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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.

Description

Stay engaged with your team while on the move using SmartTask's mobile application! You can assign tasks, leave comments, and receive notifications for tasks you are monitoring. Enhance your tasks by incorporating additional details through customizable fields such as Dropdowns, Text, Numbers, or Dates. For tracking spontaneous tasks alongside custom fields and timelines, the Tasklist view is highly favored. The Activity view provides a comprehensive log of changes made to tasks, detailing who made alterations and when. Users can only comment on a task if the Comment Only feature is activated. Feel free to pose questions or provide additional information within task comments. You can also set time estimates for individual tasks, which will be aggregated to help gauge the project's overall budget. Easily filter data across various projects and save your preferred filters for future use. The calendar view offers clear insight into upcoming deadlines and significant events. You can also invite external collaborators, such as clients, vendors, and third-party individuals, to collaborate effectively. The tasklist can be filtered using multiple options, allowing for a tailored view of your project management. By using these features, you can streamline communication and enhance productivity within your team.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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Integrations

Stackreaction
APIANT
Bitium
CA Flowdock
Codeless Platforms Alerting Software
Data Sentinel
Gleam
Gravity Forms
Happy Grasshopper
HubSpot CRM
Lead411
LiveAgent
LiveChat
Mailjet
Olark
Pipedrive
Quoter
StarfishETL
Vergic Engage
display block

Pricing Details

$24.00/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Highrise

Founded

2014

Country

United States

Website

highrisehq.com

Vendor Details

Company Name

Softronics

Founded

2016

Country

India

Website

www.smarttask.io

Product 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

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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