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

5 Reviews of HaystackCRM

Showing 1-5 of 5

 

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Heavenly from Greensboro Chamber of Commerce
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Review Source: Capterra
 

Alan from Farm Family
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2017

December 2017

Very simple to use.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Usability
Functionality
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Quality
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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.

Review Source: Capterra

  Response: HaystackCRM, HaystackCRM

Date: December 2017

December 2017

 

We are glad you are enjoying HaystackCRM!

 

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.

Review Source: Capterra
 

Van from Daughtry Consulting

September 2017

September 2017

This is a great entry level CRM app.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

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.

Review 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.

Review Source: Capterra