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HaystackCRM REVIEW

CRM Software

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OUR SCORE 8.0

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

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HaystackCRM Position In Our Categories

Position of HaystackCRM in our main categories:

500

HaystackCRM is one of the top 500 CRM Softwareproducts

500

HaystackCRM is one of the 500
CRM Software products


If you are considering HaystackCRM it might also be a good idea to analyze other subcategories of Best CRM Software collected in our database of B2B software reviews.Customer Service Software, Online CRM Software, Social CRM Software

Each company has different wants and needs a software that can be customized for their size, type of staff members and clients, and the specific industry they are in. For these reasons, no software can offer perfect tools out-of-the-box. When you search a software system, first be sure what you want it for. Read some HaystackCRM reviews and ask yourself do you need basic features or do you need advanced functionality? Are there any industry-specific tools that you are seeking? Find the answers to these questions to aid your search. There are plenty of aspects that you need to consider and these include your finances, particular business needs, your organization size, integration requirements etc. Take your time, use a few free trials, and finally choose the app that presents all that you need to improve your company competence and productivity.

How Much Does HaystackCRM Cost?

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

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.

POSITIVE SOCIAL MENTIONS

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NEGATIVE SOCIAL MENTIONS

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Technical details

Devices Supported
  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Free
  • Monthly payment
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • TRAINING
  • TICKETS

What are HaystackCRM pricing details?

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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