Highrise Software

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.

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

Pros

Easy to set up, nice interfaces and easy to use

Cons

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

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.

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.

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

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.

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.

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.

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

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.