Name: Highrise CRM (discontinued)
Price: 4 USD
Rating: 4.8 (22 reviews)
Author: Discontinued Products

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Kubernetes Monitoring

Development

Business Intelligence (BI)

Collaboration

Enterprise Content Management

Integrated Workplace Management (IWMS)

PDF Editors

Privacy Policy Generators

Enterprise

Accounting

Accounts Payable

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Cloud Storage

Complex Event Processing

Composable Infrastructure

Data Collaboration

Deception Technology

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

LAN Switches

Network Performance Monitoring

Remote Desktop

Robotic Process Automation (RPA)

SaaS Backup

Service Desk Outsourcing

Software Asset Management

Storage Management

Telecom Expense Management (TEM)

User Virtualization

Vector Databases

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Digital Content Creation

Email Deliverability

Email Marketing

Employee Advocacy

Headless CMS

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Government Contracting

Social Commerce

Sales

Secure Access Service Edge (SASE)

Security

Awards Management

Card Management

Dealer Management

Healthcare Learning Management

Investment Portfolio Management

Medical Scheduling

Retail Analytics

Text Analysis

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Lack of Integration with Other Products: Several users have expressed frustration over the lack of integration between Highrise and other products in the suite, such as Basecamp, Backpack, and Campfire. They feel that better synchronization between these tools would greatly improve their workflow.

Difficulty in Managing Tags: Some users have found it challenging to keep their entire Marketing Department on the same page with tags. They suggest having a list of tags generated by administrators for users to choose from, which would help ensure consistency and alignment within the department.

Limited Customization Options for Contact Information Fields: A few reviewers have mentioned that while additional fields can be added, it is not possible to delete or change the standard contact information fields. This limitation has been seen as a drawback for those who require more flexibility in organizing and categorizing their contacts' details.

Highrise is a versatile tool that has found widespread use within Cabot's organization. One of its primary applications is in Cabot's Integrated/Creative Services department, where it helps manage social media and PR contacts, track outreach efforts, and facilitate communication with various stakeholders. The Marketing Department at Cabot also relies on Highrise to efficiently manage their extensive contact list, which includes farmer owners, bloggers, and market managers. By replacing the need for physical rolodexes, Highrise has streamlined communication and contact management for Cabot Marketing.

In addition to contact management, Highrise proves valuable for Cabot in evaluating relationships with celebrity chefs and bloggers. By reviewing past email communications and notes, Cabot can effectively gauge the suitability of these individuals for event work. Furthermore, Highrise's integration with Basecamp, Cabot's primary tool for tracking and managing vendor jobs and marketing campaigns, makes it an ideal solution for their work.

Not limited to specific departments, Highrise offers comprehensive support across the organization at Cabot. Customer Service/Project Managers and Sales teams utilize it to track clients, products purchased, and sales leads. The ability to categorize clients using tags ensures a holistic view of each client based on the services they have availed or their origin. Moreover, Highrise's deals feature allows Cabot to log a client's product history with them so as to provide crucial insights into the customer relationship.

Highrise serves as an informal CRM for fast-paced entrepreneurial organizations like Cabot. It facilitates easy cataloging of sales contacts, prompt customer follow-ups by sales reps, and acts as a repository for important information about various teams, contractors, vendors, suppliers, active and inactive clients, strategic partners, and potential clients. Through customizable fields and tags, it becomes effortless to sort and organize client information based on specific criteria.

One notable application of Highrise at Cabot is its role in creating custom portfolios and references for potential clients. By referencing notes and background information stored in Highrise, Cabot can filter and sort examples of their past work using tags. This allows them to tailor portfolios and references specific to a client's needs, enhancing their chances during the sales process.

Additionally, Highrise facilitates the creation of custom email marketing lists and serves as a centralized reference for email threads with clients. Its customizable fields enable Cabot to efficiently sort and organize client information according to specific criteria. While currently underutilized, the 'deals' and 'cases' features in Highrise have potential for increased adoption by Cabot's business development and sales teams. These features could provide valuable tools for tracking deals and managing cases related to sales activities.

Highrise plays a pivotal role in Cabot's organization, serving as a comprehensive CRM solution for managing contact information and searchable tags across various departments. It allows for easy access to client information and acts as an online database and address book, accessible from any computer or device. From Cabot's Marketing Department to Customer Service/Project Managers and Sales teams, Highrise proves indispensable in tracking clients, monitoring progress from prospects to clients, and maintaining an overview of customer location, products purchased, and current agreements in place.

One limitation of Highrise, however, is the inconvenience of adding a new company, as it requires adding a contact first and then adding the company. Despite this drawback, Highrise continues to be utilized by Cabot across the organization in multiple ways. Its versatility makes it suitable for tracking businesses by sales departments and managing projects by promotions teams.

Overall, Highrise provides an efficient and lightweight solution for contact management, customer relationship tracking, and project management at Cabot. Its robust functionalities enable seamless communication with stakeholders, easy organization of client information, effective evaluation of relationships with influencers and celebrities, customizable fields for sorting data, and the ability to create custom portfolios and references for potential clients. In a fast-paced entrepreneurial environment like Cabot's, Highrise proves to be an indispensable tool that contributes to improved efficiency and streamlined operations.

Highrise is a simple CRM, allowing the user to track leads and manage follow ups with zero learning curve. Highrise is only available and supported for existing customers. As of August 2018 Highrise is no longer available to new customers. Existing customers may still take advantage of Highrise.

Highrise

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Plus

Professional

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Advanced

Essential

Power

Highrise CRM (discontinued)

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Demo: How to use Highrise hq | GPTK | Warren Knight Pt 10

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Discontinued Products

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Highrise CRM (discontinued)

Overview

What is Highrise CRM (discontinued)?