Tasks help you get things done. Assign tasks to yourself or to others. Add action categories (Call,
Thank You, Demo, Fax, Email) for quick scanning. Check’em off when they're done.
Highrise will even send reminders to your email account or mobile phone!
Know which proposals/bids are pending, which you’ve won, and which you’ve lost.
Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes.
Highrise lets you specify who can see which people, companies, notes, and cases. It’s your call.
Adding a person manually takes just a few seconds. You can also upload vCards
to add people even faster or import people from your Basecamp account.
Highrise works together with email. You can send, BCC, or forward emails to
Highrise and they'll automatically be attached to the right person’s page.
Learn more about Highrise and email
All of the people who are important to your business are in Highrise. Keep track of emails, conversations, and tasks.
Your company’s Highrise activity is summarized on the “Latest activity” screen.
Choose from a variety of color schemes to best suit your company brand.
Cases help you keep related notes, files, images, and people together on one screen.