Hatchbuck is an integrated marketing automation and CRM platform that aims to helps users more effectively track and maintain both prospective and existing customers. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. Hatchbuck is on a mission to make sure none of those hard-fought opportunities slip through the cracks.
Unlike other CRM and marketing automation solutions marketed to small businesses, Hatchbuck is easy-to-learn and easy-to-use, even for busy small business owners. We’ll have you up and running in hours instead of weeks. Oh, and we're truly affordable for small businesses, too.
You’re running a tight ship, so when you need help, you need it now. Our friendly support team is always there when you need us. Talk to a real person and avoid getting lost in the queue.
Allows a small marketing outfit to punch above its weight and focus follow-on efforts on the more high-valued prospects.
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!
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. :-(
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.
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.
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.
I'd recommend Hatchbuck to anyone looking for a sleek, easy to use platform that handles both your CRM and Email Campaigns.
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.
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.
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.
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.
Pricing starts at $39/month.
Below are some frequently asked questions for Hatchbuck.
Hatchbuck offers the following pricing plans:
Starting from: US$39.00/month
Pricing model: Subscription
Free Trial: Not Available
Pricing starts at $39/month.
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We do not have any information about what devices Hatchbuck supports
Hatchbuck integrates with the following applications:
BigCommerce, DevHub, HoneyBook, Retently, Shopify, SurveyMonkey, Twitter, Wordpress, Xero, appointlet
Hatchbuck offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials