HaystackCRM helps you manage your leads, prospects and deals with a full featured CRM. Stay up to date on your sales pipeline by checking notes, status, and value of prospective deals with customers. Find the information that matters most to building your customer relationships and new sales opportunities while on the go.
Quickly move to your next step by adding a task or sending an email to your most valued customer. Move your customers through the sale process by providing a quote. Follow up on your conversations or meetings with access to notes and emails from anywhere. Complete the work before you go back to the office.
*Contact details and associated deals viewed on single screen
*Call or email contacts with one tap
*Map of your contacts and prospects nearby
*Email conversations found in a contact listing
*Tag your contact to segment
*Get reminder alerts for tasks or appointments
*Quote sent to customer by email, text or shared via integrated apps
*Access documents vital to your business
*Search globally for companies, contacts or opportunities
*Assign a customer to another team member
*Track your sales goals in dashboard
*Calendar view of appointments, tasks and closing dates
HaystackCRM is a tool for the sales team of a growing business to manage their customer relationships. Never miss an opportunity to connect with a customer or prospect by having the information where you need it.
Sign up for an account and start adding your current customer list right away. Import from your address book for an easy way to build your connections. Set up your email account to link to HaystackCRM with a couple of steps by editing your profile in Settings.
HaystackCRM is a free app and works with the HaystackCRM web account so you and your team can have all the key customer information anywhere, anytime.
Save time by updating sales opportunities after meetings or from the field. Close the deal and up your totals. HaystackCRM make it easy to be prepared and have the answers for your customers with a full featured CRM app.
• Shows only the current user's tasks on the dashboard with the title changed to 'My Uncompleted Tasks'.
• Assigned to name for tasks have been added to the task dashboard and search results.
• Enhancements to the view on the Settings screen.
• Upcoming Events display on dashboard in order.
Ratings and Reviews
- HaystackCRM LLC
- 27.1 MB
Requires iOS 9.1 or later. Compatible with iPhone, iPad, and iPod touch.
- Age Rating
- Rated 4+
- © Copyright 2016-2018, HaystackCRM LLC
With Family Sharing set up, up to six family members can use this app.