Highrise keeps your clients records organized
September 15, 2014

Highrise keeps your clients records organized

Stephanie Belleville | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Not Sure

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
  • ConnectWise,Basecamp
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.

Using Highrise

I am not the one to make this decision.