HaystackCRM vs AI

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.

Centerfy AI puts your entire CRM in your pocket and lets you run it by voice. Manage contacts, conversations, appointments, deals and invoices from one app, then hand the busywork to an AI assistant that actually does the work for you. TALK TO YOUR CRM Ask your AI assistant to book an appointment, send a message, add a note or pull up a contact just by speaking. It navigates the app for you, confirms details out loud, and gets out of the way when you need the screen. ONE INBOX FOR EVERY CHANNEL SMS, email, WhatsApp, Instagram and Facebook Messenger conversations land in a single threaded inbox. Reply on the channel your customer used, without switching apps. CONTACTS THAT STAY IN SYNC Full customer records with notes, tags, appointment history and custom fields. Changes sync automatically with your connected CRM, so your team always sees the same data. CALENDAR & APPOINTMENTS View your schedule by day, week or month. Book, reschedule, cancel and update appointment status on the move with times shown correctly in your business's timezone, wherever you are. SALES PIPELINES Track opportunities through custom pipeline stages, update deal values, and see what's moving at a glance. INVOICES & QUOTES Create, send and manage invoices and quotes directly from your phone. Turn an accepted quote into an invoice in a tap. BUILT-IN DIALER Call customers straight from their contact record. Inbound calls reach you wherever you are. YOUR DASHBOARD, SUMMARISED Open the app to today's numbers appointments, conversations and pipeline activity or ask the assistant to summarise the day for you. WORKS IN YOUR LANGUAGE Available in English, Spanish, French, German, Italian, Portuguese, Dutch, Arabic, Japanese and Chinese including full right-to-left support.