HaystackCRM
by HaystackCRM
What HaystackCRM is
HaystackCRM is a cloud-based CRM for small businesses and mobile professionals, available on the web, Android, iPhone, and iPad. It combines contact records with sales opportunities, visual pipeline tracking, quotes, and product catalogs. A dashboard shows follow-ups, pipeline activity, and sales metrics, while tasks can attach to contacts or opportunities. Teams can assign roles, track performance, and segment contacts by region. Events cover customer, prospect, and team meetings, with phone-calendar syncing and reminders. Who's Near Me uses GPS and maps to locate nearby contacts and identify prospects by business category. Email can be ingested without plugins, conversations appear on contact pages, and a Mailchimp connection handles lists and campaign results. Listed integrations include Dropbox, iCloud, OneDrive, Gmail, and Outlook 365. The Free plan costs nothing for one user and 2,500 records; Pro costs $29 a month for unlimited users and records.
Who it suits
HaystackCRM is aimed at small businesses, mobile professionals, field sales users, and teams managing regional contacts. Its mobile apps and location tools suit people who work away from a desk.
What it does well
- Web, Android, iPhone, and iPad access
- Visual pipeline links contacts and opportunities
- GPS tools locate nearby contacts and prospects
- Email and Mailchimp connections are listed
- Free plan includes one user and 2,500 records
What to know first
- No free trial is listed
- Free plan limits users and records
- Pro costs $29 a month
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Free | 1 user · 2,500 records · tags excluded from record count | Free |
| Pro | Unlimited users · unlimited records | $29 a month |
As haystackcrm.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
HaystackCRM brings contact, pipeline, team, calendar, location, and email functions into one CRM. The free tier is limited, while the paid plan removes user and record limits.
Facts from HaystackCRM's own pages
- Backups and retention
- The security page says backups are replicated across at least two physical datacenters, tested biweekly, and run multiple times per day; database backups are kept for 180 days and application logs for 90 days. · haystackcrm.com, 12 Oct 2026
- Contact and sales management
- It links contact management with sales opportunities, pipeline tracking, quotes, and product catalogs. · haystackcrm.com, 12 Oct 2026
- Dashboard and tasks
- The dashboard shows follow-ups, pipeline, and sales metrics, while tasks can be associated with contacts or opportunities. · haystackcrm.com, 12 Oct 2026
- Data security
- The company says accounts use SSL-encrypted connections and describes encrypted inter-server communications, database encryption, monitored servers, and controlled data access. · haystackcrm.com, 12 Oct 2026
- Email and Mailchimp
- Users can ingest email without plugins, view conversations on contact pages, and connect Mailchimp to manage lists and view campaign results. · haystackcrm.com, 12 Oct 2026
- Email sync
- Yes · haystackcrm.com, 21 Sept 2026
- Events and calendars
- Events can track customer, prospect, and team meetings; the calendar syncs with a phone calendar and supports reminders. · haystackcrm.com, 12 Oct 2026
- Free plan
- Yes · haystackcrm.com, 21 Sept 2026
- Free trial
- No · haystackcrm.com, 21 Sept 2026
- Headquarters
- Greensboro, North Carolina, United States · haystackcrm.com, 28 Sept 2026
- Intended users
- The company says Who's Near Me is suited to field sales, frequent business travelers, or small businesses building local networks. · haystackcrm.com, 12 Oct 2026
- Location tools
- Who's Near Me uses GPS and maps to find nearby contacts and identify prospects by business category. · haystackcrm.com, 12 Oct 2026
- Maker
- HaystackCRM is a product of Xtern Software, which says it is based in North Carolina. · haystackcrm.com, 12 Oct 2026
- Mobile app
- Yes · haystackcrm.com, 21 Sept 2026
- Mobile apps
- The product is available for iPhone and iPad through Apple's App Store and for Android through Google Play. · apps.apple.com, 12 Oct 2026
- Other integrations
- The pricing page lists Dropbox, iCloud, OneDrive, Gmail, and Outlook 365 integrations. · haystackcrm.com, 12 Oct 2026
- Product
- HaystackCRM is a cloud-based CRM built for small businesses and highly mobile professionals. · haystackcrm.com, 12 Oct 2026
- Visual sales pipeline
- Yes · haystackcrm.com, 21 Sept 2026
- Paid from
- 29 · haystackcrm.com, 21 Sept 2026
- Support
- Google Play lists [email protected] as the app support email. · play.google.com, 12 Oct 2026
- Team management
- Team features support assigned roles, performance tracking, and contact segments for teams working in specific regions. · haystackcrm.com, 12 Oct 2026
Where HaystackCRM stands on Freedom251
- CRM Software#76 of 244