Highrise is a streamlined CRM (Customer Relationship Management) solution designed specifically for small businesses, focusing on simplifying lead management, follow-ups, and overall business growth.
What Highrise Does
Highrise is tailored to help businesses manage their leads and customer relationships efficiently. It serves as a centralized platform where all interactions with leads, including notes, emails, and follow-ups, are stored and easily accessible.Key Features and Functionality
Lead and Contact Management
- Notes and Emails: All communications with leads are kept in one place, providing a clear record of who said what, to whom, and when.
- Tags and Custom Fields: Users can store important data on contacts using tags and custom fields, making it easy to find and organize information later.
Follow-ups and Reminders
- Easy Follow-ups: Create follow-ups with just a few clicks and receive reminders via email or SMS. Leads can be assigned to the right team members to ensure timely responses.
Communication Tools
- Bulk Email: Send emails to groups of contacts and track opens and clicks to stay top-of-mind.
- Email Templates: Save time by using pre-defined email templates for repetitive replies.
- Integration with Email Systems: Works seamlessly with any email system, including deeper integrations with Gmail and Outlook.
Organization and Reporting
- Cases and Deals: Additional organization tools to manage complex situations and track the progress of deals.
- Reporting and Analytics: Generate reports on leads and pipeline activity to stay informed about team performance and deal closure rates.
Search and Filtering
- Easy Search and Sophisticated Filters: Users can slice and dice their data in various ways to find the information they need quickly.
Collaboration and Privacy
- Group Inbox: Prioritize and manage incoming leads through a shared inbox, ensuring no lead falls through the cracks.
- Privacy and Permissions: Control who sees what with easy-to-set privacy settings.
Additional Features
- Recurring Reminders: Strengthen relationships with consistent contact through recurring reminders.
- Automated Avatars: Remember contacts with automated avatars or add custom images.
- Mobile and Web Access: Accessible from anywhere, allowing real-time management of leads and tasks.