HaystackCRM is a cloud-based CRM from Xtern Software, positioned for small businesses and highly mobile sales professionals. It supports web browsers as well as iPhone and Android apps, with an emphasis on managing customer relationships “anytime, anywhere.” It is suitable for field sales, real estate, manufacturing sales reps, nonprofits, and similar use cases.
The product covers typical lightweight CRM workflows: contact management, sales opportunities, tasks, events and calendar sync, dashboards, sales metrics, product catalogs, quotes and proposals, file attachments, and Excel export. A standout feature is Who’s Near Me, which uses GPS to find nearby contacts and can search for nearby prospects by business category, making it useful for planning visit routes. Team features support role assignment, team and individual performance tracking, and separate contact segmentation for teams in different regions. Data can be synced across devices and web accounts.
HaystackCRM is a cloud SaaS product and also provides native mobile apps. Third-party integrations include automatic email import from Gmail / Outlook 365, Mailchimp API key integration, Dropbox / iCloud / OneDrive, and mobile calendar sync. The terms mention that the service includes an API, but the crawled text does not provide details on developer documentation, webhooks, SDKs, or the permission model.
Pricing is very simple: the Free plan supports 1 user and up to 2,500 records; Pro costs $29/user/month and supports unlimited users and unlimited records. Paid plans are prepaid monthly, auto-renewing, and non-refundable, with additional users billed on a prorated basis. Compared with more complex CRMs, its pricing and plan structure are easy to understand, but the Free plan is not suitable for long-term multi-user use.
Its strengths are a clear mobile experience, low learning curve, strong field-sales mapping capabilities, and coverage of the basic sales management needs of small teams. Its drawbacks are that public materials do not disclose security and compliance information such as SOC 2, ISO 27001, or GDPR, nor do they mention private deployment; API capabilities are also not described in sufficient detail. It is better suited to small sales teams with limited budgets, relatively simple workflows, and a strong focus on mobile visits and quote efficiency.
The available text does not provide information on access from mainland China, network acceleration, RMB payments, or local service availability, so china_access is unknown. For teams using it in China, it is recommended to test access speed and the availability of email and cloud drive integrations in practice. Alternatives to compare include Zoho CRM, HubSpot CRM, Pipedrive, as well as domestic options such as 纷享销客, 销售易, and 简道云CRM.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on haystackcrm.com official site.
haystackcrm.com is an United States SaaS Tools provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach haystackcrm.com directly.