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Giving Thanks for a Mobile CRM

A customer relationship manager (CRM) helps you track all aspects of your customer relationship. At this time of year, we offer reasons you will be giving thanks if you use HaystackCRM, a truly mobile CRM. While other providers are trying to redesign and add features to their mobile CRMs, HaystackCRM has provided capabilities on mobile […]

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Why Choose a Mobile CRM?

Customer Relationship Management (CRM) solutions allow businesses to organize their customer interactions. If you have been investigating a CRM solution, you recognize the need for technology to help your business in this way. Not all systems provide a mobile CRM though. HaystackCRM started with a mobile CRM instead of a traditional CRM. In a broad […]

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A Mobile CRM for on the go Sales

Salespeople are often on the go and need a CRM for on the go. Customer meetings, networking events, or sales calls fill the day.  With so much time away from the office, mobile CRMs have evolved to provide access to your customers while in the field. Now a mobile device is not just a way […]

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A Mobile CRM for Sales Reps

At HaystackCRM, our focus is providing sales reps with sales tools they will actually use. We recognized that the CRM needs to be accessed on a phone when looking at how sales professionals prefer to work. We designed a mobile CRM that was mobile first, not mobile as an afterthought. Because sales reps need more […]

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Find your customers in a CRM

Finding customers can be about finding new prospects or renewing contact with existing customers. HaystackCRM takes finding customers a step further with mapping. With HaystackCRM, you have the tools to find customers locations while using the app or web CRM. HaystackCRM automatically maps your customers based on the address entered in your database. Then you […]

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Work your To-Do List in HaystackCRM

Success at running a business depends on persistence and resilience. Whether it is creating new business with sales opportunities or managing the day to day operations, small businesses have long to-do lists. To simplify keeping on top of these responsibilities, create tasks in HaystackCRM. Keep working in the platform to organize your tasks, appointments and […]

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Simplify your CRM

Positive feedback from our customers confirms our success at simplifying a CRM. HaystackCRM delivers your customer information with a clean view of contact information. More than the contact information, the customer interactions are unified under the customer listing to give quick access as well. Examine exchanged emails, calendar events, upcoming tasks to stay on top […]

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Tagging in your CRM

Generally, the capabilities of a Customer Relationship Management (CRM) system can be divided into customer, sales and marketing management. All of these areas of business management are combined in the platform HaystackCRM to give you tools for boosting sales. One of those tools is Tags. Tags are custom labels for a contact, company or other […]

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A Friendly CRM for Small Business

It’s no secret that the dominant CRM providers in the market are designed for enterprise customers. Complicated and overblown technology can be daunting for a smaller organizations. In contrast, HaystackCRM focuses on providing sales support to small business and smaller sales teams with a simple, friendly CRM.  What makes HaystackCRM a friendly CRM? A CRM […]

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Map your Sales Call

Meeting customers in person continues to be an avenue for building customer relationships for all small businesses. When you plan to reach out to your existing customers in person, conveniently map your sales call from HaystackCRM. Key to finding customers easily, mapping every customer address is a benefit of an easy to use CRM.  With […]

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Managing Tasks in your CRM

The most common activity in HaystackCRM is completing a Task. Daily tasks make up a large portion of the sales and marketing process. Great salespeople know they need tools to help remember all the different responsibilities associated with a sale. Managing tasks in HaystackCRM is made easier by having uncompleted Tasks at the top of […]

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