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



143 Reviews of Hatchbuck

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Weekly Use

Pros

I love the drag and drop builder, and being able to view stats

Cons

Cons for this is not having an easier way to separate contacts besides tagging them.

Review Source: Capterra

Joseph from Scott & Associates, Inc.

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Hatchbuck Review

Keeping track of large amounts of people in the sales funnel.

Pros

Ease of use, customer support, tracking web visits of folks in our email database.

Cons

I can't think of anything I don't like.

Review Source: Capterra

Pat from 103 Realty

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

Haven't had a bad experience with it yet, awesome CRM

Amazing experience, software is easy to use. The support team is awesome, anytime I have a question they respond quickly and politely. They make me feel like one of their top clients, even though I'm nowhere near that.

Pros

Email Drop Campaigns
Email Templates Provided
Easy to Use

Cons

The only gripe (it's small) that I have is that you can't have a more broad view of your customer database. It only allows 100 per page and wish it could zoom out more, so I could see more customers in front of me at once.

Review Source: Capterra

Sarah from Sarah Bernard Realty Team

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Hatchbuck user for many years

The customer service and overall ease of use of Hatchbuck is fantastic. We always get a quick response to all of our questions. And it's a great place to store nearly all of our business information.

Pros

What we love the most about Hatchbuck is the simplicity of setting up campaigns and sending out mass emails to our database with metrics to measure results.

Cons

Hatchbuck, like all CRMS, has a learning curve associated with it, particularly with creating email templates which can be tricky to set up.

Review Source: Capterra

Tage from We R, LLC

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Increased Productivity and Sales

Overall we are very pleased with Hatchbuck and the adoption rate of our sales team was very quick. Customer Service is fantastic. Our rep does a wonderful job keeping us updated with everything happening at Hatchbuck

Pros

Very simple to create email templates for sales and marketing.
Dashboard for quick reference reporting.

Cons

Updating contact list when wanting to resync database

Review Source: Capterra

J. D. from Read Technologies, Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Hatchbuck saves the day

Pros

Love Hatchbuck for both CRM and Email automation.

Cons

Sometimes difficult to get email reports to show the contacts asociated

Review Source: Capterra

Tiffany from SciSafe, Inc

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Feed Back

Hatchbuck has helped in solving some of our organizational issues as we grow from a small company to a larger one. This toll has made it easier to keep up with growing demands from current clients to new clients.

Pros

I like the adaptability and the template make things much easier when customizing email for clients and potential clients.

Cons

Connecting a contact us form with our site a bit tricky, since Hatchbuck doesn't pair up with Outlook email very well. Other than that is has been a great transition to this CRM and well worth the investment.

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Easy to use- and it works!

Pros

It is very easy to use and very inexpensive. I have used it for several years now.

Cons

Some features change often and it can be difficult to locate certain features after a change.

Review Source: Capterra
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

Review Source: Capterra

Jenna from Executech Pros

Industry:  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!

Review Source

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. :-(

Review Source: Capterra

Stan from Healthcare

Industry:  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.

Review Source

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.

Review Source: GetApp

JASVIN from University of Nevada-Las Vegas

Industry:  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.

Review Source

Jenna from International Relief Teams

Industry:  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.

Review Source

Steve from ITH

Industry:  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.

Review Source

Shah Abdul Latif from VoidLoops

Industry:  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.

Review Source

Emily from Direct Digital LLC

Industry:  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.

Review Source

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.

Review Source: Capterra

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.

Review Source: Capterra

Displaying 1 - 20 of 143 reviews