Mejores alternativas a Highrise - Resumen
Las alternativas a Highrise son herramientas de gestión de relaciones con clientes (CRM) que te ayudan a administrar contactos, hacer seguimiento de conversaciones y organizar embudos de ventas, ahora que Highrise ya no acepta nuevos clientes. Necesitas un reemplazo que mantenga a tu equipo organizado y la comunicación con el cliente fluida.
He invertido bastante tiempo investigando y probando las mejores alternativas a Highrise, para que puedas encontrar rápidamente un CRM que encaje con tu flujo de trabajo y ayude a tu empresa a seguir creciendo.
¿Qué es Highrise?
Highrise es una herramienta de gestión de relaciones con clientes (CRM) que ayuda a las empresas a organizar contactos, registrar comunicaciones y gestionar tareas. Aunque es popular entre pequeñas empresas, autónomos y emprendedores por simplificar la interacción con clientes y facilitar el seguimiento de oportunidades, algunos usuarios buscan alternativas a Highrise para encontrar funciones más avanzadas, mejores opciones de integración o precios que se ajusten a sus necesidades.
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Resumen de las mejores alternativas a Highrise
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for automated lead tracking | 30-day free trial + free demo available | From $29/user/month (billed annually) | Website | |
| 2 | Best for clientflow management for independents | Free demo + 7-day free trial available | From $29/month (billed annually) | Website | |
| 3 | Best for uniting marketing, sales, and support | Free plan + free demo available | From $11.04/user/month (billed biennially) | Website | |
| 4 | Best for seamless app integrations | 14-day free trial available | From $29/user/month (billed annually) | Website | |
| 5 | Best for customizable CRM solutions | 14-day free trial | Pricing upon request | Website | |
| 6 | Best for AI-powered sales automation | 21-day free trial + free demo available | From $9/user/month (billed annually) | Website | |
| 7 | Best for marketing automation | Not available | From $15/user/month (billed annually) | Website | |
| 8 | Best for industry-specific solutions | Not available | Contact for pricing. | Website | |
| 9 | Best for Outlook integration | Free trial + free plan available | From $18/user/month (billed annually) | Website | |
| 10 | Best for field team management | Not available | Pricing upon request | Website |
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Prisync
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Expedite Commerce
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QuickBooks Online
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4
Reseñas de las mejores alternativas a Highrise
En este análisis, te guiaré a través de los pros y contras de cada alternativa a Highrise. Cada reseña destaca sus funciones y casos de uso recomendados para ayudarte a tomar una decisión informada.
Salesflare is a sales CRM designed for small and medium-sized B2B teams. It focuses on helping you keep track of leads and relationships without requiring heavy manual updates. By pulling in data automatically, it gives you a reliable system to manage your sales process.
Why it's a good Highrise alternative: I picked Salesflare because it takes the work out of lead tracking and follow-ups by logging interactions from emails, meetings, and calls automatically. It reminds you when it’s time to reach out, so you don’t lose momentum with prospects. The visual drag-and-drop pipeline makes it easy to track deals through each stage while giving you forecasting to see what’s ahead. Altogether, it helps your team stay organized, close deals faster, and spend less time on manual updates.
Standout features & integrations:
Features include relationship intelligence that shows who knows whom within your team, so you can connect through the right people. It also offers lead finder, which helps you discover new prospects directly in the system without juggling separate tools.
Integrations include Better Proposals, Emailable, Leadinfo, StoryChief, Intercom, MailChimp, QuickBooks Online, Slack, Typeform, Google Contacts, Bubble, SyncPenguin, and Voxloud.
Pros and Cons
Pros:
- Automates data entry from emails and calendars
- Strong relationship intelligence for warm introductions
- Automated reminders help prevent missed follow-ups
Cons:
- Reporting options can feel too simple
- May not suit very large enterprises
HoneyBook is an all-in-one platform streamlining client management for freelancers and independent business owners. It’s best for independent client management because it consolidates project tracking, invoicing, and client communication into a single, easy-to-use interface for solo entrepreneurs.
