HaystackCRM Overview
HaystackCRM, developed by Xtern Software, offers a user-friendly solution tailored for small to mid-sized businesses. Its standout feature is the mobile-first design, enabling sales teams to manage customer relationships on the go. Users can access contact details, track sales activities, and update records directly from their mobile devices. The platform supports seamless integration with existing tools, enhancing data accessibility and collaboration. A unique aspect is its customizable dashboard, allowing users to prioritize information relevant to their roles. This adaptability makes HaystackCRM particularly effective for businesses seeking a flexible CRM solution that aligns with their specific workflows and enhances team productivity.
Use Cases
Customers recommend Proposal & Quote Management, Contact List Management, Call Recording, as the business use cases that they have been most satisfied with while using HaystackCRM.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using HaystackCRM.
HaystackCRM Use-Cases and Business Priorities: Customer Satisfaction Data
HaystackCRM works with different mediums / channels such as Mobile. Phone Calls. and E-Mail.
HaystackCRM's features include Recording. and HaystackCRM support capabilities include 24/7 Support, Phone Support, AI Powered, etc. also HaystackCRM analytics capabilities include Custom Reports, and Analytics.
Reviews
"There are so many things I really like about Haystack! Here are just a few: the fact that it's cloud-based and works perfectly on all of my devices, the ability to export by tag, and the integration with Mailchimp is awesome! I also find the Who's N...ear Me feature to be incredibly powerful for making efficient sales trips. The dashboard is intuitive and provides a quick review of everything I need to be productive." - Jerry D
HaystackCRM, Infoflo CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
HaystackCRM by Xtern Software in Greensboro, NC, offers customer relationship management solutions. The platform enhances business efficiency and client interactions.
Popular Business Setting
for HaystackCRM
Top Industries
- Insurance
- Computer Software
Popular in
- Small Business
- Large Enterprise
- Enterprise
HaystackCRM is popular in Insurance, and Computer Software, and is widely used by Small Business, Large Enterprise, and Enterprise.
Comprehensive Insights on HaystackCRM Use Cases
What solutions does HaystackCRM provide for Proposal & Quote Management?
What Are the key features of HaystackCRM for Contact List Management?
How does HaystackCRM facilitate Opportunity Management?
12+ more Business Use Cases
11 buyers and buying teams have used Cuspera to assess how well HaystackCRM solved their CRM needs. Cuspera uses 156 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
There are so many things I really like about Haystack! Here are just a few: the fact that it's cloud-based and works perfectly on all of my devices, the ability to export by tag, and the integration with Mailchimp is awesome! I also find the Who's Near Me feature to be incredibly powerful for makin...g efficient sales trips. The dashboard is intuitive and provides a quick review of everything I need to be productive. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Jerry D Sales Rep Uttermost & Revelation |
There are so many things I really like about Haystack! Here are just a few: the fact that it's cloud-based and works perfectly on all of my devices, the ability to export by tag, and the integration with Mailchimp is awesome! I also find the Who's Near Me feature to be incredibly powerful for makin...g efficient sales trips. The dashboard is intuitive and provides a quick review of everything I need to be productive. |
Peers used HaystackCRM for proposal & quote management and contact list management
HaystackCRM Competitors
HaystackCRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (12) |
| Analytics | Read Reviews (1) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (12) |
| Analytics | Read Reviews (1) |
Software Failure Risk Guidance
?for HaystackCRM
Top Failure Risks for HaystackCRM
Xtern Software, Inc. Profile
Company Name
Xtern Software, Inc.
Company Website
https://www.haystackcrm.com/HQ Location
407 Parkway Ave, Suite F, Greensboro, NC 27401, US
Employees
1-10
Social
Financials
NA
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