Hatchbuck

Hatchbuck

4.6
(135)
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Hatchbuck is sales and marketing software for small business that makes it easy to nurture prospects and customers and drive more sales.

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Hatchbuck review by Ellen S.
Ellen S.
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"Straightforward System with No Fluff"

What do you like best?

It has all the fundamentals of a CRM without all the extra fluff that I don't need or want as a marketer. Since I take it upon myself to continue my eduction for the company, all I need my CRM to be is reliable and intuitive - which is exactly what this system does for our team.

What do you dislike?

Sometimes it can be a tad bit glitchy. But the team is really quick about fixing issues. Just in the few months that we have used the system, they have continually made updates and improved the system.

Recommendations to others considering the product:

A CRM that is cost effective, clean, and has a quick and efficient support staff.

What problems are you solving with the product? What benefits have you realized?

Streamlining our client communications and automation to better interact with current or potential clients. I also love that the Hatchbuck team is so easily accessible. I know that if I reach out to them, it will only be a few hours (or at most, one business day) until I hear back from them with a solution or a next step to my problem.

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Hatchbuck review by Kaela E.
Kaela E.
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"Hatchbuck Is Okay"

What do you like best?

What I like best about Hatchbuck is the easy user-interface! It has a good dashboard - It's decent for marketing and sales, but not a CRM. It does have a decent amount of email templates to utilize! I also like that you get 2 months of a personal onboarding with a real person, and it's nice to reach out to a human to get help!

What do you dislike?

I don't like that you can't create landing pages. They have forms you can create, but even those are ridiculously basic. I also feel that in order to do anything in Hatchbuck you need to buy a "plugin" for the service, and then buy the other service on top of it!

What problems are you solving with the product? What benefits have you realized?

I have been using it to manage and organize contacts and companies. I like to see the dashboard information that tells me my current engagement, campaign performance, and email performance, as well as top email templates!

What CRM All-in-One solution do you use?

Thanks for letting us know!
Hatchbuck review by Harriet S.
Harriet S.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Great CRM/Email Marketing Combination for Small and Medium Businesses"

What do you like best?

For my clients that want email marketing and do not have a CRM, this is a perfect integrated solution. It's simple to use and additionally allows for the creation and use of forms. Importing and tagging contacts is quick and easy. It is priced very reasonably for small and medium sized businesses to compete with larger companies with larger marketing budgets. The partner support I get is wonderful.

What do you dislike?

I wish it provided the ability to create landing pages. I mentioned above that I really like the ability to create forms in Hatchbuck. I would like to be able to customize the forms more - adding branding and other graphics.

What problems are you solving with the product? What benefits have you realized?

I'm helping my clients use Hatchbuck to establish a regular and consistent email marketing effort for both brand awareness and lead generation. Many of them have never used a CRM in the past and Hatchbuck is helping them to build and monitor a sales pipeline as well as establishing daily tasks for routine follow up.

Hatchbuck review by Stephen W.
Stephen W.
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"Excellent tool for small/medium size business"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Take your time when setting up and carefully map out your campaigns and match them to your forms and website interactions. Make sure that, if you find yourself sending the same response emails over and over manually, you have a concerted effort to get those into HB so you can automate that response.

What problems are you solving with the product? What benefits have you realized?

We have fully automated our sales and follow-up systems with Hatchbuck. We have made many, many sales from our site that were fully automated and managed by the HB system. It's helped immensely in getting our arms around our sales processes.

Hatchbuck review by Nicci T.
Nicci T.
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"Missed it so much!"

What do you like best?

TAGGING!! Full disclosure, I used to work at Hatchbuck. At my new position, we were using Hubspot, and I missed the tagging feature from Hatchbuck SO much.

What do you dislike?

If/Then scenarios would be great in the campaigns feature. However, you can really get around this using actions other places (like links in emails).

Recommendations to others considering the product:

When in doubt, use tags (or ask support- they are great!)

What problems are you solving with the product? What benefits have you realized?

We use Hatchbuck for our customer campaigns. This allows us to have more consistent follow up and makes sure that we don't leave any of our customers hanging. We used Hubspot workflows for a while also... but switching to Hatchbuck saved us major $$ and with Hatchbuck +Zapier, I feel like we are getting more usage and automation that we were with Hubspot.

Hatchbuck review by Chelsey C.
Chelsey C.
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"Updated, after 6 months of heavy use: Still, hands down, the best CRM system I've ever used. "

What do you like best?

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!

What do you dislike?

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.

Recommendations to others considering the product

TRY IT! You wont regret it. I'd even be happy to answer any questions that you have, being in the system every day for the last 6 months.

What business problems are you solving with the product? What benefits have you realized?

We previously had three systems holding three separate sets of data: Zoho CRM, Membrain, and MailChimp. Now that our data is all together, we're already starting to make it work for us, instead of us working with it. As we're further into the program as well, and we've executed some campaigns and targeted emails, we're getting to know our database. The tag feature is amazing, and helps to give a more real-time picture of where our prospects are at, whether they've been browsing the website, what pages they've visted (and multiple times), etc.

Hatchbuck review by Sarah S.
Sarah S.
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"A great asset to our organization"

What do you like best?

As we work to launch a new software, Hatchbuck has been instrumental in setting up our sales pipelines, assigning leads, and closing deals. Hatchbuck has a great price point and we look forward to seeing our network grow! I highly recommend the software for any organization looking to set up their sales pipeline.

What do you dislike?

I don't like that we have to manually update leads once someone signs on to our software. It's an extra step that may become cumbersome as more deals close. In addition, social media integration would be great.

