Highrise improvements: Email Notifications, Daily Digests, Dropbox vCards
Every other week or so, when I log in to one of my 37signals’s product account, I always get some nice surprise: new features, small or not so small improvements, always nice things to kick start my day with a smile! Last week, it was the Freshbooks gang who did this, but today, it was 37signals and their Highrise CRM product. They introduced 3 very nice new features, that, yet again, will make our life easier!
First, you can now notify people on your team when you add a new note to a contact. So let’s say you talked to a prospect and, of course, you are documenting it on your Highrise account, and you want a Project Manager to be informed that the deal is soon to be closed. Simply select the name of that person in the note’s option and you’re all set !
Second, daily email digest for cases or deals. Another awesome feature! You can now receive a daily email summarizing what happened in a specific case or deal. That way, you can get inform directly in your inbox, without even having to log on Highrise.
Finally, as you may know, you can easily send or forward email to your Highrise email dropbox, for those emails to be automatically added to the related contact. A few different emails can be use to add a message to a contact, create a task for today, tomorrow, next week, etc.. There are different email addresses you need to know and add to your contacts book. Well now, you can do this in 30 seconds as they have added a feature to automatically generate a vCard with all these addresses for you. Then you can simply import that vCard in your contacts book!
Again, great job by the 37signals team! Here is the full article on their site if you are interested: New in Highrise: Email Notifications, Daily Digests, Dropbox vCards.
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