Highrise CRM and Contact Management: Review

Highrise CRM maintains a focus on helping you to manage three key areas of your business: Contacts, Tasks, and Communications. This CRM allows you to share contacts with your team, maintain your contacts and your relationship with them, create tasks, set reminders, keep track of emails and notes, and other forms of correspondence.

Intended Users

Highrise has a plan for just about any business. With a free plan, solo plan, basic, plus, and premium, whether you are a power user, small group, or anything in between, there will be a plan that is perfect for you.

This software is intended for use as a CRM and Contact Management system — with collaboration features, team management, contact management, and a “just-right” amount of tools and features, this software does not have unnecessary features or too little — like Goldilocks finding a bed — it is just right.

Deployment

  • Cloud, Web
  • Mobile

Mobile

  • Highrise App (iOS and Android)

Features

There are a great array of feature offered by Highrise that makes managing contacts easy.

Collaboration

You can share everything or exactly what you choose with Highrise. Track contacts and communication so that your team members can view the status of any relationship or deal. You can make notes on a meeting, share emails during negotiations, share tasks related to a contact or project, and more. You can also mark information as “private” to yourself or select team members so you control what is shared and to whom.

  • Share address books
  • Store important emails
  • Attach documents and files
  • Control who sees what with Easy Privacy settings

Track Tasks and Set Reminders

Your new business pipeline will be clear — by creating tasks to follow up with leads and check in on your customers, you can do a lot for your pipeline with these tools. View tasks by contact, company, or project, and add reminders to your tasks so you never forget to send an email.

  • Keep track of important tasks
  • Get reminders via SMS or email
  • Assign tasks to team members

Manage Communication

Share and track your contacts and emails in Highrise. You can easily import contacts from Gmail, Outlook, Excel, and from other softwares. This allows you to reply to important emails immediately and with the right information — all from one central software.

  • Send emails to contacts
  • Import contacts via CSV
  • Connect 3rd party tools such as MailChimp

Workflow

  • Track new business deals
  • Add files to deals and projects
  • Attach emails to deals, contacts, projects
  • Add tasks to people, projects, or companies
  • Reply to important emails
  • Add comments and notes
  • Shared contacts and companies
  • Custom data fields for people and companies
  • Search and filter all your contacts
  • Tag contacts for easy organization
  • Simple data import and export
  • Integration with many 3rd party tools via API

Highrise Extras

The extras offered by Highrise offer you: Apps, Accounting, Support, Data Sync / Migration, Email Marketing, Form Collection, Mobile, Live Chat, Pipeline Management, Productivity / Reporting, Proposal & Quote Management, and Sales & Marketing.

Plans & Pricing

There are five plans you can choose from Highrise: Free (seen in the next section), a Solo Plan, the Premium Plan, Plus Plan, and the Basic Plan.

Solo Plan

Price: $29 / month

  • 1 User
  • Storage: 5 GB File Storage
  • Deals: Unlimited
  • Contacts: 20,000

Solo Plan: https://hello.highrisehq.com/signup/solo/new

Basic

Price: $24 / month

(Intended for small groups)

  • Up to 6 users
  • 5,000 Contacts
  • 10 Deals
  • 5 GB Storage
  • No per-user fees

Plus

Price: $49 / month

(Intended for intermediate user needs — the most popular plan at Highrise)

  • Up to 15 users
  • 20,000 Contacts
  • Unlimited Deals
  • 15 GB Storage
  • No per-user fees

Premium

Price: $99 / month

(Intended for power users)

  • Up to 40 users
  • 30,000 Contacts
  • Unlimited Deals
  • 30 GB Storage
  • No per-user fees

All plans features safe and secure features — password protected with safe cloud-management.

Free Plan

Highrise also offers a free plan — you can use the free plan as long as you would like. You can also upgrade to a paying plan later on if you require more cases, file uploading capabilities, more contacts, and so forth.

  • 2 Users
  • No Files
  • Contacts: 250

Free Plan: https://hello.highrisehq.com/signup/free/new

Extras

And don’t forget the extras that you can add to your plan that we went over in the Features section.

Check out the full list of Highrise’s extras here: https://highrisehq.com/extras/

Free Trial

You can quickly and easily sign up for a 30-day Free Trial of Highrise. All you do is pick a plan and sign up in 60 seconds. You can upgrade, downgrade, or cancel at any time.

Free Trial: https://highrisehq.com/pricing/

Contact Information

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