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

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.