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January 09, 2008

Use Highrise cases to track internal staff

CRM Applications Go Internal talks about using Customer Relationship Management (CRM) tools to recruit and retain top IT talent. One of the tools mentioned: Highrise.

Some enterprises are already on the bandwagon. "We use our CRM software quite successfully to track our staff as well as our customers," confides Jeff Pelletier, owner and executive producer of Basetwo Media Inc., one of Canada's leading video production companies, based in Vancouver, BC. "'Highrise,' by 37signals, has an option to create 'cases.' We use these 'cases' to keep notes on sick days, days off and any personal or performance issues that may arise. Access to these files is restricted to management who can then comment in the message threads if there are any ongoing issues."

Cases are the perfect way to group information within Highrise. You can keep related notes, files, images, and people together on one screen. Here's a look at how cases work:

cases

Related: Basetwo Media uses Basecamp as a sales tool [Product Blog]