Looking for a system to manage your contacts, but need something more than a simple address book and less than a fully-featured CRM system? Highrise may be the solution you’re looking for. Launched in 2007, Highrise is a simple system built to help SMBs better manage their contacts and communications.
A customer case study in interview format.
Highrise is CRM software that enables users to share contacts with team members, track tasks, set reminders, and manage all communication. The platform allows all team members to view customer deal or relationship status, take meeting notes and share relevant emails during negotiation processes.
Nimble has quickly established itself as a leader in social CRM software, winning awards and recognition from PC Magazine, Gartner, and more. In our exclusive Q&A, Jon Ferrara talks about what makes Nimble unique and shares his insights about the CRM industry and how social has transformed customer relationships.
Nimble is CRM software designed to automate data entry processes from multiple sources, consolidates team information including contact information, calendars and social interactions, and identifies key contacts in order to build connections. The platform is accessible via mobile app, provides sales and marketing automation tools, and is equipped with social listening and engagement tools.
Check out the Deals tab in Nimble.
Watch this video to learn how to create custom fields in your Nimble account.
A general overview of Nimble. Watch this tutorial to get started.
Asana’s inherent versatility means that it can be used for a wide variety of purposes in addition to project and task management, including customer relationship management.
Asana’s versatility allows us to use it for a wide variety of work, from simple lists to complex projects. One of our favorite uses for Asana internally is for tracking our applicant pipeline.