Reoccuring Tasks for Highrise by 37 Signals

By Steve Castaneda on March 20, 2012 in Tools - 8 Comments

Highrise by 37 SignalsI’m a huge fan of 37 signals and their suite of products. None of them are geared specifically for real estate agents, but the products works so well (and are gorgeous to boot) that I find myself looking for ways to use them for real estate.

One tool, Highrise, is their CRM for managing contacts, “cases”, “deals”, notes, tasks, etc. One feature has kept me from using it as my single, CRM solution for real estate. It does not have the ability to define a preset list of tasks or task templates.

Not anymore.

WeLoveHighrise

I stumbled on this site, WeLoveHighrise, while doing some SEO work for my Houston real estate site, and was excited to see that they had a way to use the Highrise API to create task templates.

It’s pretty simple, you create a template of tasks using their control panel. Then, when you’re ready to apply a task template to a contact, you login (just stay logged in), search for the contact, and apply the plan.

A Sample Task Template in WeLoveHighrise

A Sample Task Template in WeLoveHighrise

Searching in WeLoveHighrise

Searching in WeLoveHighrise

Voila! The list of tasks has been added to the contact. Why hasn’t 37 Signals included this natively? No clue. There’s already a huge list of people dying for this feature, dating back since 2010.

Task Templates Added using WeLoveHighrise

Task Templates Added using WeLoveHighrise

You can sign up for a free 30 day trial using your subdomain name with Highrise, and your API token (found in the settings area). There is an option to sign in using your Highrise username and password, but I suggest using your API token in case anything funky happens and you need to cancel. You can easily reset your API token in Highrise for security purposes.

Other Features and Pricing

You can also do a few additional things like place all your contacts on a map, find duplicates, and even apply task templates to “cases”. I don’t find these features nearly as useful as the contact task templates, however. That would be the single most awesome reason to use their service.

Unfortunately, the service isn’t free. For $5 a month, you can have one user sign in to add templates to tasks and cases. This is all you really should need, but just in case, they offer more expensive monthly options for 2 and 3+ users up to $13 per month.

WeLoveHighrise Pricing

WeLoveHighrise Pricing

Check it out at WeLoveHighrise.com or their blog. If you experience any bugs, be sure and comment so I can let the developers know.

About the Author

Steve Castaneda, Realtor has been in the real estate industry since Jan. 2005. He specializes in selling homes in Northwest Houston and spends his free time sharing his passion for technology by writing at TechForAgents and programming web applications. Follow him on Google or Twitter.

8 Comments on "Reoccuring Tasks for Highrise by 37 Signals"

  1. WeLoveHigrise March 22, 2012 at 11:38 am · Reply

    Thank you for your detailed evaluation…be sure if you have a feature request we are there to help 🙂

    And don’t forget to visit our blog: http://welovehighriseblog.wordpress.com

    • Steve Castaneda March 22, 2012 at 11:48 am · Reply

      Definitely! Thanks for creating something we’ve all been dying for for quite a while now. I’m really floored that 37 Signals hasn’t decided to do this, especially since it’s already present in their Basecamp product.

  2. WeLoveHigrise March 22, 2012 at 12:40 pm · Reply

    Have you checked the new BC? 😉

    • Steve Castaneda March 22, 2012 at 12:47 pm · Reply

      I did! It’s really slick, but I think task templates are missing. Did you see anywhere where you could use them?

  3. Joel Beasley May 12, 2012 at 3:55 pm · Reply

    It’s really cool that I came across this article.

    The lack of this feature in Highrise was a large reason we decided to make MergeApp. I like what WeLoveHighrise has done. Gotta push the industry forward!

    • Steve Castaneda May 14, 2012 at 6:20 am · Reply

      I’m honestly surprised that they still haven’t addressed this publicly. I’m willing to bet that their next overhaul is Highrise and that it’s in the works, though. Basecamp’s update was pretty awesome, so I’m very curious to see what they’ll do with their CRM. Thanks for the MergeApp mention; I’ll check it out.

  4. Dan February 18, 2013 at 11:31 pm · Reply

    A new add-on for creating templates for Highrise was just added to the Highrise extras page, Auto Task Templates For Highrise http://www.autotask.me/plans.php

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