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 Odoo CRM
With over 5 million users, Odoo is the #1 Open Source CRM software!
Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance.
With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application.
In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers.
Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes.
The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules.
Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!
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
No key features associated with this application.
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
Subscription
$24.90
1 user(s) / month
Included in plan:
New customers get a discount on the initial number of users purchased.
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
Does this service offer multi-user capability (e.g. teams)?
As with all Odoo applications, you can choose the number of users you would like.
What are some applications this service is commonly used in tandem with?
All Odoo applications can be perfectly integrated, and therefore function very well together.
Does this service offer an API?
Yes, you can get a web-service API to access all your custom objects easily. No extra code required.
Does this service integrate with any other apps?
Yes, it integrates perfectly with all of our applications.
Does this service offer guides, tutorials and or customer support?
Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.
What platforms does this service support?
All Odoo apps support Windows, Android and Cloud-Based.
Who are the main user groups of this service?
Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.
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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