A Mobile CRM for on the go Sales

Salespeople are often on the go and need a CRM for on the go. Customer meetings, networking events, or sales calls fill the day.  With so much time away from the office, mobile CRMs have evolved to provide access to your customers while in the field. Now a mobile device is not just a way to call customers when you’re away from the office. With HaystackCRM apps, your phone or tablet is a tool to handle your business fully so that you maintain the best relationships with prospects and customers.

Keep your Pipeline Moving

Once your contacts are imported, set up your first deal. Create an opportunity with a prospect or existing customer from your contact list. Add tasks to go along with the deal to keep the opportunity moving through the sales pipeline. If you decide the deal is hot, then it can rise to the top of the list as a priority. You have control of what opportunities deem action by marking as hot, warm or cold. Also, sort based on stage, expected close date or value, depending on the most important factor to you.

Losing track of existing customers is a frequent concern of sales teams. Sometimes this is a consequence of a sales manager demanding new leads being added to the database instead of cultivating existing relationships. Salespeople know that existing customers require follow up and are the most likely source of a closed opportunity.

Keep track of those loyal customers easily in a mobile app. Scroll through your customer list or search by name to identify who you need to reach out to. Within the HaystackCRM app, call the customer to touch base. Email within the app and have the email logged and saved within their listing. These conversations are associated with the customer for future reference.

Access your CRM on the go

HaystackCRM gives you access to this data quickly. Because HaystackCRM is a native mobile app, you have full advantage of the processing speed. Speed through the features to find customer information rapidly. HaystackCRM is the mobile CRM to take with you to keep running your business smoothly.

HaystackCRM gives access to data conveniently and quickly, no matter where you are. With a mobile CRM for on the go, you keep tabs on your emails, connect with prospects and even send a quote. These can be done between customer appointments because you have your phone with you. Save time and reduce later work requirements.

A Mobile CRM for Sales Reps

At HaystackCRM, our focus is providing sales reps with sales tools they will actually use. We recognized that the CRM needs to be accessed on a phone when looking at how sales professionals prefer to work. We designed a mobile CRM that was mobile first, not mobile as an afterthought. Because sales reps need more details than contact details, the full sales process can be managed from mobile.

Sales representatives each have a unique sales process. However, contact name and contact information are commonly needed to facilitate the sales process. How these basic elements are presented in HaystackCRM are key to a sales rep taking action. In the design of HaystackCRM, spreadsheet formats have been replaced with interactive mobile app design. Each Contact or Company can be visually scanned by scrolling and tapped for more information. Gain benefit from navigating the customer database on a mobile CRM quickly.

A simpler layout with actionable elements ensures finding the information faster and more easily.  Any detail can be globally searched on the HaystackCRM to return results of a desired segment. Continue through a workflow by adding an opportunity with the company. Include tasks as touch points and move a customer more efficiently through the sales process.

Mobile CRM Benefits

Just-in-time information at the point of impact is one of the greatest values of mobile CRM. For example, you can access a note on your phone with a few taps in order to prepare for a meeting. Another way would be to map nearby customers when visiting a territory. Tag a customer with a word or short phrase after learning background information. Background or historical information about an account informs a sales team with valuable insights.

All these examples show a mobile CRM for sales reps empowers them to do their job more easily. With HaystackCRM, overcome the sales challenge of remembering all information when a mobile CRM is used. Instead, a sales reps has a better way to connect with customers and prospects.

Because of access to the entire sales process, sales representatives develop a business rhythm with HaystackCRM as a tool. Use it with your entire sales team to deliver unique insight to each sales rep. With feedback from sales reps, HaystackCRM continues to increase the features accessed on a mobile CRM. Let us know what you would like to see in the next generation of HaystackCRM.

Giving Thanks for a Mobile CRM

A customer relationship manager (CRM) helps you track all aspects of your customer relationship. At this time of year, we offer reasons you will be giving thanks if you use HaystackCRM, a truly mobile CRM. While other providers are trying to redesign and add features to their mobile CRMs, HaystackCRM has provided capabilities on mobile apps from the beginning. Having a mobile CRM is reason enough to give thanks, but we’ve highlighted a few more for you. 

Ease of Use

Having a complete view of a customer was a goal of the development of HaystackCRM. We think you’ll agree this makes for an easier to use CRM. To accomplish this, HaystackCRM boldly moved away from the traditional spreadsheet format. Instead, HaystackCRM displays your customer’s information in an easy to read format. The same is true for your contacts and opportunities. Each time you create a record and add data, HaystackCRM displays the information that you need automatically. Priority is given to upcoming appointments, open opportunities and uncompleted tasks. 

A favorite feature of many sales representatives has been voice dictation of Notes. Think of the familiar scenario of leaving a meeting full of ideas and feedback but with the dread of creating a detailed summary as “homework” later. With an easy to use mobile app like HaystackCRM, every user can reduce data entry by voice dictation of notes. Record your notes in seconds and avoid working later on the account.


Another benefit of HaystackCRM results in users relying on their CRM data being up-to-date. Attach a note to a customer’s account after a meeting on the mobileCRM and access it later on your laptop via your web account. Even better, a teammate will be able to reference the note to take action on their responsibilities for the account. Find CRM data in real time across both channels of web apps and mobile apps for reliably working together.


HaystackCRM relies on Amazon Web Services (AWS) as its cloud provider. We chose AWS for their long-standing expertise in cloud hosting and for their reputation of reliability and security. We have been rewarded with great service. Enter your customer data in HaystackCRM knowing you have a secure framework to back you up. Close sales faster from anywhere with HaystackCRM as a mobile CRM or web CRM.