OnePageCRM VS HaystackCRM

OnePageCRM is the world’s first action-focused CRM software. You can use it to add tasks with due dates next to every contact in your database and receive reminders straight to your inbox.

Main CRM features:

— Contact management: Have all important information about previous and upcoming interactions on one scrollable page, from call details to notes, deals, and tasks. Share only specific contacts with external collaborators (e.g. freelancers), and visualize relationships between contacts (e.g. who's a decision maker, and so on).

— Action-based selling: Assign tasks/reminders next to every contact. We'll send automatic reminders when the time comes to work on this lead. No more Excel formulas and bulky spreadsheets!

— Pipeline & deal management: Create deals in a couple of clicks, drag and drop them from one stage to another, automatically predict sales revenue, switch between Kanban and Forecast views, and monitor your performance against targets.

— Email management: Send emails in bulk, track email opens, sync your email client with your CRM account, add free templates, and much more.

— Lead generation: You can capture contact details and automatically add new contacts to your CRM with Lead Clipper. You can also build free Web Forms with unlimited submissions.

More CRM features:

— Sales & workflow automation (incl. the Autoflow feature)

— Mobile CRM apps

— CRM reporting and team collaboration

— CRM integrations

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.