Compare Solve Client Manager vs Highrise

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About Solve Client Manager

A sophisticated CRM refined into a simple app with a web portal. Chosen by thousands to manage day-to-day operations, client activity and pretty much anything else—jobs, properties, projects, claims, cases, assets, etc.

Solve connects your business through the devices your staff already love using and presents what's important to them in a simple and straightforward manner. It will never feel 'complicated.'

You won't find a better CRM for:

  • Use on a phone and tablet
  • Working quickly
  • Managing activity and relations between clients and your service
  • Dropping notes/photos/follow-ups, filling out forms and checking details
  • Embedded mapping and geolocation assist
  • Google email and calendar integration
  • Accessing CRM directly in Google Sheets

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.

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

  • iPhone, iPad, and Android Apps

  • Intuitive Interface

  • Google and Microsoft Sign-in

  • Google Calendar Integration

  • Flexible Contact and Project records

  • Workflow Automation

  • Priority Management

  • Failsafe Handoff Protocol

  • Notifications and Reminders

  • Responsive Support

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.

Pricing

Solve Client Manager

$25.00
1 user(s) / month
Included in plan:
  • 25GB/User

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.

FAQs

    Who are the main user groups of this service?
    • HVAC
    • Real Estate
    • Home Service Professionals
    • Financial Advisors
    • Mortgage Brokers
    • Insurance Brokers
    • Manufacturing
    • Education
  • What is this service generally used for?
    • Contacts Management
    • Task Management
    • Project/Job/Site Management
    • Field Staff/Dispatching
    • Traveling Salespeople
  • What are some applications this service is commonly used in tandem with?
  • G-Suite, MS Azure, Xero, Wufoo, Zillow/Trulia, Inbox, Freshbooks, MailChimp, Constant Contact, Zendesk, and Zapier.

  • Does this service integrate with any other apps?
  • G-Suite (Gmail, Calendar, Sheets, and SSO), MS Azure, Xero, Wufoo, Zillow/Trulia, and Inbox/Gmail/Outlook.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, for an unlimited number of users and teams.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • Does this service offer an API?
  • At additional cost.

  • What platforms does this service support?
  • Google and Microsoft based email.

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.

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Solve Client Manager
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
Works in most English speaking countries, Europe, and parts of Asia, Africa, and South America

Other

Who uses Highrise
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

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