About HaystackCRM
HaystackCRM is a customer relationship management software from Xtern Software that helps businesses manage their customer interactions and data effectively. It provides features such as contact management, sales tracking, and reporting tools so organizations can improve their relationship with clients. Additionally, HaystackCRM integrates with existing systems and supports mobile access, allowing users to manage customer information on the go. The software is designed for teams of any size, accommodating growing businesses as they expand. Key capabilities: contact management sales tracking reporting tools integration options mobile access Best for: small to medium-sized businesses that need to efficiently manage customer relationships and sales processes.
HaystackCRM is a thoughtfully designed customer relationship management solution tailored specifically for small businesses and mobile professionals who require flexibility, accessibility, and simplicity in managing customer interactions. Developed by Xtern Software, HaystackCRM embraces a mobile-first philosophy, distinguishing itself from more traditional CRMs by focusing on empowering users who work on the move. The platform’s fundamental purpose is to provide a lightweight yet powerful CRM that users can access seamlessly across all their devices, making it an attractive option for sales representatives, field service providers, and other professionals who operate beyond the confines of a traditional office. A key element of HaystackCRM’s appeal is its user interface, which is designed to be incredibly intuitive and easy to adopt. Branding itself as “the easiest-to-use CRM available,” the platform emphasizes minimal friction in onboarding and everyday use. This simplicity is apparent in the dashboard, which is praised in testimonials for giving users a quick overview of critical information.
Pros & Cons
- Module-Based Flexibility – Users can add modules as needed.
- Functional Free Trial – Offers helpful features without requiring payment.
- Integration with Other Services – Works well alongside external tools.
- Ideal for Small Businesses & Startups – Provides an affordable step up from spreadsheets.
- Multi-Platform Accessibility – Available on iOS, Android, and web.
- Easy-to-Use Interface – Simple layout, intuitive data entry, and location mapping.
- Customizable for Nonprofits – Adaptable to unique organizational needs.
- Affordable Pricing – Suitable for small groups managing costs.
- Complex Configuration – Requires expert setup to avoid complications.
- Customer Support Limitations – Needs better knowledge of CRM features.
- Unresponsive Issue Resolution – Long wait times for troubleshooting.
- Contact Upload Challenges – Initial difficulties when importing data.
- Waiting for Custom Fields – Some desired features are still in development.
Features
Key features
HaystackCRM is specifically designed for mobile professionals, offering a native mobile app that allows full CRM functionality on any device.
This unique feature leverages location services to help mobile sales professionals identify and connect with nearby contacts, enhancing the efficiency of sales trips.
HaystackCRM is highlighted as being exceptionally easy to use, ensuring a low barrier to entry and quick adoption for small businesses.
Being cloud-based, HaystackCRM offers seamless access and synchronization across all devices, ensuring data is available anywhere, anytime.
Integrates contact management with the sales pipeline, allowing users to track deal status, generate quotes, and manage a product catalog.
Provides the ability to export contact data based on user-defined tags, offering flexible data management and segmentation.
Additional features
Specifically designed for users who work remotely or travel frequently.
Offers consistent functionality across various devices.
Data is stored online and accessible from anywhere.
Allows users to export specific segments of their contact data.
Connects with the popular email marketing platform.
Identifies nearby contacts for efficient sales trips.
Provides a quick overview of essential information.
Designed for simplicity and quick adoption.
Ensures constant connectivity.
Can be used through a standard web browser.
Offers a dedicated application for mobile devices.
Tailored to the needs of small businesses with mobile workforces.
Designed to enhance productivity for mobile users.
Built with mobile devices as a primary platform.
Aims to improve efficiency and reduce manual work.
Integrates contact data with the sales process.
Facilitates relationship building through the platform.
Allows monitoring the progress of deals.
Enables the creation of sales quotations.
Allows managing and associating products/services with contacts and deals.
Monitors the actions of team members for better management.
Priced competitively for small businesses.
Complete control over business operations from any device.
Ensures constant access to customer information.
Enables efficient data entry from any location.
Allows adding new contacts directly from mobile.
Facilitates data migration from existing systems.
Simplifies lead management through user-friendly design and integrations.
Pricing
Monthly plans
Countries & Languages
Interface languages
Billing currencies
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About HaystackCRM
HaystackCRM is a customer relationship management software from Xtern Software that helps businesses manage their customer interactions and data effectively. It provides features such as contact management, sales tracking, and reporting tools so organizations can improve their relationship with clients. Additionally, HaystackCRM integrates with existing systems and supports mobile access, allowing users to manage customer information on the go. The software is designed for teams of any size, accommodating growing businesses as they expand. Key capabilities: contact management sales tracking reporting tools integration options mobile access Best for: small to medium-sized businesses that need to efficiently manage customer relationships and sales processes.
HaystackCRM Details
HaystackCRM's In-App Market Place
Does HaystackCRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CHF (CHF), CNY (¥), INR (₹), MXN (Mex$)
Pros & Cons
- Module-Based Flexibility – Users can add modules as needed.
- Functional Free Trial – Offers helpful features without requiring payment.
- Integration with Other Services – Works well alongside external tools.
- Ideal for Small Businesses & Startups – Provides an affordable step up from spreadsheets.
- Multi-Platform Accessibility – Available on iOS, Android, and web.
- Easy-to-Use Interface – Simple layout, intuitive data entry, and location mapping.
- Customizable for Nonprofits – Adaptable to unique organizational needs.
- Affordable Pricing – Suitable for small groups managing costs.
- Complex Configuration – Requires expert setup to avoid complications.
- Customer Support Limitations – Needs better knowledge of CRM features.
- Unresponsive Issue Resolution – Long wait times for troubleshooting.
- Contact Upload Challenges – Initial difficulties when importing data.
- Waiting for Custom Fields – Some desired features are still in development.
HaystackCRM's Support Options
Email Address
support@haystackcrm.comContact
+1 336-645-8035HaystackCRM's Alternatives
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