Managing Tasks in your CRM

The most common activity in HaystackCRM is completing a Task. Daily tasks make up a large portion of the sales and marketing process. Great salespeople know they need tools to help remember all the different responsibilities associated with a sale. Managing tasks in HaystackCRM is made easier by having uncompleted Tasks at the top of …

Why Choose a Mobile CRM?

Customer Relationship Management (CRM) solutions allow businesses to organize their customer interactions. If you have been investigating a CRM solution, you recognize the need for technology to help your business in this way. Not all systems provide a mobile CRM though. HaystackCRM started with a mobile CRM instead of a traditional CRM. In a broad …

Kick off a Sales Opportunity in your CRM

A Customer Relationship Manager (CRM) grows revenue for businesses with management of the sales pipeline. More than housing the customer database, adding a sales opportunity to a CRM increases possible revenue. With HaystackCRM, kick off a sales pipeline with a customer by creating a new Opportunity. Meet your sales goals by adding multiple new opportunities …