HaystackCRM

About HaystackCRM

HaystackCRM is a CRM software used to connect customers and leads. The software offers tools to manage contacts with sales pipeline with quotes. Collaborate with teams and add a product catalog of items or services. The Native mobile app used to manage CRM operations on any device. Small, Medium companies make use of the software.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $29.0. Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

93%
Reviews

74%
Momentum

62%
Popularity

72%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

NA

Modes of Support

Online

HaystackCRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

93%

Unique Features

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

Customization

Helps to customize the system for use in industry-specific use cases

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Document Management

Ability to store and manage various information and documents in electronic format.

HaystackCRM Pricing

Free Trial

Available

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Pricing Plans

Free Free

Features

Users : 1
Global Search
Search By Tag
Dashboard With Metrics
View Recent Additions On The Dashboard
Contact Management
Company Management
Assign Statuses to Contacts and Companies
Opportunity Management
Quote Management
Event Management
Item Management
Attach images, PDF's, and Videos to Items
Price Level Management
Catalog Management
Portfolio Management
Alert Management
Calendar
Merge With Other Calendars
Contact Import From Device
Excel Export of Contacts, Companies, Opportunities, Events, Items, and Tags
Auto-Email Ingestion for Gmail
Auto-Email Ingestion for Outlook 365
Tagging For Contacts, Companies, Opportunities, and Events
Document Attachments For Contacts, Companies, Opportunities, and Events
Who's Near Me/Customer
Input Notes And Pin To Top
Dropbox/iCloud/Box/OneDrive Integration
Email Support
Record Limit : 2,500

Full Featured $29.00 $29.00 per user / month

Features

Users : Unlimited
Global Search
Search By Tag
Dashboard With Metrics
View Recent Additions On The Dashboard
Contact Management
Company Management
Assign Statuses to Contacts and Companies
Opportunity Management
Quote Management
Event Management
Item Management
Attach images, PDF's, and Videos to Items
Price Level Management
Catalog Management
Portfolio Management
Alert Management
Calendar
Merge With Other Calendars
Contact Import From Device
Excel Export of Contacts, Companies, Opportunities, Events, Items, and Tags
Auto-Email Ingestion for Gmail
Auto-Email Ingestion for Outlook 365
Tagging For Contacts, Companies, Opportunities, and Events
Document Attachments For Contacts, Companies, Opportunities, and Events
Who's Near Me/Customer
Input Notes And Pin To Top
Dropbox/iCloud/Box/OneDrive Integration
Email Support
Team Management
Record Limit : Unlimited

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 21/04/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about HaystackCRM Pricing.