Highrise review by Inspector Jones

Highrise is an online CRM that is geared toward small businesses. The interface is simple and easy to understand. Pricing is relatively inexpensive, and you aren’t required to sign a contract to use the service.

Customization capabilities are limited, so there aren’t many options to create a targeted experience. Highrise also doesn’t offer any reporting capabilities, which is a problem for users that require detailed reports.

Highrise is a very solid, if minimalistic, Customer Relationship Manager. That’s all, nothing more, nothing less.

Some of Highrise’s key features include:

• Highrise enables you to share and track all of your contacts and communication with your team, so they can view the status of any deal or relationship. You have the ability to make notes on meetings, share client emails and share tasks that are related to any contact or project. Highrise also lets you mark any information private, for only yourself, or selected team members.
• Highrise’s task tracking and reminders let you keep track of important tasks, assign tasks to team members and receive task reminders by email or SMS. You have the ability to view tasks by company, contact or project. You can also add reminders to tasks so you remember to send required emails.
• Highrise offers communication management that enables you to import and share your contacts from Outlook, Gmail, Excel and others. You can send emails to contacts, import contacts through CSV and connect 3rd party tools like MailChimp.

Ease of use

Highrise is more useful for small startup companies, of 3-5 people. Even though Highrise can easily be built on to accommodate a growing contact base, a large company will start out needing to add more options, which may make it more beneficial to start out with a different CRM.

The simplicity of Highrise is it’s most favorable characteristic. Since Highrise is intended for beginners, all of its functions are geared toward simplicity.

Customer Service

Technical support for Highrise software is minimal and seems limited to web tickets for help.

Add-Ons and Integration

Highrise is compatible with several different software companies through API integration. The top 5 most frequently used add-on apps include:

• RiseOnGo for Android - Lets you manage companies, contacts, tasks, emails and notes from your Android device.
• CatchApp - Monitor your team’s activity in Highrise and other productivity apps from any device.
• Collabspot for Gmail - Lets you view your Highrise contact info and add notes, tasks and deals from inside Gmail.
• SyncAce for Outlook - This app makes it possible to assign Highrise tasks, send e-mails and more without leaving Microsoft Office Outlook.
• Zapier - You can integrate Highrise with dozens of your favorite productivity applications.

Problems and Complaints

The main problems and complaints with Highrise are specifically focused on the mobile app. These problems mainly consist of the lack of functionality and even some instances of lost data.

In Conclusion

Highrise is effective for a few specific types of people including: small business owners, freelancers and people who want to organize their own personal lives. For larger businesses, Highrise may not be your best option.