Happy New Year! We hope you had a great time celebrating the holidays and the end of 2017. It’s been a cold start to ours here at Highrise Headquarters in Chicago, but we’re thawing out now. Though it’s back to 7F next week. Oh well, it keeps us inside working on this stuff for you 🙂 We’ve got some great improvements, and it’s all setting us up for exciting things coming soon…
P.S. You can also follow more behind the scenes on how we design products, run the business, and try to just get through life at a YouTube channel I created.
Each paid Highrise account is allocated a rolling monthly quota of bulk emails equal to the number of contacts in their plan.
For example, accounts on our basic plan come with up to 5,000 contacts so can send 10 bulk emails to 500 contacts or 5 bulk emails to 1,000 contacts — any combination up to 5,000 bulk emails each month.
No extra charge, you pay the same $24 you’ve always paid for six users.
Many of our users have taken advantage of this, sending bulk emails, but never really knowing the limit (or whether there was one) as long as they didn’t hit the quota.
Today we announce a small, but useful feature to help you avoid composing and sending a message only to find you’re out of quota for the month:
Have you noticed a theme in the features above? Coming soon to a Highrise near you:
Highrise Now Integrates with 1000+ Other Products
As one of the first cloud based CRMs, Highrise has had a wide array of direct integrations for some time. But now in addition to native integrations, Highrise connects to 1,000 other web tools with Zapier.
Matthew Grant at Aberdeen Essentials asked me some interview questions on the state of personalization in marketing. I mentioned some mistakes people are making as well as some fantastic marketing campaigns we should be inspired by.
Dee Greene of D&G Media Services started a vlog and in this video gives some advice on using Highrise to stay on top of following up with your leads.
11 Reasons You Aren’t Getting Web Traffic Or Making Money!
Julie Syl shares some advice on getting more website traffic. Thanks for the shout out Julie about our marketing site. There’s some great advice in here, not the least of which is being more generous: You’re Not Getting Website Traffic Because You’re Not Promoting Others.
Had a few people ask me this question recently, so I’ve started making a playlist of advice on the topic. Some great tactical stuff in here and more to soon follow. Stay tuned! You should follow my YouTube channel: here.
I hope you enjoy the things we’ve been sharing. If there’s anything you’d be interested in us covering, or if you’d like to interview any of us, we’d love to chat. Please don’t hesitate to reach out (email@example.com).
Just a couple months ago, we announced iOS 3.0 and today we’re thrilled to announce BOTH a 3.1 version for iOS and Android.
For iOS users, since we just released iOS 3.0, this iteration has a lot of tweaks and fixes so you’ll see fewer crashes and bugs.
For our Android users, you’ll get all of the iOS 3.0 updates like the ability to search leads and contacts by tags.
And a lot more Task features brought into the app.
And more… like support for predefined values on custom fields, incorrectly formatted international phone numbers, copying fields from a contact, and emojis in notes, emails and comments.
A recent iOS review:
4* We’re a small sales organization with tons of complex interaction with our customers. We depend heavily and love Highrise on our desktops and laptops. I’ve been a beta tester for the upgrade iOS app for a few months and have been happy to see everything they’ve added and improved in this latest version….chuckamos
But what we’re really excited about is that from here on out we’ll continue to release BOTH iOS AND Android updates AT THE SAME TIME (read here for more technical details on how that’s possible).
And in case you haven’t been paying attention, our mobile updates have been much more frequent this year. We’re working on another big one coming soon…hint:
Recent places Highrise has been spotted in the wild
Congratulations to the Girls to the Moon team for another successful Campference providing a safe space for girls to keep kicking ass! Alison directs operations for the group and we know how tough it is to keep those pieces together. She uses Highrise to help.
Since starting the Highrise team from scratch when we spun off from Basecamp in 2014, we’ve learned a thing or two about hiring. A big one being how terrible interviews are for finding successful fits.
What we do is find a few top candidates and we pay them for a one week mini project and see what they come back with. It’s not cheap, but it’s worse to hire someone who doesn’t work out.
If you want to start your own consulting business, a ton of great advice here including using Highrise to help with the organization:
Highrise adds structure and organization so teams can focus on creating, running, and growing their business rather than trying to understand who said what when and to whom and letting business fall through the cracks.
I hope you enjoy the things we’ve been sharing. And I’m thrilled Highrise is finding a place in so many lives and business. If there’s anything you’d be interested in us covering, or if you’d like to interview any of us, we’d love to chat. Don’t hesitate to reach out (firstname.lastname@example.org).
We just celebrated our 3 year anniversary since spinning off from Basecamp! Thanks to all of you for helping us get here. Read more about: how far we’ve come. And today, we have another couple improvements to mention.
