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Highrise CRM

6 November 2010

I have been working on a contract for a not-for-profit for the last 2-3 weeks and have been setting up a Customer Relationship Management (CRM) system for them to help with managing their grant application process.

I selected Highrise from 37Signals as I have had some experience using it and most of the other products from the 37Signals stable over the last few years. It’s lightweight, easy to use and quick to set up. Importantly it integrates nicely with desktop email clients and address books and the learning curve is fairly shallow. As with most new technology implementations it takes discipline and commitment to get it off the ground. At the same time as introducing the new technology I am creating and honing a complete set of business processes by doing the job myself.

The challenge remains to help the organisation switch from sending spreadsheets around by email to a cloud based database platform. What makes it rewarding, is seeing successful take up and buy-in from a largely unpaid team of volunteers spread about the globe.

Just for the record – no connection to 37Signals.

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From → Business, Technology

2 Comments
  1. Adam permalink

    Could this have some potential application in my school environment? We need a better way to handle documents across a mix of internal professionals and external volunteers.

    • Adam – it might be the right thing, but if your focus is document sharing and management then maybe an intranet like Backpack (also from 37Signals) would be better. I am pretty sure this would sort you out, but I couldn’t commit without a full needs analysis ;^)

      A tech-head like you should be able to make some pretty handy stuff with Google Sites. It’ll be cheaper than Backpack. However I love the 37Signals stuff so much it’s a pleasure to pay them to use it. Why don’t you sign up for the Backpack free account and play? It’ll give you a somewhat limited taste of scope and a good feel for the ease of use.

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