Highrise Simple CRM 2018 Beginner Introduction Tutorial


About this tutorial:

Video duration: 21:57
Highrise Simple CRM 2018 Beginner Tutorial.
IS the simplest CRM to learn and implement?
In this video I’ll take you on a walkaround of the basic features of Highrise Simple CRM.

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Checkout Highrise Simple CRM:

I’ll be recording more specific/shorter training videos about Highrise CRM soon. Make sure I answer your questions by commenting below. I will share the link to the training soon.

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  1. Really helpful video, thanks. I like the pace. I'm an MD looking for a CRM for my sales team. Things I was looking for that it didn't cover were:
    – Sending individual email from Highrise. I can see that you can forward emails from your inbox to Highrise, but if you send an email from Highrise can you then get it into your sent items, or does it then become a thread that's separated from your normal mailbox.
    – Reports that aggregate that deal info you recorded.
    – Personalising bulk emails
    – How you found Highrise compares against the other CRM's you've covered.
    – If Highrise does any data cleaning/merging, e.g. if two users imported the same contact.


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