Highrise Reviews

Intuitive to use.

Easy to set-up.

Catalogs all correspondence to and from a contact simply with an email blind copy.

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.

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

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.

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.

Organized

Allows multiple users in projects and contacts.

Online format, information is stored and archived.

Great for project management.

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.

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.

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.

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