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Tools of the Trade: Highrise

Highrise is the newest webapp from 37signals, makers of Basecamp, Backpack, and Campfire. Highrise is a contact manager and simple CRM (customer relationship manager), which lets you keep track of business contacts and opportunities, as well as what actions have been (or need to be) taken with regard to these leads.

A week ago I signed up for the free Highrise account, “which allows you to manage 250 contacts with two users, but doesn’t include file sharing.” Since I’m a one-man band, this seemed like enough for me to adequately test the CRM waters. So, I began entering contacts and writing notes about potential leads. If you’re familiar at all with Basecamp, the interface of Highrise will feel fairly similar — it’s clean, easy to navigate and use.

With the free account, you can set up one “Case” and one “Deal.” You can think of a Case as a folder in which you can keep related contacts and notes — say, for a specific project. A Deal lets you keep track of quotes and proposals. Because you only get one of each with the free account, they’re virtually useless, but I could certainly see making use of them if I upgraded, especially with the ability to upload files.

I really like that Highrise can email you task reminders and that you can forward emails from your contacts directly into Highrise to have notes created automatically. One disappointing thing is that, unlike Basecamp, you are seemingly unable to format the notes you make (at least not that I can see), so you can’t easily highlight specific parts of a note, for example.

So far I’m liking Highrise. It’s helping me get my act together about following up with people so that I don’t let potential projects pass me by. I don’t know if I’ll stick with it, but so far so good.

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