Comments on: Organizing Business (and Personal) with CRM

By: Paul

Paul — Tue, 10 Aug 2010 01:15:01 +0000

We would be happy to assist you in finding, evaluating and implementing the best CRM solution for your needs. Perhaps we can talk further about your specific situation - our e-mail address is info@etnacom.net.

By: Dumpster Rental

Dumpster Rental — Mon, 09 Aug 2010 18:09:14 +0000

I have experience using Sugar for my dumpster rental lead generation business. Sugar is a valuable software tool, but I find using it can be a cumbersome process. To this day, I still prefer Outlook and Excel spreadsheets to manage my contacts and engagements. I am still looking for a simple CRM package.

By: CNA License

CNA License — Thu, 27 May 2010 23:32:54 +0000

Pretty nice post. I just stumbled upon your blog and wanted to say that I have really enjoyed browsing your blog posts. In any case I’ll be subscribing to your feed and I hope you write again soon!

By: veterinary technician

veterinary technician — Mon, 05 Apr 2010 12:46:04 +0000

Terrific work! This is the type of information that should be shared around the web. Shame on the search engines for not positioning this post higher!

By: Darrin

Darrin — Fri, 12 Mar 2010 20:08:58 +0000

Good read. I just started trying out highrise today. Thinking it would be great to manage personal tasks as well. Really excited when I see how you can add emails. Good idea for organizing topics discussed via email.
Thanks

By: James @ crm software

James @ crm software — Sun, 21 Feb 2010 04:56:53 +0000

Highrise is very similar to Basecamp but I prefer highrise because the community is much bigger and help is on demand pretty much when ever you need it!

By: Paul

Paul — Sat, 20 Feb 2010 17:31:19 +0000

Thanks everyone for your great comments, especially you, Matt.

I could certainly understand why Highrise’s features wouldn’t apply to you in your case. Since a task isn’t the same as an appointment, you certainly wouldn’t be using the product as intended. I encourage you to relay your feature requests directly to 37signals, the makers of Highrise.

I also wonder if there are any other applications that could be of better use for your specific needs. For the medical profession, more robust applications are usually (but not always) recommended. Also, have you verified that Highrise meets the standards for HIPAA and other oversight or privacy requirements?

If you need any help or want to continue this conversation further, feel free to get in touch with me!

By: Matt T. Stephens

Matt T. Stephens — Fri, 19 Feb 2010 08:35:32 +0000

I tried Highrise and overall I like it very much, but as a dentist, I oftenly have my patients coming three or four weeks in a row, and it was simply too boring to add a task every time they came. I look forward to see some feature that helps me to save time with this…

Also a visual (fast) way to see and edit all appointments I have during the week would be grrreat ;D

By: Keith German

Keith German — Wed, 10 Feb 2010 15:44:36 +0000

Excellent post! I enjoyed how you joined both the personal and business aspects of your content. The review of Highrise was done in a way that didn’t seem biased, although you clearly like it and use it.

Finding the “right” software for your unique business needs is hard, really hard! It takes a lot of work and thought. So much so I created about 4 months ago a company to help nonprofit organizations and general businesses do this very thing. It sounds like we may have a lot in common along these lines.

As for my experiences – they too have been with multiple systems – Sage ACT!, MS Dynamics CRM, MS Outlook 2007 Business Contact Manager, custom apps, etc. I liked each of these systems. Personally, my favorite is ACT! because it is amazingly functional for its price, strongly supported (by a viable, resourceful company with local VARs), and has seemingly endless addon options.

While helping a company research Project Management software I came across 37 Signals and reviewed Highrise and Basecamp. Unfortunately, their lack of human contact phone support – email only – and local VAR services was an issue for my client. Nonetheless, they had impressive functionality and affordable price plans. I can easily see why you like this system.

Two others I reviewed and liked were BatchBook and Huntress Pro. I didn’t dig deep with these but they were “worthy” of consideration.

Again, thanks for an excellent post. All the best to you!

By: Brianna Preston

Brianna Preston — Wed, 10 Feb 2010 06:38:24 +0000

Excellent post on organizing business with the help of business CRM. Thank you!