Highrise Reviews

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.

Alternatives Considered

Reasons for Switching to Highrise

Pros

You can use any data from a 3rd party site that can be uploaded using the Highrise which makes my job way easier when it comes to sales. Highrise also saves your contact information which helps to manage your businesses.

Cons

I like everything about this platform. It's great

Pros

The user interface was amazing. We learned the founders issued Ruby which became their greatest success.

Cons

No complaints, our company used the product for some years and it served us well.

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.

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.

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.

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

Pros

It works, the team do great work, features trickle in, you provide great support, easy to use, easy to share with other people,

Cons

The lack of the following features creates work and reduces quality of our use

- ability to use proper formatting of notes, basic bold, underline, bullet lists, numbered lists. Surely this is easy using Markdown and a toolbar
- Google drive and docs integration
- ability to have one person working at more than one organisation without using tags, we need this.
- ability to track history of a persons organisations and roles
- producing funnel charts and graphs from pipeline to improve dashboard reporting
- more text space for tasks window of entry too smal

Pros

Easy search, merging contacts. The best part is the ability to forward and bcc emails and have them go into highrise connected to the contact directly.

Cons

I've run into some problems with exporting lists of emails for marketing. Would like to be able to customize the export. Also would like a way to assign a task lists in bulk. Since they don't have that feature I have been forced to use third-party software.

Pros

I like how easy it is to view email communications and client information in a portal the whole team can use.

Cons

I do not have any issues with the Highrise platform.

Pros

You have a lot of options with Highrise. You can send mass emails, store databases, assign tasks to employees, set reminders, and more! Great task manager in my opinion.

Cons

The UI is hard to navigate at first. The tabs on the side are simple enough to understand, but I definitely think it could be organized and maybe explained a little better. But I have tried similar software and they have similar issues. Still this is my favorite.

Alternatives Considered

Reasons for Switching to Highrise

Pros

This program is a great way that our company files it's paperwork instead of physical files. It has great functionality there. Along with customization in fields to keep track of profiles and things specific to the company using it.

Cons

I find myself having to backpedal a lot while using this software. If you forge to tag another person, you have to delete the whole message rather than edit. The search is very sensitive to what information you put into it, results won't quite pop up unless you type in just the right thing.

Pros

Easy to use, easy on the eyes, super functional.

Cons

Integration with Gmail is neat, but what about the rest of us?
After reminder or todo passes the expiry date program doesn't keep reminding user of old/late task (which is essential)
Would love to see some 'health' so clients that haven't been touched for awhile popup as needing a call/attention.

Pros

I have been using HR for 4 years, and I find it to be an asset to the company I work for. The whole team is able to follow customers and projects with ease. I would recommend HR to other companies to enhance their existing customer service programs.

Cons

No nice integration with email (outlook) – Adding contacts and tracking general communication is clumsy at best and a huge pain at worst. Many times Highrise refused forwarded emails (one of the ways to get them in the system)

Pros

When I used Highrise I loved it foremost for its simplicity. It has a very simple user interface, where you can see that things were thought through very well. This simplicity should not be underestimated because it's this what makes a CRM being used.

Cons

The downside of the simplicity is of course that it sometimes felt like features were missing. For example, integration with social media platforms - ie the ability to easily log those activities was a bit cumbersome. Most CRMs today also support some form of email marketing integration.

Pros

Easy and logical, love it! To keep all notes and and details in one place, as well as a great way to view and contact clients. Email feature that keeps email in the account is great, as well as recent views is a nice feature.

Cons

There are a couple of overlapping functions that I think could be adjusted. Like having overlapping emails as the same email may own multiple accounts.

Pros

The software is wonderfully simply and efficient. We tried other CRMs and hoo boy were they overwhelming to the point of absurdity. I think the CRM space is filled with products designed for companies that are size of small countries. Highrise understands reality better than most.

Cons

My only gripe is the number of "Deals" I get for my tier. It's a tiny gripe to be sure, but an extra five would be great.

Pros

I loved that I could import from an excel file & easily manipulate large amounts of data which made it easy to get started. I didn't feel like I was starting at square 1.

Cons

The thing that was challenging was that I needed to make large updates to my data on a recurring basis. It was tricky to make the large data batch updates to my customers without losing small changes I'd made to the data since the initial import.

Pros

I had the privilege of using highrise when our organization was starting up and note taking was integral, but not vital to our success. Highrise is a great tool with good logging of history and a user-friendly and clean interface

Cons

The system doesn't always have the deep info set that many have come to expect out of CRMs. This is the reason that we ended up leaving for a different tool.

Pros

Simply the best value on the market today. Simple, effective and flexible for most needs. If a specific function is not included it is usually available via Zapier integration

Cons

We would like to see further development of the mobile applications specifically file management with drag and drop functionality on iOS

Pros

Two things, the screen isn't taken up up with demographs. its on the right side of the screen the majority of the screen is left for notes and what our interactions are with the client. I can't commit on Customer Support, I haven't had to call them.

Cons

I find it somewhat difficult when I forget someone name and there's no company association, it can take some time to look through all the Bob's in the database.

Pros

This system was very easy to navigate. I would recommend this CRM for its ease of use. There were not many intricate features.

Cons

It would be nice if there was team communication for this software. Additionally, there was no good way to track monetary values.

Pros

I find this software very intuitive (which I very much appreciate, as I'm *not* a hardcore computer person). I can find and sort my contacts in a host of different ways, easily set reminders to follow up, keep track of whom I've contacted, when I've done it and perhaps best of all, exactly what I said!

Cons

I have no complaints.