Highrise CRM (discontinued) vs. Insightly

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

Incentivized

Insightly is very well suited to track steps in a particular process. It is also very easy to connect contacts, organizations, requests, and projects. It is great for storing data in a way that is easily referenced. It is a helpful tool for facilitating team collaboration. The connectivity to our website forms is also very useful. It is less appropriate for tracking financials as far as invoicing and payments.

Incentivized

• 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.

Incentivized

• Support>It feels like a partnership and support is a critical asset to consider when adopting new tools
• Customization>The ability to customize with custom objects has allowed us to utilize Insightly in unique ways.
• Customer Feedback>They very much are interested in soliciting client feedback when it comes to product planning.

Incentivized

• 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.

• There are some minor glitches such as the screen freezing up. You can fix this by refreshing the page and it doesn't happen often but when it does, it does disrupt the flow.
• Pulling a report from multiple objects is limited. You have a lot of options but there are some things you want to be able to pull in together and you can't.
• Items such as Contacts and Organizations don't always link together.

Incentivized

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

Incentivized

Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers

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

The reports are easy to customize and generate within seconds. The pipeline clearly shows what is going on with the order, so we don't have to waste time frequently checking in. The database helps us quickly look up a healthcare provider's NPI so we can add it to the order and verify eligibility for insurance.

Incentivized

Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.

Incentivized

The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.

Incentivized

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

Incentivized

We have used Insightly for almost 2 years now. We have always been able to get in touch with support for a variety of reasons and they have never disappointed us. The support staff have always been very understanding. They have assisted with answers to our questions and have provided great tech support. We would highly recommend them.

Incentivized

Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails

Incentivized

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Incentivized

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.

Incentivized

Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well

Incentivized

(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.

Incentivized

• 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

Incentivized

• We started using Insightly to organize our company, and it's done just that and more which provides value that money cannot buy.
• Insightly allows our sales team to stay on top of sales leads more so than doing so without it, which in turn creates more sales opportunities.

Incentivized