Highrise CRM

Simple CRM for tracking leads and managing follow ups

4,5 /5 (124 reviews) Write a Review!

Highrise CRM Overview

What is Highrise CRM?

Highrise is a straightforward and simple CRM which provides a set of basic features to give you what you need and NOT what you don't.

With Highrise you can store and share lead and contact information with your team members through a central database of contact profiles. You can import leads directly from Outlook, Gmail, Excel, MailChimp and other 3rd party apps.

You can use Highrise to send emails directly to clients and store important emails, attaching them to contact profiles so you have all their information in one place. You can also attach important documents and files and attachments such as contracts.

Highrise lets you create follow ups and tasks, assign tasks to team members, track your tasks and receive reminders via email or SMS to carry out tasks. Colleagues can add notes to contacts for review by other team members. Custom privacy settings let you decide which information your share with whom.

Highrise CRM Overview

Pricing

Starting from
US$24,00/month

Pricing options

Free Trial
Subscription
Value for money

Highrise Basic: $24/month
Up to 6 users
5,000 contacts
10 deals
5GB storage

Highrise Plus: $49/month
Up to 15 users
20,000 contacts
Unlimited deals
15GB storage

Highrise Premium: $99/month
Up to 40 users
30,000 contacts
Unlimited deals
30GB storage

Highrise Max: $149/month
Unlimited users
50,000 contacts
Unlimited deals
75GB storage


Highrise CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China, India
Supported Languages
English

Media

See all of the latest activity at a glance
Prioritize and get stuff done with easy tasks and follow ups
View an entire lead or contact history on one page
Keep up even when you're on the go with our iOS and Android apps
Add notes and link follow ups and tasks to them as needed
Olark and Highrise integration is just one of our many integrations
Highrise CRM video Highrise CRM screenshot: See all of the latest activity at a glance Highrise CRM screenshot: Prioritize and get stuff done with easy tasks and follow ups Highrise CRM screenshot: View an entire lead or contact history on one page Highrise CRM screenshot: Keep up even when you're on the go with our iOS and Android apps Highrise CRM screenshot: Add notes and link follow ups and tasks to them as needed Highrise CRM screenshot: Olark and Highrise integration is just one of our many integrations

Highrise CRM Reviews

Highrise CRM Reviews

Overall rating
4,5
/
5
Excellent
77

Very good
36

Average
6

Poor
5

Terrible
0

Value for Money
4,5
Features
4,2
Ease of Use
4,5
Customer Support
4,4
91% recommended this app
Blake B.

Great lightweight CRM software

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.


Bismark D.

The most useful CRM I know. The features available are the most widely used. Powerful &...

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.


Maria lenin L.

Effective Task Delegation and Management for Remote Workers


Kyle l. S.

The key system to making my business run smoothly. We'd be a disorganized mess without it.

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.


Shirin E.

Excellent CRM platform for a startup that needs good collaboration and sharing.

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .


Blake B.
Industry: Mining & Metals
Company size: 11-50 Employees

Great lightweight CRM software

Used Daily for 2+ years
Reviewed on 2019/11/23
Review Source: Capterra

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

Pros

If you're ever skeptical that you need a heavy piece of software like Salesforce or Microsoft's CRM, you're probably right. This is lightweight, zippy, and constantly has new features that are coming out from the team behind Basecamp.

Cons

I wish there was an easier way to remind me of my follow ups. I don't like manually having to set the next follow up date. There's still a lot of human involvement in the software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Bismark D.

The most useful CRM I know. The features available are the most widely used. Powerful & Intuitive

Used Daily for 2+ years
Reviewed on 2018/03/07
Review Source: Capterra

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

Pros

I have been running two companies for the last ten years out of Highrise CRM. PROS: Only useful features included. I use ALL the features in highrise and feel that nothing is lacking. I can do sales, customer service out of the same database for two companies. The tags structure allows me to segment my contacts like no other system I have ever tried. The ability to now send mass emails to segments of or my entire database is extremely useful. The ability to create custom fields and then be able to search by them as well is simply amazing. Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen. Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use. You can start using it immediately. No videos to watch or learn. The system is that intuitive. I highly recommend this CRM to anyone running a small to mid size business.

Cons

From my perspective there are only two "cons" regarding Highrise. The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Maria lenin L.
Industry: Management Consulting
Company size: 11-50 Employees

Effective Task Delegation and Management for Remote Workers

Used Daily for 1+ year
Reviewed on 2018/08/17
Review Source: SoftwareAdvice

Pros

What I like about Highrise is that all communication, attachment, employees, employee profile and notes are stored in Highrise. You can easily backtrack on employees profile, projects handled, commendation, areas for improvement for future promotion recommendation or to assess a resigned employee and wants to go back. Groups can be formed per project and you can add all emails of the employees within the group. Each group has its own designated high rise and each member will receive emails and important information or actions to be taken that should be addressed by the group to close a case. This is a cloud based application to track all open cases within a project to easily assign the action item to the person or group to accomplish tasks within given timeline.

Cons

The key here is to document everything in High rise and handle all open cases within a given time frame. However, each project or case should have a designated Team Leader to give directions per case and assign tasks within the group step by step and close the case if done. If no Leadership and delegation, still everyone can open the case if he/she is included in the team without knowing what needs to be done or who should be tapped in order for the case to move. Some cases should already been closed but was not tracked well. Some forget to put notes or document daily itinerary, progress and failures. If this happens, this software fails to achieve what the application was built for.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Kyle l. S.
Industry: Food & Beverages

The key system to making my business run smoothly. We'd be a disorganized mess without it.

