HaystackCRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

HaystackCRM

4.7

(10)

Pricing

Starting at $29.00 per month

About HaystackCRM

HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients, opportunity management and more.

Users can import new or existing contacts from a mobile device or manually. HaystackCRM offers a "Who's Near Me" feature, which uses geolocation to identify nearby contacts. Contacts in the system can be categorized by value, stage, status and temperature. Users can also add custom tags to contacts or companies, and tags can be searched later to generate lists of specific contacts.

Users can create quotes, manage product catalogs and portfolios, manage events and include contacts with events. HaystackCRM sends alerts to remind users of upcoming events, and the activity stream lets users view recent changes.

Support is offered via email and over the phone. Pricing is per user per month.

HaystackCRM Screenshots

HaystackCRM Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Basic

$29.00

per feature, per month

No plan information available

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HaystackCRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of HaystackCRM
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar/Reminder System
Calendar Sync
Catalog Management
Contact Database
Contact Management
CRM
Data Import/Export
Document Storage
Email Alerts
Email Marketing
Interaction Tracking
Lead Management
Lead Qualification
Marketing Automation
Mobile Access
Mobile Alerts
Mobile App
Opportunity Management
Product Catalog
Referral Tracking
Reminders
Reporting & Statistics
Sales Reports
Search/Filter
Social Media Integration
Third-Party Integrations

HaystackCRM Integrations

OneDrive

Google Drive

iCloud

Mailchimp

Box

Dropbox Business

HaystackCRM User Reviews

Overall Rating

4.7

Ratings Breakdown

70%

30%

Secondary Ratings

Ease of Use

4.6

Value for money

5.0

Customer support

4.8

Functionality

4.5

Have you used HaystackCRM and would like to share your experience with others?

Nurul Salimah H.

Verified reviewer

Financial Services

10000+ employees

Used daily for less than 12 months

Review source

Reviewed May 2022

Great option and alternative for CRM tools

I have enjoy using it since the last 12 months. It make sour CRM pipeline more organized.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that it's module-based so that you can add modules. Its free trial is functional and has some helpful features. Other services can be integrated with it, and it's a good step up from spreadsheets. It is also very beneficial to small enterprises and startups. It's something I employ in the marketing and sales procedures.

Cons:

You will struggle if your configuration is inadequate. Because this program is so versatile, you'll need to work with an expert or be very careful with the settings if you don't want things to grow complicated. The system was performing relatively well until a new problem appeared, and it's been unresponsive for four weeks after reporting a case.

Ali Deniz E.

Verified reviewer

Internet

501-1000 employees

Used daily for less than 6 months

Review source

Reviewed April 2022

Android and IOS apps are pretty useful

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is a great aspect of HaystackCRM that it can be accessed via IOS and Android apps as well as web interface.

Cons:

Customer support needs to have a better understanding of the features of the CRM.

Heavenly W.

Verified reviewer

11-50 employees

Used daily for less than 6 months

Reviewed January 2018

It is a great way to take your client information on the go with you

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The accessibility, the ease of accessing all the information I need in one place, and the ability to map out locations

Cons:

It was hard to upload my contacts at first, not sure if it was user error on my part but I was able to get help.

Sue P.

Verified reviewer

Computer Software

2-10 employees

Used other for free trial

Reviewed February 2020

Great software especially for nonprofits

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

HaystackCRM volunteered to participate in our local Extreme Nonprofit Makeover, where we do a massive technology makeover on a nonprofit in our area. As the program's founder, I am always searching for new businesses with unique tech offerings to donate to the annual makeover. HaystackCRM has software that will be a great benefit to the selected nonprofit. They are also amenable to making a few customizations for the this year's recipient. This is a solid company that is a wonderful corporate citizen. And a nonprofit will be a beneficiary this year.

Cons:

We're waiting for custom fields to be introduced.

Reasons for choosing HaystackCRM

The team behind the product is willing to customize and grow the product for nonprofits. The monthly costs are manageable even for small groups.

Alan S.

Verified reviewer

Insurance

501-1000 employees

Used weekly for less than 6 months

Reviewed December 2017

Very simple to use.

I am able to keep track of my activity without paying a fortune for a CRM.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the simplicity. The layout is easy to read. Information is easy to enter, and I can upload information to my connections.

Vendor Response

We are glad you are enjoying HaystackCRM!

Replied December 2017

Jim H.

Business Supplies and Equipment

11-50 employees

Used daily for less than 6 months

Review source

Reviewed October 2018

Easy, Useful Sales Tool

As salesman new to territory, it allowed me to quickly and efficiently meet existing customers, discover prospects for growth and realize opportunities.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, mapping of Nearby Customers and Prospects. Tags on accounts, Opportunity Status and Tracking.

Cons:

Needs more Filter capabilities in search; especially in mapping of Nearby Customers and Prospects; and of Opportunities.

Vendor Response

Thanks for the feedback! We have continued to look at ways of improving and will consider your suggestions for enhancements.

Replied October 2018

Falon T.

Computer Software

Self-Employed

Used other for unspecified

Reviewed September 2017

n/a

As a person that has never used a CRM before, I mainly wanted to start by organizing my large stack of business cards. I was discouraged from doing so because I would have to enter all the information manually. If I knew more about how Haystack could help my small business I would have taken the time to do so. I think I will go back and look at the product videos to help me fully utilize the platform.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how simplistic and easy to use the user interface is. I also like that I can create multiple accounts under one name.

Van D.

Used weekly for less than 6 months

Reviewed September 2017

This is a great entry level CRM app.

Haystack CRM is the first true CRM app for my consulting business. It is a good entry-level program to help me capture and track information and keep it in one place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The program is very user-friendly. Additionally, it offers clean graphics and a pleasing look overall.

Cons:

I would say nothing yet, but I may need something more robust in the future if I "outgrow" the features it offers currently.

Steve B.

Used weekly for less than 6 months

Reviewed September 2017

Great way to keep up with customers

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Being able to map out where all my customer are. While also being able to show where potential new customers are as I'm on my route

Cons:

It doesn't come with a secretary. To do the work for me. Also the learning curve to learn all the features.

Ashley M.

Farming

2-10 employees

Used monthly for less than 6 months

Reviewed January 2019

Easy Peasy!

Ratings Breakdown

Ease of use

Functionality

Pros:

I travel twice a year to Meet with potential clients. It’s easy to forget someone when you don’t see them that often. This program allows me to see who is in the area and not leave any money on the table!

Cons:

A bit confusing to start. I had to make up my Own “meanings” for the fields.

Vendor Response

Thanks for the feedback! We will try to make on boarding even easier for new users. Check out our short videos if you ever need quick insight into how to do something. The HaystackCRM team

Replied January 2019

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