Highrise

Review of Highrise Software: system overview, features, price and cost information. Get free demos and compare to similar programs.

Overview

About Highrise

Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies. Highrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings. Highrise provides a feature called "Good Morning," which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.

Highrise Screenshots

Highrise Features

Features of Highrise
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management

Highrise Integrations

FreshBooks logo
FreshBooks
Olark logo
Olark
Operations Hub logo
Operations Hub
Benchmark Email logo
Benchmark Email
OnSIP logo
OnSIP
Contactually logo
Contactually

Customer Reviews

See why people love Highrise

5 Star
80%
4 Star
20%
3 Star
0%
2 Star
0%
1 Star
0%
Blake B.

Blake B.

Verified User

Mining & Metals · 11-50 employees

Used daily for more than 2 years
Dec 22, 2025

Great lightweight CRM software

Great! Store hundreds of contacts in a cloud based database and easily zip through them. They can be tagged however you imagine. The problem is that it takes a lot of time at the end of the day/week/month/cycle to go through and categorize them. I wish there were more automated workflows.

What they liked
  • If you're ever skeptical that you need a heavy piece of software like Salesforce or Microsoft's CRM, you're probably right
  • This is lightweight, zippy, and constantly has new features that are coming out from the team behind Basecamp
Room for improvement
  • I wish there was an easier way to remind me of my follow ups
  • I don't like manually having to set the next follow up date
  • There's still a lot of human involvement in the software
Why they chose it

"Pricing and demo -- the sales folks showed us how we could easily fit it into our ongoing operation and that sold management on its ease of use."

Georgiana P.

Verified User

Business Supplies and Equipment · 2-10 employees

Used daily for less than 2 years
Dec 22, 2025

Get Highrise now to rise your businesses.

My overall experience using Highrise is phenomenal.

What they liked
  • You can use any data from a 3rd party site that can be uploaded using the Highrise which makes my job way easier when it comes to sales
  • Highrise also saves your contact information which helps to manage your businesses
Room for improvement
  • I like everything about this platform
  • It's great
Switched From

I make the switch because Highrise has better options.

Ivan C.

Verified User

Food & Beverages · 2-10 employees

Used daily for more than 2 years
Dec 22, 2025

Highrise packs a lot of power for a great price

It's not sales force, but as a CRM tool it's got to be one of the better priced options considering the features.

What they liked
  • I love Highrise
  • It offers great tagging with the ability to filter companies by tag and include employees of those companies (so you don't have to tag all employees)
  • You can use it for broadcast email, although the bounce and spam rates are pretty tight to know you off the system
  • It will auto record all emails sent to clients using a BCC to highrise feature so you can store all interactions and make them available across all employees
  • You can add custom fields as well for mail merge
  • The desktop UX is great
  • The mobile UX is OK
  • The mobile apps are getting better
  • That's the main thing I like, they announce new features and functions routinely and it's getting better all the time
Room for improvement
  • I noticed that the broadcast email bounce signals were too tight the first time I used it
  • I sent something out to all my clients, but I work with restaurants and some email addresses were dead and they shut me down temporarily
  • Real email tools won't be so stringent
  • Could have improved since that effort as that was when it first came out

Aaron E.

Verified User

Management Consulting · 2-10 employees

Used daily for less than 2 years
Dec 22, 2025

Early and excellent CRM for SMEs

Very good overall, and would have kept using it hand the price been more acceptable.

What they liked
  • The user interface was amazing
  • We learned the founders issued Ruby which became their greatest success
Room for improvement
  • No complaints, our company used the product for some years and it served us well

Natasha L.

Verified User

Public Relations and Communications · 2-10 employees

Used weekly for more than 2 years
Dec 22, 2025

Client management simplified

Verified reviewer

What they liked

I like how easy it is to view email communications and client information in a portal the whole team can use

Room for improvement
  • I do not have any issues with the Highrise platform
Bismark D.

Bismark D.

Verified User
Used daily for more than 2 years
May 28, 2026

The most useful CRM I know. The features available are the most widely used. Powerful & Intuitive

I have been able to keep under control interactions with my customers regarding both sales and customer service. By using tasks, I never missed a follow up, an employee's birthday or anniversary. The software has given me a great sense of control and made it look simple.

