Highrise Software

Super easy to store client information, conversations, notes, etc.

Pros

Ease of use, access from web or mobile. Constantly adding new features

Cons

We don't have the need to use cases, deals, or tasks, so I am under utilizing the power of the software but still feel it's a fair value.

Way too much busy work required for what I need, could be useful for a medium sales team

Nice looking powerful system, but it was just too many bells and whistles for what we needed to do.

Pros

Highrise is cute and fun to look at as far as contact management solutions go. I liked the way the contact profiles displayed once they were set up properly. I liked being able to save notes on each one.

Cons

I felt like the amount of work I had to do to get it set up with all of my contact data didn't justify the end result for my purposes. Since I'm the only person doing sales for our business, sticking with my old address book and notebook just worked better for me (maybe a bit dinosaurish of me but it just works better for me) but if you started filling it out as you go from the beginning of the company or had enough sales people working on the same system to justify it, it could be a great setup.

Great CRM and Note Software

Pros

I had the privilege of using highrise when our organization was starting up and note taking was integral, but not vital to our success. Highrise is a great tool with good logging of history and a user-friendly and clean interface

Cons

The system doesn't always have the deep info set that many have come to expect out of CRMs. This is the reason that we ended up leaving for a different tool.

Easy and Great Value

We were organized with storing key customer information.

Pros

Cost for what you get. We have a small company, but this was organized, loved the email feature and very easy to use.

Cons

I don't think it has a link to calendar function.

I love Highrise

Ever since we switched over to Highrise, our leads have been much more organized. We can now easily assign tasks and leads within our team, with no confusion or leads being lost in the mix. It has completely changed our approach

Pros

Highrise is a great tool to keep your leads and approach towards your leads organized and categorized.

Cons

Could be a little more user friendly in its interface

Good entry level CRM

Pros

Easy to set up, nice interfaces and easy to use

Cons

I wasn able to replicate our pipeline and dealflow into the platform

Very End-User Friendly

Pros

There's not a lot of nooks and crannies. What you see is what you get. :)

Cons

I wish there were more integrations with other softwares and ticketing softwares.

Good program

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.

Best CRM

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.

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.

Highrise CRM

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.

Simple but Great

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 system was very easy to use.

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.

Nice CRM that works for us!

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.

Super basic CRM

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.

Because it's by Basecamp, you know it will save you time and 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 product has made my life a lot easier

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.

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

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.

Highrise has been a great CRM for our company

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.

Excellent for the price

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.