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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

HaystackCRM CRM is a CRM that can be used wherever you are and wherever you are going. Customer relationship management designed for small businesses and highly mobile professionals. HaystackCRM, the most flexible CRM, is easy to use and keeps you connected to your customers, leads, and prospects anywhere, anytime. We created a CRM that you can use in your web browser or as an application. A mobile CRM for small businesses was designed to meet your business needs. Native mobile app that you can use as a business tool. You can fully manage your small business from any device. HaystackCRM allows you to access your contacts and customers as a mobile CRM. This helps you stay connected. You can link your contact management with your sales pipeline to build relationships with your CRM. You can track the status of your sales and generate a quote. You can add a product catalogue of items or services.

Description

Streamline the management of your sales, projects, team, clients, and marketing through a unified platform. This robust, cost-effective, and user-friendly software solution is designed specifically for businesses like yours. Our intuitive visual sales pipeline encourages proactive engagement, helping you stay organized and effectively navigate the intricacies of the sales process. You can effortlessly tailor your sales pipeline, filters, contacts, and deals to accommodate any sales methodology. Monitor hours worked, boost your team's efficiency, and enhance your overall profitability. With our mobile applications, you can access your deals, tasks, projects, and contacts while on the go. Organize and oversee meetings, tasks, milestones, and events for yourself or your colleagues. Collaborate seamlessly with clients, partners, and your team, while maintaining the option to manage privacy settings that determine what clients and team members can view. Consolidate all your contacts in one location, gain a comprehensive perspective, and foster stronger relationships. Ultimately, this solution empowers you to optimize every aspect of your business operations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Dropbox Yes 
Google Drive Yes 
Mailchimp Yes 
Box Yes 
Desktop.com No 
Gmail No 
Google Calendar No 
Google Contacts No 
Google Workspace No 
Integry No 
Microsoft OneDrive Yes 
Nekton.ai No 
Quickwork No 
Shift No 
Slack No 
Stackreaction No 
Time Doctor No 
Wufoo No 
Zapier No 

Integrations

Dropbox Yes 
Google Drive Yes 
Mailchimp Yes 
Box No 
Desktop.com Yes 
Gmail Yes 
Google Calendar Yes 
Google Contacts Yes 
Google Workspace Yes 
Integry Yes 
Microsoft OneDrive No 
Nekton.ai Yes 
Quickwork Yes 
Shift Yes 
Slack Yes 
Stackreaction Yes 
Time Doctor Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

$29 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$39 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

HaystackCRM

Founded

2016

Country

United States

Website

www.haystackcrm.com

Vendor Details

Company Name

TeamWave

Founded

2016

Country

United States

Website

teamwave.com

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Project Management

Agile Methodologies Yes 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies Yes 

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