Why it's a good Highrise alternative: HoneyBook’s focus on client management for independents offers unique advantages over Highrise, particularly in its specialized tools for freelancers. It's all-in-one approach to managing client projects, invoicing, and communication makes it a standout option for solo entrepreneurs.
Standout features & integrations:
Features include project tracking, online invoicing, contract management, and client communication tools.
Integrations include natively with QuickBooks, Google Calendar, Gmail, Zapier, Calendly, Stripe, Zoom, Slack, Outlook, and Mailchimp.
Pros and Cons
Pros:
- Built-in proposal templates
- Customizable client onboarding workflows
- Integrated e-signature for contracts
Cons:
- Restricted customization for advanced users
- Limited scalability for larger teams
EngageBay is an all-in-one CRM software that offers marketing, sales, and support tools. It’s best for uniting marketing, sales, and support because it provides an advanced suite of tools that work seamlessly together to help businesses manage their customer relationships and grow their business.
Why it's a good Highrise alternative: EngageBay comes with a strong set of features that can replace multiple tools, making it a cost effective and efficient alternative to Highrise. Its user-friendly interface and affordable pricing make it accessible for small to medium-sized businesses, while its robust functionality supports business growth and customer engagement.
Standout features & integrations:
Features include marketing automation, email marketing, CRM, live chat software, help desk support, and email templates.
Integrations include Zapier, Shopify, SendGrid, Mailgun, Mandrill, Xero, Amazon SES, Stripe, QuickBooks, JustCall.
Pros and Cons
Pros:
- Strong customer support and onboarding assistance
- Unified platform minimizes data silos
- Affordable with extensive features
Cons:
- Customer support response time can vary
- Learning curve for new users
Insightly is a modern CRM tool designed to help businesses sell smarter, grow faster, and build lasting customer relationships. It’s best for seamless app integrations, allowing users to connect with various applications to streamline their business processes.
Why it's a good Highrise alternative: Insightly offers strong integration capabilities that make it easy to connect with other tools businesses already use. It also provides advanced features such as workflow automation, advanced reporting, and a user-friendly interface, enhancing productivity and collaboration. Additionally, Insightly's scalability ensures it can grow alongside your business, meeting evolving needs efficiently.
Standout features & integrations:
Features include pipeline management, lead tracking, workflow automation, marketing automation, and customer service tools.
Integrations include QuickBooks Online, Xero, Sage, Workday, ADP Workforce Now, BambooHR, ZoomInfo, Gong, Docusign, and WordPress.
Pros and Cons
Pros:
- User-friendly interface
- Comprehensive CRM features
- Extensive integration options
Cons:
- Occasional issues with email synchronization
- Limited customization options for complex workflows
LeadMaster is an advanced CRM platform designed to offer customizable solutions for businesses of all sizes. It excels in providing tailored CRM functionalities that can be adapted to meet specific business needs.
Why it's a good Highrise alternative: LeadMaster’s high degree of customization allows businesses to tailor the CRM to their specific needs. This flexibility makes it a strong alternative to Highrise, especially for companies looking for a more personalized CRM experience. Additionally, LeadMaster's strong integration capabilities allow for seamless connectivity with other essential business applications, enhancing overall operational efficiency.
Standout features & integrations:
Features include lead management, opportunity and pipeline management, help desk and case management, call center solutions, marketing automation tools, email marketing, landing pages, and lead nurturing.
Integrations include Zapier, Encompass, QuickBooks, MindBody, WordPress, HTTP Post, POST, GET, and SOAP calls.
Pros and Cons
Pros:
- Strong customer support
- Comprehensive feature set
- Highly customizable
Cons:
- Limited native integrations
- Interface can be complex for new users
Freshsales is an AI-powered sales CRM designed to streamline sales processes and boost productivity. It’s best for AI-powered sales automation because it leverages AI to provide insights, automate tasks, and highlight the best leads and deals.
Why it's a good Highrise alternative: Freshsales offers advanced AI capabilities that can significantly enhance sales automation. Its AI assistant, Freddy, helps in identifying high-intent leads, automating repetitive tasks, and providing actionable insights, making it a strong alternative to Highrise.
