Sobre o Highrise CRM

Highrise is a straightforward and simple CRM which provides a set of basic features to give you what you need and NOT what you don't.

With Highrise you can store and share lead and contact information with your team members through a central database of contact profiles. You can import leads directly from Outlook, Gmail, Excel, MailChimp and other 3rd party apps.

You can use Highrise to send emails directly to clients and store important emails, attaching them to contact profiles so you have all their information in one place. You can also attach important documents and files and attachments such as contracts.

Highrise lets you create follow ups and tasks, assign tasks to team members, track your tasks and receive reminders via email or SMS to carry out tasks. Colleagues can add notes to contacts for review by other team members. Custom privacy settings let you decide which information your share with whom.

Preços a partir de:

US$ 24,00/mês

  • Teste Grátis
  • Assinatura

Principais benefícios do Highrise CRM

  • Contact management: Store lead and company information by entering data or easily importing from your email, Excel or 3rd party apps.

  • Task management: Create follow ups, assign tasks to teammates, track the progress of tasks and set alerts and reminders.

  • Email management: Store important emails and attach them to contacts. Reply to your emails directly within Highrise.

  • Document management: Attach documents and files to lead and contact profiles and within Highrise.

  • Privacy settings: Decide which information to mark as private for only you to view or select specific team members to share information with.

  • Multiple 3rd party integrations: Including Zapier, Wufoo, LiveChat, PieSync, Olark, Formstack, Constant Contact, Freshbooks, Bidsketch, Cyfe, Picreel, Help Scout, and many more.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Estados Unidos, Canadá, Reino Unido, Austrália, China, Índia

    Idiomas

    Inglês

    Preços a partir de:

    US$ 24,00/mês

    • Teste Grátis
    • Assinatura

    Imagens

    See all of the latest activity at a glance
    Prioritize and get stuff done with easy tasks and follow ups
    View an entire lead or contact history on one page
    Keep up even when you're on the go with our iOS and Android apps
    Add notes and link follow ups and tasks to them as needed
    Olark and Highrise integration is just one of our many integrations
    Ver mais 7
    Highrise CRM - Vídeo
    Captura de tela do Highrise CRM: See all of the latest activity at a glance Captura de tela do Highrise CRM: Prioritize and get stuff done with easy tasks and follow ups Captura de tela do Highrise CRM: View an entire lead or contact history on one page Captura de tela do Highrise CRM: Keep up even when you're on the go with our iOS and Android apps Captura de tela do Highrise CRM: Add notes and link follow ups and tasks to them as needed Captura de tela do Highrise CRM: Olark and Highrise integration is just one of our many integrations

    Recursos

    Total de recursos do Highrise CRM: 2

    • API
    • Múltiplas partes

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    Avaliações

    Classificação geral

    4,5 /5
    (124)
    Relação qualidade/preço
    4,5/5
    Recursos
    4,2/5
    Praticidade
    4,5/5
    Suporte ao cliente
    4,4/5

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    Exibindo 5 avaliações de 124
    Blake B.
    Classificação geral
    • Setor: Mineração e metais
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Great lightweight CRM software

    Avaliado em 23/11/2019

    Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can...

    Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

    Vantagens

    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.

    Desvantagens

    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.

    Bismark D.
    Classificação geral
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    The most useful CRM I know. The features available are the most widely used. Powerful &...

    Avaliado em 07/03/2018

    I have been able to keep under control interactions with my customers regarding both sales and...

    I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

    Vantagens

    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.

    Desvantagens

    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.

    Maria lenin L.
    Classificação geral
    • Setor: Consultoria de gestão
    • Porte da empresa: 11-50 funcionários
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 7.0 /10

    Effective Task Delegation and Management for Remote Workers

    Avaliado em 17/08/2018

    Vantagens

    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.

    Desvantagens

    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.

    Kyle l. S.
    Classificação geral
    • Setor: Alimentação e bebidas
    • Usado Diariamente durante Mais de dois anos
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    The key system to making my business run smoothly. We'd be a disorganized mess without it.

    Avaliado em 07/12/2017

    Allows our team and clients easy access to all communication and orders with our accounts. ...

    Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

    Vantagens

    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.

    Desvantagens

    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.

    Shirin E.
    Classificação geral
    • Usado Diariamente durante Mais de um ano
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 7.0 /10

    Excellent CRM platform for a startup that needs good collaboration and sharing.

    Avaliado em 04/05/2018

    Was able to see what the whole team was saying and emailing a client in a simple easy to navigate...

    Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

    Vantagens

    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.

    Desvantagens

    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

    Exibindo 5 avaliações de 124 Leia todas as avaliações

    Perguntas frequentes sobre o Highrise CRM

    Abaixo estão algumas perguntas frequentes sobre o Highrise CRM.

    O Highrise CRM oferece os seguintes planos de pagamento:

    • A partir de: US$ 24,00/mês
    • Modelo de preços: Assinatura
    • Teste Grátis: Disponível

    Highrise Basic: $24/month Up to 6 users 5,000 contacts 10 deals 5GB storage Highrise Plus: $49/month Up to 15 users 20,000 contacts Unlimited deals 15GB storage Highrise Premium: $99/month Up to 40 users 30,000 contacts Unlimited deals 30GB storage Highrise Max: $149/month Unlimited users 50,000 contacts Unlimited deals 75GB storage

    O Highrise CRM oferece os seguintes recursos:

    • 3rd party integrations
    • Assign tasks
    • Attach documents and files
    • Custom data fields
    • Custom privacy setting
    • Data import/ export
    • Email/ SMS notifications
    • Import contacts from Outlook or Excel
    • Meeting notes
    • Mobile app for iPhone or Android
    • Notes & comments
    • Proposal & deal tracking
    • Reply to emails
    • Share contact/ company data
    • Store customer emails
    • Task tracking & reminders
    • Track employee reviews

    Os clientes habituais do Highrise CRM são:

    Pequenas empresas, Sem fins lucrativos, Autônomos

    O Highrise CRM está nos seguintes idiomas:

    Inglês

    O Highrise CRM é compatível com os seguintes dispositivos:

    Android, iPhone

    O Highrise CRM se integra com os seguintes aplicativos:

    BookingLive, Direct Mail Manager, DirectIQ, FreshBooks, LiveAgent, LiveChat, Pipedrive, SnapEngage, TeamSupport, Tracks

    O Highrise CRM oferece as seguintes opções de suporte:

    Suporte online, FAQs, Base de conhecimento, Tutoriais em vídeo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para Highrise CRM.