What problems are you solving with the product? What benefits have you realized?

We are a new venture so it's been great to have this software from the beginning to upload our leads and create a sales pipeline.

Hatchbuck review by Sara K.
Sara K.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Great Marketing Automation CRM"

What do you like best?

It's got all the marketing automation features of larger suites like Hubspot, Marketo, but at prices small businesses can actually afford. It's a CRM at heart, which is nice because so often businesses have to piece together their customer's perspective from many different systems. Integrates well, easy to use, very adaptable, great partner program, great support. As a small business consultant I've been looking for something like this. It's great for my clients, and great for me to manage.

What do you dislike?

Like any new system there's a learning curve. And with those that are so flexible it always takes a bit more legwork to get started than you assume. The forms builder could use a facelift, but apparently that's in the works already - of course it is, they're in tune with their customers.

Recommendations to others considering the product

Hatchbuck is great. Get on the phone with them and you'll see how supportive they are. Take a look through their site, they've got a ton of useful resources. They don't offer a free trial like many others, but don't be put off - get a demo. When you get your access, go through and really think about how you want it set up - or find someone to help you out. It should take you 1-3 weeks to get started.

What business problems are you solving with the product? What benefits have you realized?

Centralizing customer interactions, simplifying marketing campaigns, automating marketing but also follow-up with contacts. Overall it's a great sales and marketing tool.

Hatchbuck review by C.J. E.
C.J. E.
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"Great SMB alternative to "Confusionsoft"!"

What do you like best?

Hatchbuck is very easy to sue. It covers all of the bases on what 99% of all B2B SMB's needs in a CRM and email marketing platform.

What do you dislike?

Company records could be a bit more robust, but they are constantly improving them, and you can accomplish a lot with custom fields.

Recommendations to others considering the product:

If you are serious about marketing automation for your SMB, look at Hatchbuck.

What problems are you solving with the product? What benefits have you realized?

I needed a CRM with a built-in email automation platform that was easy to use. Hatchbuck is that system. After spending almost 6 months trying to get "confusionsoft" to work the way I wanted it to, I finally scrapped it and went with Hatchbuck. I DO NOT regret my decision.

Hatchbuck review by Michael W.
Michael W.
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"All in all a good starter email platform"

What do you like best?

It's easy to get started and to implement. You don't have a lot of experience building email templates or campaigns and their support is always willing to help out. Their onboarding has worked well for all my clients that use Hatchbuck. Additionally, they are not super strict on purchased lists as long as you do some verifications first to make sure you keep the bounce rate down.

What do you dislike?

Over the years there have been some changes, design and functionality changes and that haven't always gone as smoothly as they should have. The Opens and Click stats aren't always correct or inflated due to firewall issue possibly that other platforms have worked out how to account for. This can inflate the success rate of a campaign and at times it has been pretty significant.

Recommendations to others considering the product:

I would make sure you look at what other integrations you want. If you don't want to have too many complicated integrations with phone systems and accounting systems this is a great system for small and medium size companies.

What problems are you solving with the product? What benefits have you realized?

So for us, we are a consultant and help other companies implement and manage Hatchbuck. The main benefit for us is that it's easy and fast to get implement and that results in a lower consulting fee for our clients. As we work with a few clients with various goals we have learned a fair bit about hatchbuck and have a great relationship with their support.

Hatchbuck review by Jim C.
Jim C.
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"Very good platform for small business CRM and email nurture campaigns"

What do you like best?

It's a DIY solution for small businesses that don't need the feature set of a large CRM like SalesForce. The company is easy to work with and the system seems to be very user friendly.

What do you dislike?

In some ways the system is a little too DIY. They offer email templates and set up a campaign for you, but customizing these to my business needs are a little beyond my technical and creative abilities. I'm sure I could figure it out with enough time, but some of it is a little daunting.

Recommendations to others considering the product:

The CRM features are really pretty easy to use, as are the drip marketing campaigns - once you have them set up. I think the real learning curve comes with setting up the email templates and campaigns. It's a good software, but it will require you to put some time and creative juices into getting it set up.

What problems are you solving with the product? What benefits have you realized?

We get a lot of new business leads but not all of them are ready to purchase our services right away. Hatchbuck allows us to keep tabs on these folks, send them periodic drip marketing to keep us fresh in their minds, and when the time is right, we are there to convert the sale.

Hatchbuck review by Eric G.
Eric G.
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"Hatchbuck. Perfect combination of CRM and Email-Marketing"

What do you like best?

As a small company, too many pieces can be overwhelming. Hatchbuck answers that need by giving us many tools (email, CRM, web integration). I like having one point of contact that answers all my questions. Probably their Automated Email System is the best part of the package because it lets a small company perform like a larger one.

What do you dislike?

Hatchbuck requires a lot of time to reach into the contacts, find the contact, update the contact. My company gets a phone call and has to respond immediately. Having to dig through screen after screen to arrive at a contact is cumbersome.

Another note, Zapier is a great way to get apps to communicate. So an easier meet and greet app for the customer is linked back to the the contacts in Hatchbuck...works perfectly. But the Deals section of Hatchbuck should be easily triggered as well. Currently the Deals page is very limited in automation so I have not be able to convince my sales team to use that section of Hatchbuck.

Recommendations to others considering the product:

You need to decide what it is you need most for your company. My needs were a CRM and Email Marketing...Hatchbuck is a perfect fit

What problems are you solving with the product? What benefits have you realized?

Main solution is historical. Triggering emails to revisit old clients or lost clients. This is the key...followup...to any successful company. The fruit that hangs higher in the tree takes more effort to reach.

