Using tags and automations are simple. Maybe too simple for some Review collected by and hosted on G2.com.
The main question should be what don't I dislike? For a "CRM & Email Marketing" tool, Hatchbuck doesn't even come close to having the basics.
* Menus and UIs are sometimes incredibly hard to see because of how light EVERYTHING is (even for those with 20/20 vision)
* Doesn't have reoccurring tasks for sales reps (our CRM from 1998 had that!)
* Doesn't let you select a primary contact without creating a custom field yourself (again, 1998 CRM had that)
* Can't even add a contact on the mobile site - and having a mobile site for our outsides sales reps was the #1 REASON we went with Hatchbuck
* Reports are incredibly lackluster; some let you actually click into the report to see what contacts are on a campaign, who clicked, etc, but not all. It's a complete guessing game on what reports are ACTUALLY useful
* Can't sort by user tasks from the contact or company screen
* Very very VERY contact and B2C focused. We can do purchases, but can't customize anything in that space. Absolute dealbreaker for us as a B2B service company
* Incredibly buggy email and form builders. Just earlier my form refused to delete a field I tried to get rid of. Then it refused to edit a field I wanted to keep and deleted it!
* Forms aren't mobile-friendly, especially if embedding into a webpage
* Doesn't let you handle email preferences without designing it yourself or using a different problem.
The last one with email preferences was the last straw for me. You can't handle opt-downs, so if anything hits Unsubscribe it blanket unsubs them from EVERYTHING and you can never email them again. No option if they want to unsubscribe from all emails or only select lists. Every email marketing platform I've ever used has had that functionality for at LEAST the past 10 years.
And if you want to create a form or use a system that CAN handle opt-downs and proper best practice opt-ins/opt-outs? Sucks, can't change the unsubscribe link in any of your Hatchbuck emails.
The CRM side is incredibly underpowered and almost useless to our team, and the email marketing is "meh" at best. I don't know how Hatchbuck could ever consider more advanced drip-emails (which doesn't exist for them by the way - if you want a time delay between campaigns starting, for example, you have to manually calculate when you want the email to send. No inserting "wait 3 days." No real paths to say "if this then this" like drip emails are supposed to work.
I don't ever see Hatchbuck thinking about adding features like dynamic content and advanced segmentation - which are available in similar tools for the same or slightly LESS of a price. Review collected by and hosted on G2.com.
Thank you for sharing your feedback. We appreciate you taking the time to do so as it will only help us improve Hatchbuck. If you're willing, I would love to jump on a call to discuss your experience.
Erin, Hatchbuck Director of Customer Success
866-991-4888 ext. 116



