Highrise CRM

CRM sencillo para rastrear clientes potenciales y gestionar seguimientos.

4.5 /5 (124 opiniones) ¡Escribe una reseña!

Información general sobre Highrise CRM

¿Qué es Highrise CRM?

Highrise es un CRM sencillo y fácil que proporciona un conjunto de funciones básicas para brindar solo lo necesario.

Highrise permite almacenar y compartir información de contactos y clientes potenciales con los miembros del equipo a través de una base de datos central de perfiles de contacto. Importa clientes potenciales directamente desde Outlook, Gmail, Excel, MailChimp y otras aplicaciones de terceros.

Highrise puede enviar correos electrónicos directamente a los clientes y almacenar los correos electrónicos importantes, adjuntándolos a los perfiles de contacto para tener toda la información en un solo lugar. También permite adjuntar documentos y archivos importantes como contratos.

Highrise permite crear seguimientos y tareas, asignar tareas a los miembros del equipo, realizar un seguimiento de las tareas y recibir recordatorios por correo electrónico o SMS para llevar a cabo las tareas. Los colegas pueden agregar notas a los contactos para que las revisen otros miembros del equipo. La configuración de privacidad personalizada permite decidir qué información compartir con quién.

Información general sobre Highrise CRM

Precio

A partir de
USD 24.00/mes

Opciones de precios

Prueba gratis
Suscripción
Relación calidad-precio

Funciones de Highrise CRM

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Estados Unidos, Canadá, Reino Unido, Australia, China, India
Idiomas admitidos
Inglés

Medios

See all of the latest activity at a glance
Prioritize and get stuff done with easy tasks and follow ups
View an entire lead or contact history on one page
Keep up even when you're on the go with our iOS and Android apps
Add notes and link follow ups and tasks to them as needed
Olark and Highrise integration is just one of our many integrations
Vídeo de Highrise CRM Captura de pantalla de Highrise CRM: See all of the latest activity at a glance Captura de pantalla de Highrise CRM: Prioritize and get stuff done with easy tasks and follow ups Captura de pantalla de Highrise CRM: View an entire lead or contact history on one page Captura de pantalla de Highrise CRM: Keep up even when you're on the go with our iOS and Android apps Captura de pantalla de Highrise CRM: Add notes and link follow ups and tasks to them as needed Captura de pantalla de Highrise CRM: Olark and Highrise integration is just one of our many integrations

Opiniones de Highrise CRM

Opiniones de Highrise CRM

Calificación general
4.5
/
5
Excelente
77

Muy bien
36

Normal
6

Pobre
5

Malo
0

Relación calidad-precio
4.5
Funciones
4.2
Facilidad de uso
4.5
Asistencia al cliente
4.4
91% Un ha recomendado esta aplicación
Blake B.

Great lightweight CRM software

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.


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Bismark D.

The most useful CRM I know. The features available are the most widely used. Powerful &...

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.


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Maria lenin L.

Effective Task Delegation and Management for Remote Workers


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Kyle l. S.

The key system to making my business run smoothly. We'd be a disorganized mess without it.

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.


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Shirin E.

Excellent CRM platform for a startup that needs good collaboration and sharing.

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .


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Blake B.
Sector: Minería y metalurgia
Tamaño de la empresa: 11-50 empleados
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Great lightweight CRM software

Software usado A diario durante Más de dos años
Revisado el 23/11/2019
Fuente de la reseña: Capterra

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

Puntos a favor

If you're ever skeptical that you need a heavy piece of software like Salesforce or Microsoft's CRM, you're probably right. This is lightweight, zippy, and constantly has new features that are coming out from the team behind Basecamp.

Puntos en contra

I wish there was an easier way to remind me of my follow ups. I don't like manually having to set the next follow up date. There's still a lot of human involvement in the software.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Bismark D.
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The most useful CRM I know. The features available are the most widely used. Powerful & Intuitive

Software usado A diario durante Más de dos años
Revisado el 7/3/2018
Fuente de la reseña: Capterra

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

Puntos a favor

I have been running two companies for the last ten years out of Highrise CRM. PROS: Only useful features included. I use ALL the features in highrise and feel that nothing is lacking. I can do sales, customer service out of the same database for two companies. The tags structure allows me to segment my contacts like no other system I have ever tried. The ability to now send mass emails to segments of or my entire database is extremely useful. The ability to create custom fields and then be able to search by them as well is simply amazing. Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen. Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use. You can start using it immediately. No videos to watch or learn. The system is that intuitive. I highly recommend this CRM to anyone running a small to mid size business.

