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 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:

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