Highrise Reporting and Analytics
Want custom Highrise reporting? Whether it's simple daily emails on your sales pipeline, full CRM dashboards, or custom fields like deal close dates, Easy Insight takes your Highrise system to the next level. If you don't already have an account, you can get started with a 30 day free trial. No credit card is required to start.
Easy Insight has proven to be a hugely powerful system for us. Coupled with the incredibly fast and attentive support, it has enabled ChannelCreator to automate 90% of its reporting function and focus on our strength, selling our product.
Matt Ball, ChannelCreator Ltd.
Answers to Your Highrise Reporting Questions
Need to build Highrise reports on your companies, cases, deals, emails, tasks, contacts, or notes? Easy Insight gives you the ability to create simple lists of contact information, pie charts of deal dollars by company, line charts of contact creation over time, and anything else you may want! Ad hoc report creation allows you to drag in fields from any of the key Highrise subject matters to create the reports you need to manage and optimize your sales activities. You can apply dynamic filters to restrict the data down to a particular date range, show only deals matching a certain tag, or only open cases.
Prebuilt Reports to Get You Started
Whether it's a pie chart showing your deal amounts by category, a tree giving you a hierarchical report on your prospects, or a simple list of contacts with a variety of optional filters, our rich library of prebuilt reports can help you get a quick start. You can take any of our prebuilt reports and modify them to meet your specific business need, all within a rich web interface designed to be accessible to business users. Build a particularly cool report? You can add it to help others with a single click.
Extend Your Highrise Reporting With Custom Fields
Easy Insight automatically pulls over all of your custom fields on contacts and companies from Highrise so that you can add those new fields into your reports. Want to add custom fields to other subject matters such as deals or tasks? Easy Insight provides you with multiple mechanisms to track additional custom fields such as Deal Probability or Task Priority. Have Basecamp too? Combine your Basecamp and Highrise data to create a single dashboard of todos, hours, and deal activity by user across the two products. Assemble a complete single view of the customer by combining your Highrise data with email marketing metrics from Constant Contact and accounting data from FreshBooks so that you can deliver the highest degree of prospect service and maximize your sales.
Export, Email, and Embed
You can export any report into Excel, PDF, and PNG to share in meetings or fit into current business processes. You can set up reports to deliver over email on a scheduled basis so that you have a daily or weekly view of your hot leads. You can even embed reports into external dashboards so that they're visible to the rest of your organization. Extensive styling and formatting capabilities make sure that you can display reports in terms of corporate style standards, including logo images and other custom branding.
Highrise and 37signals are registered trademarks of 37signals, LLC.
Easy Insight is in no way affiliated with 37signals nor Highrise.