Highrise

Vorteile

If you're ever skeptical that you need a heavy piece of software like Salesforce or Microsoft's CRM, you're probably right. This is lightweight, zippy, and constantly has new features that are coming out from the team behind Basecamp.

Nachteile

I wish there was an easier way to remind me of my follow ups. I don't like manually having to set the next follow up date. There's still a lot of human involvement in the software.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Highrise

Vorteile

You can use any data from a 3rd party site that can be uploaded using the Highrise which makes my job way easier when it comes to sales. Highrise also saves your contact information which helps to manage your businesses.

Nachteile

I like everything about this platform. It's great

Vorteile

What I like about Highrise is that all communication, attachment, employees, employee profile and notes are stored in Highrise. You can easily backtrack on employees profile, projects handled, commendation, areas for improvement for future promotion recommendation or to assess a resigned employee and wants to go back. Groups can be formed per project and you can add all emails of the employees within the group. Each group has its own designated high rise and each member will receive emails and important information or actions to be taken that should be addressed by the group to close a case. This is a cloud based application to track all open cases within a project to easily assign the action item to the person or group to accomplish tasks within given timeline.

Nachteile

The key here is to document everything in High rise and handle all open cases within a given time frame. However, each project or case should have a designated Team Leader to give directions per case and assign tasks within the group step by step and close the case if done. If no Leadership and delegation, still everyone can open the case if he/she is included in the team without knowing what needs to be done or who should be tapped in order for the case to move. Some cases should already been closed but was not tracked well. Some forget to put notes or document daily itinerary, progress and failures. If this happens, this software fails to achieve what the application was built for.

Vorteile

The user interface was amazing. We learned the founders issued Ruby which became their greatest success.

Nachteile

No complaints, our company used the product for some years and it served us well.

Vorteile

I like how easy it is to view email communications and client information in a portal the whole team can use.

Nachteile

I do not have any issues with the Highrise platform.

Vorteile

I have been running two companies for the last ten years out of Highrise CRM. PROS: Only useful features included. I use ALL the features in highrise and feel that nothing is lacking. I can do sales, customer service out of the same database for two companies. The tags structure allows me to segment my contacts like no other system I have ever tried. The ability to now send mass emails to segments of or my entire database is extremely useful. The ability to create custom fields and then be able to search by them as well is simply amazing. Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen. Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use. You can start using it immediately. No videos to watch or learn. The system is that intuitive. I highly recommend this CRM to anyone running a small to mid size business.

Nachteile

From my perspective there are only two "cons" regarding Highrise. The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database.

Vorteile

Aesthetically, I find the website to be pleasing and easy to use. It's second nature to us now as we've been using Highrise for almost 7 years. All our accounts that used to live in my head are now neatly organized and accessible by my team and our clients. Amazing to be able to offer that transparency. We use the deals function and send out samples and orders. Highrise links with some other sites we use - mailchimp and easy insights to name a few. I love how you can set permissions and tailor each users view. When we were searching for a CRM we researched many options before settling on highrise. It's been critical to our growing business.

Nachteile

I haven't tried the app in awhile but it used to be abysmal. Creating a new user and assigning permissions is a huge chore for us. Creating a deal is very manual and there are lots of opportunity for human error.

Vorteile

You quickly get an understanding of the overall situation between the firm and your client. If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly. The layout for this and organization of data on the screen is excellent for this purpose. The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments.

Nachteile

While CRM is client relationship management, HighRise performs well. It's not as robust a tool for an outbound sales campaign for a sales rep. The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms. The tagging feature if creatively used can overcome this minor issue

Vorteile

It works, the team do great work, features trickle in, you provide great support, easy to use, easy to share with other people,

Nachteile

The lack of the following features creates work and reduces quality of our use

- ability to use proper formatting of notes, basic bold, underline, bullet lists, numbered lists. Surely this is easy using Markdown and a toolbar
- Google drive and docs integration
- ability to have one person working at more than one organisation without using tags, we need this.
- ability to track history of a persons organisations and roles
- producing funnel charts and graphs from pipeline to improve dashboard reporting
- more text space for tasks window of entry too smal

Vorteile

The interactivity with programs like Linkedin and customers websites, etc. And you can sync with your mobile for portability.

Nachteile

Challenging to navigate initially ...still don't know how to operate all things. Simple things like finding my original user ID to sign into mobile app required contacting customer service and lost time awaiting a response. I'm old school and like to speak to a warm body for expediency in these cases, however, I'm aware this is the new norm.