Hatchbuck review by Administrator
Administrator
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"Great Affordable Tool for Marketing Automation"

What do you like best?

Hatchbuck has plenty of nice features for the spend. While it does not have the full scale of the larger marketing automation systems, it has a great toolbox of automated features for a very affordable price. It is not trying to compete with the large automation systems that cost tens of thousands of dollars, but rather offers a great set of tools at an even better price.

What do you dislike?

Reporting is slow when crunching for a larger report. If you send a lot of emails, your email reports take a long time to churn and generate.

Recommendations to others considering the product:

Take advantage of the promotion to increase your maximum contact count if this is still available. We were able to secure a 30% increase in contacts based on this promotion.

What problems are you solving with the product? What benefits have you realized?

As a non-profit, we want a way to communicate to our potential donors and score our contacts to see who is interacting with our content and website. Hatchbuck allows us to understand who is connecting and who is not.

Hatchbuck review by Kevin M.
Kevin M.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Hatchbuck Enables Entrepreneurs to Grow Their Businesses!"

What do you like best?

Hatchbuck makes it easy to build automated email campaigns the Nurture Prospects, Upsell and Crossell Customers and Engage New Prospects in a compelling and 1:1 way!

What do you dislike?

The Form design tool could be better. From what I hear, they are working on this right now!

Recommendations to others considering the product

Make sure you have a plan for what types of Lead Nurture, Prospect Nurture and Client Nurture email campaigns you intend to execute before you begin implementation - this will make everything go more smoothly.

What business problems are you solving with the product? What benefits have you realized?

We are automating our business and those of our clients so they can scale and grow rapidly. Our clients love the platform and many have seen substantial growth in their businesses.

Hatchbuck review by Joe P.
Joe P.
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"The Game Changer in My Marketing Campaign"

What do you like best?

The ability to easily create great looking email templates is one of the best tools. I also like the point system it awards contacts for opening emails and clicking links. We're able to use this information to determine who is a hot prospect and who needs more nurturing.

What do you dislike?

I wish there was an easier way to reset campaigns without starting and stopping the whole thing. For instance, I have a series of tasks to complete for new leads. There are many occasions I get behind on handling the tasks. Without having to stop and restart the campaign I would like the capability to start the campaign today from where I left off. Essentially picking up in the middle of the campaign.

What problems are you solving with the product? What benefits have you realized?

keeps leads and prospects front of mind. sending email newsletters has never been easier and setting up autoresponders with little effort is awesome.

Hatchbuck review by Alisa G.
Alisa G.
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"Good CRM+Marketing automation solution for small businesses"

What do you like best?

Hatchbuck is very intuitive and easy to use. Set up was quick and painless. Hatchbuck's customer service team is amazing, especially helping us make the transition from Salesforce to Hatchbuck. I appreciated the onboarding assistance as we imported data from Salesforce. I like that you can see a contact's activity easily in each record as well as a running activity dashboard on the side. The marketing automation functionality is great and easy to set up.

What do you dislike?

Because Hatchbuck was originally designed for small B2C businesses, everything is contact driven. You can't do much from the company record and you can't tag or segment companies. There isn't a way to build logic into processes (ie. if contact does X then do Y and Z). The sales side is not as intuitive as the marketing function. That being said, Hatchbuck is continually making updates and does listen to its customers. I expect to see many improvements in the new year and in the meantime, it's working well for us.

What problems are you solving with the product? What benefits have you realized?

We needed an affordable integrated CRM+Marketing automation platform for both sales and marketing to use. We are a small company and had been spending a lot of money on Salesforce, and we weren't using much of its functionality. Hatchbuck gave us what we needed at an affordable price.

Hatchbuck review by Lindsey A.
Lindsey A.
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"Great Service, Great Product! "

What do you like best?

Their onboarding and support team is amazing! I knew I would need a little extra hand-holding at the beginning and they have exceeded expectations.

What do you dislike?

The only dislike would be the personalization of emails. If you add {Contact Name} for example, you can not see that the field has been filled in correctly in the test email and on the contact page. You do receive confirmation when a contact replies and you are able to see your initial email in the thread.

It's a CRM that caters to business who do not want to get lost in a million features they will never utilize. In order for them to maintain a level of simplicity, it can't be a do all product. The support I receive outweighs the features lacking for our particular use case.

What problems are you solving with the product? What benefits have you realized?

We are able to nurture prospects more efficiently and avoid an outstanding quote from falling through the cracks. Marketing emails are also created with ease and Hatchbuck offers great templates.

Hatchbuck review by Kristin S.
Kristin S.
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"Hatchbuck Success"

What do you like best?

The interface is very user-friendly and makes navigating simple. I also love the team at HB...they always take on any challenge we give them and are there to help whenever we need it!

What do you dislike?

Hmmm...it would be nice if we didn't have to use a 3rd party to connect our calendar but we are still able to do so with Zapier.

Recommendations to others considering the product:

Worth every penny and you aren't locked into a contract which makes it easy to try out.

What problems are you solving with the product? What benefits have you realized?

Hatchbuck has worked hard to develop a custom ROI report for us that no other CRM has been able to tackle! This is a huge benefit.

Hatchbuck review by User in E-Learning
User in E-Learning
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"Hatchbuck is Flexible enough to serve all our needs"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Hatchbuck offers a variety of flexibility for using this platform. Utilizing the tags, notes, tasks, and custom fields will allow you to take the basic program and craft it to fit your needs.

What problems are you solving with the product? What benefits have you realized?

We are attempting to create more personalized marketing emails and the ability to add tags, custom fields, and notes allows for this to happen when more than one person may need to contact that customer.

