Highrise Erfahrungen

Great lightweight CRM software

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Get Highrise now to rise your businesses.

Kommentare: My overall experience using Highrise is phenomenal.

Vorteile:

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.

Nachteile:

I like everything about this platform. It's great

Early and excellent CRM for SMEs

Kommentare: Very good overall, and would have kept using it hand the price been more acceptable.

Vorteile:

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

Nachteile:

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

Effective Task Delegation and Management for Remote Workers

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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 .

Vorteile:

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.

Nachteile:

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

I suggest ideas they arrive, I ask for help it is given with a smile, I get high availability,

Kommentare: liked giving feedback in a thoughtful way, made it easy to do

Vorteile:

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

Nachteile:

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

Highrise is a great CRM with a clean design. Great for those who Salesforce is too complicated.

Kommentare: Great CRM for managing contacts and notes.

Vorteile:

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.

Nachteile:

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.

Great Price and Great functionality - Hard to Navigate at first

Kommentare: Highrise has a computer and phone app which makes it super convenient for checking tasks when you're away from your desk. I love the many options you get when you use the software, The emailing system could be better, but honestly it gets the job done for the price. You can save templates and store databases as well. Its a great system.

Vorteile:

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.

Nachteile:

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.

Works Okay, Not Very Innovative

Vorteile:

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.

Nachteile:

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.

Highrise is a Great CRM

Kommentare: Solid product, love seeing it being actively improved on a regular basis. Also have been using as easy to share task based system. LOVE the way I can add a bcc email address to help file all customer email conversations, that and the search make for a huge insurance investment to ensure we always know what was said for each client.

Vorteile:

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

Nachteile:

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.

Highrise

Kommentare: I would recommend it!

Vorteile:

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.

Nachteile:

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)

Highrise, probably the simplest CRM to use

Vorteile:

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.

Nachteile:

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.

User friendly and helpful for account management

Kommentare: Nothing more to say :)

Vorteile:

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.

Nachteile:

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.

Great CRM for small businesses

Kommentare: This is an affordable and easy to use CRM, freeing up time to those important things (like selling). The functionality is basic but really quite sufficient, and that's also why it's very easy to use. There is no reporting functionality (yet), but there are a few providers that offer deal funnel reporting a.s.o. Also, Highrise integrates nicely to Gmail with an external tool. All in all, you won't loose much money trying it out and I'm quite sure you will be pleased with it!

Use this run our small company.

Kommentare: Helped us organize our second biggest asset, our contacts.

Vorteile:

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.

Nachteile:

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.

I helped implement Highrise at my new company to keep track of our customers & prospects

Kommentare: I was able to track information on customers and prospects, making my business run better than ever. I could quickly search & see my entire history of communication with a particular individual or organization.

Vorteile:

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.

Nachteile:

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.

Great CRM and Note Software

Vorteile:

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

Nachteile:

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.

We have tried nearly everything on the market and for value and ease of use, nothing compares.

Kommentare: Time and ease with which we can onboard users.

Vorteile:

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

Nachteile:

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

I found a product that was simple to use and flexible with data fields.

Kommentare: Fast and simple to use. Keeping data base updated is quite easy with mass update from list suppliers

Vorteile:

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.

Nachteile:

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.

Simple but Great

Vorteile:

High rise is extremely straightforward, clean, and user friendly. The tasks are extremely easy to manage and team leaders get great insight into what everyone is working on. We rely heavily on the email integration for logging customer account activity and assigning accounts.

Nachteile:

With simplicity comes limitations. This CRM serves our small company well, but for a bigger company with mare email marketing this is not going to offer you the most robust features

A CRM that makes life much easier!

Kommentare: I stay on top of communications with my clients. Everything I've wanted the program to do for my business thus far, it has done quickly and easily.

Vorteile:

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!

BEST CRM EVER

Kommentare: I love this CRM system. I use it to keep an accurate record of purchases clients have made, along with the outreach I do for the client.

Nachteile:

I have no complaints.

A Database Program That Has Multiple Functions

Vorteile:

Before we began using Highrise, we thought that we were going to have to hire someone to create a database for us, then hire someone to maintain it. When we discovered Highrise, this solved our issues. We are an executive search firm, and Highrise allows us to keep track of every job candidate who sends us a resume. We have their contact information at our fingertips, and we can attach their resumes and any other pertinent info to their Highrise entry. We have also found it extremely useful to use the tags. In this way, we can differentiate our candidates by the type of work that they do, and also by what positions they have applied for in the past. If we are trying to reach out to someone with a financial background, we do a Highrise search using our financial tag, and everyone who has financial experience will come up in the search. We can even narrow it down to region, city, state or zip code. We like using the notes so that any of our team members who look at a Highrise entry can see if there's anything about a particular candidate another team member found notable during a phone conversation, for example. We also really like how integrated Highrise is with LinkedIn, because we use LinkedIn quite a bit. There are a lot of features of Highrise that are automatic that help us a lot. For instance, as long as a person's profile in Highrise has their email address, we can forward emails to a dedicated Dropbox email and Highrise will automatically pick it up and add it to that person's Highrise profile.

Nachteile:

It's not very hard to overwrite an entry and you have to be careful when you are importing contacts from other software programs. It's time consuming when setting up the database to enter all of the data, however, Highrise has made it as easy as possible.