Used Daily for 2+ years
Reviewed on 2017/12/07
Review Source: Capterra

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

Pros

Aesthetically, I find the website to be pleasing and easy to use. It's second nature to us now as we've been using Highrise for almost 7 years. All our accounts that used to live in my head are now neatly organized and accessible by my team and our clients. Amazing to be able to offer that transparency. We use the deals function and send out samples and orders. Highrise links with some other sites we use - mailchimp and easy insights to name a few. I love how you can set permissions and tailor each users view. When we were searching for a CRM we researched many options before settling on highrise. It's been critical to our growing business.

Cons

I haven't tried the app in awhile but it used to be abysmal. Creating a new user and assigning permissions is a huge chore for us. Creating a deal is very manual and there are lots of opportunity for human error.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Shirin E.

Excellent CRM platform for a startup that needs good collaboration and sharing.

Used Daily for 1+ year
Reviewed on 2018/05/04
Review Source: Capterra

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

Pros

You quickly get an understanding of the overall situation between the firm and your client. If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly. The layout for this and organization of data on the screen is excellent for this purpose. The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments.

Cons

While CRM is client relationship management, HighRise performs well. It's not as robust a tool for an outbound sales campaign for a sales rep. The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms. The tagging feature if creatively used can overcome this minor issue

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8,8/10
Based on 124 user ratings
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Highrise CRM Pricing

Highrise CRM Pricing

Starting from
US$24,00/month
Free Trial
Subscription
Value for money

Highrise Basic: $24/month
Up to 6 users
5,000 contacts
10 deals
5GB storage

Highrise Plus: $49/month
Up to 15 users
20,000 contacts
Unlimited deals
15GB storage

Highrise Premium: $99/month
Up to 40 users
30,000 contacts
Unlimited deals
30GB storage

Highrise Max: $149/month
Unlimited users
50,000 contacts
Unlimited deals
75GB storage

Highrise Basic: $24/month
Up to 6 users
5,000 contacts
10 deals
5GB storage

Highrise Plus: $49/month
Up to 15 users
20,000 contacts
Unlimited deals
15GB storage

Highrise Premium: $99/month
Up to 40 users
30,000 contacts
Unlimited deals
30GB storage

Highrise Max: $149/month
Unlimited users
50,000 contacts
Unlimited deals
75GB storage

Value for Money
4,5/5
Based on 124 user ratings
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Highrise CRM Features

Highrise CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,2/5
Based on 124 user ratings
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Categories

Additional information for Highrise CRM

Additional information for Highrise CRM

Key features of Highrise CRM

  • 3rd party integrations
  • Assign tasks
  • Attach documents and files
  • Custom data fields
  • Custom privacy setting
  • Data import/ export
  • Email/ SMS notifications
  • Import contacts from Outlook or Excel
  • Meeting notes
  • Mobile app for iPhone or Android
  • Notes & comments
  • Proposal & deal tracking
  • Reply to emails
  • Share contact/ company data
  • Store customer emails
  • Task tracking & reminders
  • Track employee reviews

Benefits

  • Contact management: Store lead and company information by entering data or easily importing from your email, Excel or 3rd party apps.

  • Task management: Create follow ups, assign tasks to teammates, track the progress of tasks and set alerts and reminders.

  • Email management: Store important emails and attach them to contacts. Reply to your emails directly within Highrise.

  • Document management: Attach documents and files to lead and contact profiles and within Highrise.

  • Privacy settings: Decide which information to mark as private for only you to view or select specific team members to share information with.

  • Multiple 3rd party integrations: Including Zapier, Wufoo, LiveChat, PieSync, Olark, Formstack, Constant Contact, Freshbooks, Bidsketch, Cyfe, Picreel, Help Scout, and many more.

  • Highrise CRM FAQs

    Highrise CRM FAQs

    Below are some frequently asked questions for Highrise CRM.

    Q. What type of pricing plans does Highrise CRM offer?

    Highrise CRM offers the following pricing plans:

    Starting from: US$24,00/month

    Pricing model: Subscription

    Free Trial: Available

    Highrise Basic: $24/month Up to 6 users 5,000 contacts 10 deals 5GB storage Highrise Plus: $49/month Up to 15 users 20,000 contacts Unlimited deals 15GB storage Highrise Premium: $99/month Up to 40 users 30,000 contacts Unlimited deals 30GB storage Highrise Max: $149/month Unlimited users 50,000 contacts Unlimited deals 75GB storage

    Q. What are the main features of Highrise CRM?

    Highrise CRM offers the following features:

    • 3rd party integrations
    • Assign tasks
    • Attach documents and files
    • Custom data fields
    • Custom privacy setting
    • Data import/ export
    • Email/ SMS notifications
    • Import contacts from Outlook or Excel
    • Meeting notes
    • Mobile app for iPhone or Android
    • Notes & comments
    • Proposal & deal tracking
    • Reply to emails
    • Share contact/ company data
    • Store customer emails
    • Task tracking & reminders
    • Track employee reviews

    Q. Who are the typical users of Highrise CRM?

    Highrise CRM has the following typical customers:

    Small Business, Non Profit, Freelancers

    Q. What languages does Highrise CRM support?

    Highrise CRM supports the following languages:

    English

    Q. What type of pricing plans does Highrise CRM offer?

    Highrise CRM has the following pricing plans:

    Subscription

    Q. Does Highrise CRM support mobile devices?

    Highrise CRM supports the following devices:

    Android, iPhone

    Q. What other apps does Highrise CRM integrate with?

    Highrise CRM integrates with the following applications:

    BookingLive, Direct Mail Manager, DirectIQ, FreshBooks, LiveAgent, LiveChat, Pipedrive, SnapEngage, TeamSupport, Tracks

    Q. What level of support does Highrise CRM offer?

    Highrise CRM offers the following support options:

    Online Support, FAQs, Knowledge Base, Video Tutorials