Partner Relationship Management with Highrise

Robert Howe

Highrise logoNeed a way to keep track of your personal interactions with 100+ ministry supporters? Highrise is a web-based contact management solution that simplifies the administrative aspect of maintaining relationships with donors, alumni, and other partners.

Highrise has dozens of flexible features designed for small businesses. For an overview of some of these features, take a look at this short review of Highrise from About.com’s Eric Miller. Even though Highrise is designed to help businesses keep track of their customer interactions, the features adapt easily to help support-raisers keep track of their supporter interactions.

Over the past year, I’ve used a Highrise free account (for less than 250 contacts) to:

  • Maintain a database of all my partners’ and prospects’ contact information
  • Record notes from conversations with donors
  • Keep track of thank-you notes I’ve sent
  • Share these details with a staff colleague for team fundraising efforts
  • Apply one or more customized tags to sort partners into various groups (e.g. faculty, alumni, int’l students, churches), and…
  • Export specific groups’ contact info into spreadsheets for customized mail/email campaigns

For a quick tour of Highrise, watch Highrise’s short introduction video or view the entire Highrise tour.

Question: What effective tools or practices have you found for managing a multitude of ministry relationships?

By Robert Howe | Posted: Feb 11, 2011
Category: Fundraising, Web Services | Tags: , , , , | Permalink | Post a comment | Trackback URL.

5 Comments

  1. February 21, 2011, 3:05 pm | Permalink

    Fundraising software is an area that I have struggled with. For a long time, I used Daylite,which was very powerful, but I found that I was spending as much time customizing and optimizing the software as I was actually using it. Since dropping it as my main software, I’ve tried Bento, Relationship, Excel, my Mac’s Address Book, but just can’t find a software package that is both powerful and simple – something like Things, but for people instead of tasks.

    I’ve tried Highrise, too, but I don’t like having all my data online – I’m online ALOT, but not always.

    Reply
  2. February 22, 2011, 1:55 pm | Permalink

    It would be interesting to see a comparison between TntMPD and Highrise. The main problem with Highrise for me is I currently have over 700 contacts, so the free version probably isn’t really an option. Nice site by the way :).

    Reply

  3. Russ Martin
    February 25, 2011, 11:41 am | Permalink

    How do you handle the financial side of this? Are you able to integrate your organization’s financials with HighRise to get trends about who is giving and how much.

    Reply

    • Robert Howe
      February 25, 2011, 2:12 pm | Permalink

      Russ, good question. My financial data is currently not integrated with Highrise – I just look at those reports from my organization separately. I have thought about manually entering in each partner’s annual giving amounts in the notes section for each contact, but that seems somewhat time consuming and not very urgent. Fortunately, my organization has pretty good financial reports available if I want to do in-depth analysis.

      Reply
      • February 26, 2011, 8:17 pm | Permalink

        I think the holy grail of ministry partner development is to integrate these two. If someone could figure that out, it would bless a lot of people.

        Reply

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