HaystackCRM: Reviews, Testimonials and Expert Opinions

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HaystackCRM | Customer relationship management built with small business in mind, designed for the highly mobile professional

HaystackCRM Overview

This is a summary of the comprehensive capabilities and benefits of HaystackCRM based on over 156 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

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.

Do you need to check if HaystackCRM is right for your needs? Our Cuspera AI engine can evaluate how HaystackCRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

HaystackCRM supports business activities such as:

Proposal & Quote Management
Contact List Management
Call Recording
Engaging And Following Up
Opportunity Management

HaystackCRM can help you with many business goals, such as Acquire Customers, and Enhance Customer Relationships. It can help manage these activities if you use Mobile Phone Calls and E-Mail for these needs. As a solution, HaystackCRM's capabilities include Recording.

HaystackCRM Insurance Vertical is its biggest customer base.

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

Cuspera Reviews

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.

Business Priorities

Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using HaystackCRM.

See all business priorities

Use Cases

Peers recommend Proposal & Quote Management , Contact List Management , Call Recording , as the business use cases that they have been most satisfied while using HaystackCRM.

See all use cases

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES	RATINGS	CUSTOMER AND EXPERT EXPERIENCES
Proposal & Quote Management	4.58/5 ★ Read Reviews (9)	"...Not only can you track the status of your sale, you can generate a quote. ..." HaystackCRM - Building Connections. Anywhere. Anytime
Contact List Management with Mobile and Phone Calls	4.62/5 ★ Read Reviews (8)	"...HaystackCRM gives you access to your customers and contacts as a mobile CRM..." HaystackCRM - Building Connections. Anywhere. Anytime
Call Recording with E-Mail and Phone Calls	4.55/5 ★ Read Reviews (5)	"...From within HaystackCRM, users can manage all customer records, call and email histories, as well as text any contact or company...." Peer review

PEER EXPERIENCES
Proposal & Quote Management	4.58/5 ★ Read Reviews (9)
"...Not only can you track the status of your sale, you can generate a quote. ..." HaystackCRM - Building Connections. Anywhere. Anytime
Contact List Management with Mobile and Phone Calls	4.62/5 ★ Read Reviews (8)
"...HaystackCRM gives you access to your customers and contacts as a mobile CRM..." HaystackCRM - Building Connections. Anywhere. Anytime
Call Recording with E-Mail and Phone Calls	4.55/5 ★ Read Reviews (5)
"...From within HaystackCRM, users can manage all customer records, call and email histories, as well as text any contact or company...." Peer review

12+ more Business Use Cases

Our AI advisor, Wyz, harnessed 156 insights from peers and experts to help you assess how these HaystackCRM use cases fit your CRM needs.

Customer Testimonials

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. Testimonial By Jerry D

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. Testimonial By Jerry D

Based on peer insights

Cuspera recommends HaystackCRM for

	Use Cases	Proposal & Quote Management , Contact List Management , Call Recording
	Medium	Mobile, Phone Calls, E-Mail
	Features	Recording
	Business Priorities	Acquire Customers, Enhance Customer Relationships
	Industries	Insurance, Computer Software