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Introduction
Welcome to our comprehensive guide on how to use Highrise CRM. Highrise CRM is a powerful tool for managing customer relationships, keeping track of leads, and organizing your sales process. Whether you are a small business owner, an entrepreneur, or a sales professional, Highrise CRM can help streamline your workflow and boost your productivity.
In this article, we will walk you through everything you need to know about using Highrise CRM effectively. From setting up your account to managing contacts, deals, and tasks, we’ll cover it all in detail. By the end of this guide, you’ll have a thorough understanding of how to use Highrise CRM to take your sales game to the next level.
So, whether you’re a seasoned user looking to optimize your workflow, or a newcomer to the platform, we’ve got you covered. Let’s get started!
Part 1: Getting Started with Highrise CRM
1.1 Creating Your Highrise CRM Account
The first step to using Highrise CRM is to create an account. To do this, simply visit the Highrise website and click on the “Sign up” button. You’ll need to enter your name, email address, and choose a password to get started.
Once you’ve created your account, you’ll be taken to the Highrise dashboard. Here, you can customize your settings, add team members, and start managing your contacts.
1.2 Customizing Your Highrise CRM Settings
Highrise CRM is highly customizable, and you can tweak your settings to suit your specific needs. Some of the settings you may want to customize include:
| Setting | Description |
|---|---|
| Email settings | You can configure how Highrise handles your email messages, including syncing them with your account and setting up custom rules for tagging and organizing them. |
| Appearance settings | You can customize the look and feel of your Highrise account, including uploading a logo, changing the color scheme, and tweaking the fonts. |
| Notification settings | You can set up notifications for important events, such as when a new contact is added, a deal is closed, or a task is due. |
To customize your settings, simply click on the “Settings” tab in the Highrise dashboard and choose the relevant option.
1.3 Adding Team Members to Your Highrise CRM Account
If you’re working as part of a team, you may want to add other members to your Highrise CRM account. To do this, simply click on the “People” tab in the dashboard and select “Add Person.” You can then enter their details and set their access level.
With team members added, you can collaborate on tasks, share contacts, and work together to close deals using Highrise CRM.
1.4 Syncing Your Highrise CRM Account with Other Apps
One of the great things about Highrise CRM is that it can integrate with a wide range of other apps and services, making it even more powerful. Some of the tools you can integrate with Highrise CRM include:
| App/Service | Description |
|---|---|
| Gmail/Outlook | You can sync your email accounts with Highrise CRM, so all your messages are organized in one place. |
| Slack | You can integrate Highrise CRM with Slack, so you receive notifications and updates in your Slack channels. |
| Zapier | You can use Zapier to automate tasks between Highrise CRM and other tools, such as Google Sheets, Trello, and Mailchimp. |
To integrate with other apps, simply click on the “Integrations” tab in the Highrise dashboard and choose the relevant option.
Part 2: Managing Contacts in Highrise CRM
2.1 Adding Contacts
One of the core functions of Highrise CRM is to manage your contacts. To add a new contact, simply click on the “People” tab in the dashboard and select “Add Person.” You can then enter their details, such as name, email address, phone number, and company information.
You can also add tags to your contacts to help organize them by category. Tags can be anything from “prospect” to “VIP customer,” and you can create your own custom tags to suit your needs.
2.2 Editing Contacts
If you need to edit a contact’s details, simply click on their name in the “People” tab and choose “Edit.” You can then make any necessary changes and save them.
2.3 Deleting Contacts
If you need to delete a contact, simply click on their name in the “People” tab and choose “Delete.” You’ll be asked to confirm the deletion, and once you do, the contact will be removed from your account.
2.4 Searching for Contacts
If you need to find a specific contact, you can use Highrise CRM’s search function. Simply click on the “People” tab and enter the contact’s name or other details into the search bar. Highrise will then show you all the contacts that match your search criteria.
2.5 Organizing Contacts with Tags
As we mentioned earlier, tags are a powerful way to organize your contacts in Highrise CRM. To add a tag to a contact, simply click on their name in the “People” tab, and choose “Add Tag.” You can then choose an existing tag or create a new one.
Once you’ve tagged your contacts, you can filter them by tag to quickly find the ones you need. This can be especially useful when you have a large number of contacts to manage.
