High Standards Deserve HighRise
September 06, 2014

High Standards Deserve HighRise

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

I doesn't specify a particular edition?

Modules Used

  • Contacts
  • Deals

Overall Satisfaction with Highrise

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.
  • Fast Referencing for customer calls, helped out our customer service department
  • Provided more organization for Sales and Accounting with the Deals option
  • Impressive display, makes information much clearer and easier to view all around
We use to use Connectwise and Highrise is a breath of fresh air compared to Connectwise. We love that the 37 signal services are all web based. We can connect anywhere making working on the go much easier for everyone. Our challenge with Basecamp was that it was a computer program based product which made it very slow and inefficient. It also conflicted with our Mac computers because it only worked on a Windows platform. None of this is the case for Highrise. I've never had a load issue nor has it ever run slow. It's up to the minute with any updates and entries.

The categories it offers is wonderful and very appreciated. Organization is key, and it's the best way to keep everyone on task. Overall, we are very happy with the product.
We will stay with Highrise for as long as we can. We have full heartily invested all our client information into the system and will be using it for many years to come. We have had no complaints of the service and we don't expect any to come about. It only takes a few minutes to input all the new client/ contact information and we're ready for the next project.
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.