Highrise Software


 

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.

 

Highrise - Contacts
 
  • Highrise - Contacts
    Contacts
  • Highrise - Deals
    Deals
  • Highrise - Queue
    Queue
  • Highrise - Latest activity
    Latest activity
  • Highrise - Upcoming tasks
    Upcoming tasks
  • Highrise - Mobile screens
    Mobile screens
Supported Operating System(s):
Web browser (OS agnostic)

70 Reviews of Highrise

 

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Software Advice Reviews (6)
More Reviews (64)

Showing 1-6 of 6

Tami from 3B Studio, Inc.
Specialty: Legal
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

So far so good with Highrise!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A similar company as mine uses Highrise and that's what turned me on to them even though I already knew another popular software quite well and have been a user of it. I liked that I stepped out of my comfort zone and tried another product, it was a wise decision.

Pros

I work for a consulting company and I'm using Highrise at a very basic level right now, as I'm starting form the ground up at a company that doesn't have a CRM system in place. It's very user friendly and keeps track of my daily tasks in an easy to understand way.

Cons

There are a few details to the product that I would change but that would be getting down to a very granular level that probably just pertains to me and my workflow. The biggest Con I see is that they are a small company and at this point do not have phone support. This perhaps will change with time. Everything has to be done via email currently. However, they are very responsive and will record videos to your specific problem and email those videos to you in their responses.

Review Source
 
 

Caitlin from Elevate Destinations
Specialty: Hospitality / Travel
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Only for very basic CRM use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

HR is fairly easy to use and I've found your customer service reps to be friendly and helpful

Cons

The functionality of HR is just not up to snuff for our business. Perhaps most important is the lack of ability to perform search queries based on search criteria/tags. This CRM definitely is only fit for very small/low budget businesses or those with little experience/need for a robust CRM.

Review Source
 
 

Daniel from Talson Solutions
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

Difficult reporting and distinction of leads and opportunities. Also information wasn't streamlines

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how it assigns tasks and responsibilities to certain cases or opportunities. Furthermore, I like how highrise is able to put comments and activity notes into a report.

Cons

Unable to streamline contacts, companies, cases, and opportunities together into one platform. This makes sorting and filtering contact information into a report difficult.

Review Source
 
 

Hannah from Glacial Multimedia
Specialty: Advertising
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2017

August 2017

HG Review

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

Pros

its fairly easy to use
I like seeing the latest activity and tracking my team
The app works well ----

Cons

the only place to store info is in the background information - not very helpful and efficient for what we do
inability to export information and data by company - this is only by person
no sales tracking
no automated reminders set up

Review Source
 
 

Vanessa from DPS
Specialty: Non-Profit
Number of employees: 201-500 employees Employees number: 201-500 employees

June 2017

June 2017

Highrise

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would recommend it!

Pros

I have been using HR for 4 years, and I find it to be an asset to the company I work for. The whole team is able to follow customers and projects with ease. I would recommend HR to other companies to enhance their existing customer service programs.

Cons

No nice integration with email (outlook) – Adding contacts and tracking general communication is clumsy at best and a huge pain at worst. Many times Highrise refused forwarded emails (one of the ways to get them in the system)

 
 

Vicki from ADK Executive Search and Consulting
Specialty: Other

January 2016

January 2016

A Database Program That Has Multiple Functions

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

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.

Likes Least

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.

Recommendations

Create a "temporary group" that you simply play around with. This will allow you to make mistakes that won't count in the long run. Don't be afraid to experiment with your temporary group. When you are in LinkedIn, you can right click on a person’s name and click the “copy shortcut”. You can paste that into the person’s profile:

1. You must be in edit mode on the profile.

2. Paste the shortcut link into the “LinkedIn” space

3. Save.

That creates a new tab on the person’s profile.

 
 
 
Showing 1-20 of 64


December 2017

December 2017

Solid site with solid support. I had looked at SOOOO many others. This one was the best fit for me.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
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Quality
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Value
Support

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

Review Source: Capterra
 

Samuel from ManAlive Enterprises
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra
 

Keith from Mile High Farmers

December 2017

December 2017

I've used Highrise for over a year.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
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Functionality
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Quality
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Support

Organization. Bigly. I'm sure others may find the software too basic. But I find it's simplicity to be a plus

Pros

It provides core CRM tools very well. Since that's pretty much all I'm looking for, it works great for me. It's intuitive to learn. I really appreciate the tagging feature that allows me to create groups without creating other objects within the environment.

