The interface is easy to learn and convenient to use. Review collected by and hosted on G2.com.
Limited filters for cross-referencing clients / inability to open more than one client window at a time Review collected by and hosted on G2.com.
The interface is easy to learn and convenient to use. Review collected by and hosted on G2.com.
Limited filters for cross-referencing clients / inability to open more than one client window at a time Review collected by and hosted on G2.com.

I really appreciate the toolset, and the templates and guidance they provide, The ability to set up campaigns and tasks based on website activity has given us insights into real-time feedback on the effectiveness of our site and systems. Ask for help - they are very responsive with ideas and best practices you can use right away. Review collected by and hosted on G2.com.
The downside is managing all of the automations - it's easy to get carried away, particularly when you're initially setting up, having the system generate tasks as checkpoints, rather than things that actually require attention. Going back and modifying that later and updating can be an intricate process. Take your time early to design touch points and in the campaigns and response process and you'll save this challenge altogether. Review collected by and hosted on G2.com.
Hatchbuck allows us to easily add and change roles of our clients. We utilize tags and custom user fields readily. The ability to sort by more than one value is very important to us. The ability to have filtered contacts and companies allow for more specific, targeted, marketing. We also enjoy the ability to merge HB with our own accounting database in real time. The addition of Zappier's Zapps has also made it more user friendly. Review collected by and hosted on G2.com.
Although it is not completely intuitive, there are lots of great videos and support pages to use when first getting started. Once you get started, finding the little tricks are easy. The monthly webinars also help to find out tricks others are using to make work flow faster. Review collected by and hosted on G2.com.

Loving the tag features so i can segment my contacts and then be really focused how i communicate with them.. Review collected by and hosted on G2.com.
... erm...couple of email template issues but HB upgraded to different systems which deleted that issue. Review collected by and hosted on G2.com.
I like that it is user friendly as opposed to other CRM/Marketing products we have looked at. Review collected by and hosted on G2.com.
It needs to be company driven NOT just contact driven. While I get that it is easier to market to contacts, not every business is set up to market to individuals. Our primary market is dentist. The dentist IS the company not just the contact. We have to get creative to make it work. Review collected by and hosted on G2.com.
We find it very easy to setup marketing campaigns, enter in information, manage contacts, pitch new products and gain valuable feedback from our clients and prospects. Vendors also seem to like what we do and hearing about it through drip emails from Hatchbuck. I used to use Survey Monkey and got terrible results from it. Then we moved over to Constant Contact and we were scolded (literally) every time we sent out an email. Review collected by and hosted on G2.com.
Does more than I need which makes me feel like I should do more with it. I would love to use Hatchbuck as a CRM but I'm not sure it's robust enough for that purpose. Review collected by and hosted on G2.com.
Hatchbuck is easy to use and solves many problems our clients were having. It offers a great system for automated marketing and a CRM system that is customizable to your specific needs. Review collected by and hosted on G2.com.
The set up does take some time, especially the first time you use it. Like anything, there is a learning curve. Review collected by and hosted on G2.com.

I love the personalization, tagging, automation, and lead scoring options. The automatic lead scoring is really nice -- I can set specific rules for customer behaviors that adjust their score up or down, giving me a big-picture view of who's interested and who's not. Their customer service is fantastic as well, and they're always looking for ways to improve. I'm also impressed with their partnerships -- their partnership with HelloBar enabled me to use HelloBar for free, which has helped with conversions on my site. Review collected by and hosted on G2.com.
The interface is a little clunky and takes time to process, but this is something I imagine they'll improve in time. Review collected by and hosted on G2.com.
The user interface is well thought out meaning finding something is quick. Review collected by and hosted on G2.com.
Forms, especially iframes, when integrating into existing websites, is not great. Need more custom design options: button styles, borderless layouts, fully width (100% rather than a pixel width), etc. Review collected by and hosted on G2.com.
It has great filtering and tracking capabilities. I also find the daily success reports to be helpful. Review collected by and hosted on G2.com.
I think that some of the design aspects are challenging, even when using the templates. It can be a little tricky getting things spaced properly and arranged in an aesthetically pleasing way. Review collected by and hosted on G2.com.