ConvertFlow vs. Highrise CRM (discontinued)

I'd say just about every marketing application can benefit from ConvertFlow's features and flexibility. Some step-by-step logic form builders limit what you can have on each step, ConvertFlow leaves that totally up to you which is a huge plus. If you use Keap as your CRM, it is especially helpful as not all systems have a direct connection like this does. If there's an area it may be less suited than other specific tools, I'd say maybe survey forms. You certainly CAN build them, but there are other tools for that which create an easier experience building and for the user.

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We chose to work with the Basecamp product and along with it came Highrise. They're a great 37 signals package together. So we chose to work with Highrise because of Basecamp

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• step-by-step forms
• CRM integration
• logic-based user interface
• lead data

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• Easy batch upload of new contacts - if you gathered names and contact info for a bunch of people at an event or conference or what have you, put it in a spreadsheet and upload it for easy and efficient adding to the database.
• Simple communication and outreach tracking - each user has an individualized dropbox email address; you can BCC:, CC:, or forward an email to or from a client or contact, and Highrise automatically associates and records that email with the contact in the database.
• Task assignments - users can create and task assignments associated with specific contacts (ie - Send Suzy J. a gift box on Oct 1; Follow Marla K. and Billy Z. on Twitter & Facebook; Get an updated address from Nathan R.)
• Tags - easily create lists of contacts who fit certain needs (I need a: food blogger, in TX, who has a Facebook page - we have "food blogger", "TX," and "Facebook" tags in our system) that is then exportable; also useful for knowing the important associations of a particular contact.

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• lead source from Google - can't tell paid vs organic
• Some custom fields in forms require duplicating or re-setting up across forms - could used custom saved questions library
• From landing pages, opening a pop-up requires building a pop-up outside the page. this is good when multiple pages use the same pop-up but in other cases can be time-consuming to exit the page, build, then go back and finish the page. small detail really but worth knowing about
• you can set up custom URLs, but so far no option to integrate, for instance, into WordPress and give a landing page your actual URL. So instead of "domain.com/page" you have to use "go.domain.com/page" or something like that. would be nice to keep it within my URL in some cases.

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• Im actually pretty happy with the system as it is. The best aspect of Highrise is that it is very easy to work with - no need to struggle with manuals and lengthy training.
• Not really a problem I suppose but I pay for Highrise as part of a suite which includes other products - Basecamp, Backpack and Campfire. It would be nice to see more integration between these products.

Highrise is easy to use, has a nice UI overall, quick to load, and does most of what we need.

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It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with

They are quick and SO nice. They are very friendly and are eager to help.

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All of these I used for different, specific purposes. ConvertFlow accomplishes ALL of those purposes and does them well. There might be an area or two where others excel, but you end up needing more than one tool to accomplish the same results as ConvertFlow can do in one tool.

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Highrise is simple to use and is run by the same folks who build Basecamp and 37Signals. We wanted something that would do the essentials without the cumbersome bells and whistles. Salesforce is almost too complicated if you don't have a whole sales operation and analytics division. One day we will probably outgrow Highrise, but not yet.

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• Saves my team a TON of time. we've used form tools before that generated results but took a whole afternoon to properly set up. My team can set up new forms or a/b test designs in minutes.
• Signup optimization is now attainable for many team members. Even my designers can easily test their own work, you don't have to have a deep data analysis to see what's working

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• Better customer service, I am able to look up client info in a more organized way
• I feel that our efficiency has really increased. Highrise is a lot faster than our old program
• Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement

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