Highrise Updates

Highrise mention · June 7, 2017

The 16 Best Free CRM Apps

Ever gotten on a call with someone, only to mispronounce their name or forget which company they work for? Perhaps you needed to email the finance team at a supplier, but can't remember who to contact? That's why you need a CRM or customer relationship manager. Like a...read more
Highrise mention · June 1, 2015

Five Ways to Manage Contacts, Customers and Sales Leads with Ease

The Zapier Monthly: Contact Mangement Edition | Vol. II, Issue 5 Every month, we teach you how to use Zapier to solve a problem or reach a goal. This month, we're showcasing how to streamline the creation and management of contacts in your CRM. Managing contacts is like sorting socks...read more
Highrise update · April 16, 2015

New Highrise "Changed Deal Status" Trigger

The new 'Changed Deal Status' Trigger for Highrise gets triggered when the status of a deal has changed—for example, from 'pending' to 'won'. Use this new Trigger when you want to, say, share the news of a won deal in Slack, add that client's email to a MailChimp...read more
Highrise mention · September 23, 2014

The 25 Best CRM Apps for Every Business

Managing your contacts didn’t used to be so difficult. When you started your business, you had a handful of suppliers and customers, and few enough team members that you could memorize their email addresses. Things change. That’s good: business is growing and you have more people than ever...read more
Highrise update · September 19, 2014

Highrise Gets Better Email Support, Filtering and More

Highrise has long been known as an easy-to-use CRM that’s focused on helping you know the most about your contacts. And it’s getting a lot better. The future of Highrise seemed in limbo earlier this year when its creator, 37signals, decided to go all-in on Basecamp, its marquee...read more
Highrise update · September 5, 2013

Create Company in Highrise

Now Zapier can create companies inside Highrise making it easier than ever to realize your perfect Highrise integration!read more
Highrise update · March 28, 2013

Trigger on Deals in Highrise

Ever wanted to do something special when a big deal is won in Highrise? You know, something like throw a party, buy a yacht or add a Trello card? Well now that we've added deals as triggers, Zapier can help you with the Trello part, plus tons more like...read more
Highrise update · February 27, 2013

Mark Tasks as Public in Highrise

Now you can easily mark new tasks created in Highrise as public, making it easier to share tasks with the whole team. Check out all the things we can do with Highrise!read more
Matthew Guay
Written by Matthew GuayLast updated October 6, 2016

Behind all of the invoices, quotes, deals, sales, meetings, marketing campaigns, and everything else that drives the bottom line at your company is one thing: people. People are who your marketing is focused on, people you’re working with at other companies, people who make the difference. People are who your CRM should be focused on—something Highrise keeps front-and-center.

Originally developed by the team behind Basecamp and Ruby on Rails, today Highrise is led by Draft developer Nathan Kontny. The core focus on contacts is still there, along with new features to pull emails together into a team inbox and a tool to send bulk emails to your contacts.

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:

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

Have any feedback on this overview, or something we should change? Let us know!

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