Highrise

Brief Overview of Highrise

Highrise is a simple customer relationship management (CRM) software designed to help businesses track leads and manage follow-ups. With a focus on simplicity, the platform aims for an instant setup and zero learning curve for its users. Although Highrise is no longer available for new signups as of August 20, 2018, it remains a fully supported product for the more than 10,000 businesses that currently rely on it. The service is maintained to be secure, reliable, and fast for its existing customer base. A key aspect of the Highrise ecosystem is its extensive connectivity, offering a wide array of third-party integrations and dedicated mobile applications for both iPhone and Android devices, allowing users to collaborate on contacts, notes, and tasks from anywhere.

Highrise Key Features for Content Creators

While direct feature descriptions are minimal, the platform's power for its existing users lies in its connectivity and core functions.

• Lead and Follow-up Tracking: The fundamental purpose of Highrise is to provide a straightforward system for tracking leads and managing follow-up communications, keeping contact management organized.
• Mobile Apps for iPhone & Android: Dedicated applications for both iOS and Android devices allow users to access and manage their CRM data on the go. These apps enable collaboration on contacts, notes, and tasks directly from a mobile device.
• Extensive Third-Party Integrations: Highrise connects with a large number of applications across various categories, allowing users to build a customized workflow. This ecosystem extends the CRM's functionality significantly.
• Data Sync & Migration Tools: Integrations with services like PieSync, Cyclr, and Bedrock Data enable continuous two-way contact syncing with other platforms like MailChimp, Office 365, and Google. Users can also migrate data from other CRMs into their Highrise account.
• Email Marketing Connectivity: The platform integrates with popular email marketing tools such as Constant Contact, ActiveCampaign, and Sendloop. This allows users to synchronize their Highrise contacts with email lists to build and send marketing campaigns.
• Customer Service & Support Integrations: Highrise connects with help desk software like Help Scout, Groove, and LiveAgent. These integrations allow support teams to view Highrise contact details directly within their ticketing systems, providing valuable context during customer interactions.
• Live Chat Integration: Users can connect live chat tools like Olark, Tidio, and LiveChat. This functionality automatically sends chat transcripts and new lead information directly into Highrise, capturing interactions from website visitors.
• Accounting & Invoicing Connections: By integrating with accounting software such as FreshBooks and Less Accounting, users can streamline the process of invoicing clients directly from their CRM contacts.
• Form Collection: The platform works with form-building tools like Wufoo, JotForm, and Formstack. This allows businesses to automatically create new contacts and leads in Highrise from submissions on their website or blog forms.
• Productivity and Reporting Dashboards: Integrations with reporting tools like Geckoboard, Cyfe, and Easy Insight allow users to create charts, KPI dashboards, and custom reports from their Highrise data to visualize sales and contact activity.

Highrise Target Users & Use Cases

Highrise is exclusively for businesses and individuals who signed up for the service before August 20, 2018. The platform is designed for users who need a simple, no-frills CRM without a steep learning curve, making it suitable for freelancers, small businesses, and teams that prioritize ease of use over complex feature sets.

Primary creator types:

• Freelancers needing simple client and lead tracking.
• Small business owners managing a sales pipeline.
• Sales teams within larger organizations who have used the platform for years.
• Marketing professionals who need to sync CRM data with email platforms.

Specific use cases:

• Managing a central database of business contacts and client notes.
• Tracking the status of sales deals and scheduling follow-up tasks.
• Syncing customer data with help desk software to provide contextual support.
• Automatically adding leads from website contact forms into the CRM.
• Sending chat transcripts from customer conversations to a contact's record.
• Creating invoices for clients using integrated accounting software.
• Building email marketing lists from CRM contacts for targeted campaigns.
• Visualizing sales activity and performance on a custom dashboard.

Frequently Asked Questions About Highrise

Is Highrise free? The provided information does not mention pricing, only that new signups are no longer accepted.

Can I sign up for a new Highrise account? No. As of August 20, 2018, Highrise is no longer accepting new signups. The service is only available to customers who had an account prior to this date.

Is Highrise still being supported? Yes, Highrise is actively supported for its 10,000+ existing customers. The platform is maintained to be secure, reliable, and fast.

Does Highrise have a mobile app? Yes, Highrise offers mobile apps for both iPhone and Android devices. The apps allow users to collaborate on contacts, notes, and tasks.

What platforms does Highrise integrate with? Highrise integrates with a wide variety of third-party applications for accounting (FreshBooks), customer support (Help Scout), email marketing (Constant Contact), data sync (PieSync), live chat (Olark), and more.

Bottom Line: Should Content Creators Choose Highrise?

For the general public and new businesses, the choice is straightforward: Highrise is not an option, as the platform has closed new signups. However, for the thousands of existing businesses and freelancers who are legacy users, Highrise continues to offer significant value. Its core strength lies in its simplicity and commitment to doing a few things well: tracking leads, managing contacts, and organizing follow-ups.

The platform's primary advantage for its current user base is the extensive ecosystem of integrations. This allows users to connect Highrise to nearly every part of their business workflow, from customer support and accounting to email marketing and sales reporting. The continued support ensures the service remains reliable and secure. Therefore, for an existing user who values a simple, stable CRM that integrates deeply with other tools, Highrise remains a perfectly viable and effective solution.