Find your customers in a CRM

Finding customers can be about finding new prospects or renewing contact with existing customers. HaystackCRM takes finding customers a step further with mapping. With HaystackCRM, you have the tools to find customers locations while using the app or web CRM. HaystackCRM automatically maps your customers based on the address entered in your database. Then you can use HaystackCRM to tell you which customers are near you or near other customers. Find your customers easily in your CRM.

Map your customers

Before setting out to a customer meeting, conveniently map your sales call from HaystackCRM. Sales teams know meeting their customers in person ensures trust and build relationships. Face-to-face meetings can be time consuming however. Make the most of those meetings by getting to the meeting easily with a map in your CRM. By including mapping sales calls in HaystackCRM, you have more sales tools to navigate meetings.

Mapping customers that are near your selected customer is a feature named “Who’s Nearby”. This feature of the mapping tools automatically pinpoints nearby customers on the map. To identifying new leads, try  prospecting with the “Who’s Near Me” feature in HaystackCRM. Select an industry segment to search and a list of prospects is mapped for you. Choose accounting firms or a bicycle shop for example. Add the best leads to HaystackCRM that match your business audience.

Find new customers

Mapping your Opportunities is currently a feature in development for HaystackCRM. Based on feedback from our customers, adding this record to mapping benefits many sales teams. Opportunities are a prospective deal with a customer. By including Opportunities on the map, you can focus on the most likely opportunity to close. More deals on the go are possible when you know where to go next with a mobile CRM.

Networking events are a frequent part of the sales process. Building new relationships with potential customers is easier with HaystackCRM. Enter your new contacts on your phone with a few steps in the moment or immediately after the conference, trade show or gathering. Such business events are likely part of your business growth, so make the most of the encounter by including new prospects in HaystackCRM. 

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 calendar. Centralizing your work on your to-do list in HaystackCRM lessens time spent away from customers.

Tasks on the go with Mobile

Because HaystackCRM is a CRM built for mobile, you can add a task on your phone. Watch this one minute video of as an example of how quickly you can add a Task on the iPhone app. Tasks can also be added on the web CRM and Android app. Whichever version you choose, see the same to-do list on each one. Because HaystackCRM is a mobile CRM, you can act in the moment to address the challenge or notify another team member in the field to do so.

Are you thinking of all the things you need to do during down time? Adding to your to-do list can help clear your thoughts. With HaystackCRM, you can add that task to your list from your phone when you think of it. By adding an alert, you can get a push notification on your phone to get that reminder to complete a task.

Keep on top of those To-Do’s

Add a Task as part of your business process to keep working on your sales pipeline. To stay more organized, add Tasks to each deal. This automatically associates a Task with that Opportunity when added from the open Opportunity screen. Check off Tasks as the Opportunity moves through the stages. If all tasks were completed, then you know you followed your best practice to win the sale. Checking which Tasks were completed can keep tabs on your performance.

Remind yourself of an outstanding Task by adding an alert. However, easily change to a push notification or an email depending on your preferred method. Personalize how you use HaystackCRM with reminders for your outstanding items on your calendar. 

Fly through Tasks on HaystackCRM and keep moving your business forward. Designed to be a tool you’ll use over and over again, HaystackCRM allows you to work on your to-do list from your phone and desktop. Reach out to us if you have questions about any of our features.

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 of all touch points with a customer account.

Simply Mobile

Today’s businesses function outside of the office with mobile professionals. In the current mobile way of working, access to key customer data must be available on all platforms. The development of HaystackCRM started with a mobile-first mindset, which resulted in a clean and interactive interface on mobile and web. As a native mobile app, HaystackCRM is feature-rich with expanded capabilities. Take for example the scenario of finishing up a sales call and needing to note the results of the meeting. When your thoughts are still fresh, dictate a note immediately after the visit into the CRM. Send and share a file in real-time to a coworker who needs an update on an interested prospect. Multiple ways to nurture customer relationships abound with HaystackCRM.

Amplify the impact of your CRM

Obtain customer insights into likely new opportunities by drawing on customer data presented in a simplified and unified view. Not only will you be able to deliver an informed experience for your customer but you will be able to identify new opportunities more quickly. With HaystackCRM, kick off a sales pipeline with a customer by creating a new Opportunity. Follow through easily with mobile CRM features. Nurture the customer relationship as part of the sales process with HaystackCRM.

Simple CRM for Small Teams

Many small businesses know their customers well, and need a platform to store and organize that information. HaystackCRM provides a strong alternative to the enterprise software with a higher adoption rate. This is partly because mobile CRM increases the frequency of interactions with an all-in-one sales pipeline. Additionally, the simple ways to connect with your customer from your most used business tool, your phone, makes it an easy to use asset.

A unified view of customer journeys lead to successful customer relationships. Look to HaystackCRM for a simplified CRM. Provide the most value by choosing one you and your team will use. HaystackCRM is a CRM your team will use repeatedly and enjoy using for your small business needs.