Likelihood to Recommend Hatchbuck is great for small to mid size businesses that are really looking to keep track of their progress with their sales leads as well as their existing customers, as well as tracking the activity their customers are taking from their communications, and automate their sales and marketing funnel as much as possible. We are a SaaS company (software as a service), with sales that range from teeny tiny to very big fish so it's been an easy tool to work with to make sure we are communicating with clients based on their size and needs.
Read full review There's no such thing as a CRM that doesn't have its complications and headaches. I have tried a lot of them and ultimately like GreenRope heads and shoulders above the rest. GreenRope is particularly suited for small to medium sized businesses who do not have the budget or need for a SalesForce install, or the engineers necessary to make other CRM software work. If you want a more sophisticated system than an email responder like MailChimp or Constant Contact, you need to have a CRM. So ask yourself what you are looking to automate in your business and then go for a solution that has the ability to scale with you. A CRM is a commitment to long term growth and automation, and you should see it as an investment -- both in cash and in time. I don't have a programmer and have managed to get a lot of functionality out of GreenRope (all DIY). And I'm always adding to it with no limits in sight.
Read full review Pros The product is simple to use but can be as complex as you would like it to be. Customer service and support are great. Always responsive and quick to find a solution. The email templates and instructional videos have been helpful. They definitely understand marketing and have created a simple system to support content delivery. Read full review GreenRope provides a full-featured application at ALL pricing levels. You don't have to 'upgrade' to get better features - you've got them all right away. I really appreciated this! GreenRope doesn't charge per user (i.e., administrator of the system). Other systems require additional fees when adding administrators to your account. GreenRope makes it easy for me to get help with the CRM by adding more of my people, without adding multiple fees. Customer Service at GreenRope rocks! They really want to help you get started well. The training and set-up calls are fantastic. For any support issues that have come up (usually newbie questions!) I've always received a prompt response. I can't say enough about their support. There are many ways for me to customize my data sets, for management and segmentation of contacts, specific to my industry and business needs. Dashboard customization - as a visual learner, the presentation of information on my screen is important to me, and GreenRope allows me the ability to customize colours, icons, and sizes of things in my dashboard. This is helpful for my creativity and productivity. Read full review Cons They may be a little behind the curve when it comes to some of the advanced features, such as integrating various calendars and e-mail clients. I would like to see them more integrated with social media platforms, such as keeping track of social media activity and adding more platforms that they track within a record. The onboarding process was a bit bumpy and took much longer than expected. Read full review The project management software - while usable in its current form - can still benefit from further development. But I've noticed that they are working on it, so it seems they are aware of this area of opportunity. This is a little thing, but I'd like the ability to drill into specific tasks from more areas, and mark them complete quickly or make notes on them. I honestly don't have many suggestions. I use their ticket system to make suggestions when they occur to me, and they tend to incorporate suggestions very quickly into subsequent builds. Read full review Likelihood to Renew In case you can't tell, we are in love with Hatchbuck software. Could it be improved? Of course it could, but, based on our current needs, and the needs of our existing and targeted clients so far, Hatchbuck presents the best fit option available. As a partner we are looking to grow with Hacthbuck into the future.
Read full review They have monthly renewals, so at any time you can cancel and not feel like they are holding your money. Their customer support is easy to work with. Their ticketing system to communicate with you about service issues is fantastic(which is included in the monthly fee) allows you to track issues. We use the ticketing system and add it to our website. This gives people the ability to communicate with us 24/7.
Read full review Usability Hatchbuck offers on-boarding, training, and has a suite of videos, which makes it super easy to get started. As with any software that is the key. Have a plan, stay focused, and get started. Once, you begin to play with Hatchbuck you will see that it is very user friendly.
Read full review It takes time to learn this system. It is not going to happen over night, but once you master it it will be worth it. I am already seeing some great results, all I have to do is keep learning.
Read full review Reliability and Availability There has never been any downtime for Hatchbuck, which is very reassuring for me as I market and recruit strenuously for the University at Albany's executive Weekend MBA Program. Hatchbuck team members have also been available when I have reached out to them with questions or issues. With one exception, where one of my e-mails became lost in the Internet "black hole," they have gotten back to me in very timely fashion!
Read full review Support Rating I always get a response within 24 hours, unless I ask on a weekend. The team seems to work together to resolve my issues, answer my questions, and update me on changes. In fact, they have even connected [with] me to ask how they can improve the Hatchbuck software and their service. This is why I love them so much.
Read full review Many times I have to repeat the issue several times before the person understands correctly. There was also an instant where support was not available when help was needed, had to wait for a response and it was a business day.
Read full review Implementation Rating Overall very satisfied. More sample please.
Read full review I think there are some cheat sheets and best practises lists that could be created that would save a business a lot of time and frustration. BUT, even as it is, the frustrations and challenges disappear as things start working. I am going to be offering up a few of the tricks I have learned to the team at GreenRope to share with other users because when customers offer valuable work arounds that they find helpful to others, we accomplish a few things. The coders get an idea of things that aren't working quite as expected so they can look into fixes, other customers get benefit and we all win
Read full review Alternatives Considered I have had more experience with Hatchbuck, and was introduced to it through someone who is quite familiar. My perspective is that for the money, Hatchbuck does all it needs to, and does it well. I'm sure there are comparable products, but this is the first one that I found user friendly enough to be able to use it consistently
Leo Woods Senior Director Corporate Sponsorship
Read full review We chose GreenRope.com because they were the best fit. We already had a marketing email strategy with Constant Contact so choosing a CRM with those capabilities was very important when making our decision. Everything we were already doing could be in 1 place instead of needing to login to several different outlets to reach our goals and objectives. For example, email marketing (Constant Contact), website tracking (our Host), client tracking (spreadsheets), Calendars (Outlook), etc. Now we do everything, email marketing, track leads, have a work flow, track website visitors, post events and forecast all with 1 login. It's great!!
Read full review Return on Investment It saved us time, as we were able to centralize our marketing and sales efforts It helped close more sales, through nurturing funnels Since it has options to create sales-related tasks, it helped our team be on top of all new prospects and provide timely information Read full review It has helped us from an efficiency standpoint to organize, keep track off, and communicate with our contacts. We have high functionality and great features for a great cost. People with varying levels of computer experience can use GreenRope and many of its features. Read full review ScreenShots