[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 


↑ 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!

Bringing you the best CRM in 2019

Another end to a calendar year is time for reflection at HaystackCRM and looking at the milestones of 2019. During 2019, subscribers more than doubled for the second straight year. A huge thank you to all of our community for selecting HaystackCRM.

Updates to Search

HaystackCRM has grown in features, too!

— We added global search to HaystackCRM this year. Enter a few characters for results of a search of Contacts, Companies, Events or Opportunities.

— Did you know we added searching Notes for hashtags? Add a # to your Note to tag information that you want to highlight. Then search for that hashtag in the global search bar for matching notes.

More ways to get the information you need quickly from your CRM improves your experience.

Mobile CRM is the best CRM

As a mobile CRM, updates to our iOS apps happen throughout the year. If you don’t have automatic updates set in your iOS device, be sure to check periodically for updates. That way you will have the latest version of the best CRM for just-in-time information.

Capterra found that 65% of sales reps who use mobile CRM achieved their sales targets vs. 22% for those who use traditional CRM systems. Add HaystackCRM mobile apps to your tool set for improved sales management.

A favorite feature of HaystackCRM continues to be mapping of Contacts and Companies. Mapping sales are a key to increasing your opportunities. With feedback from our customers, we are adding mapping of Opportunities.

At HaystackCRM, we strive to make connections with our customers just like you. Making connections with excellent customer service will continue to be one of our goals in 2020.

We have helped customers:

— Import their database

— Select naming conventions for Tags

— Add an email client to their account

We want you to succeed and continue to be a part of the HaystackCRM community in 2020!

How to Start with a CRM

The new year is coming and you have high hopes to be better organized. Using a CRM (Customer Relationship Manager) can help you be better organized when it comes to running your business. To start with HaystackCRM, understand your existing customer database first before importing each and every person you have met. By knowing who your customers are before adding to your new CRM, you can gain insight into how a CRM will help you with your business goals.

Identify Current Customer Database

Most HaystackCRM subscribers are new to using a CRM. How do you build a customer database? HaystackCRM offers many ways for you to add contacts to your customer list. Because it is a mobile CRM, you can import directly from your phone or email to the CRM app. Take the time to look at the contact before choosing to import. If you have multiple lists that you need to consolidate, use the provided template on the web CRM to create one list from various sources. Decide on tags to segment the contacts before importing them all.

If you are currently using a CRM, you hopefully have a customer database. Many other CRMs do not have ways to segment your customer database however. Take a look at your list of contacts and companies. Are these customers who actively work with your business?  Maybe you met someone once and never followed up. Maybe your Aunt Mary’s brother-in-law’s niece contact information was added by mistake. Take some time to identify active customers, legitimate prospects and customers that you hope to reactivate. 

Start with Clean Database

Giving your customer database a fresh look gets you a start with clean data.  A number of records may be inaccurate or incomplete from a previous CRM because the records were not easily accessible. Others may be stale and no longer valid prospects, which is not completely avoidable. 

Start fresh with HaystackCRM by importing contacts and associated data fields that are relevant to your current business. Now is the time to streamline your data to create a database in HaystackCRM that is actionable and will improve your business process. With an easy to use mobile CRM, you can maintain quality data on an ongoing basis.