Reviews (1-10 of 10)
July 07, 2019
We use Highrise as our informal CRM. It's an outstanding, lightweight solution that can be used by fast-paced entrepreneurial organizations. It's not quite as robust as something like Salesforce, but it's ready to perform from the get-go. We use it all across the organization since it allows unlimited application instances and custom logins. We also use it to catalog sales contacts and remind sales reps to follow up with customers.
- Intuitive to use.
- Easy to set-up.
- Catalogs all correspondence to and from a contact simply with an email blind copy.
- There's a huge opportunity to apply machine learning and predict optimal contact times.
- Not the easiest workflow to merge two organizations (i.e. make ACME, Inc. and ACME, Incorporated one organization).
- The software doesn't handle unassigned contacts well.
Read Blake Baron's full review
If you are an enterprise organization with a massive budget for sales software, go with Salesforce. Highrise simply won't be robust enough for your large sales team. However, if you're a small to medium-sized business needing a CRM that's agile and constantly updated, go with Highrise. It's very simple to use and there's no real need for user training.
I work primarily in the Integrated/Creative Services department of Cabot - we use Highrise to manage our Social Media and PR contacts. In the last three years all of the Marketing Department has been trained to utilize it; now it is used to manage our many contacts, from our farmer owners to bloggers to market managers. We also track outreach efforts (community organizations, partners, etc) and communications with Highrise. I was with Cabot Marketing when we still had a rolodex of our contacts; Highrise has made communication and management of contacts manageable and efficient. Now, when the VP of Marketing remembers a non-profit director she met at a conference who she wants to send a sample of cheese, we can search with a handful of tags and find the contact easily. When we are considering asking a celebrity chef or a blogger for event work, we can look back through email communications and notes to gauge our relationship with them, or search for geographic or other tags to narrow down the best fit for the job. Because it is related to Basecamp--the primary tool for tracking and managing vendor jobs and marketing campaigns--it is ideal for our work.
- 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.
- Tags - Keeping the entire Marketing Department on the same base with Tags can be difficult. It would be great if the administrators could generate a list of tags from which other users could choose, rather than every user have the ability to make up whatever tags they want. We have policies within the Department, but inevitably not everyone does what they are supposed to!
- Field customization - Unfortunately you cannot delete or change the standard contact information fields, BUT you can add additional ones, which is nice.
Read Averill Earls's full review
I am not familiar with other contact management systems; before Highrise, we used a paper rolodex. But for our purposes, which have certainly changed over the last several years, we've been able to adapt Highrise to our needs. We've changed our tagging protocol - now, for example, we have social media tags, so I can narrow a contacts search down by contacts who have Facebook, Twitter, Pinterest, etc. And we've added fields in the Contact Info so that we can include links to those pages when they exist, and you can click on it to go directly to those pages. It definitely meets our needs, though we are a fairly small marketing department, under 50 employees who utilize Highrise, and probably far fewer who use it frequently. Particularly with the tagging system, I could see a large number of users creating useless and overwhelming numbers of tags.
September 17, 2014
Score 5 out of 10
We are currently using Highrise to support our Customer Service/ Project Managers and Sales department. We are using it to track clients, products purchased and sales leads. We are using the tags to categorize which clients have which services and where they came from. It is nice to be able to see all aspects of a client. We are using the deals to log which products a client has or has had with us.
- The tags are great to help keep clients grouped
- Using tags we are able to pull list of services and which clients have them
- Deals help us see which products/services a client has and what they used to have
- We wish that Highrise was better integrated into basecamp
- We wish that Highrise was compatible with Harvest
- The search function could be improved
Read Denice Castillo's full review
It is not accounting friendly at all. It would be nice if it were able to show some accounting features. Status features would be nice as well. It is difficult to see who is active or not. Color coding would be helpful for categorizing clients.
September 15, 2014
Score 8 out of 10
We keep all our clients contact information along with the services they have with us. Highrise helps keep us organized as a company.
Read Stephanie Belleville's full review
- Able to see all activity, this helps if you need to find out who made updates last.
- You can create different tags for clients. We have tags labels for each product the client has with our company, so when we need to pull reports it saves a lot of time.
- If a client has multiple people in the office you can add all their informaiton.
- It would be helpful if you could get an email notification when tasks are assigned to you.
- Be able to add a tag to the deal so you can add all the information at once.
- Be able to archive clients that are no longer with us.
August 31, 2014
We use Highrise as our CRM to manage contact information and searchable tags for our teams, contractors, vendors, suppliers, active clients, inactive clients, strategic partners and potential clients. I reference notes and background. By tagging our clients using various criteria, we can sort through to find examples of different kinds of work we've done in the past and create custom portfolios and references for potential clients. We sort to create custom email marketing lists. When I email a client and send a copy to Highrise, I can later reference the thread. We've also been able to add customizable fields, which I can then sort by if I need to. We could use the "deals" and "cases" feature more, which I think would be useful for biz dev / sales people.
- Ability to add customizable fields
- Ability to add and sort by tags
- Send an email and copy Highrise to attach the email to the contact name.
