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 as soon as you open an account. Explore some of the ways of working with HaystackCRM as fast ways to get started.
Mobile App Works Where You Work
Enhance your CRM experience with a native mobile app like HaystackCRM Choose from multiple native apps to use across the range of devices in your company. Fast navigation is an advantage of a native mobile app. Also take advantage of the flexible features of a mobile device with voice recordings to capture notes for your CRM records. Share a document on your phone instead of only access on your laptop.
Get notified of important milestones or appointments by HaystackCRM on your phone or tablet. A mobile CRM notifies users of important events with push notifications and emails. Because you use your phone so often, these notifications will likely never be missed.
Find Customers Quickly
Just as you need a dialogue with your customers or clients, you need to be able to “converse” with your CRM. Ask HaystackCRM for your customer record with a quick search by typing the first few characters to quickly drill down in your database. Your customer record returns quickly in a reply to your search.
A few steps process connects your email client and HaystackCRM. Review emails that import automatically after that. If you need to check social profiles and feeds, these can be linked to your customers’ details. Access on a phone to gain insights and determine if customer needs attention.
If you have already been using a CRM, you have contacts that you want to import. HaystackCRM lets you import your business contacts that are on your phone into the system. If you have a large number of contacts, import via a spreadsheet. The contacts are automatically visible on your account whether you access from the web or mobile app.
Not only can you import contacts, you can import company accounts, closed deals and prior events. This historical data informs your ongoing sales. Our support team at HaystackCRM is available to assist you with importing data that you may have from previous systems.
Get to Know HaystackCRM with a Free Trial
Try a free version of HaystackCRM, available for a single user. Limit the records of your CRM to 2500 and HaystackCRM remains free. A free trial is also offered for teams to allow you to explore the functionality. With features that boost your sales productivity, like managing customer details, notes, opportunities, tasks and appointment scheduling, find your team making HaystackCRM a habit.