Highrise CRM (discontinued) vs. Teamleader

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 is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.

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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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• Comply clients data
• Invoices
• Track and measure time for projects

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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.

• Synching contacts between iPhone and Teamleader could be easier.
• Integration with Aweber would be great.

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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

Besides having some tools to improve, it's a simple yet useful tool to organize data in order to improve patients quality and internal development.

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

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Very effective team. If ANYTHING occurs their assistance is pretty much immediate. They take longer by email but it works everytime.

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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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Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.

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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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• Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
• Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.

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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