Clientbook vs. HaystackCRM Comparison


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		Related Products Resco Field Sales+ Resco Field Sales+ is a no-code mobile solution designed to help sales teams manage customer data, track opportunities, and streamline order processing, all while on the move. Tailored for industries like retail, manufacturing, and professional services, it ensures your team can work efficiently both online and offline. With offline functionality and secure data synchronization, your team can access and update customer information, orders, and reports—even in remote or low-connectivity environments. Customizable dashboards, route planning, and automated reporting simplify workflows and help you stay focused on closing deals. For businesses and partners, Field Sales+ provides tools to optimize sales operations, extend CRM capabilities, and equip teams with reliable, mobile-first technology. Whether you’re processing orders, tracking leads, or analyzing sales performance, Resco Field Sales+ ensures your team has everything they need to succeed in the field. 13 Ratings Visit Website KORONA POS Developed by COMBASE, KORONA POS offers innovative point of sale software with unique features built for retailers, ticketing and event operations, and quick-service restaurants and cafes. The subscription service includes automatic updates, 24/7 in-house customer support, and zero contracts, fees, or surcharges. With KORONA POS, businesses get an array of features to improve operations and increase efficiency and insight. Detailed reporting, inventory analysis, product performance, promotions, loyalty, employee management, vast integrations, multi-store management, online retail and ticketing, hardware options, and credit card processing options are just a handful of the point of sale features that make KORONA POS the fastest-growing POS solution in the U.S. Learn more by setting up a no-commitment free trial or scheduling a product demo. Your dedicated product specialist will walk you through each feature your business will use to succeed. 228 Ratings Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 12,537 Ratings Visit Website Vibe Retail Vibe Retail is a cloud-based, all-in-one retail point-of-sale (POS) and operations platform built exclusively for single-store and multi-location retailers. Unlike POS systems designed for restaurants or service businesses, Vibe Retail focuses only on retail, enabling workflows tailored to physical product sales. From a single mobile-friendly interface, retailers can manage inventory, sales, staff, customers, and suppliers across stores and warehouses in real time. Features include multi-location inventory tracking, warehouse visibility, stock transfers, product variants, serialized items, barcode printing, purchase orders, and supplier deliveries. Vibe Retail supports cards, cash, checks, gift cards, and EBT, along with retail workflows such as layaway, loyalty programs, deliveries, branded receipts, and mobile receipt printing. Integrations with Shopify and WooCommerce and 40+ real-time reports provide operational visibility and performance insights. 93 Ratings Visit Website Paladin POS Paladin is an all-in-one retail management platform built for independent hardware stores, lumber and building materials dealers, feed & seed retailers, pharmacies, and specialty retailers. Paladin combines point of sale, inventory management, e-commerce, mobile selling, and managed IT services in a single system. PaladinPOS™ helps retailers manage sales, inventory, pricing, purchasing, customer accounts, and day-to-day operations from one platform. PaladinGo™ extends selling beyond the counter with real-time mobile access to inventory, pricing, and customer information. PaladinShop™ provides a built-in online storefront that keeps inventory and pricing synchronized automatically. PaladinMSP™ delivers managed IT, security, updates, and network monitoring to reduce technology burdens. Serving independent retailers since 1980, Paladin is known for reliable systems, practical retail expertise, and industry-leading U.S.-based customer support. 28 Ratings Visit Website AddSearch AddSearch is a unified search, AI-answers, and conversational-AI platform used by 1,800+ organizations. Three layers in one platform: keyword search with AI ranking and personalization; content-grounded AI answers with no hallucinations; conversational AI with multi-turn dialogue. Built for Higher Education, Manufacturing & Telecom, Healthcare, Government, Associations, Insurance, Corporate Enterprise, and Finance & Banking. SOC 2 Type II, GDPR, 99.9% standard SLA, up to 99.999% on Enterprise. 145 Ratings Visit Website Portal Wholesale CRM Portal Wholesale is a wholesale sales platform built specifically for fashion and B2B wholesale teams, combining a wholesale CRM, order management system, meeting scheduler, and retail buyer marketplace into one unified platform. Designed around the real workflows of wholesale sales reps and showroom teams, Portal Wholesale helps brands manage accounts, pipelines, orders, seasonal linesheets, outreach, and buyer relationships without relying on spreadsheets or disconnected tools. The platform allows sales teams to work directly from Gmail using a built-in CRM extension that automatically syncs emails, tracks conversations, shares linesheets, and logs activity into the CRM in real time. Portal Wholesale also includes scheduling tools optimized for fashion markets and trade shows, allowing teams to coordinate appointments, showroom visits, and buyer meetings with built-in booking rules and availability management. Visit Website SMS Storetraffic Smart, efficient, and anonymous People Counters & Analytics for the real world. Our solution allows for simple deployment, capture, and analysis of the number of people that enter a physical location. Optionally we also capture and report occupancy in real-time. We help Retailers, Libraries, Casinos, Universities, Places of worship, Office buildings, and other industries to analyze and take action on their people traffic trend. For Retailers, we offer a specialized package to measure Performance on Traffic, including Conversion Rate and Service Levels. Combining POS data and staff data is easy with our direct integrations. Our Retail Equation simulator allows users to run simulations to plan sales improvement. It is also extremely beneficial as a learning tool to understand the relationship between traffic, staffing, conversion rate, and good quality service. 