HaystackCRM

HaystackCRM developed a mobile app for our CRM that is full-featured and interactive with a simple, clean look. Our goal is to reduce the workload of a sales team by providing a platform to enter data in real-time, quickly, and easily. We set up HaystackCRM to focus on customer relationships instead of only a pipeline view.

The contact overview has the information that you can see at a glance, including what open opportunities or appointments are coming up. You can add multiple opportunities or deals to a contact, including quotes, building your relationship with the prospects, leads, or customers, and not tracking single deals. Another advantage of our mobile platform is offering features like mapping, not typically found in a CRM.

Software features

• Contact Management
• Contract Management
• Funnel Reporting
• Integrations
• Performance Reporting
• Pipeline Management
• Product & Price Control
• Quotation Handling
• Task Assignment
• Territory/Quota Management

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