Satisfied with Highrise
November 07, 2013
Satisfied with Highrise
Score 9 out of 10
Vetted Review
Verified User
Software Version
Pro Suite version
Modules Used
- Basecamp Classic, Highrise, Backpack, and Campfire
Overall Satisfaction
- 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.
Usability
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Quick to learn Convenient Feel confident using Familiar | None |
- 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