Growing business with Hatchbuck for more than a year

No other CRMs compare to Hatchbuck. The functionality and the price don't even come close!

Pros

Automation via emails, campaigns and tagging, email tracking, notifications when someone opens an email or clicks on a link within the email, automatic social network linking, webpage tracking, deal tracking and the drag and drop builder, which is great for newsletters.

Cons

It's not mobile friendly and you can not CC someone via Hatchbuck.

Works Well

Customer service was very responsive and helpful.

Pros

Great segmenting to manage our contacts and do outbound marketing. I was able to tag ppl with multiple stages of the sales process and follow up through email. I used a lot of zaps to connect to other software systems and to pull in texting.

Cons

Does not have an appointment software that I could put on my website. Does not have a texting option.

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.

Slick and Easy to use

bloody great!

Pros

Tags - total control and segmentation of your contacts

Cons

issues with email templates but that has been fixed now

BenchmarkONE has set standards

BenchmarkONE enables me to save the maximum amount of time during prospecting. Through BenchmarkONE we’ve been able to spend our precious time going after authentic leads instead of chasing ghosts. It does a beautiful job by assisting in the automation of email prospecting. Targeted phone calls can be made following up on emails. So, a targeted approach can be used for reaching out to the clients.

Pros

BenchmarkONE provides the ability to customize your columns according to your requirements. The filters are quite detailed and assist a lot in seeking the perfect information that you want. The interface is quite simple to use. It is a very cost-effective program compared to its competitors. Plenty of time can be saved by not wasting efforts on prospects who are not interested.

Cons

Lately, we have confronted issues relating to bot activity. We are unable to tell if someone clicked on the emails. More features, however, can be added to improve the overall performance of the platform. Also, emails may go to the spam folder if the company is using good spam filters. This needs to be rectified.

Hatchbucking - Mostly a fantastic experience :)

Our company provides churches with a communication tool to send emails and texts to their members. Hatchbuck is our primary CRM to communicate with our customers. It's proven pretty darn invaluable to keeping in touch with where our customers are at in their progress with using Flocknote, and it's given us a great way to communicate best practices via email as well.

Pros

Pretty intuitive, plus lots of features make it a great and dynamic tool to have in your belt. I love being able to assign tasks to specific contacts or companies in particular. I've been using it for nearly a year, and I'm still finding ways to use it better!

Cons

The email composer -- specifically changing fonts, sizes, etc. -- tends to be a little clunky and particular. You can get the text displaying how you want, but sometimes uncooperative "auto"formatting is a bit frustrating.

Above average sales & marketing platform

We decided to use Hatchbuck to help us organize and communicate with signups for Slope, a media management platform. We used Hatchbuck to organize contacts into categories and to send out our email campaigns and updates. Getting started on Hatchbuck is very easy and their customer service is outstanding (I usually get a response on questions and problems the same day). There are some minor issues and is really best suited for smaller sized companies.

Pros

Great customer service, I always got a response on issues and questions I had in a short amount of time. Tagging users and creating email campaigns based on those tags is very simple and intuitive. We enjoyed the scoring system of contacts (we called it Fantasy Football for leads).

Cons

Personally I feel as if the 'Deals' and 'Tasks' features are a little bit redundant and not overly helpful to general productivity. I also found there to be minor issues such as not getting notifications when other team members made changes to our organization's account. It's also very easy for contacts to become overwhelming and it is much better suited for smaller sized businesses.

Hatchbuck simplifies my life

I use Hatchbuck daily for one of my clients. It's essential to my work flow and truthfully, I'm not sure how things would go for this client if I had to work without it. It simplifies everything. Sending emails is a snap, correcting their client information is quick and easy, and everything I need to measure ROI is right there.

Pros

Customer support rocks. Anytime I don't know how to do anything, our consultant is quick to answer emails and send me in the right direction.

Cons

Searching for contacts is a little difficult, but once you master it, it's not too bad.

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.

The Swiss Army Knife of Marketing Software

Getting into Hatchbuck is like beginning a new craft and gradually building on your tool set. It has been a year since we signed up, and our business' marketing activities have matured through a mix of Hatchbuck's offerings and our own strategy development. Hatchbuck absolutely does its part in building a firm relationship between our sales team and our customers. Importing contacts is a snap. Users can match default columns/fields with columns in imported CSVs, merge contacts with possible matches, manually check the results, and assign tags to the entire import list'even on existing matches. The contact management experience is tailor-fit to your contact database thanks to Hatchbuck's fantastic tagging system. Using custom fields and dozens of tags with a simple "is/is not in tag" and "and/or" tag-linking filter gives you so much control over your entire database. The VERY user-friendly UI is set up so that beginners can dive into the database and learn the outs and ins through regular use. I found my way around Hatchbuck in just about a day, which would definitely benefit a small business looking for an easy start. I would follow their support team to the ends of the earth. Hatchbuck is backed by a genuinely attentive support team that trained me and later cleared up an enormous importing disaster with more patience and attention I would find in any other support line. As far as I can see, Hatchbuck plots only Opens and Clicks on the results page for every campaign. It would be so helpful to see Opens, Bounces, Clicks, Unsubscribes, and Complaints as timelines on the same chart area. Hatchbuck's bounce results page allows you to export just the first 1,000 bounce records. However you filter it (by sender, etc.) you will still get 1,000 records. One of our imports had 2,000 bounces and I had to export at least 8 different column-filtered sheets, stick them in a spreadsheet, remove duplicates... Managing the database can be tricky, but I hope Hatchbuck's development team can introduce a few fixes like mass-editing a default contact field for multiple contacts and automatically tagging contacts as bounces. The cons definitely counter some of the pros, but in all fairness, our company's email marketing needs can be a little demanding. Hatchbuck and our marketing team have come to work together very well, and I am immensely thankful that I opted for the Live Demo a year ago.