2.6 Importing and Exporting Contacts
If you need to import contacts from another system, or export your Highrise contacts for use elsewhere, you can do so easily. To import contacts, simply click on the “Import” button in the “People” tab and follow the on-screen instructions.
To export contacts, click on the “Export” button and choose the format you want to export to, such as CSV or Excel.
Part 3: Managing Deals in Highrise CRM
3.1 Adding Deals
In addition to managing contacts, Highrise CRM can also help you manage your deals. To add a new deal, simply click on the “Deals” tab in the dashboard and select “Add Deal.” You can then enter details about the deal, such as the deal name, the value, and the expected closing date.
You can also assign a deal to a specific contact, add notes and files, and track the deal’s progress from start to finish.
3.2 Updating Deal Progress
Highrise CRM allows you to track the progress of each deal in real-time. To update a deal’s progress, simply click on its name in the “Deals” tab and choose “Edit.” You can then update the deal’s stage, add notes or files, and set a new closing date if necessary.
3.3 Closing Deals
When a deal is closed, you can mark it as won or lost in Highrise CRM. To do this, simply click on the deal in the “Deals” tab and choose “Edit.” You can then select the appropriate option and add any notes or final details.
Part 4: Managing Tasks in Highrise CRM
4.1 Adding Tasks
Highrise CRM also includes a task management feature to help you stay on top of your to-do list. To add a new task, simply click on the “Tasks” tab in the dashboard and select “Add Task.” You can then enter the task details, set a due date, and assign it to a team member if necessary.
4.2 Updating Tasks
As you work through your tasks, you may need to update or reschedule them. To do this, simply click on the task in the “Tasks” tab and choose “Edit.” You can then make any necessary changes and save them.
4.3 Completing Tasks
When you’ve completed a task, be sure to mark it as done in Highrise CRM. To do this, simply click on the task in the “Tasks” tab and choose “Complete.” Highrise will then update the task status and record the completion date.
Frequently Asked Questions
1. Can I use Highrise CRM on my mobile device?
Yes, Highrise CRM has a mobile app that you can download for iOS and Android devices. The app allows you to manage your contacts, deals, and tasks on the go.
2. Is my data secure with Highrise CRM?
Yes, Highrise CRM takes data security very seriously and uses industry-standard encryption to protect your data. The platform also includes backup and recovery features to ensure your data is safe in the event of a disaster.
3. Can I customize the fields in Highrise CRM?
Yes, Highrise CRM allows you to customize the fields for contacts, deals, and tasks to suit your specific needs. You can add or remove fields, change their names or types, and reorder them as needed.
4. How can I contact Highrise CRM support?
You can contact Highrise CRM support through their website or by emailing them directly. They also offer a comprehensive knowledge base and community forum where you can find answers to common questions.
5. Can I integrate Highrise CRM with my website?
Yes, Highrise CRM allows you to integrate with a wide range of website builders, e-commerce platforms, and other online tools. Some of the platforms you can integrate with include WordPress, Shopify, and Stripe.
6. How much does Highrise CRM cost?
Highrise CRM offers a range of pricing plans to suit different needs and budgets. Their plans start at $24/month for the Basic plan and go up to $149/month for the Plus plan. They also offer a free 30-day trial so you can test out the platform before committing.
7. Can I cancel my Highrise CRM account at any time?
Yes, you can cancel your Highrise CRM account at any time with no penalties or fees. Simply go to your account settings and choose the “Cancel Account” option.
Conclusion
Highrise CRM is a powerful tool for managing customer relationships, sales, and tasks. By following the tips and strategies outlined in this guide, you can get the most out of the platform and take your sales game to the next level.
Remember to customize your settings, add team members, and integrate with other apps to streamline your workflow. Also, be sure to use tags to organize your contacts and update your deals and tasks regularly to stay on track.
If you haven’t tried Highrise CRM yet, we highly recommend giving it a spin. With its user-friendly interface, powerful features, and flexible pricing plans, it’s a great choice for businesses of all sizes.
Disclaimer
This article is for informational purposes only and does not constitute legal, financial, or professional advice. You should always consult with a qualified expert before making any business decisions.