Vorteile

Before we began using Highrise, we thought that we were going to have to hire someone to create a database for us, then hire someone to maintain it. When we discovered Highrise, this solved our issues. We are an executive search firm, and Highrise allows us to keep track of every job candidate who sends us a resume. We have their contact information at our fingertips, and we can attach their resumes and any other pertinent info to their Highrise entry. We have also found it extremely useful to use the tags. In this way, we can differentiate our candidates by the type of work that they do, and also by what positions they have applied for in the past. If we are trying to reach out to someone with a financial background, we do a Highrise search using our financial tag, and everyone who has financial experience will come up in the search. We can even narrow it down to region, city, state or zip code. We like using the notes so that any of our team members who look at a Highrise entry can see if there's anything about a particular candidate another team member found notable during a phone conversation, for example. We also really like how integrated Highrise is with LinkedIn, because we use LinkedIn quite a bit.
There are a lot of features of Highrise that are automatic that help us a lot. For instance, as long as a person's profile in Highrise has their email address, we can forward emails to a dedicated Dropbox email and Highrise will automatically pick it up and add it to that person's Highrise profile.

Nachteile

It's not very hard to overwrite an entry and you have to be careful when you are importing contacts from other software programs. It's time consuming when setting up the database to enter all of the data, however, Highrise has made it as easy as possible.

Vorteile

You have a lot of options with Highrise. You can send mass emails, store databases, assign tasks to employees, set reminders, and more! Great task manager in my opinion.

Nachteile

The UI is hard to navigate at first. The tabs on the side are simple enough to understand, but I definitely think it could be organized and maybe explained a little better. But I have tried similar software and they have similar issues. Still this is my favorite.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Highrise

Vorteile

I evaluated a bunch of CRM tools, and found that Highrise offered perfectly adequate functionality for my needs at a fraction of the price of other CRM tools on the market. I was able to track customer contacts, share customer contact details with members of my team, set up reminder tasks, and easily import and export lists.

Nachteile

Nothing. It did everything I needed it to do and was easy on the budget.

Vorteile

I like the fact that all information I need about any of our clients is on one page which is really helpful!

Nachteile

It's getting slightly outdated as newer and more intuitive CRM programs enter the marketplace. It can't do everything that the new guys do.

Vorteile

This program is a great way that our company files it's paperwork instead of physical files. It has great functionality there. Along with customization in fields to keep track of profiles and things specific to the company using it.

Nachteile

I find myself having to backpedal a lot while using this software. If you forge to tag another person, you have to delete the whole message rather than edit. The search is very sensitive to what information you put into it, results won't quite pop up unless you type in just the right thing.

Vorteile

Easy to use and learn especially in team settings
Email drop boxes that can be used for emails to contacts, cases, deals
Use for support helpdesk functionality and it works great (check out the blog for more details)
Bulk emailing that can be tracked and separate segments created

Nachteile

Sometimes filters are hard to navigate
Could be better with integration from other SaaS products
Limited reporting

Vorteile

Simplicity. Ease of use. Speed of familiarisation. Completely intuitive. Price. The Support system sets a standard far, far higher than most multinationals or multi-billion dollar companies could hope to even aspire to. It really is the Gold Standard of support systems.

Nachteile

Clearly this package will not suit every company but for our very short sales cycle and a customer base of around 1000 active accounts this package is faultless.

Vorteile

I love the tasks - that's how I keep up with contacts and reminders to myself. I really like the custom fields which help you to customize information for your organization and team. The app is also very helpful while on the road or if I'm at home without my computer and need to add a quick reminder for the next day or get a contacts phone number, email, etc.

Nachteile

It's been tough to run the specific reports we need but have adjusted and I really appreciate HighRise constantly updating even most recently with more reporting features.

Vorteile

This is a fantastic piece of online software for my small business, allowing me to keep in touch with all my customers and potential customers. It's great for logging information about the little snippets of conversation I have, or the information I have learned, and keeping hold of them all in an easy format. I also love the fact that I can bcc emails to link them straight to contacts - no more searching through my emails for the main information or my last contact with a customer.

Vorteile

The software is wonderfully simply and efficient. We tried other CRMs and hoo boy were they overwhelming to the point of absurdity. I think the CRM space is filled with products designed for companies that are size of small countries. Highrise understands reality better than most.

Nachteile

My only gripe is the number of "Deals" I get for my tier. It's a tiny gripe to be sure, but an extra five would be great.

Vorteile

I have been able to get an "in real time" update on how all of the care-givers in my congregation are doing related to their specific care-receivers. This makes my life much less complicated, constantly wondering where care priorities need to be placed.

Nachteile

It has not always been perfectly clear how the communication aspects work, especially how to send a copy of my entry to only one person, or to the whole group.

