Highrise Software

4.50 / 5 (112) FrontRunners®

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 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.



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Supported Operating System(s):

Web browser (OS agnostic)

112 Reviews of Highrise

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(69)

4 stars

(34)

3 stars

(5)

2 stars

(4)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 112 reviews

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January 2016

Vicki from ADK Executive Search and Consulting


Ease-of-use

4.0

Functionality

5.0

January 2016

A Database Program That Has Multiple Functions

Pros

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.

Cons

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.

March 2018

Bismark from The Machine Inside

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.

February 2018

Ivan from Reservation Genie

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

February 2018

Highrise packs a lot of power for a great price

It's not sales force, but as a CRM tool it's got to be one of the better priced options considering the features.

Pros

I love Highrise. It offers great tagging with the ability to filter companies by tag and include employees of those companies (so you don't have to tag all employees). You can use it for broadcast email, although the bounce and spam rates are pretty tight to know you off the system. It will auto record all emails sent to clients using a BCC to highrise feature so you can store all interactions and make them available across all employees. You can add custom fields as well for mail merge. The desktop UX is great. The mobile UX is OK. The mobile apps are getting better. That's the main thing I like, they announce new features and functions routinely and it's getting better all the time.

Cons

I noticed that the broadcast email bounce signals were too tight the first time I used it. I sent something out to all my clients, but I work with restaurants and some email addresses were dead and they shut me down temporarily. Real email tools won't be so stringent. Could have improved since that effort as that was when it first came out.

December 2017

Kyle L. from MidwestRoots

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

The key system to making my business run smoothly. We'd be a disorganized mess without it.

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

Pros

Aesthetically, I find the website to be pleasing and easy to use. It's second nature to us now as we've been using Highrise for almost 7 years. All our accounts that used to live in my head are now neatly organized and accessible by my team and our clients. Amazing to be able to offer that transparency. We use the deals function and send out samples and orders. Highrise links with some other sites we use - mailchimp and easy insights to name a few. I love how you can set permissions and tailor each users view. When we were searching for a CRM we researched many options before settling on highrise. It's been critical to our growing business.

Cons

I haven't tried the app in awhile but it used to be abysmal. Creating a new user and assigning permissions is a huge chore for us. Creating a deal is very manual and there are lots of opportunity for human error.

December 2017

Samuel from ManAlive Enterprises

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2017

Highrise is close to perfect, with responsive and helpful customer service

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.

May 2018

Shirin from ColoAdvisor

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

3.0

May 2018

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

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

July 2016

Ivan from Reservation Genie

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2016

The best Customer Relationship Management Tool Ever!

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.

June 2016

Alex from NewPath Consulting

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

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

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

March 2018

Laura from Institute for Community & Adolescent Resilience

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2018

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

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.

June 2016

Laurence from Town and Country Covers Ltd

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2016

Its great strength is its simplicity.

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.

July 2017

Chelsea from Rebuilding Together Pittsburgh

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0