Highrise is a CRM tool from the creators of Basecamp. This customer relationship management tool helps you create a page for every user to track their form submissions and entries. Set up any form to automatically send contacts to your Highrise account with a quick settings page. Then add your leads to Highrise CRM any time a Formidable form is submitted.
Setup your contacts with tags and any personal information you would like. You can then use those added leads and contacts just the same as any other contact in Highrise from your Highrise account. Download the Highrise CRM WordPress plugin to turn leads into customers.
Please note, you must have a Highrise account in order to use this Highrise CRM WordPress plugin. If you do not have an existing Highrise account, they are no longer allowing new signups.
The Highrise add-on is included in the Formidable Forms Basic, Business, and Elite plans.
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This made my quote submission process super easy to use. I've gained a ton of new leads thanks to switching up the way I have my form laid out by separate pages.bryanjlil
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