HaystackCRM

What HaystackCRM does

HaystackCRM is a cloud-based customer relationship management (CRM) platform built specifically for small businesses and mobile sales professionals, positioned as a product of Xtern Software, a North Carolina-based technology company. The product was created in 2016 by Keir Davis to address the complexity and limited mobile usability of incumbent web-based CRMs, and is delivered through a web application and native iOS and Android mobile applications that provide feature parity across devices.

The platform's functional surface includes contact and company management, opportunity and pipeline tracking, quote and proposal generation, calendar synchronization with Google Calendar and Outlook, task management, team collaboration features, and an item catalog. Differentiated features include the GPS-based "Who's Near Me" capability for locating nearby contacts and planning field-sales routes, and automatic email ingest from Gmail and Outlook 365 without requiring browser plugins. The product integrates with Mailchimp for email marketing analytics and with Dropbox, iCloud, and OneDrive for document storage, supporting both Microsoft and Apple productivity ecosystems.

HaystackCRM operates a freemium, product-led go-to-market model. The free tier allows 1 user and up to 2,500 records; the Pro tier is priced at $29 per user per month with unlimited users and records, plus full integration feature parity. Distribution is entirely self-serve via web sign-up and mobile app stores, with no sales-led motion. The company is privately held, bootstrapped (no disclosed institutional funding), headquartered at 407 Parkway Street, Suite F, Greensboro, NC, and serves a horizontal mix of SMB segments including real estate, manufacturing sales, and nonprofit organizations.

Name

HaystackCRM

Legal name

HaystackCRM LLC

Website

https://haystackcrm.com

Company type

Private

Founded year

2016

Operating status

Operating

Short description

HaystackCRM is a cloud-based, mobile-first CRM platform serving small businesses and field sales professionals with contact management, pipeline tracking, quoting, and GPS-based route planning, distributed via freemium self-serve sign-up and native iOS and Android apps.

Ownership category

akta.pro rank

Product category

Customer Relationship Management (CRM) Software

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Service, Support & Contact Center CRM (HDAEAFAC)

akta.pro secondary industries

Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), Customer Success & Account Management CRM (HDAEAFAD), Marketing Automation, CRM & Lifecycle Messaging (BPAMALAE)

Keywords

• Customer relationship management
• Mobile CRM software
• Sales pipeline tracking
• Contact management software
• Small business CRM

Headquarters

HQ city

Greensboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription - Pro Plan: Monthly subscription at $29 per user per month. Allows unlimited users and unlimited records. Includes all Free features plus team management capabilities. Auto-renews monthly with credit card billing.
2. Free Tier: Freemium model with free plan allowing 1 user and up to 2,500 records. Provides basic CRM features to drive adoption and conversion to paid Pro tier.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

HaystackCRM is a cloud-based customer relationship management (CRM) platform built for small businesses and highly mobile professionals, available via a web application and native iOS and Android apps. It centralizes contact and company management, sales opportunity and pipeline tracking, quote and proposal generation, event and task management, and team collaboration, with direct integrations for email (Gmail, Outlook 365), calendar (Google Calendar, Outlook), cloud storage (Dropbox, iCloud, OneDrive), and Mailchimp. Its differentiated capability, "Who's Near Me," uses GPS to locate nearby contacts and optimize field-sales routing.

Product overview

HaystackCRM is a single, unified cloud-based CRM platform designed for small businesses and mobile professionals. The product consists of a web application accessible via browser, native mobile apps for iOS and Android, and core functional modules including Contact and Company Management, Opportunities & Pipeline Management, Quotes & Proposals, Events & Calendar (with Google Calendar and Outlook sync), Tasks, Teams collaboration, Who's Near Me (GPS-based location feature), Email Integration (Gmail and Outlook 365), and Mailchimp Integration. The platform offers two subscription tiers: a free plan (1 user, up to 2,500 records) and a Pro plan ($29/user/month, unlimited records) with additional features like file attachments, Excel export, and cloud storage integrations (Dropbox, iCloud, OneDrive).

