Highrise overview video

Highrise is a great way for business to keep track of who talked to whom,
what was said, and what needs to happen next.

A person’s history on one page

Every contact in Highrise gets a page. You and your co-workers can add notes from calls,
conversations, meetings, or any other historic information about this person.

Add tasks and get things done

Watch an audio/video tour of Tasks

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!

Track deals, proposals, and leads

Watch an audio/video tour of Deals

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.

Couldn’t-be-easier Permissions

Highrise lets you specify who can see which people, companies, notes, and cases. It’s your call.

Quickly add people to Highrise

Watch a video showing how to add contacts from Outlook

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 loves getting email

Watch a video showing how to send an email to a person page

Watch a video showing how to create tasks via email

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

Everyone from a company in one place

Company pages aggregate notes, files, and emails from people that are part of that company.
Now you can see everyone your company knows at any company in your account.

The Dashboard brings it all together

The Dashboard is your bird’s eye view of the latest activity and your upcoming tasks.
You can also add new people, tasks, or search for people right from the sidebar.

Color combos to suit your taste

You can upload your own logo and choose from a variety of color schemes to best suit your taste.

Cases keep related stuff together

Watch an audio/video tour of Cases

Cases help you keep related notes, files, images, and people together on one screen.

Get your co-workers involved

Watch an audio/video tour of Groups

Highrise gets better the more people in your organization that use it. The users section lets you invite people
to create accounts on your system. Groups let you set batch permissions on people, notes, and cases.