Additional information for Highrise CRM
Key features of Highrise CRM
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- Import contacts from Outlook or Excel
- Store customer emails
- Reply to emails
- Attach documents and files
- Assign tasks
- Task tracking & reminders
- Email/ SMS notifications
- Notes & comments
- Meeting notes
- Proposal & deal tracking
- Custom privacy setting
- Share contact/ company data
- Custom data fields
- Data import/ export
- Track employee reviews
- Mobile app for iPhone or Android
- 3rd party integrations
Contact management: Store lead and company information by entering data or easily importing from your email, Excel or 3rd party apps.
Task management: Create follow ups, assign tasks to teammates, track the progress of tasks and set alerts and reminders.
Email management: Store important emails and attach them to contacts. Reply to your emails directly within Highrise.
Document management: Attach documents and files to lead and contact profiles and within Highrise.
Privacy settings: Decide which information to mark as private for only you to view or select specific team members to share information with.
Multiple 3rd party integrations: Including Zapier, Wufoo, LiveChat, PieSync, Olark, Formstack, Constant Contact, Freshbooks, Bidsketch, Cyfe, Picreel, Help Scout, and many more.