Hatchbuck review by Rhonda M.
Rhonda M.
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"Hatcbuck Rocks!"

What do you like best?

HB allows us to easily register and track all of our contacts and leads. We also track all customer, prospect, and lead interaction. It's a real plus when you can talk to a potential client on their level.

HB puts the customer at the heart of our business, which we feel is the fastest way to increase our sales and profits.

What do you dislike?

Limited ability to print reports. Would like to also use this system for action tracking and reporting.

Recommendations to others considering the product:

None

What problems are you solving with the product? What benefits have you realized?

Prospects are kept alive and kicking in HB even if they said no the first time. We have an effective email marketing strategy designed into HB which allows us to keep the name Kitchen Tune-up at the top of the pile. We have prospects approach us months after our initial meeting(s) saying they are ready to start!

Hatchbuck review by User
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"Great product though some tweaks would be good"

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

My company uses Hatchbuck marketing to market and send drip emails to our customers. We also manage prospects and customers using Hatchbuck. It's a great drip email program and our customers love that we don't overspend to them.

Hatchbuck review by Robert G.
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"Who Are You Guys?"

What do you like best?

I just started using Hatchbuck a few days ago and I am thrilled with our choice. The program is awesome, but the service and support are nothing short of world class! I had a problem with my first email, I picked up the phone and called their support team. Super friendly and eager to help and get me going. I was able to send out our first email within an hour of signing up. The software is amazing, the people behind this company are wonderful.

What do you dislike?

Like most web-based text editors, I wish the program would identify the font and type size when I highlight text. The fact that I can't, makes it more difficult to make typefaces and sizes the same.

Recommendations to others considering the product:

I

What problems are you solving with the product? What benefits have you realized?

Before Hatchbuck, we had databases in three different programs and nothing was truly integrated. We now have one database and can see exactly what's happening with each contact. We will be diving into marketing automation in the next few days.

Hatchbuck review by Susan B.
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"Love Using Hatchbuck!"

What do you like best?

I've used many different CRM's but this one is by far my favorite. I use it for a marketing startup I currently work for and it helps the team stay on track and communicate better with customers . I love that it incorporates email campaigns along with the CRM, and that you can add tags to organize easily. It's also simple to add scores and keep customers moving along with pipeline. Also, their customer support is incredible! They walk you through training and customize it your needs and always follow up afterwards.

What do you dislike?

This is a tough question because there's so much I do like! Sometimes it's difficult to edit the certain email I want, there are a couple of options to access your current emails. One on the dashboard and one on the settings, I'm sure it makes perfect sense but to me I'm constantly clicking on the wrong one and get frustrated when I want to write a new email or edit an old one.

Recommendations to others considering the product:

Don't look further for a great CRM and email campaign tool, this one is the best. I love so much about it, including the fantastic support! They get back to you right away and are happy to walk you through anything via video call.

What problems are you solving with the product? What benefits have you realized?

The old CRM we used was not very well organized and we couldn't get most of the team to organize their contacts, this system has made the process much easier. Overall we needed a better CRM tool as well as email campaign tool, so this is perfect.

Hatchbuck review by Neal H.
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"Hatchbuck is a great bang for the buck"

What do you like best?

The site is intuitive and easy to use. The ability to create emails and use them either as a stand alone email or for batch emails provides a flexibility some other CRM systems just do not offer.

By using Hatchbuck's campaign function, I've been able to significantly reduce my work load. I no longer have to wonder if each client is being followed up with or not. They are. All of them. And with triggers and actions, we're able to schedule follow up phone calls so that potential clients don't fall through the cracks.

What do you dislike?

There's not really much I dislike about Hatchbuck. It works.

Recommendations to others considering the product:

Stop wasting time trying out every other program out there. They all have too many limits or require some huge onboarding fee.

What problems are you solving with the product? What benefits have you realized?

I was having a problem of clients that didn't purchase on the initial contact falling through the cracks, and losing touch with them.

Hatchbuck review by Amanda Marie L.
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"Powerful tool for a reasonable price."

What do you like best?

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.

What do you dislike?

The interface is a little clunky and takes time to process, but this is something I imagine they'll improve in time.

What business problems are you solving with the product? What benefits have you realized?

I'm finally setting up email automations instead of emailing people directly through Gmail. It'll be the perfect tool for scaling up and nurturing existing customers when I'm ready.

Hatchbuck review by Leilani W.
Leilani W.
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"Seamless onboarding, and perfect for our CRM needs."

What do you like best?

Our onboarding specialist made our transition to a new CRM really seamless, and we're finding it perfect as a CRM for marketing purposes.

What do you dislike?

The one feature we wish Hatchbuck included is to suppress a user from an automated email flow if they have 'replied' to an email.

Recommendations to others considering the product:

Take advantage of the onboarding sessions - they are really helpful if you come prepared and have done your homework and already explored the features that will be most necessary to you. Do your homework between sessions too, so you can come prepared to the next session with more questions.

What problems are you solving with the product? What benefits have you realized?

We were looking for one central CRM to host marketing contacts for a variety of clients at our agency. Through the ability to tag our imports, we're able to send targeted communications based off various filters and responses.

Hatchbuck review by User in Design
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"Quick Results"

What do you like best?

The ability to manage and categorize contacts. The ability to write emails and save them for a later launch. The ability to create email campaigns and automate them for sending. The ability to create forms, and connect them to events so that people can RSVP. This allows for you to capture contact information before the event so you don't have to worry about getting that information during the event.

What do you dislike?

