Menu

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 […]

Read more …

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 […]

Read more …

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 […]

Read more …

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 […]

Read more …

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 […]

Read more …

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 […]

Read more …

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 […]

Read more …

Kick off a Sales Opportunity in your CRM

A Customer Relationship Manager (CRM) grows revenue for businesses with management of the sales pipeline. More than housing the customer database, adding a sales opportunity to a CRM increases possible revenue. With HaystackCRM, kick off a sales pipeline with a customer by creating a new Opportunity. Meet your sales goals by adding multiple new opportunities […]

Read more …

Organize Customers by Tagging in a CRM

Organizing data in your CRM does not have to be an overwhelming task. Turn grouping your contacts and accounts into child’s play by adding a Tag in HaystackCRM. Segmenting your CRM to the way you recall helps you use the tool to its full potential. When it comes to looking for the best CRM for […]

Read more …

Choose a CRM for Ease of Use

For small business owners, choosing a Customer Relationship Management (CRM) is driven by a limited budget and saving time. If you prioritize the user experience when evaluating a CRM, you will find one that your team will adopt more quickly and easily. HaystackCRM is designed for a small business to start working with the CRM […]

Read more …