Save Time on Quotes in HaystackCRM

For our customers, completely managing the sales process in a CRM, especially in a mobile CRM was key. With the HaystackCRM feature of Quotes, create a sales quote directly from an Opportunity and share with your customer. Every small business, entrepreneur and sales team has access to Quotes because HaystackCRM provides the tool at all […]

Tips on Working with Tags for Productivity

Contact management can be an overwhelming task even with a CRM as a tool. Tags were a feature added early on in the development of HaystackCRM  to segment data and increase productivity.  As a sales person or a business owner, you need to separate your customer information in a way that is memorable and actionable. […]