Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals. | The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy. | Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers. |
A person’s history on one page- Every contact in Highrise gets a page. You and your co-workers can add notes from calls, conversations, meetings, or any other historic information about this person.;Add tasks and get things done- Tasks help you get things done. Assign tasks to yourself or to others. Add action categories (Call, Thank You, Demo, Fax, Email) for quick scanning. Check’em off when they're done. Highrise will even send reminders to your email account or mobile phone!;Track deals, proposals, and leads- Know which proposals/bids are pending, which you’ve won, and which you’ve lost. Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes.;Couldn’t-be-easier Permissions- Highrise lets you specify who can see which people, companies, notes, and cases. It’s your call.;Quickly add people to Highrise- Adding a person manually takes just a few seconds. You can also upload vCards to add people even faster or import people from your Basecamp account.;Highrise loves getting email- Highrise works together with email. You can send, BCC, or forward emails to Highrise and they'll automatically be attached to the right person’s page.;All of your contacts in one place- All of the people who are important to your business are in Highrise. Keep track of emails, conversations, and tasks.;Your latest activity is all in one place- Your company’s Highrise activity is summarized on the “Latest activity” screen.;Color combos to suit your taste- Choose from a variety of color schemes to best suit your company brand.;Cases keep related stuff together- Cases help you keep related notes, files, images, and people together on one screen.;Get your co-workers involved- Highrise gets better the more people in your organization that use it. The users section lets you invite people to create accounts on your system. Groups let you set batch permissions on people, notes, and cases. | Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.;Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.;Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.;Email integration- Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.;Chatter- Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals wherever you are.;Forecasting- Forecasting accuracy has never been this easy. Get in-line editing, override visibility, multi-currency support, custom forecast categories, and a complete, real-time view in to your team's forecasts.;Analytics- Dashboards offer a real-time picture of your business at a glance. Dig deeper with real-time Reports that anyone can create.;Marketing and leads- Optimize campaigns from lead to close, on every channel.;Approvals and workflow- Use Visual Workflow to rapidly design and run any business process with drag and drop simplicity.;Files and libraries- Now it's easier to share files, discuss them, publish the best, and track your content in real-time.;Partner management- Use the Partner Portal to build loyalty, collaborate with your channel, and drive more deals, and connect your Salesforce to your partners' to collaborate on opportunities, leads, and much more with Salesforce-to-Salesforce.;Data.com- Get contacts and company profiles from the leading data sources, right inside the Sales Cloud. Connect with key decision makers faster, easily plan territories, and increase sales and marketing productivity with up-to-date, accurate data.;AppExchange- Extend your success with the AppExchange, the world's leading cloud apps marketplace, with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce. | See all deals in a visual sales pipeline;Organize contacts and follow up every lead;Sales forecasting for avoiding nasty surprises;Set up in under 2 minutes, no training required;Work anywhere with our iOS and Android apps |
Statistics | ||
Stacks 19 | Stacks 2.7K | Stacks 357 |
Followers 19 | Followers 1.7K | Followers 251 |
Votes 7 | Votes 64 | Votes 31 |
Pros & Cons | ||
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Integrations | ||
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