Highrise Reviews

You can link people together by company
Link email to notes on individuals
Reminders to follow up with people
great value for price
If you set up a common data entry rule and how it is input it is SO WONDERFUL to pickup where another team member left off. You can see all activity.

As an entrepreneur this is my favorite CRM for new startups. It is so easy to use, and is optimized for keep track of contact information and previous communication. As a solo salesperson this is all you really need.

It doesn't support the amount of deal flow that a more robust CRM like Pipedrive or Salesforce supports. It has the ability to track deals, but doesn't organize them into reports or swim lanes like Pipedrive does.

HR is fairly easy to use and I've found your customer service reps to be friendly and helpful

The functionality of HR is just not up to snuff for our business. Perhaps most important is the lack of ability to perform search queries based on search criteria/tags. This CRM definitely is only fit for very small/low budget businesses or those with little experience/need for a robust CRM.

There's not a lot of nooks and crannies. What you see is what you get. :)

I wish there were more integrations with other softwares and ticketing softwares.

I am not a sales person, I am a developer, but Highrise makes it easy for me to keep track of things. It's integration into email, the way I work, makes it a breeze to use.

I've used software in the past (a now defunct site) that aggregated info scraped from google, twitter, Facebook and LinkedIn to give me more insight into the contacts that I had. I would like at least a little bit of that automation in Highrise.

Syncs with my Google Calendar and all my tasks/meetings are imported
Easy to add/remove contacts from the web-interface

Doesn't sync with my Contact List on my phone. I can't add a highrise contact to my phone's contact list. Nor can I search from my contact list (or my phone's search) to my highrise contacts. This addition would make it reach perfection

The big bonus for this system is its API. We hooked up our custom ordering system to it and now our sales people can see all the orders that this contact has. It also ties into Xero.

Navigating around seems to be a little confusing. The difference between contact and business wasn't as clear in the beginning, however, once you do "get it", you can get around quickly.

We found it to be extremely user friendly and intuitive. The tasks and notes features were helpful, and we liked that we could send emails straight to a contact's profile.

There were no levels of permissions for our users. This meant that everyone had the capability to change or edit items accidentally.

I liked that I was able to stay on top of my client database of over 1K people with this online software. I do believe they are not taking on any more customers though or Highrise is over now.

It could be more user friendly. Possibly making the interface more customizable.

I see the software as robust and adaptable, it de-dups people, general ease of imports, user interface is good.

The search option is weak, needs work - results are difficult to read and undrestnd
cannot de-dup companies

Price and ease of operation, and ease of training other staff

Exporting other lists from competitive software

Easy to use and clean interface. The import and export tool works fantastic and I like the way how new features are brought into the system that helps the user to push the needle and achieve more and better organized.

I'd say I do not like anything least about Highrise, but it would be great to have the ms-outlook integration just as other new CRMs provide so it makes life easy to work with email client and highrise all at the same time.

I love the feed you get when you first log in. You can simply see all the most recent interactions. It's also very easy to add emails to the system - simply BCC your unique user email ID and it's added in automatically.

It's not easy to get helpful insights based on customers. It's also not easy to break down customer types. This is where it falls flat compared to a product like SalesForce. I wish there was a way to integrate the two.

Clean and clear design is cheerful and makes it easy to find and read information. The layout makes sense to me. Sharing notes and contacts in our small business makes all of us as smart about our customers as any one of us is. The easily customized tags and filters enables me to store information the way my brain works for sorting contacts. Easy import/export is fantastic as well.

I'd like the feature of notifying someone about a posted message to be available on a forwarded message as well. Doesn't currently seem to be. Flip side of customizing tags is that different people can inadvertantly create different tag names for essentially the same thing, making it easy to miss on the list you want. The benefit far outweighs this problem in my mind, but it has been a drawback for some of my colleagues.

As a large practice, we have both clinicians and physician liaison's marketing to local healthcare providers and the community. Prior to Highrise, we relied on individual communications on our targets and recent visits. It was disjointed and often resulted in redundant efforts or gaps in coverage. Highrise allows us to easily communicate who we visited with and when. It also allws us to make notes visible to team members and provide a single platform to house information on all our community and healthcare relationships. The alerts and notification emails highlighting recent events is useful as well. I highly recommend using Highrise.

For a large organization, the news feed isn't very useful. Perhaps if it was region specific it would be helpful but currently it is simply noise.

This is a brilliant CRM tool. Reminders and task list relating to contacts is great but having emails 'bcc' everything through the CRM is a time saver!

The cost. It's steep and I don't believe they are accepting new customers.

I like that the pricing fits our budget and that the software does it's job and doesn't have too many menus and options.

I don't like how it's a little hard to connect other services to Highrise so that we can export the data.

Tags, being able to dropbox link email correspondance to customer (person). I like the ease of management of duplications, since we have several employees accessing and adding contacts.

We deal with power companies, over several states. Multiple contacts in multiple cities. It would be nice to be able to search for example : Duke Power, Indiana (or city), then drill this result down by tag. I don't think there is a way presently to do this.

Highrise is cute and fun to look at as far as contact management solutions go. I liked the way the contact profiles displayed once they were set up properly. I liked being able to save notes on each one.

I felt like the amount of work I had to do to get it set up with all of my contact data didn't justify the end result for my purposes. Since I'm the only person doing sales for our business, sticking with my old address book and notebook just worked better for me (maybe a bit dinosaurish of me but it just works better for me) but if you started filling it out as you go from the beginning of the company or had enough sales people working on the same system to justify it, it could be a great setup.

Highrise is easy to use, extremely intuitive, and very affordable. Highrise is built by Basecamp and it has it's own cult following. If you want an easy way to keep track of your customers and potential customers and you want it to mirror the human experience, and not feel stuck with the process you're forced into by your CRM, then you should try Highrise.

A lot of organizations are used to Salesforce, so it's hard to get people who have used highrise, or organizations that are willing to use Highrise, so even if you like Highrise you may find yourself having to use a different platform based on the organization you work with.