- Would like to be able to copy information from the right sidebar more easily without having to open up & edit the contact (like Skype or email info)
- When I start a search by tags and pull out information, I have to re-do the tagged search to pull it up again
- Takes a while to export a custom list
Read Rachel Panush's full review
Highrise might not be perfect for a company that needs a robust database with many historic data points. For example, a nonprofit looking for a donor database might need to look elsewhere. I also don't think it's as robust as the industry leader, SalesForce.
September 23, 2014
Highrise is used by whole organization in multiple ways. It is mostly used by sales departments to track businesses and by promotions to make projects.
Read Ann Marie Kennedy's full review
Do you want a software program or online format?
November 07, 2013
- Highrise is a very easy to use and yet powerful contact management product that is extremely useful for us. I like the fact that our staff, partners and even suppliers can access the system from whereever they are in the world - we are not all under one roof. It is the primary way we manage contacts at the point when they become strong prospects and then clients. A dialogue with these contacts/clients can be maintained within the system either by directly entering a note or by posting emails directly to a contact note. The email appears automatically in the client note history.
- We can set and track tasks associated with a contact and assign these tasks to a team member for action. Each contact in Highrise can be "tagged" to allow easy filtering and I use this also to link to our Mailchimp account for email marketing purposes.
- We make use of the "deals" feature of Highrise. A majority of our product sales are quite high value and involve a number of associated individuals. When a deal is created it can be associated with any number of contacts in the system and all emails, notes etc related to the deal are pulled together in one convenient history. Although the deal status is only allowed to be "pending", "won" or "lost" we use an app called "Salesclic" which links to our Highrise account and gives a much finer picture of the sales pipeline.
- We deal a lot with healthcare products that are setup by our associates often in a private persons home. After the client setup or review the associate enters the client notes into Highrise so that we have a very good picture of client status. Any of us can access these notes (assuming permission is set) from anywhere using an iphone app or browser.
- The CRM database allows for custom fields. We add custom fields to track equipment serial numbers, sales referral sources and warranty terms.
- When looking at an individual contact there is provision in the system to see their Linkedin profile if they have one which is sometimes useful.
- 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 Derek Jones's full review
Try a low cost option and try it out. Pay monthly means cancel anytime
September 06, 2014
We use Highrise company wide as a reference for customer information. This information is for contact information, deals, task requests and notes. It provides easy access for an overview of customer location, products and current agreements in place.
- I love the tag feature, we label our clients with a variety of different tags depending on their status and products with us. We just search the tag and poof, an instant list of exactly what I was looking for.
- The deals category is very helpful. We can cross reference this with our projects in Basecamp and Invoices in QuickBooks. We can break it down to see payments expected per month to schedule out payment follow up.
- The notes feature is a great way of having an up to date over view of what all is going on in the project. I can see the follow up notes my co workers leave within the notes section so that I am always within the loop of the project.
- It'd be nice to have a row at the top with all the contact information vs having it on the right side. It gets a little over looked there.
- Could there be a local weather report for the addresses? I know there's a temperature but it'd be nice to ask if it's snowing or raining when calling a client to show that I care about what's affecting them outside.
- For tags, it' be nice to be able to do a find and replace to edit all dates containing the same thing. For example, we had a sales person who attached his initials to all his accounts. It'd be nice to switch out his initials with the new sales person's initials. Instead we had to update each tag for each client.
Read this authenticated review
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.
August 27, 2014
Score 7 out of 10
We used Highrise to track new business leads and current clients. It helped us consolidate all of our communications with a potential lead and track progress from prospect to client.
- Track conversations through email. Highrise is able to gather all conversations with a contact in one place so that communications can be easily tracked and monitored.
- Reminders. Highrise sends alerts/notifications via text and email, which makes following up with contacts a breeze.
- Consolidate project and proposal information. Highrise allows you to keep notes about progress for particular proposals.
- Ability to add several custom fields and tags to contacts
- Better search functionality
- Better task management functionality would be appreciated
Read this authenticated review
Highrise is great for a company that does not need a high level of customization and is looking for a straight-forward, easy-to-use CRM.
August 27, 2014
Score 6 out of 10
Currently, our company uses Highrise as a way to manage and easily access all of our clients. We use it as an online database and address book in a sense. Highrise allows anyone to view someone's "electronic business card" from any computer or device. The only problems I have run into is not being able to quickly add a new company, you have to go add a contact and then add the company.
- Home for detailed information in all one location
- Ease of use and access for any user
- Track communication and history with a client or other company
- Missing a button for add a company at the top
- The cases function confuses me in what it offers...
- More features that I am unaware of that we could use but I am not sure of all Highrise's capabilities
Read this authenticated review
For our small company, we needed a place to all easily view customer contacts and all go paperless with our contacts. We utilize Highrise as an online database and that has been working for us thus far. I was not a part of the initial purchasing decision or whereabouts on the intent of choosing Highrise, but I know that it has come in good use here and I am sure there are more functions we are not even aware of or utilizing.
Highrise Scorecard Summary
Highrise is offered by Basecamp (formerly 37 Signals) as a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing customers may still take advantage of Highrise.
Categories: Customer Relationship Management (CRM)
Highrise Technical Details