HaystackCRM

Building Connections. Anywhere. Anytime.

Freemium

Description

HaystackCRM is a customer relationship management platform created for small businesses and highly mobile professionals. With a cloud-based infrastructure and native mobile apps, it enables users to efficiently manage customer relationships, sales pipelines, and business operations from any location and device.

The platform combines ease of use with powerful features such as contact imports, integration with key tools, and real-time dashboard insights. HaystackCRM is tailored for those who need flexible, on-the-go access to their contacts and sales activities, making it an affordable and robust solution for growing businesses.

Key Features

Mobile Access: Native mobile app for full business management on any device
Cloud-Based Platform: Sync and access CRM data from anywhere
Contact Management: Manage and import customer details efficiently
Sales Pipeline Tracking: Track sale status and manage opportunities
Quote and Catalog Generation: Create quotes and manage product or service catalogs
Dashboard Metrics: Intuitive dashboard summarizing key activities and productivity
Team Collaboration: Track team activities and business management functions
Mailchimp Integration: Sync marketing and sales contacts directly
Location Feature: 'Who's Near Me' for optimizing sales trips
Calendar Sync: Synchronize events and manage schedules
File Attachments: Add files to records and opportunities
Automatic Email Ingest: Integrate with Gmail and Outlook 365 for streamlined communications

Use Cases

Remote sales management for mobile professionals
Small business customer tracking
Field sales route optimization
Team activity and performance tracking
Contact imports and CRM migration
Sales opportunity and deal management
Sales quote generation and follow-ups

Frequently Asked Questions

What are the different plans offered by HaystackCRM?

HaystackCRM offers two plans: a Free plan suited for individuals and small teams, and a Pro plan designed for larger teams with advanced management needs.

Is HaystackCRM accessible on mobile devices?

Yes, HaystackCRM provides a native mobile app allowing full management of your business and CRM features on any device.

Does HaystackCRM integrate with email and calendar services?

Yes, the platform supports automatic email ingest with Gmail and Outlook 365, as well as calendar syncing for event management.

Can I import contacts from other tools into HaystackCRM?

Yes, HaystackCRM allows you to import contacts from your mobile device or other prior management tools.

What is the cost of the Pro plan?

The Pro plan costs $29 per user per month and includes unlimited users and records.