Effective sales teams require efficient processes and maximized time with potential customers. That's where ICG steps in with Haystack CRM, a revolutionary solution co-designed with Xtern Software to tackle the diverse challenges faced by modern sales teams. The ONLY fully integrated CRM for Fourth Shift ERP, HaystackCRM eliminates scattered information and disjointed communication and empowers your sales team to become Allstars. With its intuitive interface, seamless integration, and robust features, Haystack CRM allows sales teams to focus on their strengths, saying goodbye to inefficiencies and welcoming accelerated growth.

Access to Customers, Contacts, Opportunities, Quotes, Product Catalog, Digital Media, Events, and Voice Dictation Whenever and Wherever You Need Them

Fully Supported and Cost Cutting!

Fully Mobile and Intuitive Interface (Simple and Easy Adoption)

Fully Integrated with Your Fourth Shift ERP

Streamlined Sales Processes

Gives You Everything You Need When You Need It and Where You Need It

Product and Sales Information Accessible When and Where You Need It

Harnessing catalog-rich features and Product Information Management (PIM), HaystackCRM empowers users to effortlessly organize and access a wealth of product information on the go. Whether it’s cataloging product specifications, images, or pricing information, HaystackCRM ensures that every detail is readily available. This comprehensive product management capability enables sales teams to provide accurate and up-to-date information for clients at a glance, enhancing the overall customer experience. The seamless integration of contacts and companies with ERP and email systems simplifies communication and ensures that opportunities don't fall through the cracks. Access and edit customer information, meetings, and opportunities immediately with HaystackCRM's No-Homework Approach. Take notes, schedule events and tasks, add notes to images, contacts, and documents, and utilize voice dictation to get everything done on the road. Whether it’s syncing customer data from ERP systems or logging email interactions directly within the CRM, HaystackCRM centralizes all communication channels, enabling sales teams to stay organized and responsive.

Intuitive, Mobile Interface

Experience lightning-fast content access and robust opportunity tracking, monitoring, and planning functionalities with HaystackCRM, all on the go. From the moment you log in on your Apple or Android device, HaystackCRM’s intuitive interface ensures that finding the information you need is quick and effortless. Search for a specific contact, company, or opportunity, and pull the results up instantly. HaystackCRM offers comprehensive opportunity tracking and monitoring tools, empowering users to stay on top of every single lead and providing real-time insights into the status of each opportunity, enabling sales teams to prioritize their efforts effectively. The planning functionalities allow users to strategize and coordinate their sales activities with precision. Whether scheduling follow-up calls, setting reminders for important deadlines, or planning events like demos and on-site meetings, HaystackCRM ensures that every interaction with your prospect is well-coordinated and timely.

Capabilities Beyond the Ordinary

HaystackCRM revolutionizes team collaboration by grouping sales teams according to specific criteria such as territories, product lines, or sales stages. This feature ensures that each team operates cohesively and efficiently, with clear visibility into their respective responsibilities. Team leaders benefit from comprehensive visibility, gaining insights into team activities, progress on sales targets, and individual performance metrics. By centralizing team communication and collaboration within the CRM platform, HaystackCRM eliminates scattered processes and disparate tools. Team members can effortlessly share information, collaborate on deals, and track progress.