HaystackCRM Reviews 2025: Details, Pricing, & Features

HaystackCRM Overview

What is HaystackCRM?

HaystackCRM is a mobile-first contact and opportunity management system for small businesses, sales representatives, and nonprofits. Available as an iPhone, iPad or Android app, HaystackCRM is a cloud-based CRM also with a web platform. A simple, clean interface on all platforms for quick interaction. Keep your sales pipeline current with opportunities detailed by value, stage, expected deadlines and associated customers. Create a quote to move the sales process forward. Team accounts allow assignment of customers, companies and tasks to team members. Simplified contact management with global searches, tags to segment audiences, and actionable contact details like email addresses or phone numbers. Maintain a single database of your prospects and customers.Track conversation history with email integration and notes added to customer records. Locate with mapping and geolocation to plan face-to-face visits. Integration with Mailchimp allows adding contacts to an audience and viewing stats of campaign performance. Integration on a mobile device for Google mail and Drive, calendar and Dropbox.

HaystackCRM Details

Discussions

HaystackCRM Community

Languages Supported

English

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Product Description

HaystackCRM is a mobile-first contact and opportunity management system for small businesses.

Seller Details

Seller

HaystackCRM

HQ Location

Greensboro, NC

Twitter

@HaystackCRM
316 Twitter followers

Overview Provided by:

Jennifer Davis

Director of Marketing and Specialist in CRM Apps for Small Business

Recent HaystackCRM Reviews

4/12/2018

Verified UserEnterprise (> 1000 emp.)

4.0 out of 5

"Useful product"

Haystack CRM is pretty easy to use, if you've operated within the Microsoft Office ecosystem or computers in general within the last 10 years you c...

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HaystackCRM Media

View all the details in one screen of a Contact

Add contacts to lists for email campaigns

HaystackCRM Demo - Opportunity Overview on iPhone

Know all the details of an Opportunity while on the go

HaystackCRM Demo - Who's Near Me Feature

View Contacts and Companies near you and prospect for more

Initiate a Quote for an Opportunity via a mobile device

View Opportunities by temperature and associated connections

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Verified User in Aviation & Aerospace

Enterprise(> 1000 emp.)

Validated Reviewer

Review source: G2 invite

Incentivized Review

Apr 12, 2018

What do you like best about HaystackCRM?

Haystack CRM is pretty easy to use, if you've operated within the Microsoft Office ecosystem or computers in general within the last 10 years you can probably figure out Haystack. For the more advanced functions you'll need to spend some time getting into the system. Review collected by and hosted on G2.com.

What do you dislike about HaystackCRM?

It's not super intuitive to setup Haystack. I had to have another user in my office walk me thru the initial setup. After that I was good to go. Review collected by and hosted on G2.com.

Recommendations to others considering HaystackCRM:

Try it out, I found Haystack CRM helped me considerably and saved time and energy to focus on other tasks. I'd talk to others in your office to see if they have used the product and if so ask them to walk you thru the setup and assist with setting up your preferences, etc. Also consider if your task warrants a standalone product. If you are doing the same time consuming task over and over then this product will help you but if you just need to search occasionally in a small data set this may no be exactly what you're looking for. Review collected by and hosted on G2.com.

What problems is HaystackCRM solving and how is that benefiting you?

I compare excel spreadsheet to DoD NSNs looking for matches, a few hundred at a time. Cuts down my workload quite a bit. Review collected by and hosted on G2.com.

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Helpful?