Highrise makes it easy to track contacts and share them with team members, sharing not only the information but also the notes that go with it.
The CRM gives each employee insight into conversations other employees have had with specific contacts to avoid duplicate efforts or user errors.
The app is popular because of its easy-to-use interface that makes it easy for workers to learn. Because Highrise is cloud-based, workers can access the latest information on contacts from the office or on the go. With email integration, all emails can be attached directly to a contact's page to make it easy to track communications later.
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|Reviewed by Expert Market:||01/22/2019|
Product, Service and Solutions
Highrise goes beyond collecting contact information on leads and customers. Each piece of communication with a customer can be tracked directly on that person's page.
If an employee pitches to a prospect, the details of that interaction can be stored on that contact's page for easy tracking later.
Items can be set to only be viewable for certain team members to maintain security. If an employee wants to make private notes visible only to themselves they can do this as well.
Keeping up with to-do lists can be difficult for many professionals. With Highrise, task lists can be created specific to a lead, customer, company, or project and tasks lists can be sorted by those elements.
In addition to viewing these items directly in Highrise, employees can assign tasks to team members or get reminders via email or text.
For businesses that already have contact lists, those can be easily pulled into the platform. Contacts can be imported from Gmail, Outlook, Excel, and third-party tools like MailChimp.
CSV files can also be pulled directly into Highrise, which makes other types of contact databases compatible.
Numerous apps and add-ons extend Highrise's capabilities, including integration with FreshBooks, Zapier, and Freshdesk.
Businesses that use customer service, business productivity, or accounting apps can use these integrations to improve contact information and migrate data between applications.
One of the best things about Highrise is its price. Plans start at only $24 per month, which includes up to six users, 5,000 contacts, and 5GB of storage.
New York Times bestselling author and motivational speaker Tim Ferriss used Highrise to manage his company's conversations.
Through Highrise, the author was able to group contacts in a way that made it easier to track communications and manage relationships.
Benefits and Drawbacks
The following are some of Highrise's benefits:
- Easy-to-use interface allows businesses to begin using the system immediately.
- Integration with multiple apps makes seamless communication management a reality.
- Communications and tasks can be tracked by contact, business, or project, making it easy for employees to work together.
- Tasks can be associated with specific contacts or projects, with reminders sent by text or email.
Some businesses may find a few drawbacks to Highrise, including:
- Social media support is limited.
- No phone support.
- Mobile app is available for iOS only.
Highrise's simple interface makes it popular with small businesses that want an easy way to manage communication.
Its numerous integrations provide users a way to track contacts across multiple platforms seamlessly. With built-in reporting, businesses can analyze sales figures and determine areas where efforts need to be increased in order to improve revenue.
While Highrise has limits when it comes to social media and phone support, the price makes it a great option for small businesses interested in streamlining communication efforts.
Its ease of use makes it a tool that can be learned quickly, which is also a plus for time-challenged small business owners.