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.



7 Reviews of HaystackCRM

Overall rating

4.71 / 5 stars

Filters:

Showing 1 - 7 of 7 reviews

January 2019

Ashley from The Cattle Stop, LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

January 2019

Easy Peasy!

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.

Response from HaystackCRM of HaystackCRM

Replied January 2019

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

October 2018

Jim from ESA

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

Response from HaystackCRM of HaystackCRM

Replied October 2018

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

January 2018

Heavenly from Greensboro Chamber of Commerce

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

December 2017

Alan from Farm Family

Company Size: 501-1,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

Response from HaystackCRM of HaystackCRM

Replied December 2017

We are glad you are enjoying HaystackCRM!

September 2017

Steve from Ethitrans

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

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.

September 2017

Van from Daughtry Consulting

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

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.

September 2017

Falon from Onyx Ocean Technologies, Inc.

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

3 of 5

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.