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HaystackCRM Review

HaystackCRM
Our score: 8.0 User satisfaction: N/A

What is HaystackCRM?

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.

Overview of HaystackCRM Benefits

HaystackCRM 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.

Overview of HaystackCRM Features

  • Contact Management
  • Schedule Management
  • Intuitive Dashboard
  • Leads and Opportunities Management
  • Event Management
  • Team Management
  • Quotes and Proposals
  • Products and Service Catalog
  • GPS (Who’s Near Me?”
  • Email Integration

What Problems Will HaystackCRM Solve?

1) 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.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

HaystackCRM Position In Our Categories

Bearing in mind businesses have unique business-related needs, it is wise they abstain from picking a one-size-fits-all, “perfect” software. Nevertheless, it would be difficult to come across such application even among recognizable software systems. The best step to undertake should be to tabulate the numerous important functions which call for a investigation such as major features, costing, technical skill capability of the users, business size, etc. Next, you must double down on your product research to a full extent. Go over these HaystackCRM review articles and check out the other software products in your list in detail. Such all-encompassing research can make sure you keep away from mismatched apps and select the one which has all the function you require company requires.

Position of HaystackCRM in our main categories:

TOP 500

HaystackCRM is one of the top 500 CRM Software products

If you are interested in HaystackCRM it may also be a good idea to analyze other subcategories of CRM Software collected in our database of B2B software reviews.

There are trendy and widely used systems in each software group. But are they necessarily the best fit for your enterprise’s specific requirements? A market-leading software product may have thousands of subscribers, but does it present what you require? For this reason, do not blindly shell out for popular systems. Read at least a few HaystackCRM CRM Software reviews and consider the factors that you desire in the software such as the price, main functionality, available integrations etc. Then, choose a few systems that fit your needs. Try out the free trials of these apps, read online comments, get explanations from the maker, and do your homework systematically. This exhaustive research is sure to help you select the most excellent software solution for your firm’s specific requirements.

How Much Does HaystackCRM Cost?

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

  • 1 user account
  • Up to 2500 records (contact, company, event, opportunity or item)
  • Apps for iOS, Android, and web access

Full Access – $29/user/month

  • Accounts for every member of your team
  • Unlimited records
  • Ability to share information with your team
  • Priority support
  • Apps for iOS, Android, and web access

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why 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 data is then presented in an easy to digest form showing how many people had positive and negative experience with HaystackCRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are HaystackCRM pricing details?

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

  • 1 user account
  • Up to 2500 records (contact, company, event, opportunity or item)
  • Apps for iOS, Android, and web access

Full Access – $29/user/month

  • Accounts for every member of your team
  • Unlimited records
  • Ability to share information with your team
  • Priority support
  • Apps for iOS, Android, and web access

What integrations are available for HaystackCRM?

HaystackCRM integrates with the following business systems and applications:

  • Evernote
  • Google Drive
  • Gmail
  • Calendar Apps
  • Google Maps
  • Apple Maps
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Reviewed By Louie Andre
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