Our blog now has a slightly different look and feel. That’s because we are writing about more topics! In addition to our product, HaystackCRM, Xtern Software has developed a content management system (CMS) called HarmonyB2B. It is powered by a database called CruxDB.

We are looking forward to writing more about Xtern Software, our products, our team, our culture, and life in Greensboro, North Carolina! Thanks for reading 🙂

[HaystackCRM] HaystackCRM is the perfect partner for manufacturers

HaystackCRM is a great option for salespeople in a wide variety of industries. In this blog, we walk through why HaystackCRM is particularly well suited for manufacturers. 

First and foremost, HaystackCRM is the only fully integrated CRM for Fourth Shift ERP. It has a modern, mobile-first platform designed to leverage and access relationship management data on the go.

With HaystackCRM, you can create company and/or contact records to track a sales process from start to finish. You can manage tasks, events, proposals, and quotes all in one place to optimize workflow. And you can utilize the dashboard, mapping features, and email integration to work contacts efficiently.


In addition to seamless integration with a heavily utilized ERP, customers also find value in the following features: 

– Teams: Oversee sales teams with assigned roles and track how well both teams and individuals are performing. Teams who work within specific regions can have their own segment of contacts. Data syncs across all devices and web-based accounts to ensure accurate data.

– Mapping: The “Who’s Near Me” feature uses GPS technology to find any contact near you. If you are meeting with a contact, you can easily find other contacts in the area to optimize your route with a map to their location. This helps make sales visits efficient and more productive.

– Mobile-first design: Leverage the convenience a mobile device offers, with the ability to voice-narrate notes while running from meeting to meeting. The user interface is similar to other apps your employees are already using, so onboarding new users is quick and intuitive.

And more!

HaystackCRM is continually adding new features and in 2020, added the following features based on customer feedback:

– Pin important notes to the top of a specific contact or company record. This keeps timely information close at hand.

– Export data sorted by tags to easily segment different buckets of customer information.

– View top 10 recent contact and company adds on the dashboard so the entire team is aware of new leads.

– Label contacts with Customer, Prospect, or Dormant statuses to nurture leads and retain historical data.

You can check out the full feature set here

[Meet the Team] Jay Stadler

We’re excited to welcome Jay to the Xtern team as our new Junior Developer. Jay just graduated from UNCG, bringing our current Spartan count to 8. He graduated with a BS in computer science and a concentration in data science. 

In his role as Junior Developer, he’ll be learning the ropes of software development at Xtern, while getting to contribute to the success of a variety of projects. One of the things that attracted Jay to work at Xtern was the diversity of projects we undertake. He is excited to work on large scale web applications that enhance the relationships between our clients and their customers. His side projects focus on data analytics and finding ways to incorporate  data to improve user experiences. 

Jay was also interested in Xtern’s focus on community service. This resonated with him because he has done volunteer work with Guilford Green and Greensboro Urban Ministry. His main focus is on homelessness and feeding hungry people. His background in food service plays a big part in this. 

Jay is a former hospitality management specialist. In his past career, he was exposed to various technology applications that allowed him to do his job more effectively. Some of these applications worked well and others fell short. This got him interested in exploring ways to bridge the gap between developers and end users. 

Outside of work, Jay enjoys camping, hiking, cooking (he was a chef before this), writing, fishing, and traveling.

We’re fortunate that this year has seen so much growth for Xtern. And we look forward to welcoming other local grads to the team soon!

[Xtern Software] The importance of our mission

Xtern Software is a 2021 Better Business Bureau Torch Awards Recipient. The Torch Awards for Ethics is the most prestigious honor BBB can present to a business. Being a recipient indicates the business not only believes in the high standards of honesty, integrity and transparency promoted by BBB. It also consistently acts on these standards and continuously integrates them into its daily practices.

We are so pleased to be recognized by the Better Business Bureau. And we are extremely proud of this honor. This award exemplifies beliefs that we make clear to all who interact with us. Our website even has a Mission & Values page because we believe it’s important to share our business philosophy. 

Our mission

Xtern Software builds custom software at affordable prices for companies of all sizes. We conduct our business with honesty and integrity and expect the same from our customers. For us, making money is a side effect of doing things right.

This mission is rooted in our founder, Keir’s, longtime Rotary Club membership. We reference the Rotary Club’s 4-Way Test when in doubt. This ensures that our decision-making aligns with doing work with honesty and integrity. 

Many of us work directly in customer-facing roles and are given the autonomy to address issues in whatever way we see fit. There isn’t a set script or playbook that governs how we address issues, rather, we use our best judgment. As a result, nearly 70% of our projects are still in use, the average age of our projects in use is 10 years old, and repeat business accounts for 98% of our projects each year.

Our mission and values, along with our community involvement, were major factors in BBB’s decision to honor Xtern. We will continue our 20 year tradition of doing business this way, and look forward to many more years to come!