Don't have the ability to filter customer's by zip code, and city. I would like to see more social marketing options to post on social media.

Recommendations to others considering the product:

I highly recommend Hatchbuck for it's multiple features including the ability to auto send out emails and to manage contacts.

What problems are you solving with the product? What benefits have you realized?

Sending out informational emails a couple times a week has enabled me to get former customers to re-enroll their annual membership. Many customer's also place orders based on the product information that I send out. One of my goals was to keep customer's by having them re-enroll their memberships. That's happening.

Hatchbuck review by Soraya W.
Soraya W.
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"Great for a small company!"

What do you like best?

My favourite thing about Hatchbuck is the support. I have gone through the initial onboarding, the videos, phone support, email support, and now chat support. I've always gotten an immediate response! The other thing I love about Hatch is its simplicity. It's very easy to navigate and was easy to train my team to use it.

What do you dislike?

While Hatch is a great CRM, I'd like to see a few usability and features be added eventually. I don't like that I have to click 3-4 times to send an email out (I understand why its like this but it would be great to have an option to just send) - I'd like better views (filters) and be able to save my filter views with whatever columns I choose (It doesn't stick so I have to change it every time) - I'd like to be able to view better reporting - and I have a few other ideas if someone would like contact me to go over.

Recommendations to others considering the product

Great for marketing automation - great support. Anytime you have a question or need help, you will receive that ASAP! :)

What business problems are you solving with the product? What benefits have you realized?

We were just looking for a more affordable, easy to use CRM, which Hatch has become that for us. The benefits we have is that it's simple to use and we can now reconfigure how we organize our sales team given the tools within Hatch.

Hatchbuck review by Tonya R.
Tonya R.
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"Wow!"

What do you like best?

As a small business, we needed a CRM that would pull its weight and not kill us financially. I reviewed multiple options. Hatchbuck replaces MailChimp, allows for creation and development of sophisticated email campaigns, is (apparently) limitlessly customizable, and their onboarding and client service is exceptional (I changed our onboarding and stole from them, shamelessly). I cannot say enough about how pleased I am.

What do you dislike?

That I internally can't get developer time to embed the Hatchbuck form into our website. This is OUR problem, not Hatchbuck's. They make it REALLY EASY, but I don't control the website. I had to say something about what I don't like to appear legit, and it's a required field :P.

Recommendations to others considering the product:

Do it. I'd even be happy to answer your questions.

What problems are you solving with the product? What benefits have you realized?

Hours and hours and hours of time. I can schedule email campaigns. I can run reports for bonuses. I can automate actions (which frankly never ceases to be cool). I feel like we've only scratched the surface of the power of the platform, and its various integrations.

Hatchbuck review by Hannah W.
Hannah W.
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"Great CRM"

What do you like best?

Hatchbuck is a solid marketing and sales CRM that is well-designed and easy to use. It's great if you're looking for a way to set up funnels and track your marketing and sales efforts. The reports are very convenient as well.

Another big plus: No setup/training fees, and they integrate with Zapier, meaning that you can connect Hatchbuck to many other apps.

It was simple to learn and easy to get started right away. Plus, they have an awesome team ready to help -- Lindsey made me feel welcome right away and helped answer questions.

What do you dislike?

Can't think of anything at the moment. For anyone looking for additional Hatchbuck integrations, I would highly recommend using Zapier to accomplish this. Super easy!

Recommendations to others considering the product:

If you're looking for a frugal marketing and sales CRM that will work as you scale, give Hatchbuck a try.

What problems are you solving with the product? What benefits have you realized?

I've used Hatchbuck to set up email marketing sequences, create contacts, tasks, and deals, and generate reports. It's great for both small and large teams.

Hatchbuck review by Administrator
Administrator
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"Great for Start Ups"

What do you like best?

I love that everything is all in one place. I don't have to use an email client, a formatting program, an email address database, and a lead tracker. As a team of 1, it made everything so much simpler, and no one fell through the cracks! And the emails came out beautiful. I also used the forms when presenting at a conference to distribute materials from the presentation to over nearly 100 individuals, when in the past I has to email them one by one, manually attach the materials, and so on.

What do you dislike?

There is nothing we have found that we don't like at this point.

Recommendations to others considering the product:

Just take the plunge! I'm getting ready to launch it in my private business as well.

What problems are you solving with the product? What benefits have you realized?

Lead tracking and cultivation. We were losing contact with so many customers without realizing it, but Hatchbuck puts them front and center.

Hatchbuck review by ☛Patti P.
☛Patti P.
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"Big Reward, Happy Team (and Happy CFO)"

What do you like best?

It's unusual that doing things in business turns out better than you expected. For my team at HealthEconomics.Com, this was the result of our first year experience with Hatchbuck! The business need we had was how to be better at marketing and sales (defined as: more targeted, better follow-up, more success). The solution was Hatchbuck. The result was 13% improvement in sales in our first year of Hatchbuck. Now, every dollar of that 13% growth is due to Hatchbuck - that just wouldn't be fair to my awesome sales people :-) - but it has indeed helped us target, follow-up more successfully, and have more success with our hundreds of customers. And probably most importantly, my sales team and I all feel in better control of our business. The whole group at Hatchbuck is on our side to be successful. We are definitely renewing for next year. The cost of the software service is manageable for our small business and it's easy to learn.

What do you dislike?

I'd like a better interface when adding tags without having to go to the Systems settings. I'd like a cheat sheet that defines a tag when you mouse over it (like a "comment" field or a note in Microsoft Word/Excel.

Recommendations to others considering the product:

I highly recommend this product to small businesses.

What problems are you solving with the product? What benefits have you realized?

