Epicor CMS vs. Highrise CRM (discontinued)

Through daily use of Epicor, it is apparent that at it's basest level, it favors a stock-based manufacturing model (your company has established SKUs and Production works to replenish stock levels when a KANBAN or other system triggers a re-order point). While it excels at that, ours is a custom-order industrial manufacturing model (we produce to customer specification or repeat orders), meaning there is no stocking of finished components, only the materials it takes to make them. It's taken some finesse (and the purchase of additional modules) to get to where we need to be.

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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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• EDI Order Processing
• Serialized Inventory Tracking
• Order Processing

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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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• Too "modular"
• Each task involves opening a new window.
• Slow to process orders (despite upgraded fiber-optic internet).
• More geared towards stock-based manufacturing rather than made-to-order, without requiring additional modules.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

CMS takes time to learn and use the menu driven green screen. However, once you are familiar it makes for fast navigation.

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

Support is getting better but can still be slow to respond.

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

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Epicor CMS had a UI that was deemed more aesthetically pleasing than (subjective, naturally!) Sage, for which we attended a presentation/orientation session. Our Team felt Epicor (once outfitted with the necessary add-ons) would be better suited in the long run for longevity and ongoing support (especially considering our outgoing software was Sage).

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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• Epicor has necessitated dedicated "Staging" personnel, as multi-line orders are generated as individual orders to Production/Manufacturing, meaning someone must ensure they all come together upon completion prior to shipping.
• Payroll and Accounts Payable/Receivable have noted improved integration and tracking compared to the legacy/outgoing software (Business Vision).
• Inventory tracking is vastly improved over the outgoing software, with detailed reports/tracking of remnant/off-cut materials, which benefits Material Handlers as well as the Purchasing Manager for keeping the inventory budget in line with targets.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info