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.

Add an automation
Add an automation
Add an automation
Contacts
Contacts
Contacts activity feed
Contacts activity feed
Dashboard
Dashboard
Deals
Deals
Email template
Email template

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8



135 Reviews of Hatchbuck

Overall rating

4.5 / 5 stars

Write a review

Showing 1 - 20 of 135 reviews

Start your review of Hatchbuck

Write a review
LinkedIn icon
Verified Reviewer

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

You get what you pay for

Pros

- Improvements have been seen since initial use.
- Relatively inexpensive

Cons

- Chat-based customer service
- Inability to embed video in email
- Inability to export email templates

Jenna from Executech Pros

Specialty:  Telecommunications

Number of employees:  2-10 employees

Ease-of-use

Functionality

September 2018

Inexpensive and Super User-Friendly

Pros

This is an awesome CRM software! I'm in love with the dashboard which is always up to date. It also works with email campaigns and integrates very well.

Cons

I really don't have any cons. The support team isn't the easiest to contact and deal with, but once you have them on the phone to help with a problem they definitely have the answers for ya!

George from NUS Consulting Group

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

The happy lil' secret in the automated marketing world!

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. :-(

Stan from Healthcare

Specialty:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Functionality

July 2018

Automate our marketing stuff

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.

Mayur from Wipro Limited

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

July 2018

A great CRM and marketing system for small businesses.

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.

JASVIN from University of Nevada-Las Vegas

Specialty:  Engineering

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Affordable + Pragmatic marketing solution = Hatchbuck

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.

Jenna from International Relief Teams

Specialty:  Non-Profit

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Great CRM for Small Business

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.

Steve from ITH

Specialty:  Software / IT

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Helps with our Marketing needs

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.

Shah Abdul Latif from VoidLoops

Specialty:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Affordable solution for small Businesses

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.

Emily from Direct Digital LLC

Specialty:  Software / IT

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

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

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.

Adam from publishing

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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

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.

Mark from Flame Tree Marketing

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

February 2018

CRM made simple

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.

LinkedIn icon
Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

January 2018

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

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.

Robert from Community Care KC

Specialty:  Healthcare / Medicine

Number of employees:  1 employee

Ease-of-use

Value for money

Customer support

Functionality

January 2018

Hatchbuck

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.

Taylor from candid marketing + communications

Specialty:  Other

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2017

Flexible Enough to be Utilized in Most Marketing Plans

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.

Jane from ChiroUp

Ease-of-use

Value for money

Customer support

Functionality

September 2017

Super Easy Implementation

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.

Reno from KTU

Specialty:  Construction

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Easy to use

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

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

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

Ease-of-use

Value for money

Customer support

Functionality

June 2017

Hatchbuck makes work easier

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

Ease-of-use

Functionality

June 2017

Good features, poor customer service

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.


Displaying 1 - 20 of 135 reviews