons

    Not really a lot of "Cons", the Mobile View could be easier to view for older eyes. The name doesn't reflect the purpose.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Renee from Front Porch Forum

    Number of employees: 11-50 employees

    August 2018

    Simple but Great

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    High rise is extremely straightforward, clean, and user friendly. The tasks are extremely easy to manage and team leaders get great insight into what everyone is working on. We rely heavily on the email integration for logging customer account activity and assigning accounts.

    Cons

    With simplicity comes limitations. This CRM serves our small company well, but for a bigger company with mare email marketing this is not going to offer you the most robust features

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    August 2018

    This system was very easy to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I was able to get customer information and communication organized.

    Pros

    This system was very easy to navigate. I would recommend this CRM for its ease of use. There were not many intricate features.

    Cons

    It would be nice if there was team communication for this software. Additionally, there was no good way to track monetary values.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Nice CRM that works for us!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that the pricing fits our budget and that the software does it's job and doesn't have too many menus and options.

    Cons

    I don't like how it's a little hard to connect other services to Highrise so that we can export the data.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Taylor from Grow

    July 2018

    Super basic CRM

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It's really easy to setup and maneuver. When our business just started out, it was perfect - not complex, really simple.

    Cons

    It's just too basic. It can't support a complex sales cycle like we currently need. Definitely meant for really small companies.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Osa from iyasostuff

    July 2018

    Because it's by Basecamp, you know it will save you time and money

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • John from Trinity Lutheran Church

    Specialty: Non-Profit

    Number of employees: 11-50 employees

    June 2018

    This product has made my life a lot easier

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I will use Highrise when I move to my next church. I love it.

    Pros

    I have been able to get an "in real time" update on how all of the care-givers in my congregation are doing related to their specific care-receivers. This makes my life much less complicated, constantly wondering where care priorities need to be placed.

    Cons

    It has not always been perfectly clear how the communication aspects work, especially how to send a copy of my entry to only one person, or to the whole group.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    Easy, intuitive, and simple way to do customer relationship management.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    June 2018

    Highrise has been a great CRM for our company

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kirsten from CS, Inc.

    May 2018

    Excellent for the price

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Shirin from ColoAdvisor

    May 2018

    Excellent CRM platform for a startup that needs good collaboration and sharing.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lou from BlinkBid Software

    Number of employees: 2-10 employees

    May 2018

    Use this run our small company.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Trey from Taste It Tours

    April 2018

    Very helpful CRM for small business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gabrielle from Reason2Race

    March 2018

    I use Highrise daily. Can't do my work without this valuable tracking tool.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Laura from The CorePoint

    Number of employees: 2-10 employees

    March 2018

    I helped implement Highrise at my new company to keep track of our customers & prospects

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bismark from The Machine Inside

    March 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Laura from Institute for Community & Adolescent Resilience

    March 2018

    I love Highrise! It feels like a trusted friend--keeping and sharing precious the information I need

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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