HaystackCRM VS CloudTalk

HaystackCRM was designed for independent small business owners to access a CRM from a phone or tablet with full functionality. Mobile first design disrupts the typical CRM layout by providing interactive navigation to view records instead of a spreadsheet format. Native iOS and Android apps allow views of any record, including call, email or texting any contact or company. Who's Near Me is a map feature that enables getting directions or viewing other connections are nearby. Prospect from this map feature and add the company to your database. Emails are viewed within contact. Automatic integration without plugin requirement. One of many built in features is Quoting, available in both versions, so that the small business owner, freelancer or entrepreneur can have options typically unavailable in a mobile CRM. Creating a quote or proposal is possible while interacting with a client is especially helpful for professionals who rely on face-to-face interactions, like many sales teams or service providers. Further flexibility afforded in HaystackCRM includes Tagging a record with a label to create unique, searchable identifier. Add Notes or Files to each record to track conversations in addition to email exchanges. Team management allow users as account owners to assign records and track overall and individual activity.

CloudTalk is a contact center management solution that enables businesses to streamline communications with teams and customers using virtual call systems. It allows executives to manage inbound/outbound calls, extract interaction history from various sources and provide personalized support to clients. All you have to do is connect to the internet and CloudTalk will take care of everything else. The advantage of cloud software is also the ability to fully scale and adapt to customer needs.

CloudTalk provides a number of advanced features such as automated call distribution, call forwarding, interactive voice response, custom reporting, international numbers and much more. One of the biggest benefits are the integrations with globally used systems (eg HubSpot, Zendesk, Salesforce, Intercom, Freshdesk ...) where companies have all the data in one place and always up to date.