Highrise CRM
Highrise CRM is a tool for small businesses that enables effective lead management. A business can use it to share all their important information, including address books, emails, documents, and files, among the various team members. Thanks to flexible privacy options, one can control who sees what with. The software also allows users to keep track of essential tasks, dish out tasks to the team members, and send reminders by way of email or SMS. 3rd party tools like MailChimp can be integrated with the software. Contacts can be imported with ease via CSV. Companies often need to track follow-ups scheduled for each day, and Highrise CRM takes care of the scheduling tracking as well. One can enter notes form client calls, set reminders for thank-you notes, filter contacts, tag contacts, construct custom data fields for individuals and businesses, engage in basic data import and export, and integrate with a variety of 3rd party tools.