Vorteile

Intuitive
Customer Service
Value

Vorteile

I can categorize and organize my clients and candidates in a way that makes searching for characteristics a breeze.

Nachteile

Sometimes I am working so fast that I forget to his save and lose what I was working on it I flip to another page. Auto-save would be great.

Nachteile

I have no complaints.

Vorteile

Highrise changed the game for us in track leading and follow up

Nachteile

Takes a few days to really figure out how to use

Vorteile

La simplicité d'utilisation et l'excellence de ce site

Nachteile

J'ai pas eu des difficultés avec ce site

Vorteile

I love Highrise. It offers great tagging with the ability to filter companies by tag and include employees of those companies (so you don't have to tag all employees). You can use it for broadcast email, although the bounce and spam rates are pretty tight to know you off the system. It will auto record all emails sent to clients using a BCC to highrise feature so you can store all interactions and make them available across all employees. You can add custom fields as well for mail merge. The desktop UX is great. The mobile UX is OK. The mobile apps are getting better. That's the main thing I like, they announce new features and functions routinely and it's getting better all the time.

Nachteile

I noticed that the broadcast email bounce signals were too tight the first time I used it. I sent something out to all my clients, but I work with restaurants and some email addresses were dead and they shut me down temporarily. Real email tools won't be so stringent. Could have improved since that effort as that was when it first came out.

Vorteile

Price and ease of operation, and ease of training other staff

Nachteile

Exporting other lists from competitive software

Vorteile

The ease of use, features, prices, and tutorials are all amazing. There's quite a few small features like BCCing all emails to your customer so you can review conversations is a game changer. Being able to tag tasks with colored codes really helps. My to do list looks like that are amazingly convenient.

Nachteile

I really wish my task list was organized by a calendar. There's some syncing to Google Calendar that people use, but I frequently move blue (not important) tasks to the next day when I run out of energy. Then I review it. Google Calendar doesn't update fast enough to review it. I really want to see it organized by day of the week. Also, an Android app would be nice.

Vorteile

It has a place for all the data points I need. I like 1.) the layout 2.) ease of use 3.) simple data search options 4.) ease of import/export 5.) email filing integration (using dropbox email address in bcc)

Nachteile

The order of the emails that show in notes per person. It's a little hard to follow email timeline, so the order could be improved.

Vorteile

Easy search, merging contacts. The best part is the ability to forward and bcc emails and have them go into highrise connected to the contact directly.

Nachteile

I've run into some problems with exporting lists of emails for marketing. Would like to be able to customize the export. Also would like a way to assign a task lists in bulk. Since they don't have that feature I have been forced to use third-party software.

Vorteile

Easy to use and clean interface. The import and export tool works fantastic and I like the way how new features are brought into the system that helps the user to push the needle and achieve more and better organized.

Nachteile

I'd say I do not like anything least about Highrise, but it would be great to have the ms-outlook integration just as other new CRMs provide so it makes life easy to work with email client and highrise all at the same time.

Vorteile

Highrise makes building your business contact list easy, with plenty of options for organizing them. Best of all is the way of filtering through tags. Sure, every site has tags, but if you really care about them as a way of creating lists and sublists and sub-sub-lists, you typically can't. Highrise's gives you a great way to view to filter through your contacts by adding/subtracting tags or word search. When I've run into problems or questions about certain features, the Highrise team is great at replying with real help. I'm not used to getting an answer so quickly from a website team without being put through the grinder of being put on hold or a beauracracy of emails, but Highrise has been stellar on that front.

Nachteile

Inputting your contacts is easy, with two available tabs for "person" or "company." However, you have to know which one you want to do before you start, because switching tabs/modes will erase any info you've already typed in. Would love Highrise yet more if they found a way to switch between tabs while retaining that info.

Vorteile

It's really pretty easy to get started and moving your recruiting team forward, and the flexible filters and tags make arranging what you want easy.
Forming teams, passing info in, integrations with related software, importing and exporting are all very quick. Email integration with Google works perfectly!

Nachteile

It's still being built and the language around Cases and Deals bear a single mode feel to them that could become more useful with additional ways of measuring what you are doing. Analysis is available for about 1 months time, but year on year is limited.

Vorteile

I love the feed you get when you first log in. You can simply see all the most recent interactions. It's also very easy to add emails to the system - simply BCC your unique user email ID and it's added in automatically.

Nachteile

It's not easy to get helpful insights based on customers. It's also not easy to break down customer types. This is where it falls flat compared to a product like SalesForce. I wish there was a way to integrate the two.

