About Highrise
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.
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About Agile CRM
Agile centralizes real-time customer data, making it readily accessible and actionable across all teams. Additionally, Agile offers integrations with over 40 leading third-party applications such as Microsoft Office 365, Google G-Suite, RingCentral, Intuit QuickBooks, and more. It is created by the ClickDesk team (the most sought-after live chat product), Agile CRM which launched in late 2013 in Sunnyvale, CA to manage customer journeys. The company also maintains offices in India and the Philippines.
Key Features:
Sales
Agile CRM's sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts, and deep analytics. The contact timeline in the Sales Automation CRM provides all the necessary information about customer’s journey.
Marketing
Market like the most successful companies in the world with Agile CRM's marketing automation software. Build automated marketing campaigns in minutes and start capturing more leads today! Features include web popups, email newsletters, autoresponders and automatically personalized campaigns across mobile and social media channels. Score leads and segment contacts automatically based on email opens, link clicks, web browsing activity, custom tags and more.
Service
Agile CRM enables businesses to provide customer experience that’s more personalized and productive. This offers a way for companies to walk a few steps closer to understand customers and help them at crucial junctures of the customer lifecycle. With a wide array of features such as groups, views, SLAs, workflows, canned responses, reports, recommendations and integrations, small and medium businesses can ramp up their customer service. This puts support at your fingertips and forms an integral part of the customer journey. So, automate your service management and support functions with efficient Helpdesk Software.
Integrations
Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps. Integrate your email, social, billing and support apps for complete customer data and smarter selling. Want to make, record and automate calls from the CRM? Our advanced telephony integration is the best in the industry! Benefit from a range of Agile CRM integrations.
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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?!
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
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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?
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Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
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It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
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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?
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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?
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They offer online support and video tutorial.
Does this service offer an API?
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It offers integration with many 3rd party tools via API.
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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Agile CRM offers service for multiple users (Free up to 10 users).
What is this service generally used for?
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It's a integrated sales, marketing, and service suite that automates lead generation, nurturing, conversion, and support for growing businesses.
Does this service offer guides, tutorials and or customer support?
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Agile CRM offer free onboarding for its customers.
Does this service offer an API?
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Yes, this service offers it's own inbuilt API.
Does this service integrate with any other apps?
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Agile CRM integrates seamlessly with leading third-party service providers, websites, and apps.
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FAQs
Does this service offer multi-user capability (e.g. teams)?
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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?
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All Odoo applications can be perfectly integrated, and therefore function very well together.
Does this service offer an API?
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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?
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Yes, it integrates perfectly with all of our applications.
Does this service offer guides, tutorials and or customer support?
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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?
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All Odoo apps support Windows, Android and Cloud-Based.
Who are the main user groups of this service?
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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.
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Other
Who uses Highrise
- Freelance
- Startups
- SMEs
- Agencies
Desktop Platforms:
Mobile Platforms:
Languages:
English
Regional Restrictions:
No restrictions.
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Other
Who uses Agile CRM
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
- Web App
- Windows
- Macintosh
Mobile Platforms:
Languages:
English, Spanish
Regional Restrictions:
No restrictions.
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Other
Who uses Odoo CRM
- Freelance
- Startups
- SMEs
- Agencies
- Enterprises
Desktop Platforms:
Mobile Platforms:
Languages:
Arabic, Bengali, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Finnish, French, Hebrew, Hindi, Croatian, Hungarian, Indonesian, Italian, Japanese, Georgian, Korean, Latvian, Macedonian, Dutch, Portuguese, Slovenian, Spanish, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.
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