Related Products
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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.
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About
Know your customers and grow your business with Insightly. A powerful and easy to use customer relationship platform for small and mid-size businesses, Insightly enables teams to accelerate sales, build relationships, and deliver projects on time. It offers native integrations to Gmail, Office 365, MailChimp, and other popular applications. Insightly also offers tools to help companies manage contacts throughout the sales lifecycle, track customer relationships, monitor their sales pipeline, and more.
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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
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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
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Audience
A customer relationship management solution built for small businesses
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Audience
Organizations in any industry
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$29 per month
Free Version
Supported
Free Trial
Supported
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Pricing
$29.00/month/user
Plus - $29 per user per month
Professional -$49 per user per month Enterprise - $99 per user per month
Free Version
Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationHaystackCRM
Founded: 2016
United States
www.haystackcrm.com
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Company InformationInsightly
Founded: 2010
United States
www.insightly.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Business Management Features
Billing & Invoicing
Not Supported
CRM
Supported
Employee Management
Not Supported
Financial Management
Not Supported
Inventory Management
Not Supported
Marketing Management
Not Supported
Order Management
Not Supported
Point of Sale (POS)
Not Supported
Project Management
Not Supported
Purchasing
Not Supported
Scheduling
Not Supported
Time & Expense Tracking
Not Supported
Training Management
Not Supported
Vendor Management
Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Not Supported
Healthcare CRM Features
Audience Targeting
Not Supported
Campaign Management
Not Supported
Marketing Automation
Not Supported
Medical History Records
Not Supported
Patient Communications
Supported
Patient Management
Supported
Physician Management
Not Supported
Predictive Analytics
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Not Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Project Management Features
Agile Methodologies
Supported
Budget Management
Supported
Client Portal
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Gantt Charts
Supported
Idea Management
Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Resource Management
Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Supported
Goals / Quota Management
Supported
Lead Management
Supported
Meeting Management
Supported
Performance Management
Supported
Presentation Management
Not Supported
Proposal Management
Supported
Territory Management
Not Supported
Training Management
Not Supported
Sales Force Automation Features
Call Management
Not Supported
Campaign Management
Not Supported
Channel Management
Not Supported
Commission Management
Supported
Contact Management
Supported
Contract Management
Not Supported
Customer Database
Supported
Email Marketing
Supported
Field Sales Management
Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Supported
Proposal Generation
Supported
Referral Tracking
Supported
Sales Forecasting
Supported
Territory Management
Supported
Sales Forecasting Features
Competitor Analysis
Not Supported
Correlation Analysis
Not Supported
Dashboard
Supported
Dynamic Modeling
Supported
Exception Reporting
Not Supported
Graphical Data Presentation
Supported
Modeling & Simulation
Supported
Performance Metrics
Supported
Sales Trend Analysis
Supported
Statistical Analysis
Supported
Task Management Features
Collaboration
Supported
Create Subtasks
Supported
Gamification
Supported
Gantt Charts
Not Supported
Mobile Access
Supported
Percent-Complete Tracking
Supported
Progress Tracking
Supported
Recurring Tasks
Supported
Reporting/Analytics
Supported
Spreadsheet View
Supported
Task Board View
Supported
Task Planning
Supported
Task Scheduling
Supported
Task Tracking
Supported
Time Tracking
Supported
To-Do List View
Supported
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Integrations
Box
Supported
Dropbox
Supported
Google Drive
Supported
Mailchimp
Supported
Microsoft OneDrive
Supported
AnyMeeting
Not Supported
Constant Contact
Not Supported
Easy Insight
Not Supported
Kixie PowerCall & SMS
Not Supported
Leadoo
Not Supported
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Integrations
Box
Supported
Dropbox
Supported
Google Drive
Supported
Mailchimp
Supported
Microsoft OneDrive
Supported
AnyMeeting
Supported
Constant Contact
Supported
Easy Insight
Supported
Kixie PowerCall & SMS
Supported
Leadoo
Supported
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