You’ve been able to add a CC (or BCC) to an outgoing message for some time, but now that field has gotten a lot smarter. It will automatically populate from CCs in your previous message, and will automatically fill from your contacts as you type:
PieSync, one of our integration partners, consolidates contacts located in disparate cloud applications and synchronizes them 2 ways and in real time. Today PieSync releases an all new & improved way of setting up two-way contact syncs with their IF-THIS-THEN-THAT filters:
These filters, on top of the already powerful custom fields feature launched last quarter, allow you to segment and create workflows in one app, to other apps, giving you even more in-depth sync possibilities than before. Register for PieSync’s upcoming Webinar on Wednesday, Sep 27 on using the new IF-THIS-THEN-THAT filters: here.
Three years ago today, Basecamp announced Highrise was spinning off as our own company. We knew we had a good tool on our hands that was already well loved by tens of thousands of users (some of whom are celebrating 10 year anniversaries every day!). So we had to make sure any changes we made simplified people’s work or gave them powerful new tools instead of ruin their current workflows.
We took great effort to roll changes out gradually. But over time you can see how far we’ve come:
icons defined below from top to bottom and left to right across the image… icons not part of Highrise, though emojis definitely are available 🙂
🐷 — Latest activity filters so you can get to what matters to you quickly whether it’s notes, emails, files or team stats.
🐶 — Good Morning (or Evening), our Group Inbox, so whether it’s your incoming leads, your existing customers or even incoming job candidates, you can collaborate as a team to address, assign, and prioritize inquiries as needed.
🐱 — So much on contact filters… a whole new UI:
Your ability to filter down to the exact data you need is so much more powerful with everything from combining field filters with tags, to NOT tags and Company tags, to new view filters that allow you to find contacts without tags or notes or emails in a certain period of time… and more.
🐭 — Recurring tasks remind you to follow up with your most important customers on a regular basis.
🐹 — Deal custom fields, filtering and exports allow you to track and report on the data you need at a whole new level.
🐰 — Broadcast is simple bulk email so you can stay top of mind with your leads and customers whether through drip campaigns, newsletters, or onboarding emails without the hassle of another complex tool.
🦊 — Recency search allows you to return results based on recency rather than relevancy when you’re looking for that note from the other day.
🐨 — Filters allow you to drill down to a contacts activity and find information quickly.
🐻 — Auto populated avatars so you can spend time following up instead of updating everyone’s profile.
🐯 — Threaded comments so you can tell who said what when about whom. But also what it was related to :).
🐼 — Email integrations with Gmail and Outlook so you can send email directly from Highrise without having to go back and forth between apps.
🐮 — Predefined values on custom fields so your team won’t end up with twelve different variations of ‘Active’.
🦁 — Additional settings like our Slack integration so you can work more efficiently between Slack and Highrise, email templates that allow you to store common messages for reuse, and a referral program where you can give AND get credit for sharing Highrise.
In the last year alone we launched a brand new Android app, iOS 3.0 (rewritten from scratch), reporting and stats, autoforwarding for everyone, and even the ability to turn off features your team doesn’t use.
And all that work has not been in vain:
Awesome CRM for a small business on a budget, or a start up like mine. Highly recommended to those who just need simple, easy-to-use, intuitive CRM. — Thomas Lyon
So easy and intuative! I use it with my network marketing company and it helps me keep my tasks in order as well as remind me what and why my customers purchased before. — Kari Larned
Perfect CRM for our business. We can’t imagine our business without it! — Chris Sands
Our organization relies greatly on Highrise, this CRM is superior to many we have tried in the past. There are so many great customizations that allow it to work perfectly for our business. It is very clear that the development team here is very active and always rolling out amazing and useful new features. Absolutely ecstatic about our choice to be organizing our customer relationships with Highrise. — Trevor Howard
But what we’re most proud of is that even with all our improvement Highrise is even closer to our vision of the Simplest CRM. Our customers can focus on what matters, rather than learning and mastering another tool or trying to figure out a useless piece of eye candy and what it means.
We’re proud that Highrise allows our customers to connect and build relationships with their leads and customers. Because business should be about people NOT tools.
It has the basics from before. Stay up to date on your team’s activity. Easily search your leads and quickly call, text, or get directions. Plan your day with tasks and follow-ups.
And it has some important new features.
Search leads by tag. View tags on contacts. See upcoming tasks when viewing a lead.
Scroll through all of your tasks. Whether you have 2 or thousands of overdue or upcoming tasks… though we still can’t help you get them done. 🙂
And more… like the ability to enter custom fields and choose from predefined values, dial incorrectly formatted international phone numbers, emoji, saved recent searches.
