HaystackCRM VS CompanyHub CRM

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.

CompanyHub is a Fully Customizable CRM: Normally when CRMs say they are customizable, they just let you store some fields. CompanyHub goes way beyond that. You can also create custom tables to store any kind of data like Projects, Payments, Schools, Properties, Courses etc. Records from different tables can be associated. You can change the labels (like change ‘Company’ to ‘Hospital’), filter records by any criteria, change columns and do report on any table/field.

Email Automation

Salespeople spend lot of time on email. CompanyHub gives them everything they need to be more productive. Email Sync automatically updates the conversation with leads. No need to BCC/copy paste. Team can see all conversation at 1 place. Bulk mail helps reach more leads in clicks. Email tracking shows who opened which mail and which links they clicked. Email can be scheduled. Sending an important mail? You can also request a reminder, in case you don’t get a reply. There is also a Gmail plugin to track any mail sent from Gmail.

Followup Suggestions

CompanyHub tracks your conversations with your leads. You can mark them as very hot /hot/cold/ warm in 1 click using hotness meter. Accordingly whenever there is lack of conversation, you get followup reminder. You can also set followup date yourself.