HaystackCRM vs PrettySimple

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.

See exactly how much money is in your sales pipeline! Track leads, get follow-up reminders, and stop leaving money on the table! Built by a solopreneur for solopreneurs, this app removes the headache of bloated CRMs. We intentionally skipped the messy, automated integrations so you can keep your list of potential clients clean, focused, and entirely in your control. Why Solopreneurs Love Pretty Simple: • No steep learning curve • Access and manage your leads seamlessly between the web platform and this mobile companion app. • Affordable for any size of business • Categorize leads by cold, warm, or hot • Create custom referral sources for tracking • Get automated reminders to follow up • See exactly how much money is on the table • Generate clear reports for powerful decision-making • No broken integrations or stressful setup. Just type in your notes and go! Who is using Pretty Simple? Solopreneurs across dozens of industries are tracking potential sales right now, including: consultants, coaches, boutique realtors, freelancers, speakers, bookkeepers, website designers, personal fitness trainers, yard care services, solar professionals, and more! This app is the mobile companion to the Pretty Simple App web platform. An existing Pretty Simple account is required to log in and use this app. Never lose another sale. You are busy providing the services your clients need, but with leads coming in from emails, texts, and social media, it is too easy for things to slip through the cracks. Stop trying to run your sales pipeline on scattered sticky notes, endless spreadsheets, and pure chaos. Ditch the overwhelm and finally take control of your revenue with Pretty Simple: The #1 Affordable Sales Tracking App! Terms Of Use: http://www.PrettySimple.App/Terms/