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.

EspoCRM is a web-based application designed with the needs of startups, small and mid-size companies in mind. The software offers a wide range of features for automating every aspect of your business - from simple management of customer interactions and monitoring of the deal progress to advanced reporting and business process automation. It creates a unique and collaborative working environment for your employees with access all the necessary data at any time and from any place.