The automation of campaigns and email interaction scoring has given us invaluable insights Review collected by and hosted on G2.com.

The campaign numbers and email template numbers sometimes don't match the reports Review collected by and hosted on G2.com.

The ability to either use a predesigned email template for quick emails or the create your own is nice when you want to put together a more cohesive email campaign. Review collected by and hosted on G2.com.

What I dislike would be the fact that we don't have it synced to our Sage system and we have to manually add in contacts. Review collected by and hosted on G2.com.

The platform is robust, yet simple and intuitive. The customer support is outstanding. We've been working with Katie (Culp) and the level of service and responsiveness leaves nothing to be desired. The on-boarding experience was hands down the best I've ever experienced with any technology solutions. Review collected by and hosted on G2.com.

Filters for things like Tasks can be a little too subtle sometimes. For example, when I first navigate to the Tasks tab, the list is filtered but there's very little indication of this. It would be nice if either the list were NOT filtered or if there was a more obvious indication of this filtering. Review collected by and hosted on G2.com.

Easy to use, straight forward and integrates with marketing efforts and client nurturing seamlessly. Review collected by and hosted on G2.com.

Would be great to have some form of expansion modules, but with the API;s for so many, it is hardly missed. I so wish there was a mobile app for Hatchbuck (oh please please) I could use from the field. Let me know if there is some 3rd party integration that I can achieve this. Review collected by and hosted on G2.com.

Easy to use, simple, works as advertised Review collected by and hosted on G2.com.

Some of our users experience slow interface experience, but others experience it just fine. Not sure if it’s the internal internet connection we may have. Review collected by and hosted on G2.com.

Easy to use and keeps everyone on the same page. Review collected by and hosted on G2.com.

Wanting to learn it faster but no time due to workload Review collected by and hosted on G2.com.

The customer support team. They're really responsive and kind. Review collected by and hosted on G2.com.

The interface can be a little confusing at times, but they've made some changes recently to the dashboard that have helped. Review collected by and hosted on G2.com.

The ease of viewing stats and being able to use a drag and drop builder. Review collected by and hosted on G2.com.

Not being able to add contacts to lists instead of adding them with tags! Review collected by and hosted on G2.com.

I really loved this product. When we were early stage and focused primarily on email marketing this was perfect and amazing. They were local and amazing people so we loved to support them. Review collected by and hosted on G2.com.

They didn’t have the integrations we needed, primarily twilio>crm. They may have this sort of thing now but once you switch platforms it’s hard to get company buynin to do it again Review collected by and hosted on G2.com.

The support, hands down. The team at Hatchbuck is amazing, and has answered all of my questions promptly, and helped me to think creatively with how best to use the software. I also love the automation available - the ability to trigger emails, campaigns, tasks, reminders, and deals based on contact actions. The new built in advanced filtering system is great, and makes it easier than ever to segment our database based on location, tags, whether they have an email address or not, and more. We've also used the email reporting to our advantage, helping us to get to know our contacts - what they interact with, what they click on, what they do and don't care about - our database has new life! Review collected by and hosted on G2.com.

As we've been in the system more, we're finding that we're not using the "deals" tracker tool as effectively as we could, simply based on the fact that for our specific line of business, we could easily use 3-4 pipelines separately. (We are M&A Advisors/Business Brokerage Advisors, and so we have separate pipelines for Sellers, Buyers, Clients doing Exit Planning, and Valuations). If we were given the ability to have multiple Deals pipelines, it would immediately enable us to keep track of that pipeline.

Additionally, if I could change a couple things, like the ability to automate contact notes within the record the same way that other things can be automated, I would, but this is such a minor thing that I wouldn't count it as a dislike. Review collected by and hosted on G2.com.