Easy-to-use, effective tool for contact management
Anonymous | TrustRadius Reviewer
August 27, 2014

Easy-to-use, effective tool for contact management

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version

current

Overall Satisfaction with Highrise

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
  • Increased employee efficiency
  • Increased ability to follow-up with leads
  • Better overall understanding of our business development environment
Highrise is much simpler to use than Salesforce but does not allow the same level of customization.
Depending upon company needs, might require more customization.
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.