Outstanding Customer Support and Functionality You Can Use!

Onboarding & Support I've had a stellar experience with Hatchbuck from the initial demo, and most importantly through to onboarding and getting the system configured. This is a standout part of the Hatchbuck offer, especially after coming from a larger automation platform. Functionality & Ease of Use You don't get all the functionality you are likely to have compared to say, Marketo, but what you do get is eminently usable and capable almost out-of-the-box. I would like to see an ability to integrate with Outlook, as we miss the ability to send tracking emails individually directly from our Outlook client, but it's not a dealbreaker. Price This was a big issue for us as we operate a relatively large universe - Hatchbuck's pricing structure allows me to run a universe that size without hitting me for increasing levels of charge (unlike Hubspot or Marketo, whose price-per-unit seems to increase as you scale).

Pros

Simple to use, easy to configure, and can get to work and ROI fast. Scales easily with pricing not restricting records you put into it.

Cons

Some functionality you may be used to is not present, such as Outlook plugins.

Hatchbuck Helps Drive Enrollment Growth for University at Albany's Weekend MBA Program

Adopting the Hatchbuck CRM a year and a half ago has transformed and modernized the marketing, and hence the recruiting, for UAlbany's executive Weekend MBA Program. We were able to automate many tasks that had to be previously performed manually. We created landing pages which automatically filled records in Hatchbuck when they were submitted and we tied campaigns to certain actions so that we were able to quickly respond to prospects who were looking for information on the program. Setting up campaigns also enabled us to send relevant messages to contacts in a timely fashion, a feature unavailable in our last CRM. Through campaigns, we were also able to recognize individuals' milestones and follow up on program events, to name a couple of uses. The task feature is also helpful for keeping track of important action items and scheduling them at the most opportune time. The onboarding process took several weeks and we were able to successfully overcome a few speed bumps along the way. Overall, the customer service has been very good, especially during the time that I was learning the software. I don't consider myself to be technically savvy but the software was very intuitive to use and the customer support was quick to respond if you had a question. After two years of declining enrollments, Hatchbuck, along with other factors, played a key role in the program experiencing a nearly 60% enrollment increase over the previous year. That, coupled with the time savings and added efficiency, has made it a very wise investment for the program. It is an investment that returns considerable dividends daily!

A simple and easy-to-use marketing automation tool for companies that want to save time and money.

I was researching for some inbound marketing tools and the results were always the same: an ultra expensive system with tons of features that neither me or someone in my organisation will set up in the incoming two weeks. However, one day I found Hatchbuck and since then I fell in love with it! Hatchbuck is the tool that adapts the most to my marketing plan: email marketing, lead scoring and tracking of my customers and the products they are most interested in. It didn't took me more than 2 hours to understand hatchbuck entirely. They also have a lot of tutorials and training materials to make easier the interaction. After setting up Hatchbuck according to my needs I was able to send my first campaign and take advantage of the system features specially the tagging and scoring system. Something I do appreciate is Hatchbuck's customer service: They are so helpful and kind, they scheduled calls to show me all the features of the system and how to integrate it with my website and my customer flow. Although Hatchbuck automates all the email campaigns and track the interaction of my customers among the website and email campaigns, I kinda miss an integration with social networks that let me see the big picture of my marketing plan that involves stats and conversion rates from my website, social networks and email campaigns. I definitelly recommend Hatchbuck to small and medium companies who want to automate their marketing and sales in a simple way, saving time and money.

A solid software option

Pros

Simple contact database management. Easy to use template designer. Scheduling services.

Cons

Inability to include video within email. Chat/email based customer support.

B2B crm + marketing automation in one place

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.

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

Easy button for marketing automation

Pros

Hatchbuck's features were well thought out, so while the feature set is limited, everything is tight and works as designed. My favorite feature is the "hot prospect" alerts emailed to me when a prospect or web visitor hits a lead score I have predetermined. I don't have to be in front of a computer to do my followups. The Hatchbuck team gives amazing customer service, too. They actually answer their phones and respond to emails promptly.

Cons

I would like to see a mobile app and the ability to integrate with other common business apps (like QuickBooks). But, I have been told those are on the road map.

Great Product. Great Team. Great Results.

Pros

We are using Hatchbuck here at SilverCloud through ESG's Lead-Launcher Marketing as a service vendor and have been very pleased with what we have seen so far. What I like best about the product is its ease of use and its very user-friendly user interface. I like how we now have the ability to nurture evaluators and turn them into prospects without much effort. I also like the ability we will have to continue to provide value to our current customer base, improving retention rates.

Cons

I find it difficult to search for multiple individuals at an organization. The CRM is set up to organize mostly by contacts and not by accounts, which can be a bit difficult. I also wish there was an API to integrate with our current Salesforce account.