HaystackCRM

HaystackCRM

Cloud-based CRM & sales support solution for SMBs

4.7/5 (7 Bewertungen)

HaystackCRM Übersicht

HaystackCRM is a cloud-based customer relationship management tool that enables independent small business owners and employees to access CRM features from a phone or tablet. Business card scanning automates the process of entering contact details, after which they can be viewed, managed and used via native mobile apps for iOS and Android. From within HaystackCRM, users can manage all customer records, call and email histories, as well as text any contact or company.

HaystackCRM’s built-in quoting capability helps small business owners, freelancers and entrepreneurs create quotes and proposals while interacting with clients. The software's mobile-first design facilitates use on-the-go, making HaystackCRM ideal for professionals who rely on face-to-face interactions, such as sales teams or service providers. The solution's “Who's Near Me” GPS feature enables organizations to get directions or view any additional contacts that are nearby and could be visited. The application also allows sales professionals to add prospects and company details from this map directly into the organization-wide database.

Team management features provided by HaystackCRM allow sales managers to treat users as account owners, assign them records, and track overall as well as individual activity. Notes or files can be added to each record, for the efficient tracking of conversations and email exchanges. Sales people can tag records with labels, creating unique and searchable identifiers.

HaystackCRM Events syncs with phone calendars to help users track meetings with customers, send and accept invites, and stay on top of closing opportunities. HaystackCRM integrates with other third-party applications such as Dropbox, iCloud, Box, and OneDrive.

Preis

Beginnt ab
29,00 $/Monat
Preisoptionen
Kostenlose Testversion
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis

Geräte

Unternehmensgröße

K
M
G

Märkte

Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

HaystackCRM Bewertungen

Gesamtbewertung
4.7/5
100% Positive Bewertungen
5
Ausgezeichnet
2
Sehr gut
0
Durchschnitt
0
Gering
0
Schlecht
Jim H.
Mit Google übersetzen

Easy, Useful Sales Tool

Täglich für 1-5 Monate genutzt
Bewertet am 2.10.2018
Quelle der Bewertung: Capterra

As salesman new to territory, it allowed me to quickly and efficiently meet existing customers, discover prospects for growth and realize opportunities.

Vorteile

Ease of use, mapping of Nearby Customers and Prospects. Tags on accounts, Opportunity Status and Tracking.

Nachteile

Needs more Filter capabilities in search; especially in mapping of Nearby Customers and Prospects; and of Opportunities.

Mit Google übersetzen

Antwort von HaystackCRM

Thanks for the feedback! We have continued to look at ways of improving and will consider your suggestions for enhancements.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

10.0/10
Falon T.
Mit Google übersetzen

n/a

Bewertet am 15.9.2017
Quelle der Bewertung: Capterra

As a person that has never used a CRM before, I mainly wanted to start by organizing my large stack of business cards. I was discouraged from doing so because I would have to enter all the information manually. If I knew more about how Haystack could help my small business I would have taken the time to do so. I think I will go back and look at the product videos to help me fully utilize the platform.

Vorteile

I like how simplistic and easy to use the user interface is. I also like that I can create multiple accounts under one name.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

8.0/10
Heavenly W.
Mit Google übersetzen

It is a great way to take your client information on the go with you

Täglich für 1-5 Monate genutzt
Bewertet am 3.1.2018
Quelle der Bewertung: Capterra

Vorteile

The accessibility, the ease of accessing all the information I need in one place, and the ability to map out locations

Nachteile

It was hard to upload my contacts at first, not sure if it was user error on my part but I was able to get help.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Van D.
Mit Google übersetzen

This is a great entry level CRM app.

Wöchentlich für 1-5 Monate genutzt
Bewertet am 22.9.2017
Quelle der Bewertung: Capterra

Haystack CRM is the first true CRM app for my consulting business. It is a good entry-level program to help me capture and track information and keep it in one place.

Vorteile

The program is very user-friendly. Additionally, it offers clean graphics and a pleasing look overall.