Cons

I'm fumbled merging some contacts, so that could be a little easier. Still, pretty small potatoes.

Review Source: Capterra
 

Kristin from Acclaimed Home Warranty
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Easy, effective & customer service is so responsive if I do have questions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

how easy it is to enter information and tag it. Pulling reports is super awesome and easy as well. Connecting my emails to the files is great!

Cons

The deals section seems to be for large deals. in our profession our deals are a little different. I wish we could customize for what we need but it's not a deal breaker. The price is so good you cannot complain about functionalities like that.

Review Source: Capterra
 

Christian from No Pressure Coffee
Number of employees: 1 employee Employees number: 1 employee

December 2017

December 2017

best basic CRM for sales also very useful for non-sales Customer Relationships

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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Support

keeping track of suppliers, merchants and manufacturers is trivial and I can easily store everyone's deal, offers, invoices and make negotiations without ever loosing a beat

Pros

few basic features and are easily understood and can apply to many situations. this makes highrise very generic. But this generality comes at a price, the admin must adopt the account and adjust things to their situation. in small companies this won't be a problem but for larger more complex scenarios either highrise won't fit or the situation must be adapted to the software

Cons

mobile app and mobile website vastly differ, app can't do many things such as upload attachments. app is better suited for on the road mobile access to the data and the contacts and their details.

Review Source: Capterra
 


December 2017

December 2017

A perfect balance.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

The software is easy to use, easy to navigate, and easy to set up. Our entire company felt very comfortable with Highrise almost right away and it just got easier from there.

Unlike typical CRMs Highrise works like Hollywood, all about relationships. Other CRMs focus on being ping factories for massive lead lists and as a result suffer from being bloated and ineffective. Highrise is truly for people who like to focus on forward momentum rather than focussing on the software they're using.

Cons

The only friction point for us is the limit to the "Deals" feature for our pricing tier, we need more, but not for the price of the next tier up.

Review Source: Capterra
 

Jim from NA Technologies, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

I found a product that was simple to use and flexible with data fields.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Fast and simple to use. Keeping data base updated is quite easy with mass update from list suppliers

Pros

Two things, the screen isn't taken up up with demographs. its on the right side of the screen the majority of the screen is left for notes and what our interactions are with the client. I can't commit on Customer Support, I haven't had to call them.

Cons

I find it somewhat difficult when I forget someone name and there's no company association, it can take some time to look through all the Bob's in the database.

Review Source: Capterra
 


December 2017

December 2017

So easy, so powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
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Quality
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Support

Significantly reduced the number of post-its on my desk. Helps me to make better connections with my customers.

Pros

This is a fantastic piece of online software for my small business, allowing me to keep in touch with all my customers and potential customers. It's great for logging information about the little snippets of conversation I have, or the information I have learned, and keeping hold of them all in an easy format. I also love the fact that I can bcc emails to link them straight to contacts - no more searching through my emails for the main information or my last contact with a customer.

Review Source: Capterra
 

Chris from IP Communications of the Ozarks

December 2017

December 2017

Easiest CRM SOFTWARE AROUND

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Easy to build cases with, also easy to keep track of clients. My Virtual assistant can move through this software and never look back or have to be trained anymore on it it is that simple.

Review Source: Capterra
 

Steven from Cru

December 2017

December 2017

Recruiters for our company were in need of a collaborative CRM software for teams. Highrise fit!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

An easy to arrange setup that got us quickly started adding in our people and them adding in their contacts made us really happy. The email integration works amazingly so we can track contact interactions. Now we are picking up on connections with more contacts as we build a pipeline of interested engaged potential!

Pros

It's really pretty easy to get started and moving your recruiting team forward, and the flexible filters and tags make arranging what you want easy.
Forming teams, passing info in, integrations with related software, importing and exporting are all very quick. Email integration with Google works perfectly!

