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About

Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.

About

Use your existing contacts database, in either Excel spreadsheet or CSV format, and let the system store your contacts securely for all your future work. Apply filters to your contacts and segment them by country, company, position or any custom field. Save segments for future campaigns, too. Select your target segment, create your first automated email sequence with behavioral and time-based triggers, and include snippets to make it sound natural. With your campaigns in full swing, track their performance with Reports and start turning leads into opportunities and opportunities into closed deals. Platformax is an inside sales CRM built on more than 40 years of our co-founders’ experience in sales. We created it as a modular sales platform designed to optimize all steps of your sales process, from prospecting, lead nurturing and opportunities tracking, to sales fulfillment, order delivery and after-sales support.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Global Market

Audience

Businesses searching for an inside sales CRM solution to improve their processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$24.00/month
starting price $24/month up to 6 users
Free Version
Free Trial

Pricing

$9.99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 5.0 / 5
features 3.0 / 5
design 3.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Does a good job for basic CRM management. It is also very easy to use and set up so there's not much of a learning curve.

Cons

  • There are not any cons that i can think of right now.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Highrise
Founded: 2014
United States
highrisehq.com

Company Information

Platformax
Founded: 2009
Slovenia
www.platformax.com

Alternatives

Highrise ERP

Highrise ERP

Kanix Infotech Private Limited

Alternatives

monday CRM

monday CRM

monday.com
Evercontact

Evercontact

One More Company

Categories

Categories

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Mailchimp
APIANT
Agolix by Assessment Generator
CA Flowdock
Campaign Monitor
Freshdesk
GA Connector
Happy Grasshopper
HubSpot Customer Platform
LessAccounting
Mailigen
RegFox
Sensr Portal
Stackreaction
StarfishETL
SyncApps
TeamSupport
Zapier
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Integrations

Mailchimp
APIANT
Agolix by Assessment Generator
CA Flowdock
Campaign Monitor
Freshdesk
GA Connector
Happy Grasshopper
HubSpot Customer Platform
LessAccounting
Mailigen
RegFox
Sensr Portal
Stackreaction
StarfishETL
SyncApps
TeamSupport
Zapier
display block
Claim Highrise and update features and information
Claim Highrise and update features and information
Claim Platformax and update features and information
Claim Platformax and update features and information