Simple CRM – Latest Activity

37Signals Highrise and it’s Latest Activity page

I like to keep these posts rather short, so I’m only going to talk about specific parts of Highrise in the upcoming posts.  In this one, I’m going to start focusing on the actual website and what it offers.  Specifically the “home page” for the web app… the Latest Activity page.

Full width of the Highrise screen with Latest Activity showing
Full width of the Highrise screen with Latest Activity showing

You can see there are are few things showing on the full screen view.  On the left, you have your basic site navigation.  This gets you where you want to be in the app.  On the right you have a nice, simple, condensed view of all the tasks you have on your plate.  For now though, we are concentrating on the center section of the display.  This is your “heartbeat”.

The center section shows a running list of all the activity that’s been going on in Highrise.  You can see completed tasks, attached files, emails and notes for any contact that you have in Highrise.  Remember in the prior post, you don’t need to be in the app to add information to it.  So if you’ve been BCCing emails from your email app to your Highrise dropbox email account you’ll now see them here in the Latest Activity page.  If you have several people adding information this page is invaluable because in one quick look you can see what everyone has been doing for your customers.

The heartbeat of Highrise - Latest Activity
The heartbeat of Highrise - Latest Activity

You can filter this information as well.  In the upper right you have 2 drop downs.  One allows you to filter the information by the user who entered the information (a little “big brother” action here) and the other allows you to select the type of view (Excerpt or List view).  Excerpt view allows you to see small blurbs from each entry where the list view gives you a basic listing of information for each entry.

Simple, clean and full of information… just like a CRM should be.

Highrise Icon
Highrise Icon
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Introducing Main Street Solutions LLC

Introducing Main Street Solutions and me, Daniel P. McCarthy.

Main Street is my company. I have created it so that I can become more involved in my local business community and bring value to the very businesses that provide more jobs and opportunity than any multi-billion dollar company can.

Who am I? I’m Daniel P. McCarthy. I relocated to the Denver area a few years ago to marry my lovely wife Yolanda and be a father to her two boys; Isaac & Savignon. I moved from the New York Metropolitan area after working in the world of Finance for 7 years and began working in the Healthcare industry when I got here. Now, after working for large companies since 1998 I am looking to bring my experience to those who I believe deserve it most… the small and medium sized businesses that keep this country afloat. From 1987 to 1998 I worked for a series of companies that had no more than 50 employees. I miss those days. Nobody could say “it’s not my job” because in a small business you need to be willing, much less able, to try to do anything. That spirit has been crushed in corporate America. I’ve seen so many smart, creative people whither. It’s just not where I want to spend my time anymore.

So how am I going to do this? The simple answer is that it’s going to be slow & steady. I need to immerse myself in the local economy, in the local business community first. I need to understand what the needs of the community are and how I can provide them with the most value for their hard earned dollar. To me the key will always be value. Ad if my potential customers can see the value without me saying a word, then I’ll know I’ve put in the time and committed myself this community. Until then, I have a lot of work in front of me.

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