Highrise

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What is Highrise?

Highrise helps you build relationships as a simple and flexible cloud based tool to easily track and follow up with leads, customers, suppliers, and more online and on the go.

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.



Highrise Awards

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Highrise Review

Editors' Review by the CRM Software Review Team

Each week we feature an app that has caught the attention of the Crozdesk community. We look for exciting features that make our lives easier, apps that take a radical approach to existing problems or a service that has everyone talking about it. In other words, apps that we think you should know about. This week, we’ve reviewed Highrise – an easy-to-use CRM solution for small businesses.

Efficient CRM for Small Businesses

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Highrise, thoughtfully designed CRM for small businesses

Any business serious about customer relationship management and sales will understand the importance of a fit-for-purpose and time-efficient CRM platform. Poorly designed CRM software can result in the loss of valuable sales opportunities and have a negative impact on a company’s profitability. This is where Highrise comes in – a well-designed CRM solution, aimed at the small business market.

Contacts

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Filter and tag contacts with CRM solution, Highrise

Contacts form the hub of any CRM tool. Having created or uploaded contacts to Highrise, users can update contact records with information such as title; company; phone number; email address and URL, as well as assign a photo to the contact. Custom fields can be set up and a referral source for that contact can be specified – useful for keeping track of which team member or source referred that contact. User preferences can also be set, enabling certain users to only view certain contacts. Users can manage contacts using filters, while tags can be assigned in order to enable sales teams to keep track of who they have and haven’t contacted. Usefully, vCards can be downloaded for each contact and a complete list of contacts can be exported as a CSV or Excel file, or as a Zip file containing all contact-specific notes and emails.

Tasks

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Schedule tasks via email with Highrise

Simple, yet very useful, the tasks feature within Highrise is designed to ensure that teams keep track of important deadlines and appointments. An innovative feature allows users to create new tasks by emailing Highrise with the name of the task in the subject line of the email. Tasks can also be assigned specific categories and associated with specific cases or deals.

Cases

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Cases allow users to track all communications regarding a particular topic or project

The cases function within Highrise is a virtual file folder, allowing users to keep related emails, notes, files, images and contacts together, ensuring that information is easily accessible to all users.

Deals

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Deals enable users to keep track of their sales pipeline

With deals, users can track bids and proposals, allowing sales teams to know where new business is coming from. Notes and change logs relating to specific contacts can be viewed, along with a clear record of which proposals are pending, won, or lost.

Broadcast

Highrise - CRM for Small Businesses: Crozdesk App of the Week

Bulk email contacts with the broadcast feature

Highrise’s Broadcast feature enables users to send emails in bulk; the feature can be activated by selecting a group of contacts and using the email tab to start a new Broadcast.

Pricing

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The basic package offers up to 5000 contacts for $24 per month

When it comes to pricing, Highrise is available for $24 per month with the basic package; this includes 5000 contacts for up to 6 users – more details can be found on the Highrise pricing page.

An Impressive CRM Solution

Highrise is a simple and capable app for anyone looking to efficiently manage customer and sales contacts.  Enabling large volumes of contacts to be uploaded, tagged, filtered and tracked with ease – Highrise is a strong contender in the CRM software marketplace.

CRM Market Radar

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Highrise Product Overview

  • 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.


Languages Supported: English

CRM Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in March 2024.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Highrise Features

  • 2-Factor Authentication
  • A/B Testing
  • Analytics
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Brand Management
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Real-time Alerts
  • Sales Automation
  • Workflow Management
  • Self-service Portal
  • Pipeline Management
  • Ticket Management
  • Instant Chat Integration
  • Social Media Integration
  • Call Integration
  • Knowledge Base
  • Support Forum

Highrise Pricing Plans


Other pricing information:

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.

Credit card required: No

Highrise FAQs

Does Highrise 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 Highrise 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 Highrise?

Main users of Highrise are small and medium-sized business owners.

What is Highrise generally used for?

It is used as a contact management platform.

What are some applications Highrise 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 Highrise 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 Highrise offer guides, tutorials and or customer support?

They offer online support and video tutorial.

Does Highrise offer an API?

It offers integration with many 3rd party tools via API.

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