HaystackCRM software


5 reviews(4.5/5)
5 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

5 Reviews of HaystackCRM

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  • Heavenly from Greensboro Chamber of Commerce

    Number of employees: 11-50 employees

    January 2018

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

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Alan from Farm Family

    Number of employees: 501-1,000 employees

    December 2017

    Very simple to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

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

    Pros

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: HaystackCRM, HaystackCRM

    December 2017

    We are glad you are enjoying HaystackCRM!

  • Steve from Ethitrans

    September 2017

    Great way to keep up with customers

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

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Van from Daughtry Consulting

    September 2017

    This is a great entry level CRM app.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Falon from Onyx Ocean Technologies, Inc.

    Number of employees: 1 employee

    September 2017

    n/a

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
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