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HaystackCRM Software

Name: HaystackCRM Software
Rating: 4.5 (2 reviews)

By HaystackCRM

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Highlights : About HaystackCRM Software

Interaction tracking

List management

Pipeline reports

Automatic reminders

Calendar management

Calendar sync with Google

Contact Database

About HaystackCRM Software

HaystackCRM is a cloud-based customer relationship management tool for small and midsize businesses that features dedicated mobile apps for iOS and Android devices. HaystackCRM also offers email integration, geolocation of clients, opportunity management and more. Users can import new or existing contacts from a mobile device or manually. HaystackCRM offers a “Who's Near Me” feature, which uses geolocation to identify nearby contacts. Contacts in the system can be categorized by value, stage, status and temperature. Users can also add custom tags to contacts or companies, and tags can be searched later to generate lists of specific contacts.Users can create quotes, manage product catalogs and portfolios, manage events and include contacts with events

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Interaction tracking

List management

Pipeline reports

Automatic reminders

Calendar management

Calendar sync with Google

Contact Database

Import/Export CSV files

Email Ingestion

Event Calendar

GPS

Record labeling

Meeting management

Mobile Apps

Opportunity management

Portfolio management

Proposal generation

Quote management

Sales tracking

Search functionality

Third party integration

Add Tasks

Video support

Activity dashboard

Meeting Reminders

Import / export data

Document tagging

Cataloging / categorization

Opportunity Values

Segment records

Lead Management

Contact management

Map Customers

Event management

Email alerts

Benefits

It provides a drop-down menu feature

HaystackCRM provides a drop-down menu feature for tracking sales pipeline as well as changing an opportunity's stage and status.

Share quotes or proposals

Sales professionals can share quotes or proposals through multiple communication channels such as email, messaging or other associated mobile device applications.

Users monitor the activity stream

HaystackCRM lets users monitor the activity stream by tracking relationships, attaching documents or files to any record, and tagging custom records with searchable identifiers.

Provides geolocation features

The solution provides geolocation features that help convert contacts into leads by identifying nearby prospects and opportunities.

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