Nachteile

I would say nothing yet, but I may need something more robust in the future if I "outgrow" the features it offers currently.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Steve B.
Mit Google übersetzen

Great way to keep up with customers

Wöchentlich für 1-5 Monate genutzt
Bewertet am 24.9.2017
Quelle der Bewertung: Capterra

Vorteile

Being able to map out where all my customer are. While also being able to show where potential new customers are as I'm on my route

Nachteile

It doesn't come with a secretary. To do the work for me. Also the learning curve to learn all the features.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

HaystackCRM Preis

Beginnt ab
29,00 $/Monat
Preisoptionen
Kostenlose Testversion
Kostenlos
Abonnement
Preis-Leistungs-Verhältnis

Free version: $0/month/1 user
Full access: $29.00/month/user

HaystackCRM Funktionen

  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Automatische Benachrichtigungen
  • Berichterstattung und Statistik
  • Daten-Import / -Export
  • E-Mail-Integration
  • Erinnerungen
  • Integration von Dritten
  • Kalenderverwaltung
  • Mobile Integration

  • API
  • Anpassbare Berichterstellung
  • Anpassbare Vorlagen
  • Benutzerdefinierte Felder
  • CRM-Integration
  • Echtzeit-Daten
  • Elektronische Zahlungen
  • Kundendatenbank
  • Kundenspezifisches Branding
  • Social-Media-Integration

Zusätzliche Informationen für HaystackCRM

Schlüssel-Features von HaystackCRM

  • Activity dashboard
  • Add Tasks
  • Automatic reminders
  • Calendar management
  • Calendar sync with Google
  • Cataloging / categorization
  • Contact Database
  • Contact management
  • Document tagging
  • Email Ingestion
  • Email alerts
  • Event Calendar
  • Event management
  • GPS
  • Import / export data
  • Import/Export CSV files
  • Interaction tracking
  • Lead Management
  • List management
  • Map Customers
  • Meeting Reminders
  • Meeting management
  • Mobile Apps
  • Opportunity Values
  • Opportunity management
  • Pipeline reports
  • Portfolio management
  • Proposal generation
  • Quote management
  • Record labeling
  • Sales tracking
  • Search functionality
  • Segment records
  • Third party integration
  • Video support

Vorteile

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

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

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

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

HaystackCRM Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über HaystackCRM.

F. Welche Preispläne bietet HaystackCRM an?

HaystackCRM bietet folgende Kostenpläne an:

Beginnt ab: 29,00 $/Monat

Preismodell: Kostenlos, Abonnement

Kostenlose Testversion: Verfügbar

Free version: $0/month/1 user
Full access: $29.00/month/user

F. Was sind die Hauptfunktionen von HaystackCRM?

HaystackCRM bietet die folgenden Funktionen:

  • Activity dashboard
  • Add Tasks
  • Automatic reminders
  • Calendar management
  • Calendar sync with Google
  • Cataloging / categorization
  • Contact Database
  • Contact management
  • Document tagging
  • Email Ingestion
  • Email alerts
  • Event Calendar
  • Event management
  • GPS
  • Import / export data
  • Import/Export CSV files
  • Interaction tracking
  • Lead Management
  • List management
  • Map Customers
  • Meeting Reminders
  • Meeting management
  • Mobile Apps
  • Opportunity Values
  • Opportunity management
  • Pipeline reports
  • Portfolio management
  • Proposal generation
  • Quote management
  • Record labeling
  • Sales tracking
  • Search functionality
  • Segment records
  • Third party integration
  • Video support

F. Wer sind die typischen Nutzer von HaystackCRM?

HaystackCRM hat die folgenden typischen Kunden:

Freie Mitarbeiter, Mittlere Unternehmen, Non-Profit, Kleine Unternehmen

F: Welche Sprachen werden von HaystackCRM unterstützt?

HaystackCRM unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet HaystackCRM an?

HaystackCRM hat folgende Preismodelle:

Kostenlos, Abonnement

F. Unterstützt HaystackCRM mobile Geräte?

HaystackCRM unterstützt die folgenden Geräte:

Android, iPhone, iPad

F. Mit welchen anderen Applikationen integriert HaystackCRM?

HaystackCRM kann in folgende Anwendungen integriert werden:

Box, Dropbox, Google Drive, Mailchimp, Microsoft OneDrive, iCloud

F. Welche Varianten der Kundenbetreuung bietet HaystackCRM an?

HaystackCRM bietet folgende Optionen für Kundensupport:

Online-Support, Telefon-Support, Video-Anleitungen

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