HaystackCRM

HaystackCRM


4.5 / 5
7 reviews

Who Uses This Software?

HaystackCRM is targeted toward the independent small business owner who is seeking a mobile CRM to interact with customers, leads and vendors, offering the right amount of tools at an affordable rate.


Average Ratings

7 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $29.00/month/user
  • Pricing Details
    No contract
  • Free Version
    Yes
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • HaystackCRM
  • www.haystackcrm.com/
  • Founded 2016
  • United States

About HaystackCRM

A mobile-first contact and opportunity management system for small businesses to automate processes. Use HaystackCRM on a web interface, iOS apps or Android apps to give your team ample tools to access their customer data. With flexibility to enter data quickly throughout the day or sales process, HaystackCRM responds to the needs of an increasingly mobile workforce. Keep track of conversations and interactions with integrated email viewing, notes, and activity stream.


HaystackCRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

HaystackCRM Reviews Recently Reviewed!


Easy, Useful Sales Tool

Oct 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Ease of use, mapping of Nearby Customers and Prospects. Tags on accounts, Opportunity Status and Tracking.

Cons: Needs more Filter capabilities in search; especially in mapping of Nearby Customers and Prospects; and of Opportunities.

Overall: As salesman new to territory, it allowed me to quickly and efficiently meet existing customers, discover prospects for growth and realize opportunities.

Vendor Response

by HaystackCRM on October 03, 2018

Thanks for the feedback! We have continued to look at ways of improving and will consider your suggestions for enhancements.

n/a

Sep 14, 2017
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
Likely

Pros: I like how simplistic and easy to use the user interface is. I also like that I can create multiple accounts under one name.

Overall: As a person that has never used a CRM before, I mainly wanted to start by organizing my large stack of business cards. I was discouraged from doing so because I would have to enter all the information manually. If I knew more about how Haystack could help my small business I would have taken the time to do so. I think I will go back and look at the product videos to help me fully utilize the platform.

Capterra loader

It is a great way to take your client information on the go with you

Jan 03, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The accessibility, the ease of accessing all the information I need in one place, and the ability to map out locations

Cons: It was hard to upload my contacts at first, not sure if it was user error on my part but I was able to get help.

This is a great entry level CRM app.

Sep 22, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The program is very user-friendly. Additionally, it offers clean graphics and a pleasing look overall.

Cons: I would say nothing yet, but I may need something more robust in the future if I "outgrow" the features it offers currently.

Overall: Haystack CRM is the first true CRM app for my consulting business. It is a good entry-level program to help me capture and track information and keep it in one place.

Great way to keep up with customers

Sep 24, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Being able to map out where all my customer are. While also being able to show where potential new customers are as I'm on my route

Cons: It doesn't come with a secretary. To do the work for me. Also the learning curve to learn all the features.

Capterra loader

Very simple to use.

Dec 27, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I like the simplicity. The layout is easy to read. Information is easy to enter, and I can upload information to my connections.

Overall: I am able to keep track of my activity without paying a fortune for a CRM.

Vendor Response

by HaystackCRM on December 28, 2017

We are glad you are enjoying HaystackCRM!

Easy Peasy!

Jan 14, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: I travel twice a year to

Meet with potential clients. It's easy to forget someone when you don't see them that often. This program allows me to see who is in the area and not leave any money on the table!

Cons: A bit confusing to start. I had to make up my

Own "meanings" for the fields.

Vendor Response

by HaystackCRM on January 15, 2019

Thanks for the feedback! We will try to make on boarding even easier for new users. Check out our short videos if you ever need quick insight into how to do something.
The HaystackCRM team