Needed better segmenting of customers (where they are in the sales funnel, what their interest is, what their pain point is); needed automatic follow-up; needed a way to achieve drip marketing; needed email and website integration of customer pathways; needed it to be affordable for a small business. We achieved drip marketing, segmenting, follow-up, and 13% sales growth.

Hatchbuck review by Lori F.
Lori F.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Lean and mean sales and marketing machine"

What do you like best?

Hatchbuck gives you amazing insight into the mind of a buyer...what' they're doing, thinking, likely to do--all in real time. It's great for hands-on sales strategy. But even more helpful for understanding what your contacts want from you. When you give it to them, the feedback is clear. When you don't, you hear crickets and know it's time to go back to the drawing board.

My favorite features are:

* The real-time dashboard

* The form and link actions to follow up on clicks, visits and online forms

* Dynamic tagging

What do you dislike?

Hatchbuck is coming out with a major update *soon* so many of my dislikes may be addressed. But currently my top 3 dislikes of this program are...

* Limited boolean search

* Limited custom reporting

* One-way API (inbound only), which limits integration with other tools

This said, I've come up with workarounds for most of this or just let go of my annoyance at not having this. For the subscription price, you're not going to get everything you want--no matter which software you evaluate.

Recommendations to others considering the product:

* Don't just "do a demo." Ask to see a live demo by someone using the product to see how it works in real life

* Create a wishlist of features, then go back and prioritize them and label them "must have" and "nice to have." For example, we had to give up calendar integration when we switched, but I don't miss it at all bc we use Google Apps which is far better than Act's calendar integration was anyway. For Hatchbuck's price point, you likely won't get everything you need, but everything you get will be a solid win.

* Consider not doing a full conversion of your existing db, and just bringing over A+ customers and prospects. Use the move to clean up your db and slowly add questionable contacts as you clean them up externally. We reduced the size of our database by 90% when we did this, and it increased our response rates exponentially because it became crystal clear who our active prospects were.

What problems are you solving with the product? What benefits have you realized?

We have used Hatchbuck nearly 3 years, and it's changed our business for the better. The email editor is easy to use and cut my previous design time from 2+ hours to about 15-20 mins--even less if I copy a template. We're up to 11 marketing automation campaigns, which ensures all of our contacts are getting something from us at all times. Then we fill in with our email blasts, and I feel like I've optimized my marketing investment each week.

Before it was too hard to keep track of all the moving pieces. Too hard = no continuity, and continuous content is the secret to lead generation. Now when I come up with a new lead-gen idea, I can execute on it instantly, by myself, no help required from IT.

Hatchbuck review by Tage H.
Tage H.
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"Easy as Sunday Morning"

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Try it out and you will find yourself the ease of use and the ability to quickly contact and track your customer's interests at a glance. The Dashboard is a fantastic feature which shows I believe in real-time the activity of your customer's clicks.

What problems are you solving with the product? What benefits have you realized?

Each Sales Person can take ownership on their own campaigns and follow up with each customer or as a whole.

Hatchbuck review by Michael V.
Michael V.
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"Worth the Money"

What do you like best?

We run a gym and use a CRM specific for managing our memberships. Our software fell short in offering a good automated solution for email marketing. We were hesitant at first to use to CRMs as it's easy for the data to get out of sync. But, we went with Hatchbuck bc of the strong reviews and affordable price. It's been about 8 months now and we're super happy with our decision. The software is so easy to use and the onboarding process was great. You have access to a customer success agent who responds to emails super fast.

What do you dislike?

Wish there was text messaging capabilities.

What problems are you solving with the product? What benefits have you realized?

Lead management. The ability to move customers through a sales funnel.

Content marketing. Being able to manage content and send it out to customers after they fill out a form.

Hatchbuck review by Administrator in Computer Software
Administrator in Computer Software
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"National Director of Marketing and Business Development"

What do you like best?

Hatchbuck manages marketing campaigns, customer contacts, CRM, Deal progression in one solution, even providing the ability to track emails sent to the client during deal progression as an activity. We love the integration with the google suite and deal tracking.

What do you dislike?

When marketing email templates are generated, they populate in a list that you can select from based on the template that was created first (years ago). Also, it doesn't yet track IP addresses that visit our website that are not contacts in our contact list (like Hubspot).

Recommendations to others considering the product:

This gives you much of the features/functionality of HubSpot at a much lower cost.

What problems are you solving with the product? What benefits have you realized?

Hatchbuck is our CRM, Marketing Automation, Deal Tracking. It allows us to stack rank by "points" prospects that have viewed our website, allowing us to target marketing to them.

Hatchbuck review by Alex S.
Alex S.
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"A great product!"

What do you like best?

Hatchbuck is easy to use. The combination CRM - email marketing tool is genius. The client support is also superb. Whenever I had a question, during the first 2 months of service, I had a p[ersonal rep assigned to me. Additionally, I rec'd one-on-one implementation webinars. Now my account has moved to the main support team and they respond very quickly to any question I have.

What do you dislike?

Truthfully, I cannot find anything to dislike about this product.

Recommendations to others considering the product:

I highly recommend you schedule a live demo of the product. It's so easy to implement and the client support is outstanding. The price is great too!

What problems are you solving with the product? What benefits have you realized?

We are closing the loop by connecting our sales department to our marketing dept using Hatchbuck. We have removed so many steps by implementing the product.

Hatchbuck review by michelle h.
michelle h.
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"Love this CRM!"

What do you like best?

