Hatchbuck Software

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

I thoroughly researched alternatives on the marketplace and when I chose hatchbuck, I was nervous the tools would be extremely limited. I'm glad that I couldn't have been more wrong. The tools are of a quality and ease of use that will help any small business grow.

Pros

Easy to use, extremely low cost, helpful support, effective tools that provide infinite customization and solid trackability, couldn't be happier with my decision.

Cons

Some minuscule design flaws but only marginally affect convenience and certainly don't affect quality of campaigns themselves. For example, there is no easy way to set maximum contacts on home page to a larger number.

Also, the relaunch did not bring the features which were somewhat announces, e.g. imap integration only possible for gmail as of now.

Pros

Very nice people in service, easy to use. Pricing is all right, looks nice, has some nice dashboard eye candy

Cons

Simply not reliable anymore, after the relaunch earlier this year, there are too many incidents where you are not in control of what hatchbuck is doing: e.g. unsubscribe doesn´t work: no confirmation that a user unsubscribed and campaigns do not stop, so unsubscribing users might get more emails from you. Embarrassing? Yes. Potentially causing credibility and even legal problem? yeah.

Also, automations set for users who subscribe sometimes do not properly work. Conditions are unclear. e.g. Opt-in process: an online form might be set on option in - but that doesn't mean that it actually triggers the necessary steps. Embarrassing? Yes. Potentially causing credibility and even legal problem? yeah.

Search (contacts) doesn't find contacts.

And - this made me really re-evaluate other options: there was this bug which made other customers´ dashboard appear in my log-in. So I saw all activities going on from another company which also is a hatchbuck user. this made me ask myself if other hatchbuck users at the same time see my stuff/ activities/ personal data of my customers....Again: Embarassing? Yes. Potentially causing credibility and even legal problem? yeah.

I do understand that there might be some issues after releasing a relaunch - however when it comes to processes which involve my leads/ customers and make us as a company look unprofessional (no opt-in, no unsubscribe, potential abuse of personal data of leads....) this is beyond any acceptable level and an absolute no-go. We are located in Germany and people are very sensitive about data protection and laws are very strict - we could get sued for each of the three points mentioned above.

Hatchbuck does everything well, just not great. It is a basic CRM that offers a solid suite of tools to help you manager your pool of customers. The best feature of Hatchbuck are the email marketing tools. Although a little challenging to grasp at first, the build your own template tool is a great way to create content and get it out in front of your customers in a quick and professional manner.

Pros

For what you pay, you won't find a better CRM on the market. For those who are just stepping into the world of CRMs, Hatchbuck is a great place to start.

Cons

As with a lot of CRMs, the number of contacts can determine the price you pay. Hatchbuck is a great value for small businesses, but once your contact list starts to grow, the price jumps considerably, which might cause you to look at other CRMs.

Hatchbuck software helps us with tracking and managing our Inbound marketing. New leads can submit details via forms on our website. Hatchbuck tracks these leads and gives us a summarized reports. Our sales team can also manage the deals within Hatchbuck.

Pros

Good for managing deals and email templates for our clients.

Advice to Others

Great tool for managing statistics for Inbound marketing

This tool helped us informing people on time. It provides the email functionality. Emails can be scheduled and sent on time to the clients. It helps informing people with new offers and updated notes.

Pros

Great for communication with people.

Advice to Others

I like this tool as it helps communicating information on time.

I like how Hatchback provides functionality for creating and managing email templates. It helps to manage the email marketing with our leads. But This app lacks a number of features to manage the prospects and the sales pipelines.

Pros

I like the email template functionality.

Cons

The sales pipeline needs to be worked upon to make this CRM fully functional.

When it comes to marketing your products, Hatchbuck exists there to help you out. It helps in sending the weekly/monthly newsletters to your customers. It helps with creating new campaigns for new offers you might have to introduce to your customers. Contacts are managed easily within this CRM.

Pros

Good for marketing your products. The emails can be easily sent and tracked.

Advice to Others

Good campaign management software

The integration was simple and the features are user-friendly. Very easy to just pick up and start using without much instruction.

Pros

Being able to drag information off excel right into the platform.

Cons

It is a little too simple at this point. It could have more functionality for the price we are paying.

Hatchbuck is perfect for an in-depth sales strategy. It helps you figure out the ins and outs of what the buyer is wanting.

Pros

Real Time Dashboard.
Follow-up actions.

Cons

Limited Custom Reporting

Advice to Others

Create a wishlist of features, then go back and prioritize them and label them "must have" and "nice to have." 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 database, and just bringing over A+ customers and prospects. Use the move to clean up your contacts and slowly add questionable contacts as you clean them up externally.

Likes Best

We moved from Hubspot to Hatchbuck to reduce our monthly CRM costs. We found that Hatchbuck did more than what we could do with our basic Hubspot version for a lot less cash. Right now we have triggered email activities for customers based on a customer's actions which we would have had to triple our Hubspot spend to get. All in all we're quite happy with the tools.

Likes Least

I wish there were an app or a responsive website to access the data. It makes the tool cumbersome to release to outside sales folks who aren't at their desks all day.

Recommendations

I think it is always best to do a demo of the system. Test several systems to determine the features you really need and what are nice-to-have items. Then review your lists of likes and needs after the demo.