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.

Edit quote
Edit quote

Edit quote

Contact details

Contact details

Geolocation feature

Geolocation feature

Contact overview

Contact overview

Opportunity details

Opportunity details

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10



6 Reviews of HaystackCRM

Overall rating

4.5 / 5 stars

Write a review

Showing 1 - 6 of 6 reviews

Start your review of HaystackCRM

Write a review

Jim from ESA

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

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.

Review Source: Capterra

Response: HaystackCRM, HaystackCRM

October 2018

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

Heavenly from Greensboro Chamber of Commerce

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

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

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

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Very simple to use.

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

December 2017

We are glad you are enjoying HaystackCRM!

Steve from Ethitrans

Ease-of-use

Value for money

Customer support

Functionality

September 2017

Great way to keep up with customers

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

Ease-of-use

Value for money

Customer support

Functionality

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.

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

Ease-of-use

Value for money

Customer support

Functionality

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.

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

Displaying 1 - 6 of 6 reviews