Standout features & integrations:
Features include AI-powered lead scoring, email tracking, workflow automation, 360-degree customer view, customizable sales pipelines, and advanced reporting capabilities.
Integrations include Google Workspace, Mailchimp, Zapier, Slack, QuickBooks, Xero, Docusign, HubSpot, Shopify, and Stripe.
Pros and Cons
Pros:
- Customizable sales pipelines
- Comprehensive lead management
- AI-driven insights and automation
Cons:
- AI features can require significant data input to be effective
- Customization options can be overwhelming for new users
Mailchimp CRM is an advanced tool designed to help businesses manage customer relationships and automate marketing efforts. It excels in marketing automation by providing tools to deliver personalized messages at the right time.
Why it's a good Highrise alternative: Mailchimp CRM provides users with strong marketing automation features that can significantly enhance customer engagement. Its ability to integrate with various platforms and provide detailed analytics makes it a strong contender for businesses looking to replace Highrise.
Standout features & integrations:
Features include email marketing, audience management, AI marketing tools, and content creation tools.
Integrations include Shopify, Wix, Salesforce, Canva, WooCommerce, Zapier, Google Analytics, Facebook, Instagram, and Twitter.
Pros and Cons
Pros:
- Detailed analytics and reporting
- Extensive integration options
- Comprehensive marketing automation tools
Cons:
- Learning curve for new users
- Limited customization options for templates
Shape is an all-in-one business management solution designed to cater to various industries, including mortgage, solar, education, insurance, debt, and small business. It’s best for industry-specific solutions due to its tailored features and templates that meet the unique needs of different sectors.
Why it's a good Highrise alternative: Shape offers a large suite of tools that are specifically designed for various industries, making it a versatile option for businesses with unique needs. Its industry-specific templates and features make it stand out as a good alternative to Highrise.
Standout features & integrations:
Features include lead scoring, email automation, built-in phone, text messaging, mobile app, customer portal, an AI suite, marketing suite with pre-made templates, task and event management, document storage, and analytics and reporting.
Integrations include Google Sheets, Microsoft Outlook, Zapier, Mailchimp, Twilio, Docusign, QuickBooks, Salesforce, HubSpot, and Slack.
Pros and Cons
Pros:
- Mobile app for on-the-go access
- Comprehensive suite of tools for marketing, sales, and customer service
- Industry-specific templates and features
Cons:
- Limited ability to add custom fields independently
- Occasional refresh needed to update information
eWay-CRM seamlessly integrates with Outlook to provide an advanced customer relationship management solution. It’s best for Outlook integration because it embeds CRM functionalities into the familiar interface, allowing users to manage contacts, sales, and projects without leaving their email platform.
Why it's a good Highrise alternative: eWay-CRM offers a deep integration with Outlook giving it a unique advantage over Highrise, particularly for users who rely heavily on email for client communications. This integration simplifies CRM tasks and enhances productivity by combining email and customer management in one place.
Standout features & integrations:
Features include contact and sales management, project tracking, and email campaigns directly within Outlook.
Integrations include Microsoft Office, SharePoint, Microsoft Teams, OneDrive, QuickBooks, Google Calendar, Mailchimp, Zapier, Xero, and WordPress.
Pros and Cons
Pros:
- Strong support for multi-language environments
- Advanced custom reporting capabilities
- Native email tracking and synchronization
Cons:
- Complex setup process for advanced features
- Occasional sync issues with large datasets
Salesproxy is a powerful tool designed to streamline and optimize field team management through real-time tracking and automation.
Why it's a good Highrise alternative: Salesproxy offers strong lead management and automation features, enabling efficient tracking and nurturing of leads. Additionally, its user-friendly interface and integration capabilities with various third-party applications enhance workflow efficiency and streamline sales processes, making it suitable for businesses looking for a comprehensive CRM solution.
Standout features & integrations:
Features include real-time tracking, automated workflows, and customizable reporting.
