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Tips on Working with Tags for Productivity in HaystackCRM

Tags were a feature added early on in the development of HaystackCRM. As a sales person or a business owner, you need to separate your customer information in a way that is memorable and actionable. This is one of the key reasons that HaystackCRM does not follow the model of a spreadsheet in presenting your […]

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Drive your Customer Relationships with Events

HaystackCRM has multiple features to improve your company’s relationships with customers. Events are the appointments, conferences, and customer interactions that drive those relationships. Most salespeople and business owners check their calendars multiple times to remind themselves of the appointments and calls for the day and week. Because these customer interactions are so important to your […]

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How to Use Opportunities in HaystackCRM to Grow Sales

Building a Customer Relationship With one closed opportunity, you don’t want your customer relationship to end. Instead, keep that relationship viable and stay on a journey with your customer. That’s why we designed HaystackCRM to let you create as many opportunities with a customer as you need for optimal sales management. Keeping in touch with […]

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Engage Your Customers with a Mobile CRM

HaystackCRM started with small business owners in mind when developing a Customer Relationship Manager (CRM) to give a full-featured mobile CRM at an affordable price. Your customer base can be large or small, but ideally every business owner strives for loyal customers. Each customer expects to feel important when they choose to do business with […]

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