[HaystackCRM] Hello 2020! New CRM features to make you more productive!

Over the past year, we’ve spent lots of time improving our product. As we prepare to release new features designed to make HaystackCRM more intuitive and user-friendly, we thought it was a good time to re-share our story

In 2016, our small software studio was growing rapidly. 

↑ New business

↑ Exciting projects 

AND 

↑ Sales pipeline 

Our challenge

It became challenging to keep our sales pipeline full, while simultaneously doing our day jobs. We realized that we needed a centralized location to manage disparate customer data.

— Some of us kept spreadsheets

— Others of us jotted notes on paper

— A few of us just kept the information in our brains, perhaps never to be unearthed again!

This type of information all took a backseat to the actual work of building custom software. 

— Meetings we had with leads

— Events we attended to market our business

— Sales prospects we were cultivating

We couldn’t move nimbly from one project to the next, and we were leaving potential new business on the table. 

We searched for an existing CRM that would seamlessly integrate our sales workflow into our daily work. The products were:

— Too bulky to use gracefully 

— Too expensive for our small business 

We also wanted something that:

— Could be used on our phones, with an elegant design similar to apps we were using as consumers

— Could be used to jot (or voice-narrate) notes when we were running from meeting to meeting 

— Had a mapping feature so we could easily locate meetings while we were on the road 

What we did to fix it!

We couldn’t find what we wanted, so we took our wishlist and created something cost-effective and devoid of technological clutter. We now have a product for users that value a lean feature set and transparent pricing

Our users help us improve our product by sharing feedback, both positive and negative. Don’t be surprised if you get an email from us asking how things are going (with HaystackCRM that is!) Though, feel free to tell us how things are going in the rest of your life 🙂 

Because we are small, we are able to approach customer service and feedback in a personal and intentional way. Our users inform and improve our product with every new feature we add. We’re getting ready to release several new features and we look forward to sharing the story behind each one!