Alas, it doesn’t have everything for everyone yet. Some will notice it doesn’t have Cases or Deals.
But, our second announcement is that this is a whole rewrite of our mobile platform using C# and Microsoft’s Xamarin. This allows us to:
update more frequently
add functionality easily
update it in parallel with our Android app. For those of you using the Android app from January, we have the same features headed your way soon!
So we can get Deals and Cases added a lot easier now. Please stay tuned if that’s something you need. And if you want to hear more about our choice to use C# and Microsoft’s tools in our mobile development, here’s an interview with Michael Dwan our CTO.
Here’s some feedback so far:
Just Right (iankennedy) August 7, 2017 The perfect CRM for a small business with multiple offices. We use Highrise to coordinate several offices and hundreds of clients. The mobile app is great for entering quick notes or adding new contacts on the fly when out in the field. Take [conversation] out of email and put them in Highrise
Maslow had it wrong. To get it right, we have to move social needs to the bottom of his pyramid.
-Matthew Lieberman (Professor of Social Cognitive Neuroscience at UCLA and author of the book Social)
Babies would die without their caregivers at birth. Study after study show the pain and ill we go through when we are isolated from others like us. As humans, we are wired to connect to one another.
However, instead of connecting, we seem to be heading the opposite direction. On the streets and in restaurants people are looking at their phones instead of the person right next to them.
Businesses strive to make everything quicker, faster, and automated. Sending automated welcome emails with generic information to everyone who signs up. Introducing artificial intelligence to weed through support inquiries instead of having someone read and respond to your query.
It’s important to us here at Highrise to help people build great relationships. For many of our users, Highrise is an essential piece of that equation.
But what about us? How is our relationship with our users?
We try to make the welcome you get when signing up for Highrise a bit unique by changing the templates every day, asking people to chat, and a few other tweaks our CEO Nathan covers in detail here.
But we want to go even further. What else can we do?
Now, when you sign up for Highrise, you hear directly from me.
And by “directly from me”, I mean you see me, you hear me, and I address your individual needs based on what you’ve told us about you so far.
I personally greet you and ask you what you specifically need. And how we can help solve the problems you are having with your business.
The results so far have been really, really positive. And while making the human connection is the most important thing, we are hearing some really incredible feedback too.
First of all, holy crap. I’ve never gotten a video as a welcome message from a SaaS product before. I’m really impressed.
What an AWESOME email and video. Highrise is killin’ it! I really loved how personal this was.
Thanks Alison. I appreciate the thought and effort!
Hey Alison, that custom video for me was just mind blowing. Do you try to reach out to every customer that way? So impressed.
We are still a few weeks away from finding out whether or not these videos have an effect on our conversion rate. But one other huge factor is at play too: the memory of someone who cares. — Even if Highrise isn’t a good fit now, you may recommend us to friends, or even come back when the time is right. But most importantly, you might remember the human that took the time to make the connection with you.
As experts in helping people build great relationships, we keep learning too!
Because if you expected X, and got Y — that’s not a bug. It’s an expectation. What did you expect to happen is a powerful question.
For example . . . .
I found a bug. When I filter by the tag Chicago and I only see four total contacts. There are several other people associated with the companies tagged Chicago so why does it only show four?
Please advise on when this will be fixed.
This was an email our support team received over and over again. When we began asking the question: What are you expecting to happen?
We found that the customer expected to filter by the tag Chicago, and for that filter to include all people contacts that belong to companies tagged Chicago too. However, this isn’t how Highrise was built to work at the time.
Unless, you also tagged all the people contacts with Chicago, your filter won’t include those people contacts. Only the company contacts.
This wasn’t a bug afterall. Highrise was working as it was intended in this example. The problem was that intention didn’t match most customers’ expectations.
This was an email our support team received over and over again. This isn’t a bug. It’s only a difference in expectations.
This failure of expectations led to our team to make an adjustment. Instead of the intention to only include people if they have the same tag, our team made it so if people contacts belong to a company contact, those people contacts inherit those same tags. We call it company tags.
I’m not here to argue the definition of a bug. Or to make a case that bugs don’t exist in Highrise. Or to say if a customer assumes there is a bug, that they’re wrong.
Of course, they’re not wrong. And bugs exist in all software too.
All I’m suggesting is before giving in and adding to your bug report, ask a question.
What are you expecting to happen?
Enjoy this post? Smash the 💚 to share it with others. And if you need to track leads and manage follow-ups, please check out Highrise. Your address book doesn’t do enough, other CRM software tries to do too much. Highrise is built to do just what you need — no more, no less.