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I spend more than $7/month on Highrise (from 37signals) to pretty much do what this does. Highrise doesn't directly support a sales 'pipeline' metaphor so I use
by pgroves 15y ago
I spend more than $7/month on Highrise (from 37signals) to pretty much do what this does. Highrise doesn't directly support a sales 'pipeline' metaphor so I use tags on customers for each stage ("WarmLead", "ColdLead", "FirstContact"...etc). It's definitely cumbersome to do the pipeline with tags but the contact management and email integration is pretty good.
As a freelancer, I really only use it when seeking out the next contract, which is every few weeks or months. So Highrise is overkill and just slightly too expensive to justify. (But switching to something else never really becomes my top priority.)
One last note: a sales pipeline is useful for many types of relationships... finding customers, hiring employees, getting investors, etc. They all have the same first few steps.
- nathancarnes 15y agoI've been using Highrise for a long time, too, and think it's good at what it does, but the heavy contact focus doesn't fit well with my process. The lack of a real overview is also really limiting factor for me, too. It's really a solving a different problem, I think. Great point about the pipeline concept being useful for different things. We have one early tester using it to track conference sponsorships.