If you’re looking for a Customer Relations Management (CRM) solution, I strongly recommend HighRise by 37Signals, the CRM solution we use at ReadyMadeWeb. There are a lot of other CRM solutions on the market, so why choose this one? It really comes down to four reasons: simplicity, web accessibility, price, and extensibility.
Simpler is Better
Simplicity is really what software should be all about, but that’s rarely the case. Too often people choose the most feature-heavy software title because they believe more features equals better software. Its understandable why this happens—you want to get the most for your money. But software isn’t just about the number of features, it’s about usability, and a big factor in usability is cutting away unnecessary features in order to make the software intuitive and friendly—you shouldn’t have to force yourself to use a tool that’s supposed to make your working life easier.
Usability is where HighRise excels. Not only does its focus on the core tasks of CRM software keep it from being a cluttered mess of buttons, it helps keep you focused on the core elements of your business, namely the people you interact with, the conversations you have with them, and the tasks you need to complete to get paid.
Brief Aside: This isn’t software for people who can’t tear themselves away from Gantt Charts or Event Chain Diagrams. But really, unless you’re constructing the Three Gorges Damn do you really need to be diagramming things all day?
So let’s walk through the features that make up this elegant simplicity. One of my favorite features and perhaps the most mind-blowingly simple and obvious thing that HighRise does is track your contacts in a way that is nearly effortless. Capturing a conversation is as easy as blind carbon copying (BCC) or forwarding emails to your HighRise account. Each account is given a unique, numbered email address which will capture your emails and either add them to existing contact records or create new contacts when needed. For added security, HighRise will ask you to authorize which addresses can send email to this address, so if your address were to become publicly known, your account would become filled with spam contact records.
HighRise also contains much of the same sort of contact management you would imagine from a simple CRM. It allows you to create contacts, associate them with a company, look-up everyone you know at that company, and enter notes from conversations. A powerful tagging feature also exists which works much like the tagging function within Gmail. You can look-up everyone with the same tag or set of tags, creating an endless number of possible associations between records that you can tailor to fit your organization’s needs.
HighRise also enables you to create reminders that can be sent via email or text message, so you’ll never forget an estimate that needs to be sent, a phone-call to the printers, or a upcoming meeting. You can also manage leads and assign tasks to other members of your team, keeping everyone coordinated.
The Advantage of Web-Based Software
I’ve talked about this before on ReadyMadeWeb, but it’s worth reviewing why web-based software is so great. By locating your applications on the web, you’re ensuring that your data is centralized and organized, rather than tucked away in disorganized folders, spread across multiple computers. By centralizing and organizing your data using web-base software, you’re also making that data accessible to everyone on your team at all times. That applies to more than just location, it also applies to platform—PC, Mac, and even Linux machines can access your web-based applications and data. Any computer or smart phone with a web browser will work.
Web-based software also frees you from managing IT infrastructure. You’re not an expert in security, backup, rolling out office-wide software updates, or keeping track of software installations on dozens of machines—but thanks to companies like 37Signals you don’t have to be. Even if you already have an IT staff, you’re better off placing your data in the hands of a company that specializes in managing data and building software. This will free up your IT staff to work where their comparative advantage really lies, in helping your staff work with technology. Let them do what they do best and outsource the rest.
That’s the real power of web-based software, it saves your organization the time and worry of managing your own IT infrastructure. Why are you buying, setting-up, and maintaining costly servers? Why are you having planning sessions about upgrading to the latest version of your expensive software package? Stop wasting your time.
Price
HighRise is incredibly cheap when compared to the competition. ReadyMadeWeb uses the free version of HighRise, which limits us to two users, 250 contacts, and no file storage. You can easily try out HighRise using this free plan. If you like what you see, you can choose plans ranging from $24 to $149 per month. The highest priced plan has no user limit, 75GB of online storage, and will support up to 50,000 contacts—this is incredibly cheap by industry standards, totaling only $1788 per year.
The Virtuous Cycle of Easy, Cheap & Open
Software is extensible when it’s easy for other developers to make additions to that software’s functionality, but what motivates developers to create add-ons for software?
The biggest barriers to adoption of software is price and learning curve, so the cheaper and easier the software, the more people are likely to use it. A large user base is attractive to other developers—they’d rather write software for 100,000 users than 1,000 users. If a popular platform is open to add-ons—that is, if it provides developers with a way to access a user’s data when the user grants them permission—then developers will make their products compatible with that cheap and easy software. This attracts more developers. And so on, and so on, creating a virtuous cycle.
That’s why HighRise will effortlessly move data into bulk email systems like MailChimp and SendLoop or connect to your help-desk solution like HelpSpot or Zendesk. It also connects to accounting solutions like Pulse, YouCalc, and EasyInsight. Check out the full list of HighRise add-ons.
These easy integrations just don’t happen with proprietary software hosted on your own servers because they fail to become part of the virtuous cycle of easy, cheap, and open software.
Conclusion
If you’re serious about your business or non-profit and if you can get beyond the idea that more features, buttons, boxes, and bobbles make software better, then HighRise can be a very powerful tool that will save you time, money, and countless headaches.
For a quick tour of HighRise, check out this video:
Note: Some organizations are so big and so complex that they need more features—it’s rare, but it happens. If that’s the case with your organization, ReadyMadeWeb recommends choosing SalesForce. Though it has a much higher price point than HighRise—from $65 to $250 per user per month—it still has all the benefits of web-based software including a cheaper overall cost than an in-house, proprietary software solution.




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