Highrise vs WatBox
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. | WatBox is a Salesforce-native messaging add-on that lets you manage WhatsApp and SMS conversations directly inside your CRM, so you do not have to juggle between external messaging apps and Salesforce. When a customer messages you on WhatsApp, WatBox routes that conversation into Salesforce, links it to the right Lead, Contact, Account, or Case, and keeps every interaction attached to the customer record. This gives you a single place to see history, update data, and follow up in context. |
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. | WhatsApp & SMS Native Integration, Auto-Linking to CRM Records, One-to-One and Bulk Messaging, Automated Workflows & Bots, Unified Multichannel Inbox, Automatic Activity Logging, Approved Templates & Structured Messages, Embedded Salesforce Messaging |
Statistics | |
Stacks 17 | Stacks 0 |
Followers 19 | Followers 1 |
Votes 7 | Votes 1 |
Pros & Cons | |
Pros
| No community feedback yet |
Integrations | |
| No integrations available | |
What are some alternatives to Highrise, WatBox?
Twilio
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Olark
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Salesforce Sales Cloud
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Nexmo
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Pipedrive
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Zopim
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tawk.to
It is a live chat support & messaging application that focuses on successful communication between businesses and their customers.
Crisp
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Plivo
Plivo provides basic building block APIs in the form of Plivo XML and HTTP API, to create telephony apps, so developers can completely do away with learning the nitty-gritty of the telephony plumbing.
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.
