HaystackCRM - 2026 Pricing, Features, Reviews & Alternatives

Sales representatives, small business owners, and nonprofits access HaystackCRM to manage all customer records, call and email histories, as well as text any contact. The software's mobile-first design facilitates use on-the-go, making HaystackCRM ideal for professionals who rely on face-to-face interactions, like field sales teams. 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.

HaystackCRM’s built-in quoting capability provides small business owners, freelancers and entrepreneurs creation of quotes and proposals while interacting with customers. Team management features provided by HaystackCRM allow sales managers to assign team members prospects or customers, and track overall as well as individual activity. Notes or files can be added to each customer 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, and stay on top of closing opportunities. As a native mobile app for iOS and Android, HaystackCRM integrates with other third-party applications such as Dropbox, iCloud, Box, and OneDrive.