Differentiator

Problem solved

Functional benefit

Products and services

• HaystackCRM Platform A cloud-based customer relationship management platform for small businesses and mobile professionals, delivered via a web application and native iOS and Android apps. It provides contact and company management, sales opportunity and pipeline tracking, quote and proposal generation, item catalog management, event and task tracking, team collaboration, GPS-based location features, and integrations with Gmail, Outlook 365, Google Calendar, Outlook, Mailchimp, Dropbox, iCloud, and OneDrive. Available as a free tier (1 user, up to 2,500 records) and a Pro subscription ($29/user/month, unlimited users and records).

Named customers5 records

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• MailchimpcoreTechnology or IntegrationMailchimp integration allows users to connect their Mailchimp account via API key. Features include viewing campaign results, managing list memberships, and seeing email statistics directly within HaystackCRM contact records. Users can view contact performance in Mailchimp campaigns from inside the CRM.
• Google CalendarcoreTechnology or IntegrationCalendar synchronization with Google Calendar allows events, tasks, and quote due dates to appear in the user's native calendar alongside other appointments.
• Microsoft OutlookcoreTechnology or IntegrationCalendar synchronization with Outlook (including Outlook 365) enables users to view all events, tasks, and due dates in their native Outlook calendar.
• GmailcoreTechnology or IntegrationAutomatic email ingestion from Gmail accounts without requiring plugins. Emails are automatically captured and stored alongside contact records with attachments.
• Microsoft Outlook 365coreTechnology or IntegrationAutomatic email ingestion from Outlook 365 accounts without requiring plugins. All email communications are automatically captured and stored alongside contact records.
• Xtern SoftwareflagshipStrategic or Co-development PartnerHaystackCRM is a product of Xtern Software, a North Carolina-based technology company. Xtern Software is the parent company and creator of HaystackCRM, having developed it to solve their own CRM needs for small businesses. The product is headquartered at 407 Parkway Street, Suite F, Greensboro, NC 27401.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Apptivo: Apptivo is an affordable SMB CRM with mobile apps, contact and pipeline management, and a suite of integrated business apps. It overlaps with HaystackCRM on price-sensitive SMB customers and mobile-first access.
• Pipedrive: Pipedrive is a sales-focused CRM built for SMBs and field sellers with a mobile app, pipeline management, and integrations with Google and Microsoft ecosystems — closely aligned with HaystackCRM's positioning.
• Nimble: Nimble is a social CRM for small businesses that combines contact management, pipeline tracking, and Mailchimp-style communications in a single contact record. It is comparable to HaystackCRM in SMB focus and contact-centric workflow.
• Copper (formerly ProsperWorks): Copper is a CRM built natively on Google Workspace targeting small businesses, with strong Google integrations, mobile apps, and pipeline management — a near-direct peer to HaystackCRM's Google-integrated SMB positioning.
• Freshsales (Freshworks): Freshsales is a sales CRM from Freshworks aimed at SMBs, with built-in phone, email, mobile apps, and AI scoring. Comparable to HaystackCRM in targeting small sales teams that need mobile-first contact and deal management.
• Insightly: Insightly is an SMB-focused CRM with contact, pipeline, and project management features plus integrations with Google Workspace and Microsoft. It competes directly with HaystackCRM for small business CRM dollars.
• Zoho CRM: Zoho CRM is an affordable, broad-feature CRM targeting small and mid-sized businesses with mobile apps, workflow automation, and a large integration library. It overlaps HaystackCRM on SMB focus, pricing tier, and mobile access.

Broad incumbents

• HubSpot: HubSpot is a broad SaaS CRM, marketing, sales, and service platform that also targets SMBs with a freemium model and mobile apps. It competes with HaystackCRM for the same small-business customer across contact, deal, and pipeline management.
• Salesforce: Salesforce is the dominant enterprise CRM that increasingly targets SMBs (Salesforce Starter, Sales Cloud) with mobile apps, AI (Einstein), and a deep integration ecosystem. It is a broad incumbent defining the category HaystackCRM operates in.

Emerging players

• Method:CRM: Method:CRM is a smaller SMB-focused CRM that plugs into QuickBooks and emphasizes customized workflows for small business sales processes. It competes with HaystackCRM for SMB customers looking for a lightweight, integrated CRM.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/haystackcrm
• Facebookfacebook.com/haystackcrm
• LinkedInlinkedin.com/company/haystackcrm-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HaystackCRM