Cons

It's still being built and the language around Cases and Deals bear a single mode feel to them that could become more useful with additional ways of measuring what you are doing. Analysis is available for about 1 months time, but year on year is limited.

Review Source: Capterra
 

Kevin B. from Auction Simplified
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Support has been great, (email only) but great.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Minimalistic but feature packed. Gets us to the point, which is, contact customers sell them stuff.

Cons

Lacks some sales process parts but there are workarounds. Search has gotten slow now that we have 20,000 prospects.

Review Source: Capterra
 

Martin from JGraph Ltd

December 2017

December 2017

Fast and lightweight CRM software with very attractive pricing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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Pros

Very affordable, just enough features to work like a charm, easy to understand and use, zero training software

Cons

APIs only good for the first 20 hours of coding, lack of triggers, hooks and customizability (partially on purpose for good reasons)

Review Source: Capterra
 

David from Mydex CIC
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

I suggest ideas they arrive, I ask for help it is given with a smile, I get high availability,

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
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Support

liked giving feedback in a thoughtful way, made it easy to do

Pros

It works, the team do great work, features trickle in, you provide great support, easy to use, easy to share with other people,

Cons

The lack of the following features creates work and reduces quality of our use

- ability to use proper formatting of notes, basic bold, underline, bullet lists, numbered lists. Surely this is easy using Markdown and a toolbar
- Google drive and docs integration
- ability to have one person working at more than one organisation without using tags, we need this.
- ability to track history of a persons organisations and roles
- producing funnel charts and graphs from pipeline to improve dashboard reporting
- more text space for tasks window of entry too smal

Review Source: Capterra
 

Jackie from StainOut System
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great for keeping organized account of customer interactions

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

It's easy to schedule tasks to help keep you up with your customers and their activity.

Cons

A couple things I would like to see, being able to edit a task marked as complete. Sometimes I accidentally check the box and I don't mean too, would be nice to un-do it sometimes.
Also, maybe a reminder to contact someone who has had no activity on the page for a month but have the option to personalize it by tag. E.G. I have a tag for distributors. I would get a reminder about the distributors with this tag who have had no activity on the page in the last 30 days.

Review Source: Capterra
 

Kyle L. from MidwestRoots

December 2017

December 2017

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review Source: Capterra
 

Chris from AviatorTraining
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2017

December 2017

Great way to keep track of my leads for my flight training business.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I like that it has all my clients in one place and allows me to follow up in specific ways. Without it I'd be leaving people behind and forgetting our conversations.

Cons

Need more connections to other services, like automatically exporting contacts or automated follow up emails.

Review Source: Capterra
 

Kevin from Kurth Lampe

December 2017

December 2017

pretty good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I see the software as robust and adaptable, it de-dups people, general ease of imports, user interface is good.

Cons

The search option is weak, needs work - results are difficult to read and undrestnd
cannot de-dup companies

Review Source: Capterra
 

Kate from St. Joseph Orphanage
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2017

December 2017

Life Saving Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

As with any tool the data is only as good as what you input into it - but as long as you take the time upfront to input the data then it can be a lifesaver later!

Pros

You can link people together by company
Link email to notes on individuals
Reminders to follow up with people
great value for price
If you set up a common data entry rule and how it is input it is SO WONDERFUL to pickup where another team member left off. You can see all activity.

Review Source: Capterra
 

Chelsea from East-West Ministries International

December 2017

December 2017

Very helpful to keep up with contacts!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

I love the tasks - that's how I keep up with contacts and reminders to myself. I really like the custom fields which help you to customize information for your organization and team. The app is also very helpful while on the road or if I'm at home without my computer and need to add a quick reminder for the next day or get a contacts phone number, email, etc.

Cons

It's been tough to run the specific reports we need but have adjusted and I really appreciate HighRise constantly updating even most recently with more reporting features.

Review Source: Capterra
 

John from The Silverfox Companies NY, Inc

December 2017

December 2017

We've been with Highrise for almost 10 years and it has transformed our client relations/service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Assists us greatly in client relations and sals.

Pros

Ease of use. It is very simple and straight forward. The API integration is also wonderful. As a wedding photo studio, we use it like a client "diary" of sorts to help with the entire planning process.

Review Source: Capterra