Highrise CRM is an easy to use CRM for smaller businesses and is ideally suited for startups.
The tools you need, all in one place
Highrise CRM is the just-right, more thoughtful way to keep track of the people, conversations, and tasks that are the lifelines of your business
It would be fair to say that Highrise CRM is unlikely to worry the likes of Salesforce and other major CRM’s but I’m guessing it was never intended to – this is a CRM that is easy to sign up for, comes without a long term commitment in the form of a contract and is, in my opinion, affordable by even the smallest organisation.
Highrise lets you share everything with your team. In fact it is the perfect way to keep track of your contacts and all of the various communications that you msay have with them so that your team can always see the status of any deal or business relationship.
Any user can make notes about a meeting and share important emails during the ongoing course of a negotiation. Tasks can be shared regarding any contact or project. Information can alternatively be marked private to yourself or to relevant team members – share what you want, but only if and when you want.
You could share an address book, store emails, attach documents or files and control who sees what, using Highrise’s simple privacy settings.
Here is a quick overview of some of Highrise’s features that are designed to simplify your workflow. Highrise is here to do just what you need – no more, no less. You can:
- Track new business deals
- Add files to existing deals and projects
- Attach emails to deals, projects, contacts
- Easily reply to emails in a timely manner
- Allocate tasks to team members
- Add notes or comments to contact records
- Share contacts and businesses
- Search, filter and export contact data
- Assign tags to your contacts for easier organisation
- Add custom data fields to contacts
- Import and export data as required in popular formats
There’s also the facility to integrate with third party tools via Highrise’s API, great for the more advanced user.
As the good folks at Highrise say – “Your address book doesn’t do enough, CRM software tries to do too much. Stay connected with simple contact management.”
I agree with all of that so why not give it a try. Highrise starts at just $24/month for the Basic plan which gives you up to 6 users, 5,000 contacts and up to 10 deals. You also get 5GB storage and there are no per-user fees. Best of all, there’s a free 30 day trial so this one should definitely be on your CRM shortlist.
Where To Find It
Paid, Various Options
Free Trial Available
Yes- 30 days
Plans start at $24/month