Highrise CRM (discontinued) vs. Swift Digital

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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it's well suited to a business that relies on constant email marketing and to keep in contact with leads or customers. This is the heartbeat of business and suits us. We can segment qualified leads, data scores, track campaigns and effectively save time to work on other customer campaigns. If you are a smaller business that only sends one email a month, it's not for you. This software is very sophisticated and can be technical in the beginning.

• 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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• drag-and-drop campaign builder
• email templates
• lead scoring
• Analytics

• 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.

• More email flexibility would be good.
• Simplify the modules-there is a lot, and it can be overwhelming.

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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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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We looked into Swift based upon a recommendation. We have previously used ActiveCampaign but found it very clunky for what we wanted to use it for. We also looked into Pardot, but was on the other end of the spectrum, it had far too many features, complexities and required an implementation specialist at our expense of $15K. Swift was just the right fit for us, and we like knowing that our data is kept in Australia

• 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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• Better lead quality
• Has allowed us to close clients quicker.
• Higher ROI
• Access to much more targeted customer data
• Getting used to the software took more time thn anticipated