Vorteile

- easy of use
- flexible to customize
- VERY responsive customer support
- can import and export contacts
- frequently updated

Nachteile

- it takes a little getting use to, but it's the learning curve isn't bad at all

Vorteile

Very affordable, just enough features to work like a charm, easy to understand and use, zero training software

Nachteile

APIs only good for the first 20 hours of coding, lack of triggers, hooks and customizability (partially on purpose for good reasons)

Vorteile

Ease of use. It is very simple and straight forward. The API integration is also wonderful. As a wedding photo studio, we use it like a client "diary" of sorts to help with the entire planning process.

Vorteile

Clean and clear design is cheerful and makes it easy to find and read information. The layout makes sense to me. Sharing notes and contacts in our small business makes all of us as smart about our customers as any one of us is. The easily customized tags and filters enables me to store information the way my brain works for sorting contacts. Easy import/export is fantastic as well.

Nachteile

I'd like the feature of notifying someone about a posted message to be available on a forwarded message as well. Doesn't currently seem to be. Flip side of customizing tags is that different people can inadvertantly create different tag names for essentially the same thing, making it easy to miss on the list you want. The benefit far outweighs this problem in my mind, but it has been a drawback for some of my colleagues.

Vorteile

Minimalistic but feature packed. Gets us to the point, which is, contact customers sell them stuff.

Nachteile

Lacks some sales process parts but there are workarounds. Search has gotten slow now that we have 20,000 prospects.

Vorteile

Ease of use, access from web or mobile. Constantly adding new features

Nachteile

We don't have the need to use cases, deals, or tasks, so I am under utilizing the power of the software but still feel it's a fair value.

Vorteile

This system was very easy to navigate. I would recommend this CRM for its ease of use. There were not many intricate features.

Nachteile

It would be nice if there was team communication for this software. Additionally, there was no good way to track monetary values.

Vorteile

High rise is extremely straightforward, clean, and user friendly. The tasks are extremely easy to manage and team leaders get great insight into what everyone is working on. We rely heavily on the email integration for logging customer account activity and assigning accounts.

Nachteile

With simplicity comes limitations. This CRM serves our small company well, but for a bigger company with mare email marketing this is not going to offer you the most robust features

Vorteile

As a large practice, we have both clinicians and physician liaison's marketing to local healthcare providers and the community. Prior to Highrise, we relied on individual communications on our targets and recent visits. It was disjointed and often resulted in redundant efforts or gaps in coverage. Highrise allows us to easily communicate who we visited with and when. It also allws us to make notes visible to team members and provide a single platform to house information on all our community and healthcare relationships. The alerts and notification emails highlighting recent events is useful as well. I highly recommend using Highrise.

Nachteile

For a large organization, the news feed isn't very useful. Perhaps if it was region specific it would be helpful but currently it is simply noise.

Vorteile

When I used Highrise I loved it foremost for its simplicity. It has a very simple user interface, where you can see that things were thought through very well. This simplicity should not be underestimated because it's this what makes a CRM being used.

Nachteile

The downside of the simplicity is of course that it sometimes felt like features were missing. For example, integration with social media platforms - ie the ability to easily log those activities was a bit cumbersome. Most CRMs today also support some form of email marketing integration.

Vorteile

The dropbox features is better than any other CRM I've used. As long as you link your email with Highrise and use your custom dropbox email address as a BCC, you can have any email you send show up in Highrise automatically (assigned to the correct party). This makes it really easy for multiple employees to interface with the same client and stay in the loop.

Nachteile

Highrise could do a better job of identifying duplicate contacts or merging clients with the same email domain address.

Vorteile

This is a brilliant CRM tool. Reminders and task list relating to contacts is great but having emails 'bcc' everything through the CRM is a time saver!

Nachteile

The cost. It's steep and I don't believe they are accepting new customers.

Vorteile

As an entrepreneur this is my favorite CRM for new startups. It is so easy to use, and is optimized for keep track of contact information and previous communication. As a solo salesperson this is all you really need.

Nachteile

It doesn't support the amount of deal flow that a more robust CRM like Pipedrive or Salesforce supports. It has the ability to track deals, but doesn't organize them into reports or swim lanes like Pipedrive does.

Vorteile

Easy to use, easy on the eyes, super functional.

Nachteile

Integration with Gmail is neat, but what about the rest of us?
After reminder or todo passes the expiry date program doesn't keep reminding user of old/late task (which is essential)
Would love to see some 'health' so clients that haven't been touched for awhile popup as needing a call/attention.

Vorteile

You can link people together by company
Link email to notes on individuals
Reminders to follow up with people
great value for price
If you set up a common data entry rule and how it is input it is SO WONDERFUL to pickup where another team member left off. You can see all activity.