HaystackCRM Software


 

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 - Edit quote
 
  • HaystackCRM - Edit quote
    Edit quote
  • HaystackCRM - Contact details
    Contact details
  • HaystackCRM - Geolocation feature
    Geolocation feature
  • HaystackCRM - Contact overview
    Contact overview
  • HaystackCRM - Opportunity details
    Opportunity details
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

2 Reviews of HaystackCRM

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Steve from Ethitrans

September 2017

September 2017

Great way to keep up with customers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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.

Source: Capterra
 

Falon from Onyx Ocean Technologies, Inc.
Number of employees: 1 employee Employees number: 1 employee

September 2017

September 2017

n/a

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

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.

Source: Capterra