Name: HaystackCRM
Price: 29 USD
Author: HaystackCRM

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Functional Testing

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Search

Enterprise

Accounting

CTRM

Financial Research

Financial Risk Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

3D Printing

API Design

Cloud Migration

Cloud Storage

Component Content Management

Configuration Management

Data Pipeline

Database DevOps

DevOps

Disk Cloning

Fraud Detection

Integration Platform as a Service (iPaaS)

Interoperability

M2M Application Development

Managed Public Cloud Infrastructure

Network Performance Monitoring

Product Implementation Services

Relational Database Management Systems

SaaS Backup

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Attribution

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Enablement

Sales Training

Sales

Data Loss Prevention

Security

Awards Management

Construction Accounting

Construction Takeoff and Estimating

Digital Forensics

Fleet Management

Hospital Management

Insurance Agency Management

Veterinary

Vertical-Specific

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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.

Module-based Functionality: Users have praised HaystackCRM for its module-based approach, allowing them to enhance the software's functionality by adding different modules. Several reviewers have found this feature beneficial as it provides flexibility and customization options tailored to their specific business needs.

Free Trial with Helpful Features: The availability of a free trial with helpful features has been highlighted by multiple users. This allows potential customers to explore and evaluate HaystackCRM before making a commitment. Reviewers have expressed appreciation for this option as it helps them assess the software's suitability and value for their business.

Integration Capabilities: HaystackCRM's integration capabilities have received positive feedback from several users. Being able to seamlessly integrate the software with other services enables users to streamline their workflows and connect various tools they use in their daily operations. This feature has been described as valuable in maximizing efficiency and productivity.

Complicated Configuration: Some users have found the configuration process of HaystackCRM to be challenging, requiring them to seek assistance from experts or proceed with caution when adjusting settings in order to avoid complications.

Unresponsive Customer Support: Several users have reported that after reporting an issue, the customer support team has been unresponsive for extended periods of time. This lack of timely assistance has caused frustration and hindered their ability to resolve problems promptly.

Lack of Search Filter Capabilities: Users have expressed a desire for more robust search filter capabilities in HaystackCRM, specifically in mapping nearby customers, prospects, and opportunities. The limited options for filtering data make it difficult for users to efficiently locate specific information within the system.

HaystackCRM has proven to be a valuable tool for users looking to streamline their CRM pipeline and improve efficiency. With its user-friendly interface, it allows salespeople new to a territory to quickly and efficiently connect with existing customers, identify prospects for growth, and uncover new opportunities. The software's ability to compare excel spreadsheets to DoD NSNs has significantly reduced workload for users, saving them time and effort. Moreover, HaystackCRM serves as a cost-effective solution for tracking activity, eliminating the need for expensive CRM systems. Many users have found it to be their first true CRM app for their consulting business, providing an entry-level program to capture and track information in one central location. For users unfamiliar with CRMs, HaystackCRM proves helpful in organizing their large stack of business cards and consolidating all relevant information in one place. Those seeking further insights into how HaystackCRM can benefit their small businesses can explore the product videos, gaining a comprehensive understanding of the platform's capabilities.

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HaystackCRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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HaystackCRM

Overview

What is HaystackCRM?