Highrise CRM

Simple CRM for tracking leads and managing follow ups

4,5 /5 (124 avaliações) Escreva uma avaliação!

Resumo do Highrise CRM

O que é 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.

Resumo do Highrise CRM

Preços

A partir de
US$ 24,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

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


Recursos do Highrise CRM

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China, Índia
Idiomas
Inglês

Mídias

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
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

Highrise CRM - Avaliações

Highrise CRM - Avaliações

Classificação geral
4,5
/
5
Excelente
77

Muito bom
36

Regular
6

Ruim
5

Péssimo
0

Relação qualidade/preço
4,5
Recursos
4,2
Praticidade
4,5
Suporte ao cliente
4,4
91% dos usuários recomendam este app
Blake B.

Great lightweight CRM software

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.


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Bismark D.

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

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.


Traduzir com Google
Maria lenin L.

Effective Task Delegation and Management for Remote Workers


Traduzir com Google
Kyle l. S.

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

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.


Traduzir com Google
Shirin E.

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

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 .


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Blake B.
Setor: Mineração e metais
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Great lightweight CRM software

Usado Diariamente durante Mais de dois anos
Avaliado em 23/11/2019
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Bismark D.
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de dois anos
Avaliado em 07/03/2018
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Maria lenin L.
Setor: Consultoria de gestão
Porte da empresa: 11-50 funcionários
Traduzido para o Português
Traduzido para o Português

Effective Task Delegation and Management for Remote Workers

Usado Diariamente durante Mais de um ano
Avaliado em 17/08/2018
Fonte da avaliação: SoftwareAdvice

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Kyle l. S.
Setor: Alimentação e bebidas
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de dois anos
Avaliado em 07/12/2017
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Shirin E.
Traduzido para o Português
Traduzido para o Português

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

Usado Diariamente durante Mais de um ano
Avaliado em 04/05/2018
Fonte da avaliação: Capterra

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 7.0/10

Recomendação do usuário
8,8/10
Baseado em 124 usuários
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Preço do Highrise CRM

Preço do Highrise CRM

A partir de
US$ 24,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

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

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

Relação qualidade/preço
4,5/5
Baseado em 124 usuários
Compare as alternativas por relação qualidade/preço
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Recursos do Highrise CRM

Recursos do Highrise CRM

API
Acompanhamento de atividades
Banco de dados do cliente
Campos personalizados
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de contatos
Gestão de calendários
Imagem de marca personalizável
Importação/exportação de dados
Integração de e-mail
Integração de redes sociais
Integração de terceiros
Lembretes
Modelos personalizáveis
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Questionários e feedback
Relatórios e estatística
Recursos
4,2/5
Baseado em 124 usuários
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Categorias

Mais informações sobre Highrise CRM

Mais informações sobre Highrise CRM

Principais recursos do Highrise CRM

  • 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

Vantagens

  • 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.

  • Perguntas frequentes sobre o Highrise CRM

    Perguntas frequentes sobre o Highrise CRM

    Abaixo estão algumas perguntas frequentes sobre o Highrise CRM.

    P: Que tipo de planos o Highrise CRM oferece?

    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

    P: Quais são os principais recursos do Highrise CRM?

    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

    P: Quem costuma usar o Highrise CRM?

    Os clientes habituais do Highrise CRM são:

    Pequenas empresas, Sem fins lucrativos, Autônomos

    P: Em que idioma o Highrise CRM está?

    O Highrise CRM está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o Highrise CRM oferece?

    O Highrise CRM tem os seguintes planos de preços:

    Assinatura

    P: O Highrise CRM é compatível com disponíveis móveis?

    O Highrise CRM é compatível com os seguintes dispositivos:

    Android, iPhone

    P: O Highrise CRM se integra com quais outros aplicativos?

    O Highrise CRM se integra com os seguintes aplicativos:

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

    P: Que nível de suporte o Highrise CRM oferece?

    O Highrise CRM oferece as seguintes opções de suporte:

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