Easy to use, straight forward and integrates with marketing efforts and client nurturing seamlessly.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Total awareness, total organization, one platform to hold all client and prospect data with metrics....so key. Goodbye days of multiple spreadsheets, software and MS Office attempting to keep me organized and orchestrated. I (heart) Hatchbuck.

Hatchbuck review by Kristin H.
Kristin H.
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"EDITED: I WILL NEVER USE THIS SOFTWARE EVER AGAIN"

What do you like best?

Original: Hatchbuck has all of the features you need. You can create tasks, campaigns, send emails, track results, filter people, and include deals for the salesforce, etc. We have multiple staff that utilize different parts of Hatchbuck for both marketing and sales operations. I really like how you can adjust contact score based on their actions. It really helps identify and qualify leads. Edited: I LIKE NOTHING

What do you dislike?

Original: The User Interface is outdated and horrible. It's difficult to navigate, and not intuitive at all. All of the features you need exist, just in strange places. However, I have called their customer support and they were able to quickly point me in the right direction which I really appreciate. If they redesigned the UI I'd be a big fan. In other design terms, I really dislike the email templates. I currently use MailChimp to make templates and import the HTML into Hatchbuck. The drag and drop editor on their emails is EXTREMELY FRUSTRATING. Edited: GUESS WHAT. Hatchbuck tried to update their horrible UI and made the situation extremely worse. They sent the same email from us multiple times and got us marked as spam. I understand things happen, but when you try to call or contact them, they hide behind voicemail!!! They say "oh we are soooo busy because of our redesign that we can't answer the phone." One of the previous best things about them was the ability to call and talk to a person and get support. They are deep in the hole with this and know it. So instead of accepting responsibility and apologizing - like we had to to more than 8,000 people - they are hiding like cowards. UNACCEPTABLE.

Recommendations to others considering the product

Go elsewhere. There are a ton of CRMs you have choices in the marketplace.

What business problems are you solving with the product? What benefits have you realized?

Original: We are much better at tracking potential clients and interacting with them. We have realized benefits from connecting with individuals after meetings by sending sales emails and tracking those interactions. Hatchbuck has helped us with B2B sales and connecting with clients. It also helps multiple staff work independently without duplicating efforts, as all actions are easily tracked in Hatchbuck. Edited: Now we are solving the problem of being blacklisted as spam and unable to email with any of our potential leads.

Hatchbuck review by Administrator in Management Consulting
Administrator in Management Consulting
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"Why I Switched from Hubspot to Hatchbuck"

What do you like best?

As the owner of a small business, I was paying Hubspot's excessive fees for a few years before I discovered Hatchbuck. While Hatchbuck has fewer features than Hubspot, I actually like that. Hubspot could be so overwhelming with all of the customization options. I just wanted to track customers and sales and stay on top of everything. In under one month, I was up and running more smoothly than I was under Hubspot after two years.

What do you dislike?

I do wish that I could customize some some of the core features using my own terminology (like I prefer to say Event Date instead of Close Date for my purposes)...

What problems are you solving with the product? What benefits have you realized?

I'm using the software to manage event booking and sales for speaking.

Hatchbuck review by Andrew G.
Andrew G.
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"Slick - easy to use - great support - tags are a dream!"

What do you like best?

Loving the tag features so i can segment my contacts and then be really focused how i communicate with them..

What do you dislike?

... erm...couple of email template issues but HB upgraded to different systems which deleted that issue.

What problems are you solving with the product? What benefits have you realized?

ability to focus campaigns to the right contact easily and bring in more revenue to the business

Hatchbuck review by Administrator in Design
Administrator in Design
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"Easy to use, and fits all of our needs that other services didn't."

What do you like best?

The drag and drop email creator is easy and looks great! I'm not that great with design and my emails still look really nice and professional.

What do you dislike?

My emails are still going into the junk mail of peoples inboxes and I can't figure out why it's still doing that.

Recommendations to others considering the product:

Pick Hatchbuck. It's super easy to use and the customer service is really good! They get back to you almost immediately and they always know what they are talking about. All of my weird requests she knew exactly what to do! Very nice and very accommodating.

What problems are you solving with the product? What benefits have you realized?

Our lead generation is going so much better. We have a better sales funnel to catch people when they are ready to buy and nurture them along the way until they click "Buy Now".

Hatchbuck review by Jeremiah B.
Jeremiah B.
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"Solid CRM & Marketing Automation"

What do you like best?

Hatchbuck provides a solid CRM and Marketing Automation system that helps keep our marketing and sales efforts organized. The CRM has very few functionality holes, and the email & automation is easy to use and ticks most of the boxes for our needs.

What do you dislike?

It could use some minor UX improvements here and there, particularly in reporting. But I believe those are in the works, and I'm looking forward to seeing that.

Recommendations to others considering the product:

Hatchbuck is definitely worth a look for small businesses looking for an all-in-one CRM with solid email & automation features.

What problems are you solving with the product? What benefits have you realized?

Our previous CRM was very clunky and slow, and the support was dismal. Hatchbuck works quickly and smoothly, and the training and support have been great! The email marketing is easy to use, and the forms are easy to set up and implement.

Hatchbuck review by Patricia C.
Patricia C.
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"Perfect solution"

What do you like best?

Easy to use, simple, works as advertised

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We know exactly if our email contacts open and/or click specific product emails. It makes things easier for our sales to contact warm leads.

Hatchbuck review by Kaitlin R.
Kaitlin R.
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"Easy automation for small - medium businesses"

What do you like best?

As a small company with an even smaller engineering department, we decided to make the move from managing our own automated email campaigns to using Hatchbuck instead. The features we use the most are their extensive tagging and sorting along with the ability to push info directly into the system via their API. We can also trigger actions based on clicks inside an email. This has been a great time saver for our team. The reporting also helps us keep an eye on what is and isn't work with our marketing so that we can make better decisions about what is engaging information for our customers to receive and what is just noise that is getting lost in the shuffle.

What do you dislike?

We personally do not have dedicated sales reps. Hatchbuck seems to have several features setup around this idea. It's not that we dislike these features, we just aren't utilizing them, so it feels a little bit like we aren't getting all of the value of the product just because of our business model.

Recommendations to others considering the product

It's a great tool to segment your customers extensively and build campaigns from those segments. There are features based on direct sales, so your business model is something to consider when deciding on this product.

What business problems are you solving with the product? What benefits have you realized?

We use Hatchbuck to train and educate our potential and existing customers about our product. It's one of the ways we stay in close contact with them and can automate some of the help we provide. This saves our training and customer service team lots of time. We can also segment people into very minute categories using the tags and that helps us to analyze who comprises our customer base.

Hatchbuck review by Administrator in Real Estate
Administrator in Real Estate
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"Business Analyst"

What do you like best?

- Easy to use

- Great user interface

- Email tracking/reporting

What do you dislike?

Their support team has provided very little to no assistance to multiple reported bugs and issues. We've never been able to reach a support member via the phone number, and it takes multiple emails to get an update on unresolved issues. Our team has had to troubleshoot and resolve more issues than we've actually been helped with. The customer service we were promised upon signing up was nothing near the support we have received.

Recommendations to others considering the product:

- Don't expect suggestions or issues to be addressed.

What problems are you solving with the product? What benefits have you realized?

Hatchbuck has allowed us to replace several third party applications to manage all aspects of lead management. We've been able to continue transparency among all users from open to close of a lead.

Hatchbuck review by Jeff P.
Jeff P.
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"Amazing and Simple"

What do you like best?

Hatchbuck is amazing. With the automation we have literally decreased our noshow rate to less than 10%. My dedicated trainer is patient, informative, and supportive ensuring I am able to efficiently navigate the Hatchbuck system. The change over from our former system to Hatchbuck wasn't as stressful as I made it out to be!

Thank you.

What do you dislike?

There's nothing that I do not like. It exceeds our needs.

Recommendations to others considering the product:

Don't spend another minute thinking. Go for it.

What problems are you solving with the product? What benefits have you realized?

System automation; Mass emailing; Organization of leads.

Ease of use; less time in system than our previous system and we accomplish more.

Hatchbuck review by Suzi L.
Suzi L.
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"Takes the guessing out of what you need to do!"

What do you like best?

Easy to use and keeps everyone on the same page.

What do you dislike?

Wanting to learn it faster but no time due to workload

Recommendations to others considering the product

easier use of working with Wodhopper. This is our tool we track all new members who sign up to workout at Rivet

What business problems are you solving with the product? What benefits have you realized?

Easier to follow up with leads

Hatchbuck review by Rob R.
Rob R.
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"Best Marketing Automation / CRM Solution For Small Business Owners"

What do you like best?

The value and customer support are the best I have experienced. Even better than Hubspot's. Also, love the campaign building support offered. Great partner program with low cost of entire and complete access to all inbound marketing collateral. Every partner made to feel special not just Diamond, Platinum, Gold, and Silver members.

What do you dislike?

Keyword recommendation and competitor insight tools would be a nice add-on. But, for the price cannot ask for more. Landing pages must be integrated, not included. Surprised to learn there is currently no HatchBuck Wordpress plugin at this point. [6/2015]. Perhaps a low-hanging fruit opportunity for a developer here.

Recommendations to others considering the product:

Check out their marketplace and contact a Partner to request a QuickHatch demo before you buy. This can save you extra and some partners include the cost of software in their marketing packages.

You would be wise to build out all your marketing campaigns prior to investing on any Marketing Automation, this will allow you to hit the ground running versus paying for a tool you are not using.

Also, note that landing pages and some other features are only available via Zapier integrations, so first check Zapier to make certain your other tools are listed.

What problems are you solving with the product? What benefits have you realized?

Similar to Infusionsoft, Hatchbuck has helped us get organized, and automatically updates status and leads for us. However, unlike its competitors it give DIR Inc the ability to offer small business clients a solution that will not eat up 40% of their monthly marketing budget.

Also, ability to capture web visitors on our website http://dirinc.us and social media.

Hatchbuck review by Administrator in Marketing and Advertising
Administrator in Marketing and Advertising
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"A great customer service experience & very user friendly!"

What do you like best?

The Hatchbuck platform is very intuitive and user friendly. The modern look and well-organized information makes it easy to navigate and keep all of the various pieces of CRM/marketing automation straight. Also, the customer service is very responsive and helpful on an individual basis.

What do you dislike?

There are some features that would be useful... such as being able to automate actions based on users who DON'T click in emails, not just those who do click, and being able to clear out data on forms after you do a few "tests" of the form to make sure it's working properly. Also, Contact Details do not include an "Address 2" line, even though a lot of addresses have suite numbers or secondary locators. And, it would be nice to have a direct email integration, instead of having to forward all conversations to a BCC email address (too easy to forget to do so).

Recommendations to others considering the product:

The conversion of data from our old system to Hatchbuck was not as smooth as we were hoping, so make sure you have everything squared away before you actually import the data.

What problems are you solving with the product? What benefits have you realized?

We needed a CRM system to manage our contacts, but also wanted to use email marketing to stay in touch with our prospects. Having an "all-in-one" system to do both has been the best solution to that problem.

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