HaystackCRM is a mobile-first customer relationship management (CRM) application created for small business owners, providing them with the tools, flexibility, and functionality needed to manage their business even when they are on the go.
It is optimized and ready for mobile platforms, allowing users to perform their functions, view their business, and interact with their customers and potential clients through their smartphones and tablets.
Users will never miss out on any business opportunity as they maximize chances for interaction and deals. HaystackCRM lets them view the status of their deals easily, enabling them to prioritize their goals and efficiently manage their time and resources.
Show MoreHaystackCRM provides you with a CRM platform that gives you total visibility into your business, your contacts, and your opportunities. It comes with a user-friendly, highly intelligent dashboard that shows you everything you need to know about your opportunities, contacts, leads, and deals. You know exactly where you are and what needs to be done to get you where you want to be – all in a single view.
Reliable and constant interaction and communication with your leads and customers are essential to growing your business. HaystackCRM gives you a tool to help you manage your contacts effortlessly. Features like tags, groups, and social media tools make categorizing and prioritizing your contacts all a breeze. And you can share contacts with other members of the team to ensure that the sales cycle running.
HaystackCRM is built and optimized for mobile but it also functions well on your desktop. Whether you’re in the field or at the office, you have everything you need to manage your opportunities and close more deals. Need to make changes to your catalog? Got new products you want to post on your website? HaystackCRM lets you do all these from any device.
You need to know how each member of the team is performing, where they’re good at and what areas that require attention and focus. HaystackCRM lets you measure and analyze performance at an individual and team level you can point areas where they need to improve and give them recognition for their achievements. Empowered workers are productive and efficient workers, so empower them.
Show More1) Most people use their smart phone for their business and HaystackCRM gives them as much functionality on their phone as they would have on their laptop or desktop.
For the first scenario, consider a salesperson visiting a client for the first time. Because HaystackCRM is available as an app, the salesperson can access the client’s CRM listing on their phone or iPad. A map of the client’s location is on the main listing and touching allows you to access directions using Google maps from HaystackCRM. Jump to a completed site visit, and the salesperson can touch the map again to select the “Who’s Near By” feature while in the customer’s overview listing. Or from the main menu of the app or web browser, a user can tap the “Who’s Near Me” button to generate a map view of pinpoints and a list of all the contacts located within a short distance.
By supplying a list of other contacts, a salesperson has created an opportunity to make an additional meeting. In preparation for either meeting, planned or spontaneous, the salesperson arrives for a meeting and can check details of the client just prior to the site visit, prepared and armed with the knowledge needed to make an impression. Quickly set a follow up appointment in HaystackCRM with your customer while meeting with them.
2) A salesperson has completed a successful visit or interaction with a customer and needs to remember those details.
Most business professionals rely on notes of interactions to remember specifics of discussed items and next steps. The salesperson can go to the customer’s listing, tap the Notes tab and start recording the details. Using the microphone on the keyboard, you can record your notes. Type them if you prefer, either in the app or the web version and the notes will be date stamped. Less homework for any one who needs to keep track of their day and doesn’t want that effort to get lost.
3) Another scenario highlights the flexibility of HaystackCRM.
HaystackCRM gives the business professional a dashboard with views of the opportunities, tasks, upcoming events, essentially the activity in the CRM that can be seen right after the user logs in. When the user wants to focus on opportunities, one can see the monetary sum of open opportunities. Opportunities are self-designated as hot, warm or cold and you can tap or click on each to get a list view of those.
HaystackCRM is designed so you can make changes on the fly in your app or drill down to analyze the contact associated with the opportunity. Check if the contact has closed a deal in the past 6 months. Move the temperature to hot or elevate the stage to quoted. See how many tasks are completed with getting this opportunity won.
Key to success in all these scenarios is HaystackCRM’s providing a platform to enter data in the moment, quickly and through easily identifiable features of the system.
Keeping in mind companies have specific business-related requirements, it is prudent they steer clear of picking a one-size-fits-all, “perfect” software. Just the same, it would be difficult to come across such a software solution even among sought-after software products. The clever thing to undertake is to spell out the numerous vital functions that need consideration like critical features, plans, technical skill capability of staff, business size, etc. Next, you should do the product research through and through. Have a look at some of these HaystackCRM analyses and explore each of the solutions in your list in detail. Such comprehensive research ensure you take out poorly fit apps and pay for the system which offers all the aspects your company requires.
Position of HaystackCRM in our main categories:
HaystackCRM is one of the top 500 CRM Software products
If you are considering HaystackCRM it might also be sensible to analyze other subcategories of CRM Software gathered in our base of B2B software reviews.
Since each company has unique business needs, it is prudent for them to abstain from looking for a one-size-fits-all faultless software application. Needless to say, it would be useless to try to find such an app even among popular software applications. The smart thing to do would be to jot down the various essential factors that need consideration such as main features, budget, skill levels of workers, company size etc. Then, you should do your research thoroughly. Read some HaystackCRM CRM Software reviews and check out each of the other apps in your shortlist in detail. Such comprehensive groundwork can make sure you reject ill-fitting applications and choose the solution that presents all the features you need for business success.
HaystackCRM Pricing Plans:
Free
$29/user/month
HaystackCRM Pricing Plans:
Free Trial
Free
Free
Full Access
$29/user/month
Haystack CRM offers the following plans, contact the vendor for more product information and enterprise pricing details.
Free
Full Access – $29/user/month
We are aware that when you choose to purchase a CRM Software it’s crucial not only to find out how experts rank it in their reviews, but also to find out whether the real people and companies that bought these solutions are actually satisfied with the service. Because of that need we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and HaystackCRM reviews across a wide range of social media sites. The information is then featured in a simple to digest way indicating how many users had positive and negative experience with HaystackCRM. With that information available you will be ready to make an informed buying decision that you won’t regret.
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