Integrations include Salesforce, HubSpot, Slack, Google Calendar, Microsoft Teams, Zoho CRM, Trello, Asana, QuickBooks, and Zendesk.
Pros and Cons
Pros:
- Customizable reporting features
- Comprehensive workflow automation
- Real-time tracking of field operations
Cons:
- Limited offline capabilities
- Steep learning curve for new users
Otras alternativas a Highrise
A continuación, tienes una lista adicional de alternativas a Highrise que consideré. Aunque no entraron en el top 10, siguen siendo opciones valiosas y merecen una investigación adicional.
- Copper
For Google Workspace integration
- Scoro
For comprehensive work management
- Kantata
For professional services automation
- monday AI Work Platform
For project management integration
- MRPeasy
For manufacturing resource planning
- Zoho CRM
For customizable CRM solutions
- Connecteam
For managing remote teams
- Pipedrive
For visual sales pipeline management
- Nutshell
For small business sales automation
- Odoo
For comprehensive business applications
- ClickUp
For task and project tracking
- Ontraccr
For construction project management
Otras reseñas de CRM relacionadas
Si todavía no encuentras lo que buscas aquí, explora estas herramientas relacionadas con los CRM todo-en-uno que hemos probado y evaluado.
- Software CRM
- Software de ventas
- Software para gestión de leads
- Software de inteligencia empresarial
- Software para gestión de contratos
- Sistema de gestión de ingresos
Criterios de selección de alternativas a Highrise
Los criterios para elegir un software alternativo a Highrise deben abordar directamente las necesidades de los compradores y los problemas más habituales, asegurando que el software cumpla eficazmente su propósito. Como experto que ha probado e investigado personalmente estas herramientas, estos son los requisitos que utilizo al evaluarlas:
Funcionalidad principal: 25% de la puntuación total
- Gestión de contactos
- Gestión de tareas
- Integración con correo electrónico
- Seguimiento de oportunidades
- Informes y analítica
Otras funciones destacadas: 25% de la puntuación total
- Integración con aplicaciones externas
- Paneles de control personalizables
- Recomendaciones e información impulsadas por IA
- Funcionalidad de aplicación móvil
- Funciones avanzadas de seguridad
Usabilidad: 10% de la puntuación total
- Diseño de interfaz intuitivo
- Funcionalidad de arrastrar y soltar
- Flujos de trabajo personalizables
- Control de acceso basado en roles
- Navegación sencilla y capacidades de búsqueda
Incorporación: 10% de la puntuación total ponderada
- Disponibilidad de videos de capacitación
- Recorridos interactivos del producto
- Plantillas preconstruidas
- Chatbots para soporte instantáneo
- Seminarios web para formación en profundidad
Soporte al cliente: 10% de la puntuación total ponderada
- Disponibilidad de soporte 24/7
- Múltiples canales de soporte (correo electrónico, teléfono, chat)
- Gestores de cuentas dedicados
- Base de conocimientos completa
- Tiempos de respuesta rápidos
Relación calidad-precio: 10% de la puntuación total ponderada
- Planes de precios competitivos
- Estructura de precios transparente
- Disponibilidad de prueba gratuita o demo
- Descuentos por suscripciones anuales
- Conjunto de funciones completas por el precio
Reseñas de clientes: 10% de la puntuación total ponderada
- Calificaciones de satisfacción general
- Comentarios sobre la facilidad de uso
- Opiniones sobre la calidad del soporte al cliente
- Perspectivas sobre la eficacia de las funciones
- Recomendaciones y testimonios de usuarios
¿Por qué buscar una alternativa a Highrise?
Las empresas que ya no pueden crear una cuenta en Highrise no son los únicos usuarios que pueden necesitar buscar una solución alternativa. Si actualmente eres cliente de Highrise, podrías estar interesado en una alternativa por las siguientes razones:
- Coste: Highrise puede ser demasiado caro para tu presupuesto, lo que lleva a buscar una alternativa más asequible. Encontrar una solución rentable puede ayudar a gestionar los gastos sin comprometer la funcionalidad.
