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Description

CLMT serves as an effective client management tool designed for monitoring customer contact information, opportunities, and follow-up activities. It is constructed with SharePoint as the backend and PowerApps for the frontend interface. The Contacts feature acts as the primary repository for all individuals associated with various companies, allowing for multiple contacts to be linked to a single entity. Users have the capability to search through the Contacts list using various criteria such as name, city, state, and country. Additionally, users can create new contacts, modify existing ones, or remove them as needed. The Companies section functions as the central database for all businesses, enabling users to search through the list using similar parameters as the Contacts feature. Users can also add new companies, update their details, or delete them from the system. Furthermore, CLMT allows users to categorize leads by separating qualified from unqualified prospects, and it helps prioritize leads based on their likelihood of conversion, ensuring a more efficient sales process. This comprehensive management system significantly enhances the overall customer relationship management experience.

Description

Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

APIANT No 
ActiveCampaign No 
Agolix by Assessment Generator No 
BugHerd No 
CA Flowdock No 
Campaign Monitor No 
Force24 No 
Formstack No 
Freshdesk No 
Happy Grasshopper No 
Jotform No 
LiveAgent No 
Lyftrondata No 
Mailjet No 
Peaka No 
Pipedrive No 
StarfishETL No 
Wufoo No 

Integrations

APIANT Yes 
ActiveCampaign Yes 
Agolix by Assessment Generator Yes 
BugHerd Yes 
CA Flowdock Yes 
Campaign Monitor Yes 
Force24 Yes 
Formstack Yes 
Freshdesk Yes 
Happy Grasshopper Yes 
Jotform Yes 
LiveAgent Yes 
Lyftrondata Yes 
Mailjet Yes 
Peaka Yes 
Pipedrive Yes 
StarfishETL Yes 
Wufoo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

AIBASOFT

Founded

2017

Country

India

Website

www.aibasoft.com

Vendor Details

Company Name

Highrise

Founded

2014

Country

United States

Website

highrisehq.com

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture No 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

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