Highrise offers an intuitive platform to track and manage customers, professional contacts and sales tasks in a user-friendly interface. Designed for small businesses, freelancers and entrepreneurs, Highrise streamlines team tasks management and customer relations for optimum efficiency and continuity.
- Note and Document Storage
- Task Management Delegation
- Deal and Proposal Tracking
- Contract Management
- Holds 30,000 Contacts
- User-Specific Privacy Settings
- Easy integration with Outlook and Excel
- Integrates with any third party email providers
- Holds up to 30,000 contacts
- Compatible with iOS and Android phones
- User-friendly interface
- Not powerful enough for larger organizations
- No “read only” option, opens possibility of unintentional edits
- No sales tracking capabilities
Whether you’re a startup with limited contacts, or an established venture with thousands of dedicated clients, organizing and managing customers isn’t always easy. Combined with outside sales teams, contractors and other personnel, losing track of essential customer details is easier than you think. Instead of foraging through endless digital files and paper documents, Highrise delivers powerful customer organization and task management designed to boost communication and profitability. Through a user-friendly interface, keep track of customer emails, phone call information and various task lists. Essentially, Highrise performs the duties of an intuitive personal assistant. As your business grows, Highrise actively organizes and manages a variety of data values, such as keeping track of business prospects, aggregating emails and notes and automatic follow-up reminders. Compatible with any email provider, simply sync your email account with Highrise and experience communication fluidity like never before. Along with grouping emails together based on customizable tags, its powerful reporting system generates detailed leads and pipeline data. Tired of not being able to find specific notes or contact information? Highrise offers a sophisticated search function designed to deliver information you want in a matter of seconds. Once integrated with your email provider, Highrise simplifies bulk emailing. Never send an incomplete or error-filled email again, thanks to the test-send function. Send more emails than you can count? Then you’ll appreciate the custom email templates. Save time compiling repetitive emails with one of the pre-built email templates, or save a customized template. As a centralized customer management system, Highrise is designed for cross-departmental organization. However, that doesn’t mean everyone needs complete access. Determining who has access to what is as simple as a few clicks. The intuitive privacy settings prevents unauthorized access to private emails or conversations. The automatic reminders ensure you’ll never miss another important meeting or phone call. Creating reminders is easy and reminders may be delivered by email or text message. After a client or team meeting, easily upload meeting notes, documents and other essential data. Overall, Highrise is a powerful customer management solution for small businesses. While it doesn’t feature some of the functionality and advanced capabilities as larger solutions, its user-friendly interface and potent organization features makes it an essential tool.