Overall Satisfaction with Highrise
We keep all our clients contact information along with the services they have with us. Highrise helps keep us organized as a company.
- 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.
- It would be helpful if you could get an email notification when tasks are assigned to you.
- Be able to add a tag to the deal so you can add all the information at once.
- Be able to archive clients that are no longer with us.
- Better customer service, I am able to look up client info in a more organized way
- I feel that our efficiency has really increased. Highrise is a lot faster than our old program
- Highrise keeps us very organized. but it would be helpful if there was a project management section we could implement
I did like ConnectWise because you could have client information and project management all on one program. I was not the one who selected to switch to Highrise, but since we have made the switch I do like the features of Highrise.