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Review of Highrise CRM

  • Reviews Icon 1 Review
  • Points Icon 10 Points
  • Screenshots Icon 1 Screenshot
  • Questions Icon 0 Answers

Overall Experience
Ease of Use
Customer Service
What does the company do well?
It keeps prices comparably low in the CRM world. I like the tagging feature that let's you tag clients with various labels like restaurant, bar, tour, client, prospect, trial. I use this to organize my email marketing efforts with a quick export feature. It's easy to add users and create tasks. We create a task every time a client has us add a holiday menu to remove it the day after. I assign that to someone else so they get a reminder.
What does the company not do well?
The tasks window could organize by date and be much easier to interpret. Meaning a calendar view would work well. They set up Google calendar integration, but there's a delay there when you reschedule a task that keeps it from being useful. I need to move all tasks today to another day if I'm sick and it didn't sync quickly enough in Google Calendar to make it usable.
What do you wish you had known about the company before using?
I used their broadcast email feature and several of my own clients tagged it spam. The setting was too tight and I couldn't use it again. This was like 3 out of 150 or something like that. It was employees that left that particular restaurant. Had I known, I would have sent a test round using a less constrictive system and deleted or untagged those employees that hadn't been there in awhile. Before you transition to their email marketing, consider doing that. Also, sadly, I think they are no longer building new features in Highrise. The current ones are still pretty strong for a $25 per month system.