Add either a contact or a company to HaystackCRM in several ways. To populate with existing contacts, you can import a spreadsheet to your web account or import directly from your device. As you meet new contacts, you can add them directly into your account. Add the details that you most need to manage your customer, vendors and prospects.
Create an opportunity to represent your next deal or sale. Associate a dollar value with the opportunity to start your pipeline with a contact or company. Generating a quote from a hot opportunity can be handled easily on HaystackCRM, even on an iPhone. An opportunity can be given multiple stages, a status, and further prioritized by temperature. See how to fully manage your small business from a lead to a quote to multiple opportunities.
See your upcoming appointments, due dates for quotes, and task dates in a calendar format. Synchronizes with the calendar you use on your phone, like Google Calendar or Outlook, so you centrally locate important dates to manage your business. An event can be uniquely named to identify a meeting, a conference, or a demo associated with your contacts. Link events to an opportunity to keep track of all the steps in your sales process.
A task can be added from the main menu, from the dashboard or working within a connection or other record. Uniquely name the task and add a date if you prefer. A task can be associated with other records, connection, company, opportunity, or event. View your tasks on your main dashboard, in list form on the task screen, or in the listing of an associated record. Add an alert if you'd like to have a reminder prior to the due date. Mark them completed when you are done.
Access Who’s Near Me from the main menu on a mobile device or from the connections screen on the web app. This feature highlights current connections that you may choose to prioritize. Identify a new company as a prospect by finding on the map. Who’s Near Me is accessed while viewing any contact or company’s mapped address using HaystackCRM on a phone or tablet. Plan your next face-to-face meetings to further build connections using our mobile CRM. Great for field sales, frequent business travelers, or small businesses building local networks.
Set up your emails to be ingested into your HaystackCRM account by following instructions accessed from the Edit Profile page. These instructions can be found on your web or iPad account. You can add more than one of your email accounts to HaystackCRM. Emails can be viewed from your phone, tablet, or on the web via the emails tab while viewing a contact or company. This allows you to track conversations and share information with your customer base. Emails will be saved to the contact or company along with any attachments. Integration with Mailchimp is started by adding an API key to your HaystackCRM web account. Generate a key following directions from the Manage Account Mailchimp page. Details of your contact’s performance in campaigns can be viewed on a tab of their listing. Also manage their Mailchimp list memberships from HaystackCRM.
Tags can be created with any custom name you choose. You can create a tag for all team members to use to identify a company, contact, or other record. Or assign a tag to a record (contact, company, event, opportunity) as a way to classify or segment. Tags can be searched to view a certain group that you have segmented. Once added, tags can be viewed on the listing for the contact, company, or wherever you assigned the tag. Since tags aren’t included in your record count, add as many you want to your free account.
Add either a contact or a company to HaystackCRM in several ways. To populate with existing contacts, you can import a spreadsheet in your web account or import directly from your device. As you meet new contacts, you can also add directly into the account as you build connections. Add the details that you most need to manage your customer, vendors and prospects.