What they liked
  • I have been running two companies for the last ten years out of Highrise CRM
  • PROS: Only useful features included
  • I use ALL the features in highrise and feel that nothing is lacking
  • I can do sales, customer service out of the same database for two companies
  • The tags structure allows me to segment my contacts like no other system I have ever tried
  • The ability to now send mass emails to segments of or my entire database is extremely useful
  • The ability to create custom fields and then be able to search by them as well is simply amazing
  • Task management is very simple in Highrise, perhaps, the most intuitive I have ever seen
  • Deals and the search capabilities are the icing on the cake, but what truly sets this CRM apart from all its competition is how simple it is to use
  • You can start using it immediately
  • No videos to watch or learn
  • The system is that intuitive
  • I highly recommend this CRM to anyone running a small to mid size business
Room for improvement
  • From my perspective there are only two "cons" regarding Highrise
  • The first is the absence of a calendar, and second the inability to establish "relationships" between different objects in the database
Kyle L. S.

Kyle L. S.

Verified User

Food & Beverages

Used daily for more than 2 years
May 28, 2026

The key system to making my business run smoothly. We'd be a disorganized mess without it.

Allows our team and clients easy access to all communication and orders with our accounts. Highrise is a screen always open and in constant use. It's a very easy to use and appealing CRM.

What they liked
  • Aesthetically, I find the website to be pleasing and easy to use
  • It's second nature to us now as we've been using Highrise for almost 7 years
  • All our accounts that used to live in my head are now neatly organized and accessible by my team and our clients
  • Amazing to be able to offer that transparency
  • We use the deals function and send out samples and orders
  • Highrise links with some other sites we use - mailchimp and easy insights to name a few
  • I love how you can set permissions and tailor each users view
  • When we were searching for a CRM we researched many options before settling on highrise
  • It's been critical to our growing business
Room for improvement
  • I haven't tried the app in awhile but it used to be abysmal
  • Creating a new user and assigning permissions is a huge chore for us
  • Creating a deal is very manual and there are lots of opportunity for human error
Shirin E.

Shirin E.

Verified User
Used daily for less than 2 years
May 28, 2026

Excellent CRM platform for a startup that needs good collaboration and sharing.

Was able to see what the whole team was saying and emailing a client in a simple easy to navigate interface. It allowed us to tag clients for follow ups and to know exactly what vertical they were in and how we could best help them. It's very easy to organize your client data within this application .

What they liked
  • You quickly get an understanding of the overall situation between the firm and your client
  • If you have have multiple people in your organization interacting with a client for customer support you will get a very nice overall picture quickly
  • The layout for this and organization of data on the screen is excellent for this purpose
  • The history is very easy to see and it would allow an organization to work with clients without having to ask them to tell the story over and over to different departments
Room for improvement
  • While CRM is client relationship management, HighRise performs well
  • It's not as robust a tool for an outbound sales campaign for a sales rep
  • The task and calendar management functions are good but it's not as slick for planning a territory based on how you search against clients and firms
  • The tagging feature if creatively used can overcome this minor issue
David A.

David A.

Verified User

Information Services · 11-50 employees

Used daily for more than 2 years
May 28, 2026

I suggest ideas they arrive, I ask for help it is given with a smile, I get high availability,

liked giving feedback in a thoughtful way, made it easy to do

What they liked

It works, the team do great work, features trickle in, you provide great support, easy to use, easy to share with other people,

Room for improvement
  • The lack of the following features creates work and reduces quality of our use - ability to use proper formatting of notes, basic bold, underline, bullet lists, numbered lists
  • Surely this is easy using Markdown and a toolbar - Google drive and docs integration - ability to have one person working at more than one organisation without using tags, we need this
  • - ability to track history of a persons organisations and roles - producing funnel charts and graphs from pipeline to improve dashboard reporting - more text space for tasks window of entry too smal
Cedric D. F.

Cedric D. F.

Verified User

Publishing

Used daily for more than 2 years
May 28, 2026

Good CRM program for the price -- great value!

Organization and management of sales prospects.

What they liked
  • The interactivity with programs like Linkedin and customers websites, etc
  • And you can sync with your mobile for portability
Room for improvement
  • Challenging to navigate initially
  • still don't know how to operate all things
  • Simple things like finding my original user ID to sign into mobile app required contacting customer service and lost time awaiting a response
  • I'm old school and like to speak to a warm body for expediency in these cases, however, I'm aware this is the new norm

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