--- title: "HaystackCRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about HaystackCRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/161094/HaystackCRM/" page_type: "product" language: "en" --- # HaystackCRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) HaystackCRM ## What is HaystackCRM? A mobile-first contact and opportunity management system for businesses to track sales pipelines. Use HaystackCRM on a web interface, iOS apps or Android apps to give your team ample tools to access their customer and prospects data. With flexibility to access on multiple platforms, HaystackCRM responds to the needs of an increasingly mobile workforce to manage the sales process. Keep track of conversations and interactions with integrated email viewing, notes, and activity stream. ## What is HaystackCRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Knowledge Base](https://www.capterra.com/knowledge-base-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/) Top alternative Featured Overall rating Based on 10 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $29 Per Feature, Per Month Free trial available Includes Free Version Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for HaystackCRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.haystackcrm.com/&name=HaystackCRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### HaystackCRM 4.7 (10) VS. [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $29 Per Feature, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (10) Ease Of Use 4.4 (4,378) Value For Money 5.0 (9) Value For Money 4.3 (3,509) Customer Service 4.8 (9) Customer Service 4.4 (3,519) ## HaystackCRM alternatives [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (502)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (654)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about HaystackCRM Overview ### Which roles and teams benefit most from HaystackCRM? HaystackCRM is most used by business owners, executives, sales and client-facing teams, and marketing leaders who need a simple way to manage relationships and pipeline activity. Insurance agents, consultants, and member engagement staff use it to track follow-ups, while administrators and leaders rely on it for visibility into contacts, outreach, and growth opportunities. Answer based on 10 reviews Overview ### What company size and specific industries is HaystackCRM built for? HaystackCRM is designed for independent small businesses, field sales teams, and nonprofits that need a mobile CRM for managing customers, leads, and vendors. It fits organizations seeking practical sales and contact tools at an affordable price, especially smaller companies and mission-driven groups. Features and Usability ### What are the key features of HaystackCRM? HaystackCRM offers CRM, contact management, lead management, and sales pipeline management for tracking prospects and opportunities. It also includes activity tracking, calendar management, reminders, and task management, plus reporting/analytics, email management, document storage, and third-party integrations for organizing sales and marketing workflows. Integrations ### Which third-party tools and platforms does HaystackCRM integrate with? HaystackCRM connects natively to Box, Dropbox, Google Drive, OneDrive, and iCloud for file storage, plus Mailchimp for email marketing. These six integrations cover common document sharing and campaign management needs across cloud storage and marketing workflows. Getting Started and Support ### What training and onboarding options does HaystackCRM offer? HaystackCRM provides live online training, documentation, and videos for teams getting started. Live online sessions support guided setup and direct instruction, documentation offers written reference materials, and videos provide self-paced walkthroughs for learning features and reviewing steps as needed. Getting Started and Support ### What customer support options does HaystackCRM offer? HaystackCRM provides email/help desk, phone support, and chat. It gives users multiple ways to reach support, but no reviewer feedback is available here to describe response speed, helpfulness, or common issues. The listed channels suggest direct access for routine questions and urgent needs alike. ## Features AI summary Based on 14,670 CRM reviews Capterra reviewers say these are the CRM features buyers focus on most: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) HaystackCRM supports all three top-priority features: **Contact Management**, **Sales Pipeline Management**, and **Lead Management**. Together, these capabilities help businesses keep customer information organized, track deals through each sales stage, and manage new prospects more effectively, allowing teams to improve follow-up, maintain visibility into opportunities, and support more consistent sales performance. Contact Management 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Sales Pipeline Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Lead Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Data Import/Export 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities HaystackCRM 38 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Email Alerts: Receive and/or send email notifications for urgent updates, requests, or other information - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Mobile Alerts: Notifications via mobile devices - Mobile App: Access the system via a mobile application - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Product Catalog: Present a catalog of inventory that customers can view - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (10) 4.5 Based on 10 reviews ## Pricing Value for money 5.0 (9) Free Trial Free Version Basic $29.00 Per Feature,Per Month Value for money 5.0 (9) 5.0 Based on 9 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Box](https://www.capterra.com/p/148766/Box/)[ iCloud](https://www.capterra.com/p/204717/iCloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (9) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (9) 4.8 Based on 9 reviews ## User reviews Overall rating 4.7 Based on 10 reviews Filter by rating 5(7) 4(3) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Nurul Salimah H. Oracle Database Administrator Financial Services ### "Great option and alternative for CRM tools" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 9/10 May 18, 2022 I have enjoy using it since the last 12 months. It make sour CRM pipeline more organized. Pros I like that it's module-based so that you can add modules. Its free trial is functional and has some helpful features. Other services can be integrated with it, and it's a good step up from spreadsheets. It is also very beneficial to small enterprises and startups. It's something I employ in the marketing and sales procedures. Cons You will struggle if your configuration is inadequate. Because this program is so versatile, you'll need to work with an expert or be very careful with the settings if you don't want things to grow complicated. The system was performing relatively well until a new problem appeared, and it's been unresponsive for four weeks after reporting a case. Switched from [UXBI](https://www.capterra.com/p/246064/UXBI/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AD Ali Deniz E. Director of Online Marketing Internet ### "Android and IOS apps are pretty useful" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 29, 2022 Pros It is a great aspect of HaystackCRM that it can be accessed via IOS and Android apps as well as web interface. Cons Customer support needs to have a better understanding of the features of the CRM. Switched from [Sam.ai](https://www.capterra.com/p/163389/SAM/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SP Sue P. President Computer Software ### "Great software especially for nonprofits" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 9, 2020 Pros HaystackCRM volunteered to participate in our local Extreme Nonprofit Makeover, where we do a massive technology makeover on a nonprofit in our area. As the program's founder, I am always searching for new businesses with unique tech offerings to donate to the annual makeover. HaystackCRM has software that will be a great benefit to the selected nonprofit. They are also amenable to making a few customizations for the this year's recipient. This is a solid company that is a wonderful corporate citizen. And a nonprofit will be a beneficiary this year. Cons We're waiting for custom fields to be introduced. Reasons for choosing HaystackCRM The team behind the product is willing to customize and grow the product for nonprofits. The monthly costs are manageable even for small groups. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Ashley M. Owner Farming ### "Easy Peasy!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 January 14, 2019 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor 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 JH Jim H. Solutions Consultant Business Supplies and Equipment ### "Easy, Useful Sales Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 2, 2018 As salesman new to territory, it allowed me to quickly and efficiently meet existing customers, discover prospects for growth and realize opportunities. 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor October 3, 2018 Thanks for the feedback! We have continued to look at ways of improving and will consider your suggestions for enhancements. Heavenly W. Member Engagement Specialist ### "It is a great way to take your client information on the go with you" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 January 3, 2018 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Alan S. Multiple Line Insurance Agent Insurance ### "Very simple to use." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 27, 2017 I am able to keep track of my activity without paying a fortune for a CRM. Pros I like the simplicity. The layout is easy to read. Information is easy to enter, and I can upload information to my connections. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor December 28, 2017 We are glad you are enjoying HaystackCRM! SB Steve B. Owner ### "Great way to keep up with customers " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 September 24, 2017 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. VD Van D. Owner ### "This is a great entry level CRM app." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 22, 2017 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. FT Falon T. CEO Computer Software ### "n/a" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 15, 2017 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. 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. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.