I love how each client has a profile dashboard. It helps to keep things very organized. Also, the ability to track the journey of a client's engagement with my website really helps me to know what information that interests them.
Additionally, I love the task manager feature. I can set specific tasks that are related to specific clients, and then get reminders sent to me for follow up.
You will find that a client profile area has the ability to upload documents to a profile. This feature is great if you work with contracts or photographs.
There are really so many features that I love, that there too many to list. Hatchbuck really is a great value for the fee, and what is most important for any product is the support.
They have always been there for me and my business.
I would highly recommend them and do!
Review collected by and hosted on G2.com.