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.