130 Ratings Visit Website Visual Visitor AI Sales Rep with Person-Level Website Identification Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. - 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. - Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly. 251 Ratings Visit Website MentorCity MentorCity is a comprehensive and intuitive online mentoring software cultivating the future of organizations and individuals through the power of connections and relationships. Specifically created for associations, companies, and schools, MentorCity assists in member engagement, leadership development, succession planning, and diversity and inclusion strategies. Serving as a powerful personal development tool, MentorCity helps organizations save time and money by lessening matching responsibilities and allowing program administrator to focus their efforts on building a mentoring culture that achieves exceptional results. business mentoring software, corporate mentoring software, mentoring platform, mentoring platform software, mentoring software, online mentoring platform 50 Ratings Visit Website
About Join hundreds of retailers that have improved sales conversion rates and increased average dollar sales thanks to Clientbook. A mobile-first solution that personalizes experience between customers and retailers. Studies show that customers spend 3.5-4x more annually and are 33% more likely to become a repeat customer if they have a personalized relationship with their sales associate. Clientbook was built from the ground up to empower sales associates to create those personalized relationships. Imagine someone walking into your store and being able to see exactly who they are, what products they want, and how to get in contact with them once they leave. With Clientbook, sales associates get a 360 degree view of their customers and can reach out when the time is right to close the sale. Save products the customer is interested in and share via text or email with the click of a button.	About HaystackCRM is a CRM that works for you where you are and where you are going. Customer relationship management built with small business in mind, designed for the highly mobile professional. HaystackCRM is the easiest to use CRM available, flexible to keep you connected to your customers and leads anywhere, anytime. We developed a CRM to use on your web browser or as an app. We thought of your business needs with a mobile CRM for small businesses so you can maximize your time in a mobile-first world. A native mobile app to use as a business tool. Fully manage your small business and operate all features of your CRM on any device. HaystackCRM gives you access to your customers and contacts as a mobile CRM so you stay connected. Contact management is linked with your sales pipeline so you build connections with your CRM. Not only can you track the status of your sale, but you can also generate a quote. Add a product catalog of items or services.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Client management for retail stores	Audience A customer relationship management solution built for small businesses
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $29 per month Free Version Supported Free Trial Supported
Reviews/Ratings Overall 1.0 / 5 ease 1.0 / 5 features 1.0 / 5 design 1.0 / 5 support 1.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros None. We are a retail store who started using this software because they were first to the industry. Cons There were constant problems with their technology but originally they at least tried to work around the issues. Fast forward lots of mistakes with text technology glitches on their side that constantly made our store look bad, we finally left this poorly run company. The head of their technology promised that they would send us our database of customers but instead they sent us another company's list of contacts. When told of their error they refused to send our customer database.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Not Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Clientbook Founded: 2018 United States www.clientbook.com	Company Information HaystackCRM Founded: 2016 United States www.haystackcrm.com
Alternatives Podium	Alternatives Haystack
Concierge by Mad Mobile Mad Mobile	Haystack
Salesfloor	Haystack
Red Ant	Haystack deepset
Mercaux View All	ALFA Nirveda Cognition View All
Categories Clienteling Supported CRM Supported	Categories CRM Supported
CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Not Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Not Supported Mobile Access Supported Quotes / Proposals Not Supported Segmentation Supported Social Media Integration Supported Task Management Not Supported Territory Management Not Supported	CRM Features Calendar/Reminder System Supported Call Logging Not Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported
Integrations Box Not Supported Dropbox Not Supported Google Drive Not Supported Mailchimp Not Supported Microsoft OneDrive Not Supported Music Shop 360 Supported View All 1 Integration	Integrations Box Supported Dropbox Supported Google Drive Supported Mailchimp Supported Microsoft OneDrive Supported Music Shop 360 Not Supported View All 5 Integrations
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