HaystackCRM

HaystackCRM is a software solution aimed at small businesses. According to the vendor, it offers an intuitive dashboard that provides insights to drive productivity and organization. The dashboard displays follow-ups, pipeline, and sales metrics, helping users manage tasks effectively. Tasks can be assigned to contacts or opportunities and are visible on the dashboard and calendar. The mobile CRM allows for task management on the go.

According to the vendor, HaystackCRM allows for team performance tracking, offering oversight of sales teams with assigned roles. It tracks both team and individual performance and allows teams to have their own segment of contacts based on regions.

The vendor states that event tracking is a key feature of HaystackCRM. Users can track meetings with customers, prospects, and team members, and the calendar syncs with the user's phone calendar, providing reminders.

Utilizing GPS technology, HaystackCRM offers the "Who's Near Me" feature, which helps users find nearby contacts and optimize routes for sales trips. Users can also search for new prospects in the area by business category.

According to the vendor, HaystackCRM provides seamless email integration. It offers direct email integration without the need for plugins and allows users to add their email account to the CRM for easy access to exchanged emails. Integration with Mailchimp is also available for contact management and campaign tracking.

The vendor claims that HaystackCRM offers robust contact management capabilities. Users can upload contacts from their mobile devices, add custom tags to group contacts, and store call notes, email conversations, and opportunities alongside contacts.

According to the vendor, opportunity tracking is a key feature of HaystackCRM. Users can create opportunities as soon as leads are qualified and track the sales process from start to finish. Stages and status can be set to prioritize opportunities effectively.

HaystackCRM provides quote and proposal creation functionality, allowing users to create quotes and proposals in the field or at the desk using any device. The vendor claims that this feature improves efficiency and speeds up revenue generation.

The vendor states that HaystackCRM offers a native mobile app, providing access to all CRM features on any device. Users can input contacts and manage leads on the go.

HaystackCRM is cloud-based and compatible with all devices, accessible from web browsers or the mobile app. According to the vendor, it offers easy data management and synchronization.

Users can export contacts by tags, simplifying data organization and analysis.