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.
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Edit quote -
Contact details -
Geolocation feature -
Contact overview -
Opportunity details
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10
6 Reviews of HaystackCRM
Jim from ESA
Employees number: 11-50 employees
October 2018
October 2018
Easy, Useful Sales Tool
Ease-of-use
Usability
Functionality
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Value for Money
Value
Support
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: HaystackCRM, HaystackCRM
Date: October 2018
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
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
Usability
Functionality
Functionality
Product Quality
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.
Alan from Farm Family
Employees number: 501-1,000 employees
December 2017
December 2017
Very simple to use.
Ease-of-use
Usability
Functionality
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Product Quality
Quality
Value for Money
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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.
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
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.
Van from Daughtry Consulting
September 2017
September 2017
This is a great entry level CRM app.
Ease-of-use
Usability
Functionality
Functionality
Product Quality
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.
Falon from Onyx Ocean Technologies, Inc.
Employees number: 1 employee
September 2017
September 2017
n/a
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.