- Funciones: Es posible que Highrise no cuente con funciones específicas que sean cruciales para las operaciones de tu empresa. Optar por una alternativa con las capacidades necesarias puede respaldar mejor tus necesidades y mejorar la eficiencia general.
- Escalabilidad: Highrise puede no escalar adecuadamente con el crecimiento de tu empresa, limitando tu potencial de expansión. Elegir una solución más escalable asegura que el software crezca de la mano con tu negocio sin inconvenientes.
- Interfaz de usuario: Es posible que la interfaz de Highrise no sea intuitiva, causando frustración e ineficiencia. Escoger una alternativa con un diseño más intuitivo puede mejorar la experiencia del usuario y la productividad.
- Integración: Highrise puede no integrarse bien con otras herramientas que utilizas, generando interrupciones en el flujo de trabajo. Escoger un software con mejores capacidades de integración puede agilizar las operaciones y mejorar la funcionalidad total.
A medida que las empresas crecen y evolucionan, encontrar una solución CRM que se alinee con sus necesidades específicas y requisitos sectoriales resulta vital. Una alternativa adecuada puede incrementar la eficiencia, agilizar operaciones y apoyar el éxito empresarial a largo plazo.
Características clave de las alternativas a Highrise
A continuación, te mostramos algunas de las características clave de Highrise que tu software alternativo debería poder replicar o mejorar para ser una buena opción.
- Gestión de Contactos: Esto es importante para mantener la información de los clientes organizada y de fácil acceso, garantizando una comunicación eficiente y una adecuada gestión de las relaciones.
- Gestión de Tareas: Una gestión eficaz de las tareas ayuda a los equipos a mantenerse al tanto de sus responsabilidades, mejorando la productividad y la responsabilidad.
- Seguimiento de Oportunidades: Esta función es fundamental para mantener los esfuerzos de ventas en orden, permitiendo mejores proyecciones y ajustes de estrategia.
- Integración de Correo Electrónico: Una integración fluida del correo electrónico agiliza la comunicación, reduciendo la necesidad de cambiar entre plataformas y ayudando a mantener interacciones coherentes con los clientes.
- Notas y Comentarios: Una documentación detallada de las interacciones garantiza que todos los miembros del equipo tengan acceso a información importante, mejorando la colaboración y el servicio al cliente.
- Campos Personalizados: Los campos personalizados permiten recopilar datos únicos, asegurando que el CRM pueda adaptarse a las necesidades específicas de su empresa.
- Etiquetas y Filtros: Una organización eficiente mediante etiquetas y filtros ayuda a los usuarios a localizar información específica rápidamente, mejorando la eficiencia operativa.
- Informes y Analítica: Los informes y la analítica en profundidad proporcionan información valiosa sobre el desempeño de ventas, ayudando a identificar tendencias y áreas de mejora.
- Bandeja de Entrada Grupal: Una bandeja de entrada compartida garantiza que los contactos potenciales sean gestionados y atendidos con rapidez, mejorando los tiempos de respuesta y el servicio al cliente.
- Recordatorios Recurrentes: Los recordatorios recurrentes ayudan a asegurar seguimientos regulares y puntuales, esenciales para nutrir prospectos y mantener relaciones con los clientes.
Al buscar una alternativa a Highrise, es importante considerar funciones clave como una gestión intuitiva de contactos, herramientas de comunicación sólidas y capacidades de integración fluida. Al enfocarse en estas características esenciales, las empresas pueden encontrar una solución que aumente la productividad y respalde eficazmente sus necesidades de gestión de relaciones con los clientes.
¿Qué sigue?
Si estás en proceso de investigar software de gestión de relaciones con clientes (CRM), conéctate con un asesor de SoftwareSelect para recibir recomendaciones gratuitas.
Completarás un formulario y tendrás una breve charla donde profundizarán en las especificaciones de tus necesidades. Luego recibirás una lista reducida de software para revisar. Incluso te apoyarán durante todo el proceso de compra, incluidas las negociaciones de precios.
