Highrise

Get to know Highrise

The main reason you'd start using Highrise is to manage your contacts together as a team. It's a group address book that includes every detail about that person or company and their relationship to your team. You can list as much contact info as you want, and add custom fields to keep track of things like customer IDs, the person who referred them to your firm, and more. You can then add notes about the person, listing every time you meet with them or saving files they've sent to your company. And if you want to get in touch, just tap the Send an email tab to send them a message directly from Highrise.

You'll then use that contact data to drive your team's sales forward. Highrise helps you manage those with cases, deals, and tasks. Cases let you keep everything about a project or initiative together in one place—so you could perhaps add a case about your Q4 sales goals. Deals then keep everything about a potential deal with a client in one place, something that will help you reach that Q4 goal. And tasks are the individual things you need to do, whether to reach a goal, close a deal, or stay in touch with a contact.

Finding info is easy in Highrise. On the left sidebar, you'll see quick links to the contacts, deals, and cases you've looked at recently. Highrise's homepage will show you a quick overview of activity so you'll know what's going on in your team. And the search bar at the top lets you easily jump to a contact, case, task, or even a tag to find, say, everyone interested in #productX.

You might not even need your email inbox anymore. Instead, you can connect your Gmail account, automatically forward client emails into Highrise, and then manage them as a team from the Good Morning page in Highrise. Highrise treats emails as tasks, so you can check them off or get a reminder to follow up later. And if you're busy, your teammates can jump right into your emails for you.

Or, say you want to send a message to all of your customers—or everyone interested in #productX. Highrise's new bulk email service lets you send an email to everyone with specific info in your CRM, using email templates to keep your messages on brand and stats to measure those bulk email's performance.

The Highrise team says the goal with their app is "to create more meaningful interactions with those around us: with our customers, with our employees, even with our friends." That's something you'll have to do on your own—and Highrise's tools can free you up to do it. With its quick tools to pull up info on contacts, deals, and cases, and ways to manage your team emails together, you'll be able to find the info you need, stay in touch with contacts, and get more done in less time.

Highrise Resources:

  • Add more features to Highrise with Highrise Extras
  • Still unsure why you need a CRM? Here's an intro to customer relationship management to help you get started.

Original Highrise review published 15 September 2014; re-written 6 October 2016 to cover new features and add new screenshots.

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New Highrise "Changed Deal Status" Trigger