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Highrise CRM (discontinued)

Highrise CRM (discontinued)

Overview

What is Highrise CRM (discontinued)?

Highrise is 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.…

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Recent Reviews

TrustRadius Insights

Highrise is a versatile tool that has found widespread use within Cabot's organization. One of its primary applications is in Cabot's …
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Highrise review

9 out of 10
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 …
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High five for Highrise

6 out of 10
August 27, 2014
Incentivized
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 …
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Pricing

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Highrise

$4.00

Cloud
Per User Per Month

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

Demo: How to use Highrise hq | GPTK | Warren Knight Pt 10

YouTube
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Product Details

What is Highrise CRM (discontinued)?

Highrise is 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.

Highrise CRM (discontinued) Integrations

Highrise CRM (discontinued) Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(21)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Highrise is a versatile tool that has found widespread use within Cabot's organization. One of its primary applications is in Cabot's Integrated/Creative Services department, where it helps manage social media and PR contacts, track outreach efforts, and facilitate communication with various stakeholders. The Marketing Department at Cabot also relies on Highrise to efficiently manage their extensive contact list, which includes farmer owners, bloggers, and market managers. By replacing the need for physical rolodexes, Highrise has streamlined communication and contact management for Cabot Marketing.

In addition to contact management, Highrise proves valuable for Cabot in evaluating relationships with celebrity chefs and bloggers. By reviewing past email communications and notes, Cabot can effectively gauge the suitability of these individuals for event work. Furthermore, Highrise's integration with Basecamp, Cabot's primary tool for tracking and managing vendor jobs and marketing campaigns, makes it an ideal solution for their work.

Not limited to specific departments, Highrise offers comprehensive support across the organization at Cabot. Customer Service/Project Managers and Sales teams utilize it to track clients, products purchased, and sales leads. The ability to categorize clients using tags ensures a holistic view of each client based on the services they have availed or their origin. Moreover, Highrise's deals feature allows Cabot to log a client's product history with them so as to provide crucial insights into the customer relationship.

Highrise serves as an informal CRM for fast-paced entrepreneurial organizations like Cabot. It facilitates easy cataloging of sales contacts, prompt customer follow-ups by sales reps, and acts as a repository for important information about various teams, contractors, vendors, suppliers, active and inactive clients, strategic partners, and potential clients. Through customizable fields and tags, it becomes effortless to sort and organize client information based on specific criteria.

One notable application of Highrise at Cabot is its role in creating custom portfolios and references for potential clients. By referencing notes and background information stored in Highrise, Cabot can filter and sort examples of their past work using tags. This allows them to tailor portfolios and references specific to a client's needs, enhancing their chances during the sales process.

Additionally, Highrise facilitates the creation of custom email marketing lists and serves as a centralized reference for email threads with clients. Its customizable fields enable Cabot to efficiently sort and organize client information according to specific criteria. While currently underutilized, the 'deals' and 'cases' features in Highrise have potential for increased adoption by Cabot's business development and sales teams. These features could provide valuable tools for tracking deals and managing cases related to sales activities.

Highrise plays a pivotal role in Cabot's organization, serving as a comprehensive CRM solution for managing contact information and searchable tags across various departments. It allows for easy access to client information and acts as an online database and address book, accessible from any computer or device. From Cabot's Marketing Department to Customer Service/Project Managers and Sales teams, Highrise proves indispensable in tracking clients, monitoring progress from prospects to clients, and maintaining an overview of customer location, products purchased, and current agreements in place.

One limitation of Highrise, however, is the inconvenience of adding a new company, as it requires adding a contact first and then adding the company. Despite this drawback, Highrise continues to be utilized by Cabot across the organization in multiple ways. Its versatility makes it suitable for tracking businesses by sales departments and managing projects by promotions teams.

Overall, Highrise provides an efficient and lightweight solution for contact management, customer relationship tracking, and project management at Cabot. Its robust functionalities enable seamless communication with stakeholders, easy organization of client information, effective evaluation of relationships with influencers and celebrities, customizable fields for sorting data, and the ability to create custom portfolios and references for potential clients. In a fast-paced entrepreneurial environment like Cabot's, Highrise proves to be an indispensable tool that contributes to improved efficiency and streamlined operations.

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
November 07, 2013

Satisfied with Highrise

Derek Jones | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • 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.
  • Very positive impact on customer service and the quality of note keeping related to our interaction with customers.
  • Very useful to be able to easily pull together all notes relating to a client or prospect in one place.
  • The management of deals could be improved - we use the SalesClic app which overcomes the limitations of Highrise in this respect.
  • We use quite a number of SAAS apps - if I had to stop using them this would be the very last one I would do without.
It's become the heart of our contact management system - it's low cost, simple to use and high impact for us. We are using a version that allows for unlimited employees, 50,000 Highrise contacts and 100 Gb or file storage. This means to us that this is scalable and sufficient for the foreseeable future. By using some other apps we can add some things that we need that aren't built into the product. We use infusionsoft but not as a contact manager for clients. When a contact in infusionsoft reaches a certain stage and we get more "hands on", we use Zapier to setup the contact in Highrise and create an embryonic deal. We like Mailchimp for email newsletters and Mailchimp syncs nicely with Highrise. Finally we use SalesClic to give us a more refined sales pipeline.
Try a low cost option and try it out. Pay monthly means cancel anytime
  • adding contacts
  • adding tasks
  • associating emails with contacts
  • Not enough stages to define progress in completing deals
  • rearranging the order of notes associated with a contact. They are sorted in date order and sometimes some other criteria would be better
Yes
I use the Highrise iphone app which gives access to contacts, my dashboard and tasks. It's good enough to be useful
It's quick and easy to setup and use. There isn't any feature "bloat". Nothing to struggle with
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