Reviewed on 25/07/2018
The happy lil' secret in the automated marketing world!
Comments: 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. :-(
Reviewed on 12/06/2017
Hands down, the best CRM system I've ever used.
Comments: 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!
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.
Reviewed on 10/02/2016
The Swiss Army Knife of Marketing Software
Comments: 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.
Reviewed on 02/06/2017
You Won't Be Disappointed With Hatchbuck!
Comments: 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.
Reviewed on 08/05/2015
Hatchbuck Changes the Game for the University at Albany Weekend MBA
Pros: Unlike the ACT!, the last CRM I used, Hatchbuck enables me to automate my marketing/recruiting activities for the Weekend MBA Program. There are no more instances of prospects falling through the cracks as I am able to develop relevant messages and campaigns that I am able to disseminate to my stakeholders in timely fashion. There are no limits to the number of e-mails that can be sent and tracking the performance of those e-mails, i.e., opens, clicks, bounces, etc. is also helpful. Another feature I use quite a bit is the sales pipeline. I now know how many viable prospects I have in the system and at what precise stage they are at. What's also nice is that the investment in the program, unlike many other better know CRMs, is all inclusive.
Cons: Hatchbuck has been phenomenal in terms of service and response time. There are several areas, though, that can be bolstered and, I believe, are being worked on. The first is better e-mail integration. Rather than automatically be included in someone's record, you need to insert the Hatchbuck inbox address in the bcc field to capture the message in the system. They can probably do a better job with social media integration, calendar integration, as well as providing a more robust word processor.
Reviewed on 15/07/2018
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.
Reviewed on 05/12/2017
Flexible Enough to be Utilized in Most Marketing Plans
Comments: 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.
Reviewed on 18/05/2017
Product Update 2017: untested, too many bugs, makes customers lose credibility as features simply do not work
Comments: 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.
Reviewed on 07/12/2016
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.
Reviewed on 31/10/2018
Hatchbuck user for many years
Comments: 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.
Reviewed on 01/11/2018
Haven't had a bad experience with it yet, awesome CRM
Comments: 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.
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.
Reviewed on 27/06/2018
Great CRM for Small Business
Comments: 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.
Reviewed on 05/02/2016
Hatchbuck Helps Drive Enrollment Growth for University at Albany's Weekend MBA Program
Comments: 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!
Reviewed on 17/04/2017
Really good value for your money
Comments: 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.
Reviewed on 10/01/2017
Great small business solution - Intuitive, feature-filled, clean interface
Comments: There are a lot of CMS platforms out there but this one is the one I've settled on because it has certain features that you need to pay a LOT extra for on larger platforms, such as click-tracking. The name is kinda weird and I don't believe it's the cheapest solution out there, after all, there are others that are free. However, Hatchbuck makes it possible to set up sales funnels with ease, and without complicating things. The onboarding process is relatively simple - you don't need a degree to wade through it all and their customer support team is super friendly. My only problem with Hatchbuck is that I don't use it more, which is my problem, not theirs. A great solution for small businesses that want powerful features without the hefty price tag of the CMS giants out there.
Pros: The interface, customer support and certain features that seem to integrate well with my sales process.
Cons: The price is a little high, especially if I want to add other users, like a VA to help me out, so I have avoided doing that and so not using is to its full potential.
Reviewed on 10/09/2015
Hatchbuck power user going on third year...
Comments: There are tons of cloud-based CRM platforms out there to choose from. None offer the full package and scope of mail marketing and contact traceability that Hatchbuck offers. The competition costs much more and offers much less.
Pros: Email campaign tracking, social network linking, deal tracking, open, click, and interaction charting. No CRM since Goldmine in the 90's has made it so easy to create email campaigns on the fly based on contact response and interaction. And Goldmine was (and still is) ridiculously cumbersome and expensive to use, program, and manage. Hatchbuck is not. And unlike Constant Contact, the emails that go out through Hatchbuck don't look canned...they look like they could be one-off emails sent from one human to another.