Puntos en contra

From my perspective there are only two "cons" regarding Highrise. The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Maria lenin L.
Sector: Consultoría de gestión
Tamaño de la empresa: 11-50 empleados
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Effective Task Delegation and Management for Remote Workers

Software usado A diario durante Más de un año
Revisado el 17/8/2018
Fuente de la reseña: SoftwareAdvice

Puntos a favor

What I like about Highrise is that all communication, attachment, employees, employee profile and notes are stored in Highrise. You can easily backtrack on employees profile, projects handled, commendation, areas for improvement for future promotion recommendation or to assess a resigned employee and wants to go back. Groups can be formed per project and you can add all emails of the employees within the group. Each group has its own designated high rise and each member will receive emails and important information or actions to be taken that should be addressed by the group to close a case. This is a cloud based application to track all open cases within a project to easily assign the action item to the person or group to accomplish tasks within given timeline.

Puntos en contra

The key here is to document everything in High rise and handle all open cases within a given time frame. However, each project or case should have a designated Team Leader to give directions per case and assign tasks within the group step by step and close the case if done. If no Leadership and delegation, still everyone can open the case if he/she is included in the team without knowing what needs to be done or who should be tapped in order for the case to move. Some cases should already been closed but was not tracked well. Some forget to put notes or document daily itinerary, progress and failures. If this happens, this software fails to achieve what the application was built for.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Kyle l. S.
Sector: Alimentación y bebidas
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The key system to making my business run smoothly. We'd be a disorganized mess without it.

Software usado A diario durante Más de dos años
Revisado el 7/12/2017
Fuente de la reseña: Capterra

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

Puntos a favor

Aesthetically, I find the website to be pleasing and easy to use. It's second nature to us now as we've been using Highrise for almost 7 years. All our accounts that used to live in my head are now neatly organized and accessible by my team and our clients. Amazing to be able to offer that transparency. We use the deals function and send out samples and orders. Highrise links with some other sites we use - mailchimp and easy insights to name a few. I love how you can set permissions and tailor each users view. When we were searching for a CRM we researched many options before settling on highrise. It's been critical to our growing business.

Puntos en contra

I haven't tried the app in awhile but it used to be abysmal. Creating a new user and assigning permissions is a huge chore for us. Creating a deal is very manual and there are lots of opportunity for human error.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Shirin E.
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Excellent CRM platform for a startup that needs good collaboration and sharing.

Software usado A diario durante Más de un año
Revisado el 4/5/2018
Fuente de la reseña: Capterra

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

Puntos a favor

You quickly get an understanding of the overall situation between the firm and your client. If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly. The layout for this and organization of data on the screen is excellent for this purpose. The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments.

Puntos en contra

While CRM is client relationship management, HighRise performs well. It's not as robust a tool for an outbound sales campaign for a sales rep. The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms. The tagging feature if creatively used can overcome this minor issue

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 7.0/10

Recomendación de usuario
8.8/10
Basado en 124 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Highrise CRM

Precios de Highrise CRM

A partir de
USD 24.00/mes
Prueba gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.5/5
Basado en 124 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Highrise CRM

Funciones de Highrise CRM

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Gestión de contactos
Importación y exportación de datos
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.2/5
Basado en 124 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Preguntas frecuentes sobre Highrise CRM

Preguntas frecuentes sobre Highrise CRM

He aquí algunas preguntas frecuentes sobre Highrise CRM.

P. ¿Qué tipo de planes de precios ofrece Highrise CRM?

Highrise CRM ofrece los siguientes planes de precios:

A partir de: USD 24.00/mes

Modelo de precios: Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Highrise CRM?

No tenemos información sobre las características de Highrise CRM

P. ¿Quiénes son los usuarios habituales de Highrise CRM?

Los clientes habituales de Highrise CRM son:

Empresas pequeñas, Sin ánimo de lucro, Trabajadores autónomos

P. ¿Qué idiomas admite Highrise CRM?

Highrise CRM admite los siguientes idiomas:

Inglés

P. ¿Highrise CRM es compatible con dispositivos móviles?

Highrise CRM admite los siguientes dispositivos:

Android, iPhone

P. ¿Con qué otras aplicaciones se integra Highrise CRM?

Highrise CRM se integra con las siguientes aplicaciones:

BookingLive, Direct Mail Manager, DirectIQ, FreshBooks, LiveAgent, LiveChat, Pipedrive, SnapEngage, TeamSupport, Tracks

P. ¿Qué tipo de asistencia ofrece Highrise CRM?

Highrise CRM ofrece las siguientes opciones de asistencia:

Asistencia en línea, Preguntas frecuentes, Base de conocimientos, Tutoriales en vídeo