20 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7.3 out of 100
2 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 5.1 out of 100

Attribute Ratings

  • Highrise is rated higher in 1 area: Likelihood to Recommend
  • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

Likelihood to Recommend

9.0

Highrise

90%
10 Ratings
5.1

Zywave Sales Cloud - Agency Management

51%
2 Ratings

Likelihood to Renew

8.2

Highrise

82%
9 Ratings

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Usability

9.0

Highrise

90%
1 Rating

Zywave Sales Cloud - Agency Management

N/A
0 Ratings

Support Rating

9.0

Highrise

90%
2 Ratings
10.0

Zywave Sales Cloud - Agency Management

100%
1 Rating

Likelihood to Recommend

Basecamp

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
Read full review

Zywave

prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
Read full review

Pros

Basecamp

  • 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 &amp; 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.
Read full review

Zywave

  • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
  • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
  • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
  • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
Read full review

Cons

Basecamp

  • 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.
Read full review

Zywave

  • Training for new employees and follow up for all employees.
  • Importing into agency management system is several steps.
  • Not all information on prospects is given, although most have adequate information.
Read full review

Pricing Details

Highrise

Starting Price

$4 Per User Per Month

Editions & Modules

Highrise editions and modules pricing
EditionModules
Highrise$4.001

Footnotes

  1. Per User Per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Zywave Sales Cloud - Agency Management

Starting Price

Editions & Modules

Zywave Sales Cloud - Agency Management editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Basecamp

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

    Zywave

    No answers on this topic

    Usability

    Basecamp

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

    Zywave

    No answers on this topic

    Support Rating

    Basecamp

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

    Zywave

    The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
    Read full review

    Alternatives Considered

    Basecamp

    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.
    Read full review

    Zywave

    We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
    Read full review

    Return on Investment

    Basecamp

    • 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
    Read full review

    Zywave

    • Sales team reluctant to use.
    • Initial training was fine but could use some follow-ups.
    • ROI has not been measurable.
    Read full review

    Screenshots

    Add comparison