AI Practice Management Software for Accountants vs Highrise
Overview
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Detailed Comparison
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals. | All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility. |
A person’s history on one page- Every contact in Highrise gets a page. You and your co-workers can add notes from calls, conversations, meetings, or any other historic information about this person.;Add tasks and get things done- Tasks help you get things done. Assign tasks to yourself or to others. Add action categories (Call, Thank You, Demo, Fax, Email) for quick scanning. Check’em off when they're done. Highrise will even send reminders to your email account or mobile phone!;Track deals, proposals, and leads- Know which proposals/bids are pending, which you’ve won, and which you’ve lost. Enter notes about the deals, attach proposals or contracts to the deals, and keep a log of any changes.;Couldn’t-be-easier Permissions- Highrise lets you specify who can see which people, companies, notes, and cases. It’s your call.;Quickly add people to Highrise- Adding a person manually takes just a few seconds. You can also upload vCards to add people even faster or import people from your Basecamp account.;Highrise loves getting email- Highrise works together with email. You can send, BCC, or forward emails to Highrise and they'll automatically be attached to the right person’s page.;All of your contacts in one place- All of the people who are important to your business are in Highrise. Keep track of emails, conversations, and tasks.;Your latest activity is all in one place- Your company’s Highrise activity is summarized on the “Latest activity” screen.;Color combos to suit your taste- Choose from a variety of color schemes to best suit your company brand.;Cases keep related stuff together- Cases help you keep related notes, files, images, and people together on one screen.;Get your co-workers involved- Highrise gets better the more people in your organization that use it. The users section lets you invite people to create accounts on your system. Groups let you set batch permissions on people, notes, and cases. | Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features |
Statistics | |
Stacks 19 | Stacks 0 |
Followers 19 | Followers 1 |
Votes 7 | Votes 1 |
Pros & Cons | |
Pros
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Integrations | |
| No integrations available | |
What are some alternatives to Highrise, AI Practice Management Software for Accountants?
Airflow
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Salesforce Sales Cloud
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.
Pipedrive
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Evernote
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Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
Apache Beam
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OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
Zenaton
Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.
Luigi
It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.
