Highrise CRM Alternatives: Upgrade Your Business with Innovative CRM
highrise crm alternatives
In the past years, the client choice has exploded in almost every business area and industry. The customers become far more educated about different products or services, so the organizations have to view their activities from another perspective. As a result, the companies start looking at their CRMs with the different eyes, as well and decide moving the records to the more advanced platforms (e.g. typing "highrise crm alternatives" in Google search.
Since 37signals company announced that Highrise would no longer be developed, it became an issue for the businesses that are expanding and constantly require more compelling functionality. Today’s organization owners consider searching for Highrise CRM alternatives and migrating to the innovative solutions. So, let’s outline the main reasons for Highrise switch, find the efficient CRM systems that can replace a tool, and determine the simple steps of the data import.
Primary Argumentations of Highrise Transfer
The platform was designed in 2007 for the companies of small sizes. It is known for the user-friendly interface and a great option for a CRM beginner. The solution places a focus more on productivity and collaboration than on fancy charts with numbers. Also, you can notice a lack of some functionality like the following:
- no possibility to assign tasks to more than one person at a time;
- no reporting functionality to get the picture of who your clients are, what their preferences and how to please them;
- no custom fields or calendar options.
Since the potential CRM users obtain the specific price criteria to identify the top software choice, consider the following Highrise subscriptions:
- Solo – $29/user/month
- Basic – $24/user/month
- Plus – $49/user/month
- Premium – $99/user/month
By and large, Highrise offers the comparatively flexible pricing, yet CRM market includes other platforms that help you enhance the business processes for more reasonable costs.
Highrise CRM Alternatives: Find a Compelling Replacement
The highly competitive business environment obtains a wide range of platforms, so finding the right platform can be a challenging task. Among the beneficial solutions, you can take advantage of the following options:
Capsule takes its place of honor in our digest of Highrise CRM alternatives. It is a fit for the small companies that enables you with the following features:
Contact Management. Determine the specific relationship of the contact in your database. Specify whether John Doe is a lead, a vendor, a project manager, or one of your employees.
Sales Pipeline. Use a solution to observe where next month’s money might come from. Manage proposals and bids, as well as prioritize your workflow based on the biggest opportunities.
Organize Communication. Keep each client's email in its own place and eliminate sifting through your inbox.
History Tracking. Get all related files associated with your client attached to their account.
Task Management. Receive the notification when you have a deadline approaching, or when a potential customer is expecting a phone call. Schedule follow-up calls after completing a sale. Share these tasks with your team members.
Customization Options. Customize the platform in according with your specific business requirements with the help of logos, colors, and contact information fields.
- Free edition for up to 2 users
- Professional - $12/user/month
Learn more about Highrise to Capsule migration.
Zoho CRM Review
In case you had never thought that Zoho could be one of Highrise CRM alternatives, you were sadly mistaken. Zoho CRM is designed for the companies of small and medium-sized organization and contains the next features:
Inventory Management. Track your sales of products and services with product lists, price books, vendors, sales quotes, orders, and invoices.
Document library. Keep all of your documents organized, and attach them to the appropriate contact.
Workflow Automation. Identify the scripted activities for auto email correspondence, task creation, alerts, and lead generation via web forms.
Customization Choices. Make your Dashboard a seamless part of your unique business process. Connect your prospects with the representative best suited to handle their demands.
Pipeline Tracking. Receive a detailed overview of your entire sales pipeline, including which stage a deal is in, full contact history, probability of winning, deal size, and even competitor information.
Social Connectivity. Stay informed of the latest updates and changes for your customers. Create the targeted emails and marketing strategies based on up-to-the-minute client data.
- Free up to 10 users;
- Standard – $12 user/month/billed annually;
- Professional – $20 user/month/billed annually;
- Enterprise – $35 user/month/billed annually;
- Ultimate – $100 user/month/billed annually.
Learn more about Highrise to Zoho CRM migration.
Close.io attracts the small and medium businesses and offers you to benefit from:
In-app Phone Support. Make and receive calls from within the solution.
Auto-logging. Calls and emails are automatically updated for each contact’s history.
Sales Workflow Overview. All relevant information is available at a glance in the single location.
Built-in Notifications. Alerts you to incoming calls, emails, tasks due and missed calls.
Sales Tracking. Keep track of every employee’s activity and sales objectives.
Smart View Search. Set up the filters that can be edited to fit your needs. For instance: frequently used searches like “recently created,” “never contacted,” etc.
- Basic – $65/user/month/billed annually
- Professional – $110/user/month/billed annually
- Business – $165/user/month/billed annually
Learn more about Highrise to Close.io migration.
Salesforce (the last but not least in our digest of Highrise CRM alternatives) is a choice for the companies of all sizes that place a focus on enterprises and the next capabilities:
Contact Management. Obtain the complete view of the potential customers and the important insights into their social media actions.
AppExchange. Browse add-ons built by the community. It obtains over 4 million installs with new apps increased every day to enhance Salesforce productivity.
Chatter. Take advantage of the collaboration tool, following the structure of social media. Helps you ‘follow’ the essential customers and trends in your industry. Instantly communicate with groups and individuals in a ‘status update thread’ format.
Sales Engage. Get an opportunity to simplify the process of sending to customers the personalized campaigns, complete with interaction metrics and create the marketing email templates.
Customizability. Use the customizable dashboards together with the customizable reports. Set up the sales territories, assign accounts and tasks to a specific sales rep, use filters to see specific info in your pipeline, etc.
Efficient Reporting. Planning the future business steps, predict the sales cycles and manage the sales expectations with the forecasting tools.
- SalesforceIQ Starter – $25/user/month/billed annually
- Lightning Professional – $75/user/month/billed annually
- Lightning Enterprise – $150/user/month/billed annually
- Lightning Unlimited – $300/user/month/billed annually
Learn more about Highrise to Salesforce migration.
As you can see, some of the above-mentioned Highrise CRM alternatives take upper hand in terms of the robust features, other solutions stand out with the simplicity and price-efficiency. So, analyze your business goals and choose the platform to satisfy your company requirements. When you make the final decision and decide to migrate to the desired CRM, an automated migration service Trujay will help you perform a transfer and benefit from:
- security regulations as the service treats the records privately;
- total uptime of both platforms during the data import;
- detailed data mapping to fit the business specific demands;
- free Demo Migration to test the SaaS in action.
CRM Data Import to Highrise CRM Alternative Swiftly
Complete the several steps to transit from Highrise to the suitable software accurately and securely:
- fill out the access details for the existing and future systems;
- pick the entities you want to transfer, as well as map the modules;
- launch a free Demo Migration to check the procedure in action;
- run the Full Migration to complete the data import.
Whether you're looking for a robust CRM, a simple software designed for small or large businesses or a free version to fit your budget, there's always a choice for you. So, take the information above into consideration, select one of the Highrise CRM alternatives and move to the platform of your dream.