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What is Highrise?

Highrise serves as a customer relationship management system designed to assist users in tracking their interactions with clients while managing the status of deals and relationships. It allows for the effortless importation of contact information from services like Outlook, Gmail, and Excel. Furthermore, Highrise facilitates the addition of notes and comments within each individual's profile. Task management features are also integrated, enabling users to create tasks, set reminders for various initiatives, and categorize tasks by company, contact, or project. This all-encompassing approach promotes effective communication and organization throughout professional interactions. The intuitive interface enhances teamwork, making it simpler for groups to collaborate and remain aligned with their objectives, fostering a more productive work environment. In addition, the platform's flexibility caters to diverse needs, ensuring it can adapt to various business contexts.

What is CLMT (Client Lead Management Tool)?

CLMT operates as a robust client management solution tailored for tracking customer contact details, sales opportunities, and follow-up actions. Utilizing SharePoint as its backend framework and PowerApps for the user interface, it offers a seamless experience. The Contacts feature serves as the main database for all individuals linked to diverse companies, permitting the association of multiple contacts with a single organization. Users can efficiently sift through the Contacts list using various search criteria, including name, city, state, and country. Moreover, users have the option to create new contacts, edit existing ones, or delete them as necessary to maintain up-to-date information. The Companies section acts as the primary database for all enterprises, allowing users to search similarly to the Contacts feature, while also enabling the addition, modification, or removal of company entries. CLMT further empowers users by allowing them to classify leads into qualified and unqualified categories, thereby facilitating a focus on those with higher conversion potential, which streamlines the sales process. This holistic management system not only improves the customer relationship management experience but also equips users with tools to enhance their overall sales strategy and effectiveness.

Media

Media

Integrations Supported

APIANT
ActiveCampaign
Adobe Marketo Engage
Codeless Platforms BPA Platform
Data Sentinel
DataMatch
FreshMail
GA Connector
GetResponse
Gleam
HubSpot Customer Platform
LessAccounting
Lime Connect
NeverBounce
Nimble
Olark
Peaka
TrueMail
Zapier
appRules Portal

Integrations Supported

APIANT
ActiveCampaign
Adobe Marketo Engage
Codeless Platforms BPA Platform
Data Sentinel
DataMatch
FreshMail
GA Connector
GetResponse
Gleam
HubSpot Customer Platform
LessAccounting
Lime Connect
NeverBounce
Nimble
Olark
Peaka
TrueMail
Zapier
appRules Portal

API Availability

Has API

API Availability

Has API

Pricing Information

$24.00/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Highrise

Date Founded

2014

Company Location

United States

Company Website

highrisehq.com

Company Facts

Organization Name

AIBASOFT

Date Founded

2017

Company Location

India

Company Website

www.aibasoft.com

Categories and Features

Contact Management

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

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

Categories and Features

Lead Management

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

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