HaystackCRM developed a mobile app for our CRM that is full featured and interactive with a simple, clean look. Our goal is to reduce the workload of a sales team by providing a platform to enter data in the moment, quickly and easily. We set up HaystackCRM to focus on customer relationships instead of only a pipeline view. The contact overview has the information that you can see in a glance, including what open opportunities or appointments are coming up. You can add multiple opportunities or deals to a contact, including: quotes, building your relationship with the prospects, leads or customer, not tracking single deals. Another advantage of our mobile platform is offering features like mapping, not typically found in a CRM.

Software features

  • Contact Management
  • Contract Management
  • Funnel Reporting
  • Integrations
  • Performance Reporting
  • Pipeline Management
  • Product & Price Control
  • Quotation Handling
  • Task Assignment
  • Territory/Quota Management
  • Cloud

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Quick spec

Product details

Supplementary Features

  • Social Relationship Management

Customer Size

  • Small (1-50 users)

Other Features

  • Multiple Locations

Hosting Method

  • Cloud

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