Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.
About HoneyBook
HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.
Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.
About monday sales CRM
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.
Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.
Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.
Summary
Business Software for Creative Entrepreneurs
Freedom to Do More of What You Love
Smart Proposals to Book Faster
Templates: Create Once. Use Forever.
Workflows: Set Your Busywork on Autopilot
Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.
HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.
Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.
Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.
Summary
No key features associated with this application.
Pricing
Credit card required: No
Free: 2 users, no files, 250 contacts.
Solo: $29/month; 1 user; 20,000 contacts.
Basic: $24/month; Up to 6 users; 5,000 contacts.
Plus: $49/month; Up to 15 users; 20,000 contacts.
Premium: $99/month; Up to 40 users; 30,000 contacts.
Max: $149/month; Unlimited users; 50,000 contacts.
Contact them [email protected] for additional options.
Pricing
7 Day Free Trial
Free
Included in plan:
Access to all of our features - totally free. No credit card required
Starter Plan - Monthly
$19.00
1 user(s) / month
Included in plan:
Unlimited clients and transactions
Invoices and Payments
Proposals and Contracts
All professional templates
Calendar
Client portal
Basic reports
Essentials Plan
$39.00
2 user(s) / month
Included in plan:
Scheduler
Automations
QuickBooks Online Integration
Up to 2 team members
Expense management
Profit and loss
Remove "Powered by HoneyBook"
Premium Plan
$79.00
unlimited user(s) / month
Included in plan:
Unlimited team members
Priority support
Multiple companies
Dedicated account manager
Advanced reports
Pricing
Basic
$10.00
1 user(s) / month
Included in plan:
Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board
Web forms to capture leads
Templates for lead, contact, & deal management
Unlimited customizable pipelines
Unlimited docs
Over 20 column types
200+ templates
5 GB of storage
1 week Activity Log
Customizable notifications
Whiteboard collaboration
Updates section
Kanban view
Self-serve knowledge base
24/7 customer support
Daily live webinars
Standard
$14.00
1 user(s) / month
Included in plan:
All Basic Plan Features
Lead management
Account and contact management
Deal management
6 months Activity Log
2-way email integration with Gmail and Outlook
Activity management
Quotes & invoices
Merge duplicate data
Integrations
Automations
20 GB File Storage
Docusign integration
Aircall integration
PandaDoc integration
Zoom integration
Timeline view
Calendar view
Map view
Combine up to 5 boards
Pro
$24.00
1 user(s) / month
Included in plan:
All Standard Plan Features
100 GB File Storage
1 Year Activity Log
Email templates with custom parameters
Email tracking & automations
Google Calendar sync
Customizable email signatures
MailChimp integration
Hubspot integration
Facebook Ads integration
Time tracking
Formula column
Sales forecasting
Sales analytics
Combine up to 10 boards
Chart view
Workload
Private boards and docs
Google authentication
Board administrators
FAQs
Does this service offer multi-user capability (e.g. teams)?
Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.
Who are the main user groups of this service?
Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.
Does this service integrate with any other apps?
Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.
Does this service offer guides, tutorials and or customer support?
They offer online support and video tutorial.
Does this service offer an API?
It offers integration with many 3rd party tools via API.
FAQs
What is this service generally used for?
HoneyBook offers easy-to-use features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment. Learn more about our HoneyBook features
Core features include:
Does this service offer guides, tutorials and or customer support?
Yes, we offer support via a live chat, through email, webinars, live demos, and online video tutorials.
Does this service offer multi-user capability (e.g. teams)?
You can add another member in the Essentials Plan, and add unlimited team members on the Premium Plan!
Who are the main user groups of this service?
A variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Some of our most popular types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.
FAQs
Does this service offer multi-user capability (e.g. teams)?
Yes, monday sales CRM’s free version allows up to 2 seats while the enterprise paid plan has the option of 200+ seats.
Does this service offer guides, tutorials and or customer support?
Yes, monday sales CRM offers support in the following ways:
Email
Knowledge Base
Forums
Cases and Solutions
Onboarding
Dedicated account manager
Does this service integrate with any other apps?
Yes, monday sales CRM integrates with over 200 apps such as Gmail/Outlook, Facebook Ads, Salesforce, Hubspot, Mailchimp, Twilio, Aircall and Pandadoc
Does this service offer an API?
Yes, monday sales CRM has an API available for use.
What is this service generally used for?
Monday sales CRM is generally used for
CRM
Customer relationship management
Lead management
Account management
contact management
Deal management
Sales forecasting
Sales analytics
Post-sales
Sales operations
Activity management
What are some applications this service is commonly used in tandem with?
It is mainly used in tandem with popular applications such as
Google Sheets
Zapier
HubSpot
Google Calendar
Who are the main user groups of this service?
monday sales CRM is best for small and medium-sized business sales and client-facing teams, regardless of the industry.
What platforms does this service support?
monday sales CRM supports web-based applications, Windows, Mac and mobile.
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