Integration Overview
Connect your Highrise CRM account to Proposable to sync your contacts and deliver professional interactive sales proposals to all your clients and prospects. Proposable automatically creates a Highrise deal for each of your delivered proposals and continually updates your deal in real time as your prospect interacts with the proposal. For example, Proposable will add each proposal view, comment, download and even the digital acceptance receipt back into the Highrise deal record.
Highrise is the Simple CRM for small business that helps you stay organized. Here are a few features that highrisehq.com brings to the table:
Track new business deals
Add files to deals and projects
Attach emails to deals, projects, contacts
Reply to important emails
Add tasks to people, companies, or projects
Add notes and comments
Shared contacts and companies
Search and filter all your contacts
Tag contacts for easy organization
Custom data fields for people and companies
Simple data import and export
Integration with many 3rd party tools via API such as Proposable
Highrise + Proposable Benefits
Easily sync your Highrise contacts inside Proposable
Save valuable time by automating your sales proposal process
Real-time tracking of all your sales material
Win more business with the #1 proposal software
If you’re ready to connect your Highrise account with Proposable, here’s a quick video: