Hatchbuck software


Hatchbuck is a sales and marketing solution designed for small to midsize businesses. The integrated solution offers combined sales automation, marketing automation and email marketing features. Hatchbuck is a good fit for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more.

Hatchbuck includes features to help users more effectively maintain and track both prospective and existing clients. Contacts can be imported from Outlook, Excel, and LinkedIn, while leads can be captured from the company website, blog or social media sites with a straightforward “drag and drop” form builder.

Hatchbuck offers a robust library with 450 email templates that can be used directly or can be customized using the software's template builder. Users can set up automatic emails to specific groups of contacts and track the progress of campaigns. The software runs on both Mac and PCs, and can be accessed via any device with Internet connectivity, including iPads.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

133 Reviews of Hatchbuck

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  • George from NUS Consulting Group

    Number of employees: 201-500 employees

    July 2018

    The happy lil' secret in the automated marketing world!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Allows a small marketing outfit to punch above its weight and focus follow-on efforts on the more high-valued prospects.

    Pros

    Hatchbuck is great. What? I need to write more? ok. It allows you to create or upload documents, you can include them as well as links into emails, and then combine emails into campaigns where they are delivered at preset times. But that's far from all! Hatchbuck monitors the customer's interactions with your email and awards score points (defined by you) for various activities like visting your website, reading an email, downloading a document or clicking on a link. So when you open Hb you can review the current scores and follow up with the prospects who are raising their hands the furthest. But, there's more! Where Hb 'really' excels is in the logic of these campaigns. For example... if you have a campaign for general interest which you are sending to a generic group and a customer evinces particular interest in your offering (clicks or downloads a lot) Hb logic can detect this and move him to a more aggressive sales campaign. Hb can notify you for any specific buying signal. Hb can send the customer (again, automatically) additional materials based on actions ("oh, you like case studies, eh, take a look at this one") . If you do the campaigns correctly Hb is really a 'fire and forget' homing missile. It has a tremendous number of features (searching and segmentation are awesome) and because of its price structure, it really allows a small company to punch waaaay above its weight class. I'm happy!

    Cons

    A few things. I'm not crazy about the HTML design tool. (Or, perhaps, I'm a lousy designer?) It seems too old-fashioned. You can get false positives from the lead score system -- especially if you email to high security places like financial institutions whose bots click on everything to test your email for spy/malware. Its awkward to try to call a super high scoring customer who 'appears' fascinated with your content only to learn that he left 6 months ago and the bots are still screening his email. :-(

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Stan from Healthcare

    Specialty: Software / IT

    Number of employees: 11-50 employees

    July 2018

    Automate our marketing stuff

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    Hatchbuck helps us with marketing emails. It helps defining campaigns easily and let our sales team manage prospects within its CRM tool.

    Cons

    Can help sending emails and helps with marketing activities including assigning to-dos to team. Provides good statistics for our team.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Mayur from Wipro Limited

    Number of employees: 10,000+ employees

    July 2018

    A great CRM and marketing system for small businesses.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The application offers user-friendly graphical user interface. The customer service is very knowledgeable and responsive. Based on the actions of your contact, you can automate trigger emails and reminders. One of the best features is that you can see who all open your emails and the email marketing gets you know about what the users click on. You can track the progress of your campaigns and how well they were received. You can easily merge your contacts from your earlier CRMs. You can categorize the application for clients from several industries. The application does great contact management and is well integrated with social media.

    Cons

    It's quite difficult to get used to the email templates. the application, in comparison to other similar CRM systems, does not provide many plugins. Reporting capabilities and tags management require improvement. The absence of advanced features. It is very difficult to make edits or copy the campaigns.

    This review was submitted organically. No incentive was offered
    Review Source: GetApp
  • JASVIN from University of Nevada-Las Vegas

    Specialty: Engineering

    Number of employees: 51-200 employees

    June 2018

    Affordable + Pragmatic marketing solution = Hatchbuck

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ideal for small institutions and offering CRM program with the basic features, Helping hand to personalize and manage contacts and feeds.

    Cons

    Not custom made on business needs, and definitely not the best CRM products, No mobile support and access data for outside sales force.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jenna from International Relief Teams

    Specialty: Non-Profit

    Number of employees: 2-10 employees

    June 2018

    Great CRM for Small Business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Hatchbuck offers a tiered pricing plan, which is great for small businesses trying and starting a CRM program.

    Pros

    It's hard to beat the features and price of Hatchbuck. The program does well two features that a small business really needs: contact management and email marketing.

    Cons

    The CRM offerings are very basic. If you are looking for a ton of features with your CRM, then Hatchbuck may not be the best CRM for you.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Steve from ITH

    Specialty: Software / IT

    Number of employees: 51-200 employees

    May 2018

    Helps with our Marketing needs

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Hatchbuck helps my team with the marketing needs by automating various processes. it provides a log of all the activities and helps with easily tracking of team's work everyday.

    Cons

    Provides good looking interface to manage data. helps us with our marketing needs and increase our sales.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Shah Abdul Latif from VoidLoops

    Specialty: Software / IT

    Number of employees: 11-50 employees

    March 2018

    Affordable solution for small Businesses

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Quite User friendly. Drag and drop operations for email builder. Affordable price. Suitable CRM for small business.

    Cons

    Customer supports needs to be improved. Learning curve might get tricky but videos are available to get over it. No mobile app.

    This review was submitted organically. No incentive was offered
    Review Source
  • Emily from Direct Digital LLC

    Specialty: Software / IT

    Number of employees: 2-10 employees

    March 2018

    Good tool for a small company, not practical for a large company.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This tool is great for a small company. It helps you to manage all your contacts. Customer service is also prompt and personal.

    Cons

    The pricing could be better. Also, some of the contact logic that we would like to have is not available.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Adam from publishing

    February 2018

    A great marketing tool to help drive sales and connect with consumers.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I think this platform is perfect for small businesses. It's an all-in-one software that provides very valuable tools that businesses need.

    Cons

    Some of the features will require customization and personalization. This seems like it will take a little time to learn.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mark from Flame Tree Marketing

    Number of employees: 11-50 employees

    February 2018

    CRM made simple

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Great for small scale companies.

    Pros

    Very user friendly, easy to use and implement. You need to setup marketing campaigns and templates for the tool to work properly for you. This tool helps you send periodic marketing efforts to your CRM contacts.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 501-1,000 employees

    January 2018

    Cheap and helps you do what's necessary for a small business

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The platform is super easy to use. The email builder is drag and drop and can easily be learned. The A/B testing feature where you can see live who opens the email is pretty cool too.

    Cons

    Reporting features are not that sophisticated. For the price, I think the software is pretty worth it. It is a good start for an emerging small business.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Robert from Community Care KC

    Specialty: Healthcare / Medicine

    Number of employees: 1 employee

    January 2018

    Hatchbuck

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Works well for marketing, helps to optimize SEO and sends information out on the web well. Customer service is great.

    Cons

    Would not recommend simply because of the price versus what you get in return. I will not continue to use this product.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Taylor from candid marketing + communications

    Specialty: Other

    Number of employees: 2-10 employees

    December 2017

    Flexible Enough to be Utilized in Most Marketing Plans

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Hatchbuck is a great software for both large and small companies. It is one of the only services I have found flexible enough to be tailored to my many clients.

    Pros

    The customer service is by far the greatest asset this software has. Hatchbuck is extremely customizable which is excellent when working with clients in many different industries but can present a challenge when deciding which categorizations and tag to use when building the system. Hatchbuck's customer service team is always on-call to help assist in any way necessary.

    Cons

    The pricing options and billing details aren't completely transparent. Often, I will have to reach out to my Hatchbuck rep to get details regarding plans or billings.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Jane from ChiroUp

    September 2017

    Super Easy Implementation

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The implementation and support teams have been great to work with and I find the system easy to use.

    Pros

    I loved that Hatchbuck was so easy to implement within our organization. I felt like we were able to get up and running with little effort.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Reno from KTU

    Specialty: Construction

    Number of employees: 2-10 employees

    June 2017

    Easy to use

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use in general. Easy to transfer between excel and Hatchbuck and vice versa. Easy to learn and great support and training

    Cons

    I haven't used any other products, so I can't make any comparisons. But as far as I can see so far, there are no cons.

  • Chelsey from Compass Advisors

    Specialty: Other

    Number of employees: 2-10 employees

    June 2017

    Hands down, the best CRM system I've ever used.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Pros

    The support, hands down. The team at Hatchbuck is amazing, and has answered all of my questions promptly, and helped me to think creatively about 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!

    Cons

    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.

  • Neal from My Contractor's License

    Specialty: Education

    Number of employees: 2-10 employees

    June 2017

    Hatchbuck makes work easier

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall, I'm pleased with hatchbuck. I tried a lot of CRM programs. I think hatchbuck has the best bang for the buck.

    Pros

    It's easy to use, flexible and intuitive. The interface is simple. The latest version includes a new dashboard with lots of information available instantly.

    Cons

    Sometimes support seems a little lacking but that could just be because I didn't word my question well.

  • Alissa from Worth Clark Realty

    Specialty: Real Estate

    Number of employees: 11-50 employees

    June 2017

    Good features, poor customer service

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Pros

    - Easy to use
    - Great user interface
    - Robust email tracking and reporting
    - Social media integration allows you to put a face with a name

    Cons

    After being promised excellent customer service, we've received anything but that. There is never an available rep to answer the phone, and it's difficult to get customer support to validate any bugs or errors you are receiving. It takes multiple emails to the support address to get updates on pending issues, if you get a response at all. Our team has had to troubleshoot more issues than we've actually been helped with, and none of our requests and suggestions on improvements have been taken seriously.

  • Susan from Atomic Revenue

    Specialty: Other services

    Number of employees: 2-10 employees

    June 2017

    You Won't Be Disappointed With Hatchbuck!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I'd recommend Hatchbuck to anyone looking for a sleek, easy to use platform that handles both your CRM and Email Campaigns.

    Pros

    I love the ease of creating email templates, especially with the new update, and being able to track their success as soon as they are sent out. I primarily use it for creating email campaigns and tracking contacts who click through. It's a very organized system with ways to easily find contacts and emails. While the older version definitely had some kinks, I think they did an awesome job with the update I've found it much more user-friendly. Also it is a bit pricey, but it is a CRM and email campaign creator/tracking tool so I think it's worth it.

    Cons

    Again, with the old version, the email building templates were difficult to use, especially compared to MailChimp. Much improvement has been made to make the process much easier. It was frustrating to have to create new templates since the old ones were rendered useless. Sometimes it's a bit hard to navigate through the system, looking for the exact data or rare thing you might need or filter you might want, the good thing is their support is outstanding and always there to help.

  • Megan from Niko Partners

    Specialty: Consulting

    Number of employees: 2-10 employees

    June 2017

    B2B crm + marketing automation in one place

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I've already recommended Hatchbuck to too many people in person.

    Pros

    The price is phenomenal for what you're getting in a single place. Other marketing automation tools cost /month and then you have to buy a CRM on top of that - HB makes it great to have everything in a single location. Their support is stellar and their feature set is really beautiful for SMBs.

    Cons

    They're still working through a lot of bugs. It can be frustrating sometimes, but they're still growing and improving so it balances out.

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