Salesmate vs HaystackCRM

Stay ahead in your sales game with the Salesmate CRM mobile app, available for iPhone and iPad. This user-friendly app lets you manage your sales pipeline, connect with your team, and close deals anytime, anywhere. Enjoy seamless access to leads, contacts, and deal updates, all synced in real time between your mobile device and desktop. With Salesmate 3.0, experience enhanced features designed to optimize sales processes, improve team collaboration, and drive business growth. Key Features: · Sales Pipeline: Monitor the development of leads and deals through personalized pipelines and stages. · Email Automation: Automate time-consuming tasks using personalized email templates. · Lead Generation: Identify and engage potential buyers by importing leads and monitoring the success of lead generation campaigns. · Built-in Calling: Instantly make and receive calls from within the app while logging conversations as activities for effortless follow-ups. · Sales Automation: Automate sales activities and processes, set up automated actions for leads, schedule follow-up tasks, and track goals. · Activity Tracking: Monitor every move of your leads, deals, and clients. Log calls, emails, meetings - anything! Staying organized is essential to stay on top of your game. · Text Messaging: Send and receive text messages within the app, and log messages as activities for easy follow-ups. · Meeting Scheduler: Schedule meetings within the app, send calendar invites, and stay organized and updated on your schedule all the time. · Shared Team Inbox: Collaborate and respond to leads and clients more efficiently with a shared inbox. · Sales Reports: View detailed reports on sales performance, pipeline, deals, and activities to stay ahead of the competitors. · Sales Forecasting: Forecast sales performance, and make informed decisions about sales process and strategies. · Goal Tracking: Set and track sales goals for the team, track progress, and stay updated on the team’s performance. · Deal Management: Easily manage and track your deals directly from the sales pipeline. Our new Deal List View allows for effortless organization with customizable columns, sorting, and filtering, plus automated actions to streamline your process. · Live Chat: Chat with leads and clients in real time, and respond efficiently. · Custom Module: Salesmate has taken a significant step forward by providing the capability to create Custom Modules, allowing you to tailor fields and workflows to fit your unique business needs perfectly. · New Rating Field: The rating field allows you to measure satisfaction levels, rate products or services, or evaluate performance based on specific criteria. · Performance Overview Widgets: Report for Activity and Deal Performance Overview · Field Level Permission: Field Level Permission enables you to control access to specific fields in your system. · Social Media Integration: This feature integrates WhatsApp, Instagram, and Facebook directly into your CRM, streamlining your social interactions and boosting customer engagement. · Geolocation Tracking: This feature enables real-time location tracking of your sales team, optimizing route planning and customer visit schedules for enhanced productivity. · Advanced Reporting: Gain comprehensive insights with Salesmate’s key reports track your sales funnel, monitor employee stats, and analyze overall sales performance all integrated seamlessly for maximum clarity and impact. Using Salesmate’s mobile app, you can work smarter and faster, no matter where you are. Whether you're on the road, in a meeting, or just taking a break, you can always stay connected to your leads and your team. So, download the Salesmate app today and start managing your business from your iPhone or iPad!

HaystackCRM is a mobile-first CRM that manages your leads, Prospects, and deals. Stay current on your sales pipeline by checking notes, statuses, and prospective deals with Customers. Easily access vital information on the go. Quickly move through your to-do list by adding a Task or tagging a teammate. Map local Contacts to create efficient sales visits. Move your Customers through the sales process by providing a Quote directly from Haystack CRM. Voice dictate Notes to update statuses in real time. Input meetings and events and view your phone’s calendar in HaystackCRM. Follow up on your conversations with integrated email. With access anywhere, you can complete the work before you get back to the office. Find the information that matters the most to effectively grow your business. *Contact details and associated deals viewable on single screen *Call or email Contacts with one tap *Map nearby Contacts and Prospects *Email conversations stored in Contact listings *Tag Contacts to segment by type *Get reminder alerts for Tasks or appointments *Quotes sent to Customers by email, text, or shared via integrated apps *Access documents vital to your business *Search globally for Companies, Contacts, or Opportunities *Assign customers to other team members *Track your sales goals *Calendar view of appointments, tasks, and closing dates HaystackCRM is the perfect tool for the sales team of growing businesses to manage their customer relationships. Never miss an opportunity to connect with a Customer or Prospect by having the information at your fingertips. 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 access 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 makes it easy to be prepared and have the answers for your customers with an easy-to-use and intuitive CRM app.