Highrise Erfahrungen

Easy to use and clean interface. The import and export tool works fantastic and I like the way how new features are brought into the system that helps the user to push the needle and achieve more and better organized.

I'd say I do not like anything least about Highrise, but it would be great to have the ms-outlook integration just as other new CRMs provide so it makes life easy to work with email client and highrise all at the same time.

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.

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.

Pros -
- It has all the basic feature but then that cannot be counted as Pros

Cons
- The parent company has stopped investing in this software. So, the product is old and clunky and no scope for improvement
- The product doesn't have user-friendly/intuitive software
- The customer service is only via email. So, not helpful at all.

I love Highrise. It offers great tagging with the ability to filter companies by tag and include employees of those companies (so you don't have to tag all employees). You can use it for broadcast email, although the bounce and spam rates are pretty tight to know you off the system. It will auto record all emails sent to clients using a BCC to highrise feature so you can store all interactions and make them available across all employees. You can add custom fields as well for mail merge. The desktop UX is great. The mobile UX is OK. The mobile apps are getting better. That's the main thing I like, they announce new features and functions routinely and it's getting better all the time.

I noticed that the broadcast email bounce signals were too tight the first time I used it. I sent something out to all my clients, but I work with restaurants and some email addresses were dead and they shut me down temporarily. Real email tools won't be so stringent. Could have improved since that effort as that was when it first came out.

I evaluated a bunch of CRM tools, and found that Highrise offered perfectly adequate functionality for my needs at a fraction of the price of other CRM tools on the market. I was able to track customer contacts, share customer contact details with members of my team, set up reminder tasks, and easily import and export lists.

Nothing. It did everything I needed it to do and was easy on the budget.

I love the feed you get when you first log in. You can simply see all the most recent interactions. It's also very easy to add emails to the system - simply BCC your unique user email ID and it's added in automatically.

It's not easy to get helpful insights based on customers. It's also not easy to break down customer types. This is where it falls flat compared to a product like SalesForce. I wish there was a way to integrate the two.

I like the fact that all information I need about any of our clients is on one page which is really helpful!

It's getting slightly outdated as newer and more intuitive CRM programs enter the marketplace. It can't do everything that the new guys do.

As a large practice, we have both clinicians and physician liaison's marketing to local healthcare providers and the community. Prior to Highrise, we relied on individual communications on our targets and recent visits. It was disjointed and often resulted in redundant efforts or gaps in coverage. Highrise allows us to easily communicate who we visited with and when. It also allws us to make notes visible to team members and provide a single platform to house information on all our community and healthcare relationships. The alerts and notification emails highlighting recent events is useful as well. I highly recommend using Highrise.

For a large organization, the news feed isn't very useful. Perhaps if it was region specific it would be helpful but currently it is simply noise.

Clean and clear design is cheerful and makes it easy to find and read information. The layout makes sense to me. Sharing notes and contacts in our small business makes all of us as smart about our customers as any one of us is. The easily customized tags and filters enables me to store information the way my brain works for sorting contacts. Easy import/export is fantastic as well.

I'd like the feature of notifying someone about a posted message to be available on a forwarded message as well. Doesn't currently seem to be. Flip side of customizing tags is that different people can inadvertantly create different tag names for essentially the same thing, making it easy to miss on the list you want. The benefit far outweighs this problem in my mind, but it has been a drawback for some of my colleagues.

Flexibility to design the fields and tags so it works for you and your business.
We don't use all the functions - but that doesn't hinder the way it works.
Constant developments on the software and use is amazing.
Love the App for mobile use - so easy and accessible when out and about.
We have made suggestions and you have listened and updated.
Any queries when we were first setting up 4 years ago were dealt with immediately.

I have been able to get an "in real time" update on how all of the care-givers in my congregation are doing related to their specific care-receivers. This makes my life much less complicated, constantly wondering where care priorities need to be placed.

It has not always been perfectly clear how the communication aspects work, especially how to send a copy of my entry to only one person, or to the whole group.

Ease, above all - CRM is simple - keep track - avoid distraction - HighRise sticks to the basics and leaves the bells and whistle to the others.

We are happy to see improvements in reporting, and activity tracking, but would like to see more. Luckily you can talk to the team and actually see your interests addressed.

Easy access to clients and the ability to leave notes for anyone involved in the case. Tasking is simple and all laid out for you.

Sometimes you want to be able to share information with clients and with this system you are not able to.

Highrise is economical and provides many good features. The program allows for ease in putting in contacts and notes.

It is not easy to export data to another source. Does allow for export to Excel, but you are not able to export entire record with notes.

Easy to use and integrate with email and multiple users. A great place to keep all info on your clients

Lack of updates and financial tracking. Disappointed that they are not continuing.

Xml exports. Enable me to do my own useful reports
It's not overloaded with features

No reporting tool

Ease of use and accessibility

NA

Highrise is easy to use, extremely intuitive, and very affordable. Highrise is built by Basecamp and it has it's own cult following. If you want an easy way to keep track of your customers and potential customers and you want it to mirror the human experience, and not feel stuck with the process you're forced into by your CRM, then you should try Highrise.

A lot of organizations are used to Salesforce, so it's hard to get people who have used highrise, or organizations that are willing to use Highrise, so even if you like Highrise you may find yourself having to use a different platform based on the organization you work with.

how easy it is to enter information and tag it. Pulling reports is super awesome and easy as well. Connecting my emails to the files is great!

The deals section seems to be for large deals. in our profession our deals are a little different. I wish we could customize for what we need but it's not a deal breaker. The price is so good you cannot complain about functionalities like that.