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CASE STUDIES


What do our customers love about HaystackCRM? Many love the easy transition to a CRM that makes their work more efficient and adapts to the business process they have developed. HaystackCRM meets the challenges of smaller sales teams with a flexible CRM and with a mobile CRM to keep them moving.

Real Estate

Real Estate Agents are busy meeting with customers out of the office. Like most in sales, a phone is their most used channel of contact. Accessing client info on the phone where they need it, including notes on feedback on the last group of listings and stored documents that finalize a deal. And our mapping features of Who’s Near Me have been a big hit.

real estate agent meeting with home buyers
manufacturing rep talking to client

Manufacturer Sales Rep

Manufacturing sales representatives keep complex information at hand, and historical data helps when there is a long sales cycle. HaystackCRM saves them time without the homework of preparing quotes or adding meeting notes. With HaystackCRM, you are taking your CRM with you into your next meeting so you can be fully prepared. Impress your customers and build your relationships.

Consultants

Talking to a lot of customers in different stages of a pipeline, consultants have many leads to qualify and need to segment them by stage and type. Follow their method of segmenting your database with custom tags and find your clients at each stage of the sales cycle. Strengthen lead generation and move to increased opportunities won.

woman non-profit manager

Non-Profits

Nonprofit organizations face limited funds. The benefit of hands-on experience with HaystackCRM solidifies their teams’ satisfaction with an easy to use interface. A centralized calendar and email communication keeps everybody informed.

Independent Business Owners

Independent business owners vary greatly, from service providers to creative entrepreneurs. And often they wear all the hats in the business. These owners find HaystackCRM when they have reached their capacity of handling all the jobs, and look to HaystackCRM for a central platform to keep customer information organized.