Cons: It isn't an email client, meaning, you can't send and receive emails using Hatchbuck. The Task reminder functionality isn't awesome. I'm not a huge fan of teal...you can't tweet directly from Hatchbuck...I'm reaching now...
Reviewed on 08/12/2016
High ROI Marketing Automation Platform - Made a difference to my business in 1 year
Comments: Hatchbuck helped us attain a 15% increase in our sales and make my business marketing objectives less overwhelming, more targeted, and more individualized. We now have a way of segmenting our customer base, and nurturing leads automatically, freeing up sales rep time to focus on other sales.
Pros: Ease of use; automatic nurturing campaigns.
Cons: I'd like to be able to copy tagging associated with campaigns from one letter in the campaign to the other (copy the link-associated tags, etc.). I'd like to add 'sources' and other things from the customer interface, and not have to go out of customer view and into settings. Sometimes, the letter I create disappears. It's a bug.
Reviewed on 08/02/2016
A simple and easy-to-use marketing automation tool for companies that want to save time and money.
Comments: 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.
Reviewed on 08/12/2016
A World Class Marketing and Managing Solution to Create Meaningful Relationships
Comments: The entire Hatcbuck engagement process is world class! Starting with its marketing website to setting up our account and subsequent customer service, the Hatchbuck team has been responsive and the system is more powerful than I could ever expect! In addition to providing innovative and intuitive technology, Hatchbuck also provides great resources and guides that help to create a coherent strategy for managing emerging and existing clients. The Hatchbuck logic model for interacting with our contacts, including educating them on our products and services, makes our team more efficient and effective. I researched a lot of CRM's that also integrate marketing features. I have previous experience using multiple systems for contact management, event management, and communications management, which was overwhelming and became a job to maintain. Hatcbuck includes all of this functionality accessible through a single platform. This is amazing, and I am happy I selected Hatchbuck to support our Marketing Team, Sales Team and Account Managers.
Pros: It is intuitive and is built upon a solid logic model.
Cons: It takes a little bit of time to understand all of the features available and how to access them. But, the videos and webinars help a lot!
Reviewed on 30/08/2014
Awesome! So far, it meets and exceeds my customer nurturing needs.
Pros: I like the webpage forms and link click capture (via imbedded scripts) to register new leads and track their interest. Likewise, I love the ability to capture clicks in email and add tags and actions.
Cons: I wish there were more email and campaign samples (a complete lead to sale nurturing sample would be great). Although the drag and drop email editor is easy to use, it's too limited (e.g. can't create a column). So I ended up using the predesigned emails, but I had to insert some stylesheet code to just to change the background color; it looks great, but it's a bit more complicated. Also, there's no billing, so we also have to enter the customer into ACT and QuickBooks.
Reviewed on 01/02/2017
Hatchbuck is worth taking a close look at for your small business
Comments: Our small business started using Hatchbuck in 2016 after using Highrise as our Client manager for many years. Hatchbuck has so much more to offer the small business. The best feature is the ability to create email campaigns tailored for unique audiences and buyers. This feature lets us easily communicate and follow-up with buyers for our services and differentiate them from our reader audience. The Hatchbuck staff was great at getting our team up to speed and is always there when we need them.
Pros: Great Value for the product
Cons: Sometimes you hit a bug in the system, but the Hatchbuck team loves feedback and keeps us informed of updates.
Reviewed on 08/09/2018
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!
Reviewed on 13/08/2019
A solid software option
Simple contact database management.
Easy to use template designer.
Inability to include video within email.
Chat/email based customer support.
Reviewed on 02/06/2017
B2B crm + marketing automation in one place
Comments: 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.
Reviewed on 02/04/2019
Great CRM for Beginning the Process
Comments: We use this to prioritize our sales targets, track users, and to help us identify strategies and nurture clients.
Pros: Hatchbuck is so easy to learn, easy to use, and has really transformed our sales process. We all love it.
Cons: It doesn't have as many bells/whistles as other more expensive packages, but that's to be expected. It's got what it needs. We'd really like a better way to manage tags. We'd like better formatting of emails. And easier reporting of email open rates, links clicked etc. in a more visual detailed format