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.
No features have been listed yet.
No PlanPlus Online videos yet. You could help us improve this page by suggesting one.
HubSpot CRM - Free CRM software for small businesses.
Insightly - Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
Keap - Grow Sales. Save Time. Get Organized.
Pipeliner CRM - Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.
Less Annoying CRM - A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.
Pobuca Connect - Connect with your contacts.