I’m a really big fan, and I totally get the ‘less is more’ approach to functionality. But the more you use the more you depend and in particular I would like to solve that old chesnut of integration.

As a small company we have no choice keep things really tight. We use Highrise along side for example Campaign Monitor for our email marketing. We’re calling people via our Skype headsets – so the whole business is essentially fits on a laptop. Neat, tidy and backed-up!

But we want to connect the whole thing together and I really need Highrise to do some thinking in terms of contact management.

Who read our last promo email?

Who have we not contacted in the last month?

Now I’m sure you’re gonna tell me I’m using the wrong product – but I’m not! Highrise is web based with a superb simple interface – I believe it is possible to maintain your development ethos whilst introducing some basic auto alarms and reports.

You’re right, global reports/queries of some sort would harness all that data. Maybe this is an API job? Tags could offer a rough solution. I already use them to keep track of who’s been invoiced and who’s paid – I can then do the spreadsheets later :)

Yes, tags on cases would be very helpful, as would the ability to sort tasks by category.

Is there anyway of tracking sales with this system? I am new to this but very inerested in it for a business.

Tommy, beyond using tags I think the API is the only way to go. Signal blogged about this interesting use of MS Access with Highrise. Very interesting as I’m an Access programmer and you could pull in your contacts data and then add sales data to produce reports.

http://37signals.blogs.com/products/2008/04/how-to-use-an-a.html

JC, are you using Highrise to send your promo emails? I’m struggling trying to figure out how to do that. Please let me know your process.

Yes, tags on cases would be very helpful, as would the ability to sort tasks by category.

Oh yes yes yes! :)

In fact, I just posted that exact same request on this thread

One idea that crossed my mind was to finish off tasks using something like 60d+ When I ticked the task off, it would get saved. Then every now and again I would run some API code that looked for finished tasks and add 60Days and create a new task and then remove 60D+ from the old task. Other repeaters would be like 3m+ for 3 months and 2w+ for two weeks. eg a task

Call Peter to see how software is going 60d+

And the article mentioned by Deano can be found here
http://www.databasejournal.com/features/msaccess/article.php/3739696

part two will be out in a day or two

Hi JCLee. Did you know that Campaign Monitor has a really robust reporting scheme? You can create a segmented list, find out who opened and clicked and more.

Contact me offline at info@emaildiva.net if you need a few pointers.

I am looking for a new contact manager that interfaces with an email campaign manager, and really like Highrise.

Can anyone describe their workflow for grouping people into email lists, and integrating the results and changes after reviewing the campaign results?

I am also a little concerned about the ability to search the database in Boolean format though, say for people with specific area codes from a specific company. Anyone know how to do this?

Highrise Inquirer can do more complex searches; perhaps it can do what you want.

It also can send simple messages to selected (i.e. filtered) recipients and bulk tag them.

Cheers