Who said what? When? Track them with Highrise!
Ever have the problem of coordinating sales leads, searching through emails, and then having to input that information into your contact list. Or do you have the problem of using multiple programs and software to keep track of your sales leads?
Well, problem solved… 37 signals brings a simple CRM, contact manager, address book, and task sheet with a clean interface that helps you track communication and conversations with leads, employees, clients, colleagues, vendors, or anyone else that matters to your business. With Highrise you know who you’ve talked to, what you talked about, and what you need to do next.
How? You ask?
Plays well with emails
Well, simple, Highrise, plays well with email, a user can forward, cc, or bcc emails to Highrise and Highrise will attach them to the matching person or create a new person on the fly.
Also, you can assign tasks or to do’s to people through email. Or you can assign a email as a to do.
Have attachments or files
Highrise will put files and attachments that you upload or send and put them under the coordinating company or person.
Finally Add tasks and get things done!
With Highrise, a user can add tasks that are related to companies. Also, you can coordinate tasks by call, email, or your very own category. As mentioned you can also email tasks to yourself or other users in your company to their Highrise taskbox.
Finally, you can add follow up tasks to companies to keep track of conversations that you’ve had with a lead and coordinate what to do next.
The Overview
The overview allows users to see a companies or person’s conversation history, to track what you’ve said, when you’ve said, and what to do next!
