What is HaystackCRM?
HaystackCRM empowers small businesses and highly mobile professionals to efficiently manage customer relationships wherever they are. With a cloud-based platform and dedicated mobile applications, users can seamlessly oversee contacts, sales pipelines, and business operations on any device at any time. The intuitive dashboard provides a clear overview of business metrics, ensuring quick access to vital information and making sales management both easy and effective.
The platform boasts advanced features such as opportunity management, global search, catalog and portfolio organization, calendar syncing, and integrations with services like Mailchimp, Dropbox, iCloud, and OneDrive. Designed for flexibility, HaystackCRM supports both individuals and growing teams, enabling mobile professionals to maximize performance and productivity through its easy-to-use and affordable CRM solution.
Features
- Mobile Accessibility: Fully functional on any device, including native mobile apps
- Contact and Opportunity Management: Track and manage customers, leads, and sales pipelines
- Integration Capabilities: Compatible with Mailchimp, Dropbox, iCloud, and OneDrive
- Automatic Email Ingestion: Syncs with Gmail and Outlook 365
- Advanced Search: Global and tag-based search functions
- Event & Calendar Syncing: Consolidates schedules and reminders
- Catalog Management: Organize portfolios, items, and services
- Dashboard Metrics: Visual overview of business activity
- Team Management: Supports activity tracking for multiple users (Pro plan)
- Cloud-Based Solution: Accessible from anywhere with secure cloud hosting
Use Cases
- Managing client and lead information for mobile sales professionals
- Tracking sales pipeline and quote generation for small businesses
- Synchronizing customer contacts and activities between team members
- Integrating CRM data with Mailchimp for targeted marketing campaigns
- Importing contacts from previous systems or devices for streamlined operations
- Exporting records for reporting or data analysis in Excel
- On-the-go access to business operations, calendar, and portfolio management
FAQs
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What integrations are supported by HaystackCRM?
HaystackCRM offers integration with Mailchimp, Dropbox, iCloud, OneDrive, and supports automatic email ingestion from Gmail and Outlook 365. -
Can HaystackCRM be accessed on mobile devices?
Yes, HaystackCRM is designed for mobile use and provides native mobile app functionality, ensuring access on any device. -
What are the limitations of the free plan?
The free plan supports a single user with a 2,500 record limit but includes core CRM features such as contact management, dashboard metrics, and integrations. -
Is there a record or user limit for the Pro plan?
The Pro plan offers unlimited users and unlimited records for comprehensive business management.
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HaystackCRM Uptime Monitor
Average Uptime
98.22%
Average Response Time
379 ms
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